U.S. Logistics Stock News

NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR) Q3 Loss Of US$711.8 Million Tests Bullish Earnings Narratives

How Avantor's FY 2025 Numbers Set the Stage for the Next Chapter Avantor (AVTR) just posted its FY 2025 third quarter results with revenue of US$1,623.8 million, a basic EPS loss of US$1.04 and net income loss of US$711.8 million, putting a sharp spotlight on profitability. The company has seen quarterly revenue move from US$1,714.4 million in Q3 2024 to US$1,686.6 million in Q4 2024, then to US$1,581.4 million and US$1,683.4 million in Q1 and Q2 2025, with EPS shifting from US$0.08 to...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Fannie Mae (OTCPK:FNMA) Q3 Net Income Rebound Challenges Persistent Loss Narrative

Federal National Mortgage Association (FNMA) has just posted its FY 2025 third quarter numbers, with revenue of US$7.0b and EPS of US$0.66 setting the tone for the latest update. Over recent quarters, revenue has moved from US$8.0b in FY 2024 Q2 to US$7.4b in Q3 and US$7.8b in Q4, then to US$7.2b in FY 2025 Q1, US$6.5b in Q2 and US$7.0b in Q3. EPS has ranged from US$1.50 in FY 2024 Q2 and US$0.69 in Q3 to close to zero in late 2024 and early 2025, before landing at US$1.19 in FY 2025 Q2 and...
NYSE:UVV
NYSE:UVVTobacco

Is Universal (UVV) Offering An Opportunity After The Recent 10% Share Price Pullback?

If you are wondering whether Universal's share price reflects what the business is worth, or if the market is overlooking something important, this article is for you. The stock last closed at US$52.87, with returns of a 10% decline over 7 days, a 2.6% decline over 30 days, 0.6% year to date, 4.8% over 1 year, 19.1% over 3 years and 36.7% over 5 years. Recent share price moves have brought Universal back onto investors' radar, especially for those reassessing risk and reward at current...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor (TSEM) Margin Compression Challenges Bullish High P/E Narrative

Latest Earnings Snapshot Tower Semiconductor (NasdaqGS:TSEM) has posted its FY 2025 third quarter numbers with revenue of US$395.7 million and basic EPS of US$0.48, giving investors a clear read on how the year is shaping up. The company has seen revenue move from US$351.2 million in Q2 2024 to US$395.7 million in Q3 2025, while quarterly basic EPS has ranged from US$0.48 to US$0.49 over that period, alongside trailing 12 month revenue of about US$1.5 billion and basic EPS of roughly US$1.75...
NYSE:ALX
NYSE:ALXRetail REITs

Alexander's Balances Weaker Earnings With Buybacks And Rising New York Occupancy

Alexander's Inc. (NYSE:ALX) reported lower quarterly and full year net income and funds from operations. Management highlighted improving New York office occupancy as a key operational development. The CEO pointed to share buybacks as a current priority, reflecting views on the stock's valuation. For investors watching real estate investment trusts, Alexander's sits in an interesting spot. The stock trades at $230.02 and is up 25.6% over the past year and 29.0% over the past three years,...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS) Earnings Swing To US$438m Profit Tests Bullish Margin Narratives

How GlobalFoundries' Latest Numbers Set the Stage for the Next Chapter GlobalFoundries (GFS) has just posted its FY 2025 first half results, with revenue of US$3.3 billion and basic EPS of US$0.79, against a backdrop of recent trailing 12 month losses and a current share price of US$48.74. The company has seen revenue move from US$3.2 billion in the first half of 2024 to US$3.3 billion in the first half of 2025, while EPS shifted from US$0.52 to US$0.79 over the same periods. This sets up a...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Exelixis (EXEL) Margin Expansion To 33.7% Tests Skeptical Growth Narratives

Exelixis (EXEL) has wrapped up FY 2025 with fourth quarter revenue of US$598.7 million and basic EPS of US$0.92, supported by trailing 12 month revenue of about US$2.3 billion and EPS of US$2.88 that sit alongside a higher net profit margin than a year ago. The company has seen quarterly revenue move from US$566.8 million and EPS of US$0.49 in Q4 2024 to US$598.7 million and US$0.92 in Q4 2025, while trailing net profit margin has stepped up from 24% to 33.7%. This sets up a story where...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP Balances Latin America Expansion With US$50 Million Share Buyback

EZCORP (NasdaqGS:EZPW) announced a multi year US$50 million share repurchase program. The company highlighted an active M&A pipeline with a focus on expanding its pawn footprint across Latin America. Management pointed to available liquidity and an intent to remain disciplined on deal terms while pursuing further acquisitions. EZCORP runs pawn and related consumer financial services, a segment that tends to draw interest when credit conditions are tight and many customers look for small,...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Criteo (CRTO) EPS Growth And 8.6% Margin Test Cookie Risk Narratives

