U.S. Logistics Stock News

Under Armour (UAA) updated investors on 7 August 2026 with fresh quarterly and full year guidance, including an expected GAAP operating loss for the September quarter and a projected mid single digit revenue decline for fiscal 2027. See our latest analysis for Under Armour. The updated guidance has come after a choppy run for Under Armour’s stock, with a 1 day share price return of 1.71% following the announcement, set against a 30 day share price return that is down 19.06% and a 5 year total...

Paymentus Holdings (PAY) is in focus after reporting second quarter 2026 earnings on 3 August, alongside new guidance for the third quarter and full year. The update arrived after a strong recent share price run. See our latest analysis for Paymentus Holdings. Paymentus Holdings has attracted attention after a sharp move higher, with a 30 day share price return of 49.19% and a 90 day share price return of 73.76%. The 3 year total shareholder return of 211.60% points to strong longer term...

Recently, Gorman-Rupp attracted attention after earning a Momentum Style Score of B and a Zacks Rank of #2, alongside upward earnings estimate revisions that signal stronger analyst confidence. The combination of improving earnings expectations and favorable momentum metrics highlights how analyst sentiment can meaningfully influence how investors view Gorman-Rupp’s prospects. Next, we will examine how the upward earnings estimate revisions could shape Gorman-Rupp’s investment narrative for...

In the past quarter, Leidos Holdings, Inc. reported higher sales of US$4,558 million but lower net income of US$354 million versus a year earlier, while also affirming its dividend, completing a multi‑year share buyback of 20,000,000 shares, and modestly raising full‑year 2026 revenue guidance to US$18.20–18.40 billion. At the same time, new missile defense and naval intelligence contracts highlighted Leidos’s growing role in advanced space sensing and secure military infrastructure,...

Genpact stock reacts to earnings, guidance and buyback update Genpact (G) is in focus after its second quarter 2026 earnings release, updated earnings guidance and fresh details on its ongoing multi year share repurchase program. See our latest analysis for Genpact. Genpact’s recent 1 month share price return of 16.43% and 3 month share price return of 18.31% point to improving short term momentum. However, the year to date share price return of 25.14% and 1 year total shareholder return of...

EyePoint, Inc. reported past second-quarter 2026 results showing revenue of US$507,000 versus US$5.33 million a year earlier, alongside a net loss of US$94.47 million compared with US$59.43 million, and also weaker performance for the first half of the year. On the same day, the company filed a US$73.71 million shelf registration for 6,315,800 common shares linked to an ESOP-related offering, highlighting both funding needs and an ongoing focus on employee ownership. Against this backdrop,...

Grocery Outlet investors woke up to a stock that jumped about 6% to US$10.80, even though the business is still carrying a loss over the past year. The spark was Q2, where adjusted earnings per share of US$0.20 and adjusted EBITDA of about US$65.7m landed ahead of the company’s own outlook and hinted at early traction in the turnaround. The market is treating that earnings beat as a sign that the worst may be easing. The key question now is whether this optimism fits a retailer that still...

MSCI has proposed removing Strategy (NasdaqGS:MSTR) from its Global Investable Market Indexes as part of a rule change affecting non operating companies. The consultation outlines new financial tests that would determine whether companies with large treasury asset holdings remain eligible for index inclusion. Any final decision could trigger index rebalancing by funds that track MSCI benchmarks, which may lead to material trading flows in the stocks involved. Other companies with...

Century Communities (NYSE: CCS) acquired the Harbor Pointe 45 townhome project in Santa Ana from City Ventures, adding a fully entitled and improved community in Southern California. The project includes moderate income, affordable floor plans aimed at expanding access to attainable for sale housing in a key market. The acquisition underscores Century Communities' focus on growing its for sale housing footprint with an emphasis on affordability. Investors following Century Communities' move...

