U.S. Logistics Stock News

In the first quarter of 2026, Shift4 Payments reported sales of US$1.12 billion, up from US$848 million a year earlier, while net income eased to US$15 million from US$17 million and earnings from continuing operations swung to a small loss per share. Away from the headline figures, Shift4 reconfirmed its full-year revenue outlook, expanded its crypto checkout product to support USDT stablecoin payments, and continued to attract institutional interest such as Emeth Value Capital’s new...

In early May 2026, Rhythm Pharmaceuticals reported first-quarter revenue of US$60.11 million and a net loss of US$55.64 million, while also securing European Commission approval to expand IMCIVREE (setmelanotide) for acquired hypothalamic obesity and presenting longer-term efficacy and safety data across pediatric and adult populations. The new data presentations and broadened regulatory label for setmelanotide highlight growing clinical evidence in rare neuroendocrine obesity disorders and...

Millicom International Cellular’s first-quarter 2026 results, released earlier this week, showed revenue rising to US$1.99 billion from US$1.37 billion a year earlier, while net income declined to US$109 million and earnings per share fell to US$0.65 amid higher restructuring and integration costs. The quarter underlined how recent acquisitions across Colombia, Chile, Ecuador, and Uruguay are rapidly expanding Millicom’s scale and service revenues, but also increasing leverage and near-term...

Bloom Energy (NYSE:BE) announced a multibillion dollar infrastructure partnership with Brookfield Asset Management focused on power for large scale customers, including AI data centers. The company reported a record Federal Pacific contract that positions its solid oxide fuel cells as core equipment for critical electrical infrastructure. NASA recently tested Bloom hydrogen fuel cell systems for potential lunar power applications, extending the technology into space related use...

Recent performance snapshot for Charles Schwab (SCHW) With no single headline event driving attention to Charles Schwab (SCHW) today, the stock's recent performance and current size give investors plenty to assess around its role in a diversified portfolio. See our latest analysis for Charles Schwab. At a share price of $90.88, the stock has a 1-day share price return of 1.61% and a 7-day share price return of 2.56%. However, the 30-day share price return is down 9.36%, while the 3-year total...

Gartner recognition puts Pegasystems (PEGA) process intelligence in focus Pegasystems (PEGA) stock is drawing attention after Gartner named the company a Leader in its Magic Quadrant for Process Intelligence, spotlighting Pega’s AI-powered workflow and customer experience capabilities among 13 evaluated vendors. See our latest analysis for Pegasystems. Despite the Gartner recognition, Pegasystems’ short-term share price performance has been weak. The 30 day share price return is down 21.15%...

Neogen recently presented at the 2nd Annual Spring One-on-One Virtual Conference on May 13, 2026, while new regulatory filings showed Clarkston Capital Partners holds a passive 1.01% stake in the company through discretionary client accounts. Minot Light Capital Partners and its Capital Appreciation Fund both cited Neogen as a top contributor in Q1 2026, highlighting new management, asset sales, and balance sheet improvements as key elements in its post-3M food safety merger recovery...

CuriosityStream (CURI) opened 2026 with Q1 revenue of US$15.2 million and a basic EPS loss of US$0.02, while trailing 12 month revenue stood at US$71.7 million and basic EPS over that period was a loss of US$0.14. The company has seen quarterly revenue move from US$14.1 million in Q4 2024 to a range between US$15.1 million and US$19.2 million across 2025, with basic EPS shifting between a profit of US$0.01 and losses of up to US$0.06. This sets up a results season where the focus is squarely...

SciTec, a subsidiary of Firefly Aerospace, has secured a new contract with the Air Force Research Laboratory focused on advanced algorithms for defense. The work centers on deep learning and sensor technologies that support U.S. defense applications. This contract highlights Firefly Aerospace's growing involvement in AI powered aerospace solutions. For investors watching Firefly Aerospace, NasdaqGM:FLY, the contract with the Air Force Research Laboratory arrives after a strong share price...

Wondering whether First Solar's current price gives you enough value for the risk you are taking? This article focuses squarely on what the numbers say about the stock's valuation. First Solar last closed at US$233.37, with the stock showing returns of 6.1% over 7 days, 19.6% over 30 days and 30.8% over 1 year, while the year-to-date return is a decline of 14.9%. These moves sit against a backdrop of continued investor attention on solar and semiconductor related stocks, where capital...

WhiteFiber, Inc. has reported its Q1 2026 results, with revenue rising to US$21.92 million while the company moved from a prior net profit to a US$12.04 million net loss and a basic loss per share of US$0.31. Alongside earnings, WhiteFiber accelerated its data center and AI infrastructure buildout, funded partly by US$230 million of 4.50% convertible senior notes and the purchase of additional facility ownership to support future capacity. Next, we’ll examine how this loss-making quarter,...

Figma (FIG) opened Q1 2026 with total revenue of US$333.4 million and a basic EPS loss of US$0.27, while trailing 12 month revenue reached US$1.2 billion against a trailing EPS loss of US$3.38 and year on year revenue growth of 41.4%. Over recent quarters, the company has seen revenue move from US$216.9 million in Q4 2024 to US$333.4 million in Q1 2026. Quarterly EPS has swung between a profit of US$0.46 in Q4 2024 and a loss of US$2.72 in Q3 2025 before landing at a loss of US$0.27 this...

