U.S. Logistics Stock News

Earlier in 2026, Lithia & Driveway repurchased 1,450,000 shares for US$396 million, bringing total buybacks under its long-running program to 12,746,867 shares, or 49.1%, for US$2.93 billion since the March 3, 2016 authorization. At the same time, Lithia & Driveway’s climb to No. 123 on the 2026 Fortune 500 list underscores how its expanding omnichannel platform and acquisitions have reshaped its scale within automotive retail. Now we’ll consider how Lithia & Driveway’s Fortune 500 ascent...

CVS Health is facing major lawsuits from hospital systems over alleged diversion of federal 340B drug discount program funds. The cases target the pharmacy benefit manager arm of CVS Health and focus on how 340B-related savings were handled. These actions add fresh legal pressure on NYSE:CVS at a time when scrutiny of pharmacy benefit manager practices is intensifying. For investors watching NYSE:CVS, the legal challenges arrive alongside a stock that is trading at $97.06, with returns of...

Duluth Holdings (DLTH) opened Q1 2027 with revenue of US$98.6 million and a reported loss of US$10.1 million, or EPS of US$0.29, setting a cautious tone around profitability. Over the past year, the company has seen quarterly revenue range from US$102.7 million in Q1 2026 to US$215.9 million in Q4 2026, while EPS moved between a loss of US$0.45 in Q1 2026 and a profit of US$0.22 in Q4 2026. This highlights how sensitive margins have been to seasonal swings in sales. See our full analysis for...

Leidos Holdings (LDOS) recently secured a US$2.7b contract from the US Army to move hypersonic weapons programs into full-scale production, focusing on its Thermal Protection Shield and Common Hypersonic Glide Body work. See our latest analysis for Leidos Holdings. The US$2.7b hypersonics award and recent work on satellite communications tools like the Joint Management Tool arrive after a sharp reset in sentiment, with the share price down 32.68% year to date and the 3-year total shareholder...

Arbor Realty Trust (ABR) is back in focus after a weak Q1 2026 earnings report, a cut in the common dividend from US$0.30 to US$0.17, and rising distress in its US$12b loan book. See our latest analysis for Arbor Realty Trust. Those pressures are clearly reflected in Arbor Realty Trust’s share price, with a 30 day share price return down 26.35% and a year to date share price return down 33.21%, while the 1 year total shareholder return has declined 42.41%. This points to fading momentum as...

Harmonic recently announced that Swiss broadcaster Canal Alpha has deployed its XOS Advanced Media Processor to modernize 24/7 playout operations across French-speaking cantons, using AI-powered compression to enhance video quality while reducing equipment and energy usage. This deployment highlights how Harmonic’s cloud-native, software-based platform can deliver operational efficiencies and end-to-end playout-to-delivery capabilities that may appeal to other broadcasters pursuing...

Campbell's (CPB) has put fresh Q3 2026 numbers on the table, with revenue of US$2.4 billion and basic EPS of US$0.42, alongside trailing 12 month revenue of US$9.9 billion and EPS of US$2.04 that reflect reported earnings growth of 31.3% over the past year. Over recent quarters, revenue has moved from US$2.5 billion in Q3 2025 to US$2.3 billion in Q4 2025, US$2.7 billion in Q1 2026, US$2.6 billion in Q2 2026 and now US$2.4 billion. Quarterly EPS shifted from US$0.22 to US$0.49, US$0.65,...

Vail Resorts (MTN) has reported Q3 2026 revenue of US$1,205.2 million with basic EPS of US$8.82, alongside trailing twelve month revenue of US$2,831.4 million and basic EPS of US$4.28. Together, these figures provide a snapshot of where the business stands at the latest quarter and over the last year. Over recent periods, the company has seen quarterly revenue range from US$271.0 million to US$1,295.6 million, with basic EPS swinging between a loss of US$5.20 and a profit of US$10.55. This...

Recent commentary from UBS on supply disruptions linked to the Middle East conflict, combined with rising aluminium demand, has pushed Alcoa (AA) into focus as investors reassess the stock’s role in their portfolios. See our latest analysis for Alcoa. Despite a recent pullback, with the 1 day share price return down 1.40% and the 7 day share price return down 13.58%, Alcoa still shows strong momentum. The 30 day share price return is 14.61%, the year to date share price return is 28.07%, and...

In early June 2026, investor rights law firm Halper Sadeh LLC began investigating whether certain WEBTOON Entertainment officers and directors breached fiduciary duties to shareholders, encouraging current investors to contact the firm at no cost. This probe could ultimately prompt changes to WEBTOON’s corporate governance, executive incentives, and oversight practices, with potential implications for shareholder protections and company policy. We’ll now examine how this fiduciary-duty...

Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity. The company has signed new multi-year supply deals and unveiled products such as SOCAMM2 and PCIe Gen6 SSDs at COMPUTEX 2026. Micron has been confirmed as a certified memory supplier for Nvidia's next-generation AI platforms, reinforcing its role in the AI hardware stack. Micron Technology sits at the center of the AI memory crunch, with HBM4...

Mission Produce (AVO) just posted Q2 2026 results with revenue of US$290.9 million and a reported loss of US$7.2 million, equal to EPS of US$0.10 in the red, setting a cautious tone around profitability. Over the past six quarters, revenue has moved from US$334.2 million in Q1 2025 to a recent peak of US$380.3 million in Q2 2025, before landing at US$290.9 million in Q2 2026. EPS has swung from US$0.05 to US$0.23 in late 2025 and then into loss-making territory. With trailing 12 month net...

