U.S. Logistics Stock News

NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

A Look At STAAR Surgical (STAA) Valuation After FDA Expands EVO ICL Age Range

STAAR Surgical (STAA) is back in focus after the U.S. FDA approved an expanded age indication for its EVO and EVO+ Visian Implantable Collamer Lenses, lifting the upper limit from 45 to 60 years. See our latest analysis for STAAR Surgical. The FDA age expansion comes as STAAR Surgical’s 7 day share price return of 12.58% contrasts with a 90 day share price decline of 24.15% and a 3 year total shareholder return decline of 65.58%, suggesting recent momentum after a tough longer stretch. If...
NasdaqGS:CBLL
NasdaqGS:CBLLMedical Equipment

CeriBell (CBLL) Revenue Growth To US$24.8m Tests Premium Valuation Narrative

CeriBell (CBLL) has just closed out FY 2025 with Q4 revenue of US$24.8 million and a basic EPS loss of US$0.36, while trailing 12 month revenue reached US$89.1 million and basic EPS over that period sat at a loss of US$1.46. The company has seen quarterly revenue move from US$18.5 million in Q4 2024 to US$24.8 million in Q4 2025, with basic EPS losses over those quarters ranging between US$0.36 and US$0.40, and trailing 12 month net income remaining in loss territory at US$53.4 million for...
NasdaqGS:IRWD
NasdaqGS:IRWDBiotechs

Ironwood Pharmaceuticals (IRWD) Margin Rebound Challenges Bearish Narratives Despite Softer Revenue

Ironwood Pharmaceuticals (IRWD) just closed out FY 2025 with a mixed Q4 print, reporting revenue of US$47.7 million and a small net loss of US$2.3 million, which translated into EPS of US$0.15 for the trailing twelve months. The company has seen revenue move from US$351.4 million on a trailing basis in Q4 2024 to US$296.2 million in Q4 2025, while trailing EPS shifted from roughly flat at US$0.01 to US$0.15. This sets up a picture in which margins have recently firmed even as top line...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Did Allegro’s New 3–5 Year Targets and Analyst Support Just Shift Allegro MicroSystems' (ALGM) Investment Narrative?

Earlier this week, Allegro MicroSystems held an Analyst Day where it outlined a 3–5 year financial model targeting mid-teens revenue growth and gross margins above 55%, prompting research firms to reaffirm positive views on the company’s long-term prospects. This upbeat outlook comes despite Allegro’s recent annual sales and earnings declines and relatively low free cash flow margins, highlighting a tension between ambitious growth targets and current financial constraints. We’ll now explore...
NYSE:CUZ
NYSE:CUZOffice REITs

Will US$250 Million Buyback Authorization Change Cousins Properties' (CUZ) Capital Allocation Narrative?

Cousins Properties Incorporated announced on February 17, 2026 that its board approved an open-ended share repurchase program of up to US$250,000,000 of its outstanding common stock. This sizable buyback authorization highlights management’s willingness to deploy capital toward reducing share count, which can enhance per-share metrics over time. Next, we’ll examine how this US$250,000,000 repurchase authorization may reshape Cousins Properties’ investment narrative and capital allocation...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

Supernus Pharmaceuticals (SUPN) Returns To Quarterly EPS Loss Reinforcing Profitability Concerns

Supernus Pharmaceuticals FY 2025 Earnings Snapshot Supernus Pharmaceuticals (SUPN) has wrapped up FY 2025 with fourth quarter revenue of US$211.6 million, Basic EPS of a US$0.07 loss, and net income excluding extra items showing a US$4.1 million loss. The company reported an increase in revenue from US$174.2 million in Q4 2024 to US$211.6 million in Q4 2025, while Basic EPS moved from US$0.28 in Q4 2024 to a US$0.07 loss in Q4 2025. This combination highlights an expanding top line alongside...
NYSE:ASPN
NYSE:ASPNChemicals

Aspen Aerogels (ASPN) TTM Loss Of US$389.6 Million Reinforces Profitability Concerns

Latest FY 2025 Results Set the Stage for Aspen Aerogels Aspen Aerogels (ASPN) has just wrapped up FY 2025 with Q4 revenue of about US$41.3 million and a basic EPS loss of US$0.88, capping a year in which trailing twelve month revenue came in at roughly US$271.1 million and EPS on the same basis was a loss of US$4.73. Over recent quarters the company has seen quarterly revenue shift from US$123.1 million in Q4 2024 to US$78.7 million in Q1 2025, US$78.0 million in Q2, US$73.0 million in Q3 and...
NasdaqCM:ESEA
NasdaqCM:ESEAShipping

Euroseas (ESEA) Net Margin At 60.1% Challenges Bearish Earnings Decline Narratives

