U.S. Logistics Stock News

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...
NasdaqGM:EVER
NasdaqGM:EVERInteractive Media and Services

Is EverQuote (EVER) Ready for an AI-Driven Shake-Up in Online Insurance Brokerage?

In the past week, EverQuote came under pressure after competitor Insurify launched a new artificial intelligence tool that raised concerns about how emerging technology could reshape the online insurance brokerage landscape. This development has sharpened investor focus on whether EverQuote’s existing tech stack and marketplace model can keep pace with rapid AI-driven change across the sector. We’ll now examine how Insurify’s new AI tool, and the competitive technology threat it represents,...
NYSE:LOB
NYSE:LOBBanks

CEO Stock Sale Tests Investor Sentiment After Strong Live Oak Results

Live Oak Bancshares (NYSE:LOB) CEO James S. Mahan III recently sold company stock under a pre arranged trading plan. The sale followed the release of strong fourth quarter results that exceeded prior expectations. The timing and size of the insider sale are drawing attention from shareholders and market watchers. Live Oak Bancshares focuses on lending to small businesses, an area that can be closely tied to broader economic activity and credit conditions. After the company reported strong...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Revenue Growth And Q4 Profit Test Bullish Earnings Narratives

Hinge Health (HNGE) closed out FY 2025 with Q4 revenue of US$170.7 million and basic EPS of US$0.40, while trailing 12 month figures show revenue of US$587.9 million and a loss of US$528.3 million on a basic EPS of US$9.68. The company has seen quarterly revenue move from US$117.3 million in Q4 2024 to US$170.7 million in Q4 2025, with basic EPS shifting from US$1.98 to US$0.40 over the same periods. This sets up a story where higher sales are meeting mixed profitability and margins are very...
NasdaqGS:VREX
NasdaqGS:VREXMedical Equipment

Varex Imaging (VREX) Returns To Quarterly Profit Challenging Persistent Loss Narrative

Varex Imaging (VREX) opened fiscal Q1 2026 with revenue of US$209.6 million and basic EPS of US$0.06, alongside net income of US$2.3 million. The trailing 12 month figures sit at US$854.4 million of revenue and a basic EPS loss of US$1.63 on net losses of US$67.7 million. Over recent quarters, revenue has moved between US$199.8 million and US$228.9 million, with basic EPS swinging from a loss of US$2.15 to a profit of US$0.29. This latest print lands in the middle of a wide profitability...
NYSE:NI
NYSE:NIIntegrated Utilities

NiSource (NI) Earnings Growth And 14.1% Margin Put Bullish Narratives To The Test

NiSource (NI) just posted another quarter of steady utility earnings, with Q3 FY 2025 revenue of US$1.3 billion and basic EPS of US$0.20, and trailing twelve month EPS of US$1.90 on revenue of US$6.3 billion, giving you a clear picture of its current earnings power. Over the past few quarters, revenue has ranged from US$1.1 billion to US$2.2 billion while quarterly EPS has moved between US$0.19 and US$1.01, feeding into that trailing net income of US$893.5 million. With earnings growth,...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor (LSCC) Margin Squeeze Challenges Bullish Growth Narratives After Q4 Loss

Lattice Semiconductor (LSCC) just wrapped up FY 2025 with Q4 revenue of US$145.8 million and a basic EPS loss of US$0.06, compared with Q4 FY 2024 revenue of US$117.4 million and EPS of US$0.12. Over the last year, the company has seen quarterly revenue move from US$120.2 million in Q1 2025 to US$145.8 million in Q4, while basic EPS shifted from US$0.04 in Q1 to a loss in Q4, creating a mixed picture in which growth expectations coincide with compressed margins. See our full analysis for...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Radware (RDWR) Q3 EPS Jump Challenges Longstanding Earnings Bear Case

Radware (RDWR) just posted its FY 2025 third quarter numbers, reporting revenue of US$75.3 million and basic EPS of US$0.13, while net income excluding extra items was US$5.7 million. The company’s quarterly revenue increased from US$69.5 million in Q3 2024 to US$75.3 million in Q3 2025, with basic EPS moving from US$0.07 to US$0.13 over the same period. Trailing 12 month EPS stands at US$0.39 on net income of US$16.7 million. For investors, a key consideration is how durable these margins...
NYSE:MBC
NYSE:MBCBuilding

MasterBrand (MBC) Margin Compression To 3% Net Profit Challenges Bullish Narratives

MasterBrand (MBC) just closed out FY 2025 with Q4 revenue of US$644.6 million and a basic EPS loss of US$0.33, while the trailing 12 months show basic EPS of US$0.65 on revenue of US$2.76 billion. Over recent quarters, the company has seen revenue move from US$667.7 million in Q4 2024 to a peak of US$730.9 million in Q2 2025, alongside quarterly EPS figures ranging between US$0.10 and US$0.29 before the latest loss. Investors are watching how these trends flow through to profitability. With...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Earnings Jump 60% As Margin Strength Tests Premium P/E Narrative

SharkNinja (SN) just turned in another busy quarter, with Q3 FY 2025 revenue of US$1.6b and basic EPS of US$1.34 setting the tone for its latest set of results. The company has seen revenue move from US$1.43b in Q3 FY 2024 to US$1.63b in Q3 FY 2025, while EPS shifted from US$0.94 to US$1.34 over the same period. Those figures feed into trailing twelve month totals of US$6.1b in revenue and EPS of US$4.08. With earnings up 60% over the past year and net profit margins sitting above last year’s...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Frontier Group Holdings (ULCC) Margin Loss Challenges Bullish Load Factor Narrative In Q3 2025

Frontier Group Holdings (ULCC) just posted its FY 2025 Q3 numbers, with total revenue of US$886 million and a basic EPS loss of US$0.34. The trailing 12 month figures show revenue of US$3.7b and a net income loss of US$137 million. Over recent quarters, total revenue has moved from US$973 million in Q2 2024 to US$929 million in Q2 2025, while basic EPS has shifted from a profit of US$0.14 in Q2 2024 to a loss of US$0.31 in Q2 2025. This highlights a story focused on how efficiently Frontier...
NasdaqGS:UFCS
NasdaqGS:UFCSInsurance

United Fire Group (UFCS) Combined Ratio Of 92.3% Reinforces Underwriting Discipline Narrative

United Fire Group (UFCS) just closed out FY 2025 with fourth quarter revenue of US$365.8 million, Basic EPS of US$1.50 and net income of US$38.4 million, capped by a combined ratio of 92.3% that anchors the quality of those earnings. Over the past few quarters, the company has seen revenue move from US$333.2 million and EPS of US$1.24 in Q4 2024 to US$331.1 million and EPS of US$0.70 in Q1 2025. This was followed by mid year levels of US$335.5 million and EPS of US$0.90, before reaching...
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: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,...
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...
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...