U.S. Logistics Stock News

Recent guidance from East West Bancorp (EWBC) leadership has put 2026 loan growth and a reset in business mix in focus, as the bank leans into commercial and industrial lending and existing client relationships. See our latest analysis for East West Bancorp. At a share price of US$117.83, East West Bancorp has seen a 14.6% 90 day share price return and a 22.7% 1 year total shareholder return. This suggests improving momentum around the loan growth reset and business mix commentary. If this...

Earlier in February 2026, Ubiquiti Inc. reported second-quarter 2025 results showing higher sales of US$814.87 million and net income of US$233.61 million, and reaffirmed a US$0.80 per-share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The company’s earnings release also highlighted stronger basic earnings per share from continuing operations of US$3.86 for the quarter and US$7.30 for the first half of fiscal 2026, while its previously announced...

Hess Midstream (HESM) is back on investors’ radar after reporting fourth quarter 2025 revenue of US$404.2 million and net income of US$93.3 million, both above the prior year’s comparable figures. See our latest analysis for Hess Midstream. The latest earnings update comes on the back of steady share price strength, with a 10.02% 90 day share price return and a 5.01% 30 day share price return, while the 5 year total shareholder return of 148.08% points to longer term compounding. If these...

In early February 2026, Air Cambodia announced an order for up to 20 Boeing 737 MAX jets at the Singapore Airshow, including 10 firm 737‑8 aircraft and options for 10 more, as the carrier begins renewing its single-aisle fleet with fuel-efficient Boeing models. This deal, alongside strong January order and delivery figures and additional widebody commitments from airlines such as Air Canada, reinforces the scale and breadth of demand underpinning Boeing’s commercial backlog. With January’s...

Norwegian Cruise Line Holdings recently announced that long‑time board member John W. Chidsey has been appointed President and Chief Executive Officer, effective February 12, 2026, replacing departing CEO and President Harry Sommer. Chidsey’s background leading consumer brands such as Subway and Burger King through operational overhauls and brand repositioning adds a new management lens to Norwegian’s ongoing transformation efforts. We’ll now examine how Chidsey’s appointment as CEO and...

VICI Properties (VICI) has come back into focus after Scotiabank downgraded the stock, highlighting uncertainty around the Caesars Entertainment Regional Master Lease and potential limits to external growth following recent Las Vegas Locals acquisitions. See our latest analysis for VICI Properties. Scotiabank’s downgrade and questions around the Caesars regional lease arrive just as VICI’s 30 day share price return of 4.09% has partly offset a 3.49% decline over 90 days, while its 1 year...

If you are wondering whether Yum! Brands at around US$160 offers fair value or if you might be overpaying, this article walks through what the current market price might be implying about the business. With the share price at US$160.57 after a 1.4% decline over the last 7 days, the stock still sits on positive returns of 2.2% over 30 days, 6.7% year to date, 10.7% over 1 year, 28.8% over 3 years and 66.9% over 5 years. Recent headlines around Yum! Brands have focused on its role as a large...

In early February 2026, Amazon.com reported fourth-quarter 2025 revenue of US$213.39 billion and full-year revenue of US$716.92 billion, alongside guidance for first-quarter 2026 net sales of US$173.5 billion to US$178.5 billion and operating income of US$16.5 billion to US$21.5 billion. Ahead of 2026, Amazon also filed a broad universal shelf registration for multiple securities and signaled plans for very large capital expenditure, particularly in AI and cloud infrastructure, prompting...

In early February 2026, Vishay Intertechnology reported fourth-quarter 2025 sales of US$800.92 million with a return to modest profitability, issued first-quarter 2026 revenue guidance of US$800 million to US$830 million, launched new power inductors and sulfur‑resistant chip resistors, and its board later declared a US$0.10 per-share dividend payable on March 26, 2026. Together, the stronger quarterly results, robust order commentary across most product lines, and continued product...

Dauch (DCH) just posted its FY 2025 third quarter numbers, with revenue of $1.5 billion, net income of $8.8 million and basic EPS of $0.07, set against trailing twelve month earnings growth of 43.7% and modest 3.1% annual revenue growth. Over recent periods, revenue has moved between $1.4 billion and $1.6 billion per quarter while basic EPS ranged from a loss equivalent of $0.11 in FY 2024 Q4 to $0.32 in FY 2025 Q2, with trailing net income reaching $40.1 million. Taken together, the latest...

Getty Realty Corp. has released its fourth-quarter and full-year 2025 results, reporting higher revenues of US$60.55 million for the quarter and US$221.73 million for the year, alongside increased net income and earnings per share, and its board has declared a cash dividend of US$0.485 per common share payable on April 9, 2026. Backed by record 2025 investment activity of about US$269 million at an initial cash yield of 7.9% and a highly occupied, triple-net portfolio, the company reaffirmed...

In recent days, DocuSign unveiled new AI-powered eSignature features, including its Iris contract-specific assistant, within its Intelligent Agreement Management platform across the U.S., U.K., and Australia. The launch highlights DocuSign’s push to make complex agreements easier to understand and execute, potentially reshaping how enterprises handle digital contracts and workflows. We’ll now examine how DocuSign’s Iris-powered eSignature rollout could influence the company’s broader...