Euroseas (NasdaqCM:ESEA) has wrapped up FY 2025 with fourth quarter revenue of US$57.4 million and basic EPS of US$5.82, setting the tone for a year where trailing 12 month revenue reached US$227.9 million and EPS came in at US$19.73. Over recent periods, the company has seen quarterly revenue move from US$53.3 million in Q4 2024 to around US$56.3 million to US$57.4 million across 2025. Quarterly EPS shifted from US$3.51 in Q4 2024 to a range of US$4.27 to US$5.82 in 2025, with these earnings...
NYSE:GHC
NYSE:GHCConsumer Services

Graham Holdings (GHC) Margin Compression To 6% Tests Bullish Valuation Narratives

Graham Holdings (GHC) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$25.33, alongside net income of US$109.8m, while trailing 12 month revenue came in at US$4.9b with EPS of US$67.49 and net income of US$292.3m. Over recent periods, the company has seen quarterly revenue move from US$1.21b in Q2 2025 to US$1.28b in Q3 and US$1.25b in Q4, with basic EPS ranging from US$8.43 in Q2 to US$28.19 in Q3 and US$25.33 in Q4. With a trailing net profit margin sitting at 6% compared...
NasdaqGS:SLDP
NasdaqGS:SLDPAuto Components

Solid Power (SLDP) TTM Loss Of US$93.4 Million Tests High Growth Narratives

Solid Power (SLDP) closed out FY 2025 with Q4 revenue of US$2.6 million and a basic EPS loss of US$0.14, alongside a trailing twelve month EPS loss of US$0.51 on revenue of US$17.9 million. This keeps the focus firmly on how quickly the business can scale against ongoing losses. Over recent quarters, the company has seen quarterly revenue move from US$4.5 million in Q4 2024 to US$6.0 million in Q1 2025, US$6.5 million in Q2 2025, US$3.7 million in Q3 2025 and US$2.6 million in Q4 2025, while...
NYSE:UIS
NYSE:UISIT

Unisys (UIS) Swings To Q4 Profit As Sustained Losses Challenge Bullish Turnaround Narratives

Unisys (UIS) has just wrapped up FY 2025 with Q4 revenue of US$574.5 million and basic EPS of US$0.26, alongside full year trailing twelve month revenue of US$1.95 billion and a trailing EPS loss of US$4.79. Over recent quarters the company has seen revenue move from US$432.1 million in Q1 2025 to US$460.2 million in Q3 2025 and then to US$574.5 million in Q4. Quarterly EPS has ranged from a loss of US$4.33 in Q3 2025 to a profit of US$0.26 in Q4, leaving investors weighing how much of the...
NYSE:NGVT
NYSE:NGVTChemicals

Ingevity (NGVT) Is Down 6.3% After 2025 Loss And Board Cuts Has The Bull Case Changed?

Ingevity Corporation recently reported fourth-quarter 2025 results showing sales of US$255.1 million, down from US$263.4 million a year earlier, and swung from net income of US$16.6 million to a net loss of US$84.6 million. For 2025 as a whole, the company recorded sales of US$1.17 billion and a net loss of US$167.1 million while also announcing board changes that will reduce its directors from 11 to 9 at the 2026 annual meeting. We will now examine how this shift from quarterly profit to...
NasdaqGS:OLPX
NasdaqGS:OLPXPersonal Products

Is Olaplex Holdings (OLPX) Pricing Reflect A Recent Share Price Rebound And DCF Upside?

If you are wondering whether Olaplex Holdings at US$1.65 is a bargain or a value trap, you will want a clear view of what the current share price actually reflects. The stock has recently posted returns of 1.9% over 7 days, 6.5% over 30 days, 22.2% year to date and 11.5% over 1 year. Over 3 years, the return stands at a 64.0% decline. Recent coverage of Olaplex has focused on its position in the premium hair care market and investor interest around how the brand is responding to competition...
NYSE:SUI
NYSE:SUIResidential REITs

Sun Communities Q4 FFO Resilience Tests Bearish Narratives On Premium Valuation

Sun Communities (SUI) has just posted its FY 2025 results, with Q4 revenue at US$518.6 million and basic EPS of US$0.90, while trailing twelve month revenue stands at US$2.3 billion and basic EPS sits at a loss of US$0.55. Over recent quarters the company has seen quarterly revenue range from US$471.5 million to US$695.7 million and basic EPS swing between a loss of US$1.23 and a gain of US$2.10, underscoring how earnings have been far more volatile than top line performance. For investors,...
NYSE:ECG
NYSE:ECGConstruction

Everus Construction Group (ECG) EPS Run Rate Near US$1.10 Reinforces Bullish Earnings Narrative

Everus Construction Group (ECG) has just wrapped up FY 2025 with fourth quarter revenue of US$1.0b and basic EPS of US$1.08, set against trailing 12 month revenue of US$3.7b and EPS of US$3.95 that sit alongside the previously reported 40.7% earnings growth over the past year. Over recent periods the company has seen quarterly revenue move from US$759.6 million in Q4 2024 to US$826.6 million in Q1 2025 and then to US$1.0b in Q4 2025, while quarterly basic EPS shifted from US$0.68 in Q4 2024...
NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Beam Therapeutics (BEAM) Quarterly Profit Surprises Loss Narrative With US$244.3 Million Net Income

