U.S. Logistics Stock News

NasdaqGS:CMCO
NasdaqGS:CMCOMachinery

Columbus McKinnon (CMCO) TTM Margin Slide To 0.4% Tests Bullish Profitability Narratives

Columbus McKinnon (CMCO) has put fresh numbers on the table for Q3 2026, with recent quarterly revenue figures ranging from about US$234 million to US$261 million and basic EPS moving between a loss of US$0.52 and a gain of US$0.16 over the past six reported quarters. Over that same stretch, total revenue has oscillated within a relatively tight band of roughly US$234 million to US$262 million per quarter while EPS has swung from losses to modest profits, setting up a mixed picture that puts...
NYSE:BE
NYSE:BEElectrical

Bloom Energy Q4 Revenue Surge Tests Bullish Profitability Narratives

Bloom Energy (BE) FY 2025 earnings snapshot Bloom Energy (BE) has wrapped up FY 2025 with fourth quarter revenue of US$777.7 million and basic EPS of roughly US$0.00, alongside net income excluding extra items of US$1.1 million. The company has seen revenue move from US$572.4 million and basic EPS of US$0.46 in Q4 2024 to US$777.7 million and roughly flat EPS in Q4 2025. Trailing twelve month revenue now sits at about US$2.0 billion against a loss of US$88.4 million, setting up a results...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA) Net Margin Falls To 1% Challenging Bullish Electrification Narratives

How BorgWarner’s Latest Earnings Set the Stage for the Story Ahead BorgWarner (BWA) just posted third quarter FY 2025 results with revenue of US$3,591 million and basic EPS of US$0.74, giving investors a fresh read on how its auto components business is tracking through the year. Over recent periods, revenue has moved from US$3,439 million in Q4 2024 to US$3,515 million in Q1 2025 and US$3,638 million in Q2 2025, while basic EPS has shifted from a loss of US$1.84 in Q4 2024 to US$0.72,...
NYSE:PAG
NYSE:PAGSpecialty Retail

Penske Automotive Group (PAG) Margin Holds At 3.1% And Keeps Bullish Narrative In Play

Penske Automotive Group (PAG) just posted third quarter FY 2025 results with revenue of about US$7.7b and basic EPS of US$3.23, alongside net income of US$213m. Trailing 12 month EPS sits at US$14.20 on revenue of roughly US$30.7b and net income of US$943.7m. Over recent quarters the company has seen revenue move in a tight band from US$7.6b to US$7.7b, with quarterly basic EPS ranging between US$3.23 and US$3.78. This sets up a picture where modest earnings growth and a 3.1% net margin put...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Group (ZG) Turns TTM Profit Positive Challenging Longstanding Bearish Narratives

Zillow Group (ZG) just wrapped up FY 2025 with Q4 revenue of US$654 million and basic EPS of US$0.01, alongside trailing twelve month revenue of US$2.6 billion and EPS of US$0.10, marking a clean shift into positive earnings territory over the past year. The company has seen quarterly revenue move from US$554 million and a basic EPS loss of US$0.22 in Q4 2024 to US$654 million and EPS of US$0.01 in Q4 2025, while trailing twelve month EPS moved from a loss of US$0.48 to a profit of US$0.10...
NasdaqGS:BL
NasdaqGS:BLSoftware

BlackLine (BL) Margin Compression To 3.5% Tests Bullish Earnings Growth Narratives

BlackLine (BL) has wrapped up FY 2025 with fourth quarter revenue of US$183.2 million and basic EPS of US$0.08, alongside net income of US$4.9 million. Over recent quarters the company has seen revenue move from US$169.5 million in Q4 2024 to US$183.2 million in Q4 2025, while quarterly basic EPS shifted from US$0.90 to US$0.08. This sets the backdrop for a year where margins are front and center for investors. See our full analysis for BlackLine. With the latest numbers on the table, the...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart Holdings (UPST) Turns TTM Profitable Challenging Bearish Narratives On Its Rich 60.5x P/E

Upstart Holdings (UPST) has closed out FY 2025 with Q4 revenue of US$304.2 million and basic EPS of US$0.19, rounding off a trailing twelve month profile that includes US$1.1 billion in revenue and EPS of US$0.56 as the company moved into positive earnings territory over the year. The company has seen quarterly revenue move from US$220.4 million in Q1 2025 to US$304.2 million in Q4, while basic EPS tracked from a loss of US$0.03 in Q1 to profits of US$0.06, US$0.33 and then US$0.19 in Q2, Q3...
NYSE:SFL
NYSE:SFLOil and Gas

