U.S. Logistics Stock News

Kyndryl Holdings recently reported first-quarter 2026 results showing sales of US$3,618 million versus US$3,743 million a year earlier, moving from net income of US$56 million to a net loss of US$55 million while also filing a US$24.97 million ESOP-related shelf registration and completing an US$462.67 million buyback of 19,280,746 shares. At the same time, Kyndryl launched its Agentic Modernization services-as-software built on the Kyndryl Agentic AI Framework and Kyndryl Bridge, signaling...

Macerich’s operating partnership recently priced an upsized US$675 million offering of 2.25% exchangeable senior notes due 2031, alongside a US$600 million fixed‑rate convertible note issuance, a broad shelf registration, and the declaration of a US$0.17 quarterly dividend. These moves collectively highlight how Macerich is reshaping its capital structure, shifting secured debt toward unsecured, potentially increasing financial flexibility while equity and dividend tools remain...

Guidewire Software (GWRE) has drawn fresh attention after launching its Agentic Framework as part of the Qusar release, giving property and casualty insurers new AI tools for decision automation and workflow support. See our latest analysis for Guidewire Software. The Agentic Framework news has arrived alongside a sharp swing in market sentiment, with Guidewire Software’s 1-day share price return of 6.56% and 30-day share price return of 25.27% contrasting with a year to date share price...

CVR Energy stock has delivered a very large 5 year return, yet the current valuation checks and recent share price behavior suggest the stock may now be closer to fairly priced than obviously cheap. CVR Energy has returned roughly 2.3x over the past 5 years, which puts extra focus on whether today’s price leaves enough room for future gains. The long term outlook for refining margins and cash generation can support the current price. However, any sustained weakness in profitability or higher...

Aon (AON) is back in focus after reporting 5% organic revenue growth, a higher adjusted operating margin of 28.9%, and reaffirming full year 2026 guidance that points to continued progress in revenue, earnings, and cash flow. See our latest analysis for Aon. Aon’s recent earnings and leadership updates have come after a period where momentum has picked up, with a 90-day share price return of 14.81% contrasting with a modest 1-year total shareholder return decline of 1.30%. If Aon’s recent...

Global bond yields and rate expectations in developed markets now swing with every move in energy prices. This keeps attention on growth companies that can lift earnings even when borrowing costs feel unpredictable. That is where the Healthy high growth potential screener comes in. It filters for stocks that analysts expect to grow earnings and that sit on solid financial foundations. This article highlights three standouts from that list. The stocks in the article below are just a starting...

Clear Channel Outdoor Holdings (CCO) shares are in focus after the company reported second quarter 2026 results, with sales of $438.04 million and a net loss of $5.32 million from continuing operations. See our latest analysis for Clear Channel Outdoor Holdings. The earnings release follows a period of strong total shareholder return for Clear Channel Outdoor Holdings, with a 126.17% 1-year total shareholder return and a 58.17% 3-year total shareholder return. The year-to-date share price...

Altria Group, Inc. reported past second-quarter 2026 results showing sales of US$5,356 million versus US$5,290 million a year earlier, while net income and earnings per share from continuing operations declined slightly year on year, and first-half 2026 earnings rose versus the prior period. Alongside completing a US$1.34 billion share repurchase program, the earnings miss, lowered full-year outlook and subsequent legal scrutiny have raised questions about management’s prior communications...

In late July 2026, Sherwin-Williams reported higher second-quarter sales of US$6,789.3 million and net income of US$843.6 million, raised its full-year 2026 earnings guidance, and continued an extensive share repurchase program while also unveiling its 2027 Colormix Trend Forecast: Rewild, a 48-color collection with ten new Continuity Colors. Together, stronger earnings, a higher outlook for net sales and diluted EPS, and the influential Rewild forecast underscore how Sherwin-Williams is...

A10 Networks, Inc. reported past second-quarter 2026 results with revenue of US$80.14 million and net income of US$8.88 million, while also filing a universal shelf registration covering multiple securities and affirming a US$0.06 quarterly dividend alongside ongoing share repurchases. Management raised full-year 2026 revenue and EPS growth guidance following this earnings release, signaling increased confidence in the company’s operating outlook despite only modest net income progress for...

Odyssey Therapeutics stock has had a strong run so far this year, yet the current valuation checks suggest the shares do not stand out as a clear bargain. With the price around US$21.17 and recent news highlighting an AI enabled research partnership, the key issue for investors is how much of that optimism is already reflected in the valuation. Year to date, Odyssey Therapeutics is up 28.9%, which puts extra focus on whether recent gains are running ahead of fundamentals. The AI driven...

In the past quarter, uniQure N.V. reported slightly higher revenue of US$5.84 million but a wider net loss of US$81.06 million, and it filed a US$12.831 million shelf registration for 350,000 ordinary shares tied to its employee share plan. Alongside these results, uniQure secured FDA alignment for an accelerated approval Biologics License Application for AMT-130 in Huntington’s disease, backed by a recent US$259 million capital raise intended to support the confirmatory trial and potential...