Beam Therapeutics (BEAM) just posted its FY 2025 numbers with Q4 revenue of US$114.1 million and basic EPS of US$2.37, alongside trailing 12 month revenue of US$139.7 million and a basic EPS loss of US$0.81. Over the past six quarters, the company has seen quarterly revenue range from US$7.5 million to US$114.1 million, while basic EPS has swung from a loss of US$1.24 per share to a gain of US$2.37 per share, reflecting a wide earnings range around its R&D heavy model. For investors, the...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn Enterprises (IEP) Returns To Quarterly Profit Challenging Persistent Bearish Loss Narratives

Icahn Enterprises (IEP) just closed out FY 2025 with Q4 revenue of US$2.7b and basic EPS of US$0.00, while trailing twelve month figures show revenue of US$9.7b and a basic EPS loss of US$0.52. Over recent quarters, the company has seen revenue move from US$2.6b in Q4 2024 to US$1.9b in Q1 2025 and then back to US$2.7b in Q4 2025, alongside basic EPS swinging from a loss of US$0.79 in Q1 2025 to a small profit in Q4. This leaves investors weighing how much of this EPS recovery reflects...
NYSE:APG
NYSE:APGConstruction

APi Group (APG) Q4 Net Loss Of US$493m Tests Recurring Revenue Bull Story

APi Group (APG) just wrapped up FY 2025 with Q4 revenue of about US$2.1 billion and a basic EPS loss of US$1.19, capping a twelve month stretch where trailing revenue reached roughly US$7.9 billion and trailing EPS stood at a loss of US$0.69. Over recent quarters, the company has seen revenue move from US$1.9 billion in Q4 2024 to US$2.1 billion in Q4 2025, while quarterly EPS shifted from a loss of US$0.07 to a loss of US$1.19. This sets the stage for investors to focus squarely on how...
NYSE:SILA
NYSE:SILAHealth Care REITs

Sila Realty Trust (SILA) Q4 FFO Stability Tests Bullish Cash Flow Narratives

Sila Realty Trust (SILA) just reported Q4 FY 2025 results with total revenue of US$50.7 million and basic EPS of US$0.09, alongside funds from operations of US$29.8 million, which is a key metric for REIT investors. The company has seen revenue move from US$46.5 million in Q4 FY 2024 to US$50.7 million in Q4 FY 2025, while trailing 12 month basic EPS stands at US$0.60 and trailing net income is US$33.1 million. Investors will be weighing these figures against expectations for future growth...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (MANU) Returns To Quarterly Profit And Tests Ongoing Bearish Narratives

Q2 2026 earnings snapshot Manchester United (MANU) has just posted Q2 2026 results with revenue of £190.3 million and basic EPS of £0.024, alongside net income of £4.2 million, putting a profit quarter next to a still loss-making trailing twelve month profile. The club has seen quarterly revenue move between £143.1 million and £198.7 million over the past six reported periods, while basic EPS has ranged from a loss of £0.163 to a profit of £0.024, giving investors a mixed read on headline...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

Does NMIH’s Completed Buybacks and New Director Appointment Change The Bull Case For NMI Holdings (NMIH)?

NMI Holdings, Inc. recently completed two share repurchase programs totaling US$223.57 million and finalized the buyback of approximately 6.45 million shares, while also appointing experienced financial executive Renu Agrawal as an independent director, expanding its Board to ten members. By pairing sizeable capital returns through completed buybacks with the addition of a director who brings deep banking, risk and governance experience, NMI Holdings is emphasizing both shareholder capital...
NYSE:CC
NYSE:CCChemicals

Is Chemours (CC) Pricing Reflect Recent Volatility And Discounted Cash Flow Outlook

If you are wondering whether Chemours is offering good value at its current price, or if the recent moves are signaling something else about the stock, this article focuses squarely on what the numbers say about value. Chemours' share price closed at US$18.02, with returns of 14.1% over the last 30 days, 47.1% year to date and 16.9% over the past year, while the 7-day return of a 14.8% decline and longer term 3-year and 5-year returns of 42.4% and a 16.4% decline show a mixed picture for...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Margin Compression Tests Bullish EPS Growth Narrative

GoDaddy (GDDY) just posted its FY 2025 numbers with Q4 revenue of US$1.27 billion and basic EPS of US$1.82, while trailing 12 month revenue came in at US$5.0 billion and EPS at US$6.34. Over the past six quarters, revenue has moved from US$1.15 billion in Q3 2024 to US$1.27 billion in Q4 2025, with quarterly EPS ranging from US$1.36 in Q3 2024 to US$1.82 in the latest quarter. Investors may now focus on how these top line and EPS trends line up with expected earnings growth. With net margins...