SFL Corp (SFL) Q3 Profit Return Tests Bullish Long Term Earnings Narrative

SFL (NYSE:SFL) has just posted its FY 2025 third quarter numbers, with revenue of US$175.2 million and EPS of US$0.07. This sets a fresh datapoint for a year that has swung from a loss per share of US$0.24 in Q1 to a small profit in Q2 and Q3. The company has seen quarterly revenue move from US$188.6 million in Q2 2024 to US$253.2 million in Q3 2024, and then settle in a range between US$175.2 million and US$188.5 million across the first three quarters of 2025. EPS has shifted from US$0.34...
NasdaqCM:SMX
NasdaqCM:SMXElectronic

SMX (Security Matters) (SMX) Is Up 62.3% After Expanding US$250 Million Equity Line of Credit - What's Changed

SMX (Security Matters) recently amended its equity line of credit, lifting the total capital commitment to US$250 million and extending its financing runway into 2028 to support brand protection, authentication, and track-and-trace initiatives. This enlarged and longer-term funding pool gives SMX more flexibility to run multiple platform deployments simultaneously and pursue longer-horizon enterprise and government projects without compressing implementation timelines. Given the strong 7-day...
NYSE:IFF
NYSE:IFFChemicals

Is International Flavors & Fragrances (IFF) Pricing Reset Justified After Recent Share Price Rebound?

If you are wondering whether International Flavors & Fragrances is offering fair value right now, you are not alone. A closer look at its valuation can help frame your next move. The stock last closed at US$76.76, with recent returns of 9.1% over 7 days, 11.1% over 30 days, 12.8% year to date, but a 7.8% decline over 1 year, a 13.2% decline over 3 years and a 35.9% decline over 5 years. These mixed returns leave many investors looking to recent company updates and sector news to understand...
NasdaqGS:FFIN
NasdaqGS:FFINBanks

First Financial Bankshares Leadership Shift And What It Means For Valuation

First Financial Bankshares (NasdaqGS:FFIN) has appointed David Bailey as Chief Executive Officer and President. Long-time leader F. Scott Dueser is transitioning to the role of Executive Chairman after many years in top executive positions. The leadership changes mark a new chapter for the company while keeping both executives in key roles. First Financial Bankshares, a regional banking group, sits in a sector that continues to see pressure around funding costs, loan growth, and regulation...
NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Will Solstice’s UF6 Expansion, Backlog and New Dividend Change Solstice Advanced Materials' (SOLS) Narrative

Solstice Advanced Materials reported fourth-quarter 2025 revenue of US$987 million and net income of US$41 million, alongside plans to boost uranium hexafluoride output at its Metropolis Works facility and initiate a quarterly dividend of US$0.075 per share. This combination of production expansion in a critical nuclear fuel input, supported by over US$2 billion in backlog and new dividend payments, reshapes how investors may view the company’s role in the nuclear energy supply chain. We’ll...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson (HOG) Q4 Loss Challenges Bullish Earnings Resilience Narratives

Harley-Davidson (HOG) has wrapped up FY 2025 with a bumpy finish, as Q4 revenue came in at US$496.2 million and the company reported a loss per share of US$2.44, compared to a Q3 stretch that featured US$1.3 billion in revenue and EPS of US$3.13. Over the past few quarters, revenue has moved from US$1.3 billion in Q1 2025, to US$1.3 billion in Q2 and US$1.3 billion in Q3, before easing back to US$496.2 million in Q4. EPS ranged from US$1.07 in Q1 to US$0.89 in Q2 and US$3.13 in Q3, and then...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Fiserv (FISV) Margin Expansion Story Tested By 1.4% Revenue Growth

Fiserv (FISV) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b and basic EPS of US$1.51, alongside trailing twelve month revenue of US$21.2b and EPS of US$6.34 that frame the full year picture. Over recent periods the company has seen quarterly revenue range from US$5.1b to US$5.5b, while basic EPS has moved between US$0.98 and US$1.86. This gives you a clear view of how the top line and per share earnings have tracked into the latest print. With a trailing net margin of 16.4%...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs CEO Change And Dividend Lift While Shares Trade Below Targets

Amdocs announced that CEO Shuky Sheffer will retire, and long-time executive Shimie Hortig is set to become Chief Executive Officer. The company also approved an increase in its quarterly dividend, signaling an adjustment to its shareholder return policy. These updates arrive as Amdocs (NasdaqGS: DOX) trades at a share price of $73.13. Amdocs (NasdaqGS: DOX) is going through a leadership handover at the top at the same time its share price has been under pressure. The stock is at $73.13,...