Criteo (CRTO) just posted its FY 2025 third quarter numbers, with revenue of US$469.7 million and basic EPS of US$0.72, alongside trailing twelve month EPS of US$3.14 on revenue of about US$2.0 billion and net income of US$168.1 million. Over recent quarters the company has seen revenue move from US$553.0 million and EPS of US$1.30 in Q4 2024 to US$451.4 million and EPS of US$0.70 in Q1 2025 and US$482.7 million with EPS of US$0.40 in Q2 2025. This sets up Q3’s EPS print in the context of a...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Net Margin Reset Challenges Slower Growth Narratives In FY 2025 Results

Gilead Sciences FY 2025 earnings snapshot Gilead Sciences (GILD) has wrapped up FY 2025 with fourth quarter revenue of US$7.9b and basic EPS of US$1.76, alongside trailing 12 month revenue of US$29.4b and EPS of US$6.84 as the company reports a fuller picture of its year. Over the past year, quarterly revenue has ranged from US$6.7b in Q1 2025 to US$7.9b in Q4 2025, while basic EPS has moved between US$1.06 and US$2.46 across those quarters, backing trailing 12 month net income of US$8.5b and...
NYSE:JBI
NYSE:JBIBuilding

Is Janus International (JBI) Using Cheaper Debt To Quietly Redraw Its Risk‑Reward Profile?

On 2 February 2026, Janus International Group, Inc. repriced its privately placed US$551,000,000 first lien term loan, cutting the interest margin by 50 basis points from SOFR + 250 basis points to SOFR + 200 basis points while keeping the maturity and other terms largely unchanged. This refinancing move highlights management’s focus on lowering interest costs and enhancing financial flexibility without increasing leverage or extending debt maturities. Next, we’ll examine how this lower-cost...
NYSE:LAD
NYSE:LADSpecialty Retail

Lithia Motors (LAD) Same Store Sales Growth Supports Bullish Earnings Momentum Narratives

Lithia Motors (LAD) has put up another busy quarter, with Q3 FY 2025 revenue at about US$9.7b, basic EPS of US$8.62 and net income of US$217.1m, alongside same store sales growth of 7.7%. The company has seen quarterly revenue move from US$9.2b in Q3 FY 2024 to US$9.7b in Q3 FY 2025, while basic EPS shifted from US$7.76 to US$8.62 over the same span. This sets the stage for investors to weigh higher sales and earnings against how much of that is flowing through to margins. See our full...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB) Profit Turnaround Challenges Narratives Around Trailing Losses

Blackbaud’s FY 2025 earnings headline Blackbaud (BLKB) has just closed out FY 2025 with Q4 revenue of US$295.3 million and basic EPS of US$0.78, providing a clear snapshot of where the business now stands after a volatile run of results. Over the past year, the company has seen quarterly revenue move from US$270.7 million in Q1 2025 to US$281.4 million in Q2 and US$281.1 million in Q3. Basic EPS ranged from US$0.10 in Q1 to US$0.54 in Q2 and US$1.00 in Q3, compared with a loss of US$6.74 per...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock Quebec Closures Reframe Paperboard Capacity And Valuation Story

Smurfit Westrock (NYSE:SW) is closing a major paper machine at its La Tuque mill in Quebec. The company is also shutting its extrusion facility at Pointe-aux-Trembles in Quebec as part of a broader paperboard footprint review. The moves are framed as an effort to address scale and cost challenges in its paperboard operations. For a company focused on paperboard and packaging, decisions about where production sits on the map can be just as important as how much is produced. The closures in...
NYSEAM:ELMD
NYSEAM:ELMDMedical Equipment

Electromed (ELMD) EPS Outperformance Reinforces Bullish Profit Growth Narratives

How Electromed's Latest Numbers Set the Stage for the Ongoing Narrative Electromed (ELMD) has just posted Q2 2026 results with revenue of US$18.9 million and basic EPS of US$0.33, alongside trailing twelve month revenue of US$68.9 million and EPS of US$1.08 that frame the latest quarter within a broader earnings context. The company has seen quarterly revenue move from US$16.3 million in Q2 2025 to US$18.9 million in Q2 2026, while basic EPS over that same quarter-on-quarter comparison went...
NYSE:DAO
NYSE:DAOConsumer Services

Youdao (NYSE:DAO) EPS Volatility Tests Bullish AI Profitability Narrative In Q3 2025

Youdao (NYSE:DAO) has reported its FY 2025 third quarter results with revenue of C¥1.63b and basic EPS of roughly C¥0.00, capping a 12 month stretch in which trailing revenue came in at C¥5.68b and trailing EPS reached C¥1.21. Over the past few quarters, revenue has moved from C¥1.30b in Q1 2025 to C¥1.42b in Q2 and C¥1.63b in Q3, while quarterly basic EPS has ranged from a loss of C¥0.15 in Q2 to a profit of C¥0.65 in Q1 and roughly breakeven in Q3, setting up a results season in which...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey (WPC) FFO Strength Reinforces Bullish Net Lease Narratives

