U.S. Logistics Stock News

Paycom Software FY 2025 earnings snapshot Paycom Software (PAYC) has wrapped up FY 2025 with fourth quarter revenue of US$544.3 million and basic EPS of US$2.07, alongside trailing twelve month revenue of about US$2.1 billion and basic EPS of US$8.13. The company has seen quarterly revenue move from US$451.9 million in Q3 2024 to US$544.3 million in Q4 2025, while basic EPS stepped from US$1.31 to US$2.07 over the same stretch. This sets up the latest report as a clean read on how its margins...

Event context and recent trading snapshot Mineralys Therapeutics (MLYS) has been drawing attention after recent trading that left the stock around $27.86, with a one-month return of about a 15% decline and a three-month return near a 32% decline. See our latest analysis for Mineralys Therapeutics. That recent 6.45% one day share price decline and softer 7 day and 30 day share price returns come after a much stronger 1 year total shareholder return of 173.14%. Recent momentum appears to be...

Pinterest (NYSE:PINS) has added Kecia Steelman, CEO of Ulta Beauty, to its board of directors. The appointment comes during a company restructuring that includes layoffs and a push into AI-powered products. The move highlights Pinterest's focus on deeper commerce and shopping integration across its platform. Pinterest positions itself as a visual discovery platform where users plan purchases, from home decor to beauty and fashion. Bringing in an executive who oversees a large retail...

Kelly Services (KELY.A) has just posted a tough third quarter for FY 2025, with revenue of US$935 million and a basic EPS loss of US$4.25 on net income excluding extra items of a US$150.1 million loss, while trailing twelve month figures show revenue of US$4.4 billion and a basic EPS loss of US$4.43 tied to a US$156.3 million loss. Over the past few quarters, the company has seen revenue move from US$1,038.1 million in Q3 2024 to US$1,191.1 million in Q4 2024, US$1,164.9 million in Q1 2025...

Aeluma (ALMU) has just posted its Q2 2026 scorecard, with Q1 2026 revenue at about US$1.4 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$5.6 million and a TTM basic EPS loss of US$0.27 that keeps the story firmly in loss making territory. The company has seen quarterly revenue move from US$0.28 million in Q4 2024 to US$1.39 million in Q1 2026, while quarterly EPS has ranged between a loss of US$0.24 and a profit of US$0.12 over that period, pointing to...

Clarivate (CLVT) has been in focus after redeeming US$100 million of 4.50% senior secured notes due 2026 using cash on hand, increasing share repurchases, and introducing its Clarivate Nexus AI academic assistant. See our latest analysis for Clarivate. Despite Clarivate redeeming debt, stepping up buybacks and rolling out its Nexus AI assistant, the share price is US$1.84 with a 30 day share price return of a 41.77% decline and a 1 year total shareholder return of a 62.75% loss, pointing to...

CVS Health (NYSE:CVS) is facing increased regulatory and legal pressure tied to its pharmacy benefit manager operations and insurance activities. Recent actions include new PBM transparency reforms, a House Judiciary Committee subpoena focused on Affordable Care Act premium subsidies, and an ongoing Federal Trade Commission lawsuit. These developments come as CVS works through the integration of Rite Aid and Bartell Drugs locations and continues broader operational changes. For investors...

Vontier (VNT) has put solid numbers on the table for FY 2025 so far, with Q3 revenue of US$752.5 million, basic EPS of US$0.70 and trailing twelve month revenue of about US$3.0 billion and EPS of US$2.74, giving investors a clear read on recent performance. The company has seen quarterly revenue move from US$696.4 million in Q2 2024 to US$773.5 million in Q2 2025. Over that span, basic EPS ranged from US$0.45 to US$0.82 and now sits at US$0.70 in Q3 2025. These results are framed by forecasts...

Avient (AVNT) has put up a mixed set of numbers for FY 2025 so far, with third quarter revenue at US$806.5 million and basic EPS of US$0.36, alongside net income of US$32.6 million. The company has seen revenue move from US$849.7 million in Q2 2024 to US$866.5 million in Q2 2025, while basic EPS shifted from US$0.37 to US$0.57 over the same period. On a trailing twelve month view, EPS now sits at US$1.24 on US$3.2b of revenue. Against that backdrop, investors will be weighing softer net...

In recent days, Citigroup and Mizuho Securities each reaffirmed positive ratings on The Cheesecake Factory, signaling continued confidence from major Wall Street research houses despite mixed operating trends. This divergence, bullish analyst sentiment alongside concerns about slower same-store sales and higher leverage, highlights how opinions on the company’s longer-term prospects remain sharply divided. With leading analysts reiterating positive views on Cheesecake Factory, we’ll now...

InvenTrust Properties (IVT) has wrapped up FY 2025 with Q4 revenue of US$77.4 million, basic EPS of US$0.03, and funds from operations of US$36.8 million. FFO per share of US$0.47 sets the tone for how investors will read the latest update. Over the past year, total revenue on a trailing twelve month basis has moved from US$274.0 million to US$299.2 million, while basic EPS over the same window has shifted from US$0.19 to US$1.44, supported by net income excluding extra items rising from...