In February 2026, Agilent Technologies announced that it will pay a US$0.255 quarterly dividend per share on April 22, 2026, to shareholders of record as of March 31, 2026, while also receiving U.S. FDA approval for its PD-L1 IHC 22C3 pharmDx companion diagnostic to guide first-line use of Keytruda in several hard-to-treat cancers including epithelial ovarian carcinoma. This latest FDA approval broadens Agilent’s role in precision oncology diagnostics, potentially deepening its integration...

VinFast Auto reported that January 2026 electric vehicle deliveries reached 16,172 units, a 55% year-on-year increase in monthly volumes. This acceleration in reported deliveries comes alongside a new Memorandum of Understanding to supply EVs for green taxi services in Kinshasa, broadening VinFast’s international reach. With this sharp January delivery growth as a backdrop, we’ll now examine how it may influence VinFast’s existing investment narrative. We've uncovered the 13 dividend...

If you are wondering whether Chewy's current share price really reflects what the business is worth, you are not alone. This article will walk through what the market might be pricing in today. Chewy's shares last closed at US$24.23, after returns of a 13.5% decline over the past week, a 24.4% decline over the last month, and a 27.7% decline year to date, with a 35.7% decline over one year and a 45.7% decline over three years, while the five-year return sits at a 78.7% decline. Recent...

If you are wondering whether NNN REIT is offering fair value at today’s price, this article will walk through how its current market price stacks up against several valuation checks. With the share price at US$44.34 and returns of 3.3% over 7 days, 5.7% over 30 days, 12.2% year to date, 16.2% over 1 year, 11.8% over 3 years and 36.4% over 5 years, many investors are asking what that means for value right now. Recent news coverage around NNN REIT has focused on its position in the real estate...

The U.S. Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud, enterprise software, and AI practices, issuing new investigative demands to competitors. Regulators are scrutinizing areas such as software bundling, market power in cloud services, and how AI offerings are integrated across Microsoft’s product suite. Microsoft (NasdaqGS:MSFT) is accelerating development of its own AI foundation models while also backing third party firms like Anthropic and...

ProFrac Holding (ACDC) has drawn attention after recent trading, with the stock closing at US$5.47 and showing sharply different results over the past month, past 3 months, and year. See our latest analysis for ProFrac Holding. The recent 30-day share price return of 27.51% and 90-day share price return of 43.19% contrast with a 1-year total shareholder return decline of 31.02% and a 3-year total shareholder return decline of 74.22%. This suggests that short-term momentum has picked up after...

C.H. Robinson Worldwide (NasdaqGS:CHRW) shares were hit by a sharp selloff as logistics stocks fell on concerns about artificial intelligence driven disruption. The pullback followed technology firms promoting AI freight tools, which fueled worries about pressure on traditional freight brokerage models. C.H. Robinson responded by stressing its own AI capabilities and experience applying data and automation across its network. C.H. Robinson enters this AI debate after a strong run, with the...

If you are wondering whether Tetra Tech's share price still reflects fair value or if the market is missing something, you are in the right place for a closer look at what you are paying for each dollar of the business. Tetra Tech's stock recently closed at US$36.70, with returns of 9.0% year to date and 20.8% over the past year, although the last 7 days saw an 11.1% pullback while the 30 day return sits at 0.7%. Recent headlines around Tetra Tech have focused on its role in engineering and...

MSA Safety (MSA) is back in focus after reporting Q4 and full year 2025 results that topped revenue and profit expectations, helped by strong detection segment performance and tight cost control. See our latest analysis for MSA Safety. The latest set of results appears to have kept momentum intact, with the 30 day share price return of 12.11% and 90 day gain of 29.21% lifting the stock to US$201.94. Over the past year, total shareholder return of 29.20% and a 3 year total shareholder return...

If you are wondering whether Booking Holdings is starting to look attractively priced after a rough patch, this article walks through what the current share price might be telling you about its value. The stock last closed at US$4,140.60, with returns of a 7.1% decline over 7 days, a 20.2% decline over 30 days, a 22.2% decline year to date, but gains of 70.9% over 3 years and 83.5% over 5 years, which can change how investors think about both risk and opportunity. Recent coverage around the...

Millicom International Cellular and NJJ have acquired Telefonica's operations in Chile, expanding Millicom's reach in South America. The deal gives Millicom operational control in Chile from day one through a partnership and structured financial arrangement. The transaction includes an option for Millicom to buy NJJ's stake in the future, aligning with its capital allocation plans. For investors tracking NasdaqGS:TIGO, this Chile acquisition sits alongside a share price of $65.71 and multi...

Why Tilray Brands Is On Investor Radar Today Tilray Brands (NasdaqGS:TLRY) has been drawing attention after a stretch of weak share performance, including a roughly 24% decline over the past month and about 30% over the past 3 months. See our latest analysis for Tilray Brands. Tilray Brands' recent slide, including a 24.1% 30 day share price return decline and a 30.5% 90 day share price return decline, sits alongside a 19.5% 1 year total shareholder return decline. This points to fading...