This article walks through what the numbers are indicating about Nu Holdings, to help readers consider whether the stock is starting to look attractively priced or whether the recent pullback simply reflects higher risk. After closing at US$11.88, the stock is down 0.4% over the last week, 13.9% over the past month, and 30.2% year to date. Over a 3 year period the return is 57.6%, while the 1 year return is a decline of 0.8%. Recent coverage has focused on Nu Holdings' position as a large...

Nathan's Famous (NATH) just posted another set of FY 2026 numbers, with Q3 revenue of US$34.3 million and basic EPS of US$0.75, set against trailing twelve month revenue of US$157.8 million and EPS of US$5.24. Over recent quarters the company has seen revenue range from US$30.8 million to US$47.0 million with basic EPS between US$0.75 and US$2.18, which gives you a clear view of how the top line and per share earnings have been tracking into this latest release. With net profit margins easing...

3M (NYSE:MMM) has appointed Jennifer W. Rumsey, Chair and CEO of Cummins Inc., to its Board of Directors. Rumsey will also serve on 3M’s Science, Technology and Sustainability Committee. The appointment adds leadership experience from a global industrial technology company to 3M’s governance structure. For investors watching 3M, this board change comes as the stock trades around $156.39, with a gain of 9.1% over the past 30 days and 9.8% over the past year. The company also shows a very...

Graham (GHM) has wrapped up FY 2026 with fourth quarter revenue of US$67.1 million and basic EPS of US$0.18, while trailing twelve month revenue stood at US$245.3 million with basic EPS of US$1.14. Over recent periods, the company has seen quarterly revenue move between US$55.5 million and US$67.1 million, with basic EPS ranging from US$0.15 to US$0.42 and trailing twelve month EPS running between US$0.84 and US$1.36. This gives investors a clear view of how top line scale and per share...

In May 2026, Home Depot’s shareholders approved amendments to the company charter adding officer exculpation and other miscellaneous changes, while voting down multiple proposals on board independence, healthcare access, data privacy, biodiversity, charitable giving, and plastics-related reporting at the May 21 annual meeting. These voting outcomes highlight that, for now, investors are prioritizing governance continuity and management flexibility over expanded environmental, social, and...

United Natural Foods (UNFI) has just posted its latest quarterly scorecard, with Q2 2026 revenue at about US$7.9b and basic EPS of US$0.33, against a backdrop where trailing twelve month EPS sits at a loss of US$1.29 on revenue of roughly US$31.5b. Over the past six reported quarters, revenue has moved in a tight band between US$7.7b and US$8.2b per quarter, while basic EPS has swung from a loss of US$1.44 in Q4 2025 to a profit of US$0.33 in Q2 2026. Investors are watching whether improving...

In recent days, Blue Bird has faced fresh investor scrutiny as its clean and alternative‑fuel school bus prospects are weighed against risks from potential changes to government incentives, rising costs, and supply chain challenges. This reassessment highlights how dependent the company’s growth case is on continued public funding for cleaner fleets and careful cost management. With investors now rethinking Blue Bird’s reliance on government clean‑bus incentives, we’ll examine how this...

In recent weeks, SoFi Technologies launched SoFi Coach, an AI-powered financial chat built with its financial planners, and rolled out SoFiUSD, a bank-issued U.S. dollar stablecoin available within the SoFi app and redeemable 1:1 from SoFi Bank. Together, these products extend SoFi’s “everything app” vision by tying personalized AI money guidance to blockchain-based payments and savings tools inside a regulated banking framework. Next, we’ll examine how SoFi’s AI-driven Coach and bank-issued...

Qualcomm is expanding into enterprise AI conference solutions through a new collaboration with Primax. The partnership focuses on AI powered video conferencing and collaboration hardware built around Qualcomm’s Dragonwing processors. This move takes Qualcomm further beyond its core handset and automotive markets into office and meeting room infrastructure. For investors watching NasdaqGS:QCOM, this Primax tie up adds another proof point that Qualcomm is working to build out its Edge AI...

Recent share performance and business snapshot Via Transportation (VIA) has been under pressure recently, with the stock down 5% over the past week, about 15% over the past month, and roughly 22% in the past 3 months. The company operates a transit technology platform serving public agencies, schools, corporations, and healthcare providers. It reported revenue of US$463.13 million and a net loss of US$100.19 million, with recent annual revenue and net income growth figures available to...

NOV recently saw a sharp one-day pullback after a period of strong outperformance, as investors reassessed the balance between growth opportunities and rising cost headwinds. The tension between robust energy infrastructure demand and concerns about margin pressure from tariffs, inflation and higher capital spending now sits at the center of NOV’s story. We’ll now examine how this margin pressure concern, despite supportive energy infrastructure demand, may influence NOV’s broader investment...

Stock performance snapshot Intuitive Machines (LUNR) has drawn investor attention after recent trading, with the stock last closing at US$29.74. The company’s returns show a mix of short term volatility and stronger moves over the past year. See our latest analysis for Intuitive Machines. Recent trading has been choppy, with a 1-day share price return of 1.28% following a 7-day share price decline of 22.18%. However, the 90-day share price return of 68.18% and 1-year total shareholder return...