Service Corporation International FY 2025 Results Snapshot Service Corporation International (SCI) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and basic EPS of US$1.14, alongside net income of US$159.4 million that caps a trailing 12 month EPS of US$3.83 on revenue of US$4.3 billion. Over the past year, the company has seen quarterly revenue move from US$1.09 billion in Q4 2024 to US$1.11 billion in Q4 2025, while basic EPS shifted from US$1.05 to US$1.14. This sets...

Recently, National Health Investors expanded its healthcare real estate footprint by acquiring nine properties across Kentucky, South Carolina, and Tennessee, while analysts have raised earnings estimates and style scores have improved. This combination of portfolio growth and upgraded earnings expectations highlights how operational decisions in senior housing and healthcare assets are influencing broader perceptions of the REIT’s business outlook. Against this backdrop of new property...

Event context and recent stock performance Upstream Bio (UPB) has drawn investor attention after a sharp move in its share price, with the stock down about 13% on the day and weaker over the past week and month. Those short term moves come against a stronger past year, where total return sits around 75%. This raises questions about how investors are weighing the company’s clinical stage respiratory pipeline in relation to its financial profile and recent trading volatility. See our latest...

What sparked fresh interest in Walt Disney stock? Walt Disney (DIS) is back in focus after its latest quarterly results topped analyst expectations, supported by record performance in the Experiences segment and consistent profitability in streaming. Management paired that update with plans for a US$7b stock buyback in fiscal 2026 and a planned CEO handoff to Josh D’Amaro. Together, these moves have helped lift investor attention on where the shares might go next. See our latest analysis for...

In early February 2026, CenterPoint Energy launched its Community Progress Tracker, an interactive web-based map that lets Greater Houston customers view specific electric infrastructure upgrades in their neighborhoods, including new storm-resilient poles, undergrounded lines, vegetation management, automation devices, and advanced weather stations completed since August 1, 2024. This move, paired with a long-term supply agreement with Resilient Structures for composite poles, highlights...

Harmony Biosciences Holdings recently announced it will report its fourth-quarter and full-year 2025 financial results on February 24, 2026, followed by a conference call and webcast before U.S. markets open. At the same time, the company has attracted strong analyst attention, with ratings highlighting its value characteristics and earnings outlook within the biotech space. Next, we will examine how this more favorable analyst view, particularly around valuation, may influence Harmony...

If you are wondering whether Chubb's current share price still offers value, looking closely at how the market is pricing the business versus its fundamentals can be a useful next step. Chubb shares last closed at US$329.07, with returns of 7.3% over the past 30 days and 25.8% over the past year. This may prompt questions about growth potential and how much risk investors are currently pricing in. Recent headlines around Chubb have focused on its position as a major global insurer, its role...

If you are wondering whether EnerSys at around US$181 per share still offers value or is starting to look expensive, you are not alone. The stock shows returns of 13.7% over 7 days, 10.4% over 30 days, 20.2% year to date, 79.2% over 1 year, 103.6% over 3 years and 114.4% over 5 years. This naturally raises questions about what is already priced in and how much risk you are taking on at current levels. Recent company updates have kept EnerSys on investors' radars, and the steady flow of news...

In late January 2026, International Paper reported past fourth-quarter 2025 sales of US$6,006 million and a net loss of US$2,384 million, with full-year 2025 sales of US$23.63 billion and a net loss of US$3.52 billion, marking a sharp earnings reversal from the prior year. Despite these heavy reported losses and weaker earnings, the company has drawn renewed attention from analysts and hedge funds, who highlight improvements in its PSNA operations and see its regional businesses as better...

Westlake Corporation recently announced it will release its fourth quarter and full year 2025 earnings, and held a conference call on February 24, 2026 to discuss the results, with materials made available through its website and webcast. At the same time, a downgrade from Mizuho to a Neutral rating alongside differing analyst opinions has sharpened focus on how experts assess Westlake’s prospects. We’ll now examine how Mizuho’s downgrade and the broader mix of analyst views may influence...

Figma stock: recent moves and what they might mean for investors Figma (FIG) has drawn attention after a rough patch for the stock, including a 6.3% decline over the past day and sharper losses over the past month and past 3 months. See our latest analysis for Figma. With the latest close at US$22.57, Figma’s 30 day share price return of 38% and 90 day share price return of 44.4% point to fading momentum after a softer year to date performance. If this pullback has you reassessing growth...

If you are looking at Republic Services and wondering whether the current share price still makes sense, this article will walk through what that price could imply about the company's underlying value. The stock last closed at US$225.97, with returns of 3.6% over 7 days, 7.2% over 30 days, 7.5% year to date, 2.2% over 1 year, 86.1% over 3 years and 167.8% over 5 years. This raises questions about how expectations and perceived risk are being reflected. Recent coverage around Republic...

McDonald's (NYSE:MCD) reported exceptional Q4 results with global comparable sales up 5.7% and the fastest US sales growth in over two years. The company highlighted strong traction from a value-focused strategy, digital loyalty growth, and upcoming nationwide menu changes in beverages and chicken. A limited time McNugget Caviar Valentine's Day promotion sold out, drawing viral attention and reinforcing McDonald's recent marketing push. Management also outlined plans to accelerate new store...