Empire Petroleum (EP) opened 2026 with Q1 revenue of about US$5.1 million and a basic EPS loss of US$0.18, while the trailing twelve months show revenue of roughly US$30.3 million and a basic EPS loss of US$2.15. Over recent quarters the company has seen revenue move from US$12.97 million in Q4 2024 to US$9.00 million in Q1 2025 and US$5.10 million in Q1 2026, alongside a shift in quarterly basic EPS losses from US$0.13 to US$0.12 and then US$0.18. This keeps the focus on how efficiently each...

Globant (GLOB) opened 2026 with Q1 revenue of US$607.1 million and basic EPS of US$0.86, against a backdrop of trailing twelve month EPS of US$2.48 and net income of US$109.3 million that reflect a net margin of 4.5% compared with 6.2% a year earlier. Over recent quarters, revenue has moved in a tight band between US$611.1 million and US$642.5 million while quarterly basic EPS has ranged from a loss in Q2 2025 to US$0.94 in Q4 2025, a profile shaped in part by a one off loss of US$70.9...

Innovative Aerosystems (ISSC) has just posted Q2 2026 results with revenue of US$22.4 million, basic EPS of US$0.19 and net income excluding extra items of US$3.4 million, while the trailing twelve months show revenue of US$90.6 million and basic EPS of US$0.96. The company has seen revenue move from US$65.1 million to US$90.6 million over the trailing twelve months, with EPS rising from US$0.62 to US$0.96 over the same periods. This gives a clearer sense of how the top line and per share...

Harmony Biosciences Holdings, Inc. reported past first-quarter 2026 results on May 7, with net income of US$32.49 million, down from US$45.56 million a year earlier, and basic earnings per share from continuing operations of US$0.56 versus US$0.79. Alongside this earnings miss, the company highlighted 17% net product revenue growth, fresh FDA approval for a pediatric cataplexy indication, and active legal efforts to protect WAKIX patents into 2030. We’ll now examine how robust revenue growth...

IMAX (IMAX) has been drawing attention after recent share price pressure, with the stock down 9% over the past month and 7% over the past 3 months. This has prompted investors to reassess its valuation. See our latest analysis for IMAX. At the latest share price of US$33.59, the stock has eased in the short term, with the 7 day share price return down 4.84% and the 30 day share price return down 9.36%. However, the 1 year total shareholder return sits at 23.36%, suggesting longer term holders...

Uber Technologies (NYSE:UBER) has announced a new leadership structure. Jill Hazelbaker has been appointed President and Chief Corporate Affairs Officer. The role consolidates oversight of human resources, corporate affairs, and safety operations. The change follows the departure of Chief People Officer Nikki Krishnamurthy. For investors watching Uber Technologies at a share price of $75.09, this executive reshuffle comes at a time when the stock has had mixed recent returns. The share...

Recent performance snapshot FactSet Research Systems (FDS) has come under pressure recently, with the stock down over the past month and year to date, while still showing a modest gain over the past 3 months. That mixed share performance sits alongside annual revenue of US$2.4b and net income of US$587.8m, as investors weigh the company’s role as a financial data and analytics platform serving asset managers, banks, and other investment professionals worldwide. See our latest analysis for...

Johnson & Johnson (JNJ) just reported quarterly earnings and sales ahead of expectations, supported by both its Innovative Medicines and MedTech segments, while raising 2026 guidance and extending its dividend growth streak to 64 years. See our latest analysis for Johnson & Johnson. Despite the earnings beat and steady dividend record, the stock is trading at US$226.71, with the share price down 5.01% over 30 days and 6.88% over 90 days. The 1-year total shareholder return of 53.99% and...

Earlier in May 2026, Realty Income reported higher first-quarter revenue of US$1,548.73 million and net income of US$311.77 million year over year, modestly lowered full-year 2026 net income per-share guidance, and completed US$99.3 million of share repurchases alongside fresh follow-on and at-the-market equity offerings. The company also advanced its private capital and acquisition agenda by completing a US$1.70 billion cornerstone capital raise, lifting full-year investment guidance to...

Why CECO Environmental Stock Is On Investors’ Radar CECO Environmental (CECO) has caught investor attention after a strong share price run, with the stock up about 25% over the past month and about 2% over the past 3 months. See our latest analysis for CECO Environmental. That recent 25% 1 month share price return comes after a quieter 3 month move and sits alongside a 35% year to date share price gain and a very large 5 year total shareholder return. Together, these point to strong longer...

Earlier this week, JD.com reported first-quarter 2026 results showing revenue of CNY 315.69 billion and net income of CNY 5.10 billion, with earnings per share from continuing operations roughly halving year on year. At the same time, JD.com completed a major buyback program repurchasing 227.70 million shares, about 15.87% of its share base, signaling management’s confidence while it invests in automation, AI logistics, and higher-margin services. Next, we’ll examine how JD.com’s strong Q1...

Ingredion (NYSE:INGR) has entered takeover talks to acquire Tate & Lyle in an all cash deal. The potential transaction is valued at about US$3.7b and would combine two major players in sweeteners and specialty food ingredients. The discussions confirm a formal approach, although there is no announced agreement or timeline for completion. For investors watching NYSE:INGR, this move centers on core products like sweeteners, starches, and specialty ingredients that feed into food, beverage,...