W. P. Carey FY 2025 Results: Headline Numbers and Context W. P. Carey (WPC) has wrapped up FY 2025 with fourth quarter total revenue of US$444.5 million and basic EPS of US$0.67, alongside funds from operations of US$288.1 million. This gives investors a snapshot of cash generation from its real estate portfolio. Over recent periods, the company’s total revenue has moved from US$404.1 million in Q4 2024 to US$444.5 million in Q4 2025. Trailing twelve month EPS is US$2.11 on revenue of about...
NYSE:HLT
NYSE:HLTHospitality

Hilton (HLT) Margin Expansion Reinforces Bullish Narratives Despite Softer Revenue Outlook

Hilton Worldwide Holdings (HLT) has put up another busy stretch of results, with Q3 FY 2025 revenue of US$1,283 million and EPS of US$1.79, backed by trailing 12 month revenue of US$4.9 billion and EPS of US$6.97 alongside a 41.5% earnings growth figure over the past year. The company has seen revenue move from US$1,196 million in Q4 2024 to US$1,326 million in Q2 2025, while quarterly EPS ranged from US$1.25 in Q1 2025 to US$2.08 in Q4 2024, giving investors a clear view of how the earnings...
NYSE:GXO
NYSE:GXOLogistics

GXO Logistics (GXO) Net Margin Squeeze Tests Bullish Earnings Growth Narratives

GXO Logistics FY 2025 Earnings Snapshot GXO Logistics (GXO) has just wrapped up FY 2025 with Q4 revenue of US$3.5 billion and basic EPS of US$0.38, while trailing 12 month figures show revenue of US$13.2 billion and EPS of US$0.28 as the latest read on full year performance. Over the past six quarters, the company has seen quarterly revenue move from US$3.2 billion in Q4 2024 to US$3.5 billion in Q4 2025, with EPS ranging from a loss of US$0.81 in Q1 2025 to a high of US$0.84 in Q4 2024,...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Cellebrite (CLBT) Profitability Run Tests Bull Narratives As High P/E Stays In Focus

Cellebrite DI (CLBT) has put up another solid set of numbers for FY 2025, with its latest reported quarter showing revenue of US$126.0 million and EPS of US$0.08, backed by net income of US$20.2 million. The company has seen revenue move from US$95.7 million in FY 2024 Q2 to US$113.3 million in FY 2025 Q2 and then to US$126.0 million in FY 2025 Q3. Quarterly EPS has shifted from a loss of US$0.12 in FY 2024 Q2 to positive readings of US$0.08 across recent periods, setting up a cleaner, more...
NYSE:VPG
NYSE:VPGElectronic

Vishay Precision Group (VPG) EPS Rebound Tests Bullish Margin Expansion Narrative

Vishay Precision Group (VPG) has just posted its FY 2025 third quarter results with revenue of US$79.7 million and EPS of US$0.59, putting fresh numbers on the table for investors watching its earnings trajectory. The company has seen revenue move from US$75.7 million in Q3 2024 to US$79.7 million in Q3 2025, while EPS has shifted from a loss of US$0.10 per share to EPS of US$0.59 over the same period. This sets up an earnings season where the key question is how durable these margins look...
NasdaqCM:RDCM
NasdaqCM:RDCMSoftware

Radcom (RDCM) Net Margin Improvement Challenges Cautious Earnings Slowdown Narrative

RADCOM (RDCM) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$18.4 million and basic EPS of US$0.21, backed by trailing 12 month EPS of US$0.66 on revenue of US$68.9 million. The company has seen quarterly revenue move from US$14.8 million in Q2 2024 to US$18.4 million in Q3 2025, while basic EPS has shifted from US$0.11 to US$0.21 over the same span, alongside trailing 12 month net income of US$10.6 million. With a 15.4% net margin over the last year and...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Margins Stuck Near 3% Challenge Bullish Earnings Leverage Narrative

How Rapid7's FY 2025 Numbers Set the Stage for the Next Chapter Rapid7 (RPD) has wrapped up FY 2025 with fourth quarter revenue of US$217.4 million and basic EPS of US$0.05, alongside net income of US$3.1 million, putting fresh numbers on the table for investors watching its shift in profitability. Over the past six quarters, revenue has moved within a tight band from US$210.3 million to US$217.9 million, while quarterly basic EPS has ranged from a loss of US$0.02 to a profit of US$0.24. This...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Is Eve Holding (EVEX) Now Interesting After The Recent 32% Share Price Slide?

If you are wondering whether Eve Holding at US$3.07 is starting to look interesting or still too risky, you are not alone and valuation is the key question. The share price has seen sharp moves recently, with a 15.9% decline over the last 7 days, a 31.8% decline over the last 30 days, and a 32.4% decline over the past year, which may signal changing expectations around its future. These swings are occurring against a backdrop of ongoing interest in electric vertical take off and landing...