Why Devon Energy stock is back in focus after Q2 2026 Devon Energy (DVN) is back on investors’ radar after reporting second quarter 2026 results that reached the top end of production guidance and came alongside detailed merger integration updates. The company hit guidance highs on both oil and total production, supported by stronger well performance in the Delaware Basin, and outlined progress on more than 350 synergy projects linked to its combination with Coterra. See our latest analysis...

AngloGold Ashanti (AU) has caught investor attention after reporting higher half year 2026 net income of US$2,283 million, a sizeable interim dividend, and a planned US$2b share buyback, alongside reaffirmed full year production guidance. See our latest analysis for AngloGold Ashanti. At a latest share price of US$96.22, AngloGold Ashanti has seen strong short term momentum, with a 1 day share price return of 9.85% and a 7 day share price return of 21.31%, while the 90 day share price return...

New tariffs on food related imports are shaking up expectations for US Food Retailers & Supermarkets, as higher costs and possible retaliation ripple through supply chains ahead of the August 19 start date. This disruption can create mispricing, which matters if you are looking for opportunity or trying to avoid trouble. This article explains the tariff story and then walks through three stocks from our screener that appear positively exposed to this news. The three stocks below are just a...

In the past quarter, Plains GP Holdings, L.P. reported Q2 2026 sales of US$17.69 billion, up from US$10.64 billion a year earlier, with net income rising to US$389 million and basic earnings per share reaching US$1.97 versus US$0.15. The company also maintained full-year earnings guidance while using proceeds from its Canadian NGL business sale to cut leverage to 3.3 times and fund higher-return growth projects, including Permian gathering expansions and a Cactus pipeline expansion. Next, we...

In the past quarter, IES Holdings, Inc. reported third-quarter 2026 sales of US$1,242.7 million and net income of US$152.97 million, with diluted EPS from continuing operations of US$7.57, all higher than the same period a year earlier. Over the first nine months of fiscal 2026, the company’s sales reached US$3.09 billion and net income US$354.32 million, highlighting substantially improved profitability on a year-to-year basis. We’ll now look at how this strong earnings expansion,...

Dolby Laboratories (DLB) stock is back in focus after the company and Hisense launched Dolby Vision 2 on select televisions, with major streamers CANAL+, iQIYI, and Peacock committing to use the new capabilities. See our latest analysis for Dolby Laboratories. Alongside the Dolby Vision 2 rollout with Hisense and fresh commitments from streamers, Dolby Laboratories’ share price has gained clear short term momentum, with a 30 day share price return of 24.04% contrasting with a 1 year total...

In August 2026, Inspire Medical Systems reported second-quarter 2026 results showing sales of US$200.58 million, down from US$217.09 million a year earlier, but swinging from a US$3.59 million net loss to a US$0.314 million net profit with basic and diluted earnings per share of US$0.01 from continuing operations. For the first half of 2026, sales softened and the company reported a higher net loss than a year ago, yet management raised full-year 2026 revenue guidance to...

In late July and early August 2026, IQVIA Inc. and Medera Inc. announced a collaboration to advance cardiac gene therapies and human-based drug discovery, alongside IQVIA reporting second-quarter results, updating buyback activity, and raising full-year 2026 revenue guidance to US$17.28–US$17.48 billion with a third-quarter outlook of US$4.32–US$4.39 billion. A key aspect of this news is how IQVIA’s trial execution, regulatory support, and commercialization infrastructure will be integrated...

In the past quarter, RPC, Inc. reported second-quarter 2026 results showing sales rising to US$460.87 million and net income of US$12.08 million, while the Board declared a regular quarterly cash dividend of US$0.04 per share payable in September 2026. Although sales increased both in the quarter and year-to-date, earnings per share were flat for the quarter and lower for the first half, highlighting pressure on profitability even as the company maintained its regular dividend payout. We’ll...

In early August 2026, STAAR Surgical’s Board appointed Warren Foust as President, Chief Executive Officer, and director, while Deborah Andrews moved from Interim Co-CEO to Executive Vice President and continued as Chief Financial Officer, formalizing a leadership structure that had been operating on an interim basis. This shift consolidates control under a leader credited internally with an operational reset and return to profitable growth, potentially reinforcing investor confidence in...

In the second quarter of 2026, Hercules Capital, Inc. reported revenue of US$149.11 million and net income of US$130.18 million, both higher than the same period a year earlier, and for the first half of 2026 it also posted increased revenue and net income alongside higher earnings per share from continuing operations. Alongside these stronger earnings, Hercules Capital affirmed a regular quarterly dividend of US$0.47 per share and declared a US$0.07 supplemental distribution for the second...

California Water Service Group stock has delivered a solid 17.6% year to date return, yet current valuation checks suggest investors are paying a premium rather than getting a clear bargain. The 17.6% gain year to date may reflect growing optimism around the business, which raises the bar for what needs to go right from here. Recent approval for meaningful rate adjustments and planned infrastructure investment can support future cash flows, while execution and integration risks around...