SL Green Realty recently lost property management of the 49-story Worldwide Plaza office tower in Midtown Manhattan after the property was placed into court-supervised receivership amid foreclosure and legal disputes involving senior lenders and Extell Development. This change hands day-to-day control of a high-profile asset to Cushman & Wakefield and underscores ongoing operational and legal pressures in SL Green’s core New York office portfolio. We’ll now examine how losing Worldwide...

T1 Energy (TE) just delivered Q2 2026 results that paired an 88% year-on-year revenue jump with continued losses, while also locking in a 641 MW Clearway Energy contract and securing TOPCon solar technology rights. See our latest analysis for T1 Energy. T1 Energy’s share price has come under pressure in recent months, with a 30 day share price return of down 29.97% and a year to date share price return of down 38.90%. This comes even though the 1 year total shareholder return is very large...

In early August 2026, Casella Waste Systems reported second-quarter sales of US$543.75 million, lower net income of US$3.77 million, and updated full-year 2026 guidance to higher revenues of US$2.09 billion–US$2.11 billion but lower expected net income of US$0–US$6 million, while highlighting ongoing acquisition-driven expansion. The company also disclosed that it had completed five acquisitions year to date with about US$165 million of annualized revenues and is prioritizing smaller tuck-in...

Carpenter Technology (NYSE:CRS) has authorized a new US$1b share repurchase program, following the completion of a US$400m buyback. The authorization reflects management's increased focus on returning capital to shareholders during a period of record results. The company indicates it anticipates continued strong growth as it commits additional capital to share repurchases. This kind of large scale buyback activity highlights a wider trend in companies prioritizing resilient balance sheets...

Boeing (NYSE:BA) has signed a Memorandum of Agreement with Odysight.ai to pilot AI powered predictive maintenance technology at Boeing facilities. The Odysight.ai platform uses computer vision for diagnostic insights and has already been validated by the Israeli Air Force. The collaboration focuses on integrating AI based maintenance intelligence into aircraft operations and expanding Boeing's industrial cooperation efforts. This move highlights how Boeing is tapping into the wider build...

Akamai Technologies recently reported past second-quarter 2026 results showing revenue rising to US$1,099.68 million while net income and EPS from continuing operations fell year-on-year, and it also completed a major share repurchase under its 2024 buyback program. At the same time, Akamai issued higher-level revenue guidance for 2026 and launched new AI-focused security offerings such as Workforce Protector and its Enterprise AI Usage Risk Report, highlighting emerging threats like Vibe...

A potential 3.2% to 3.6% Social Security COLA for 2027 puts retiree spending power back in focus, and that can ripple through everything from grocery aisles to medical appointments. If more cash reaches seniors each month, some companies tied to older consumers could see fresh attention from investors. This article walks through three stocks exposed to that COLA story and explains why each deserves a closer look right now. The three stocks below are just a starting sample, and the full screen...

Cerebras Systems just handed investors a sentiment gut check. The stock dropped 11.9% today to about US$231, even though Q2 core revenue reached US$209.9m and doubled year on year. The emotional headline is the swing from a modest Q1 loss to a Q2 net loss of US$450.5m, which jars against the strong revenue story. Coming into this print, Cerebras had delivered a 13.3% gain over the past month and a small positive 7 day return. Today’s reversal appears driven by concern over a potential profit...

Axcelis Technologies earnings update and what it means for investors Axcelis Technologies (ACLS) recently reported second quarter 2026 results and issued third quarter guidance, giving investors fresh detail on revenue trends, profitability and near term expectations for the semiconductor equipment specialist. See our latest analysis for Axcelis Technologies. The latest results and guidance have arrived after a strong run in Axcelis Technologies' share price, with a year to date share price...

Globant (NYSE:GLOB) is back in focus after a mixed quarterly update that paired an earnings miss and cautious 2026 guidance with record first half free cash flow, fresh Glob.AI progress, and a new FIFA fan engagement contract. See our latest analysis for Globant. The mixed earnings, cautious 2026 guidance and Glob.AI progress have come alongside sharp volatility, with a 1-day share price return of 5.81% and a 30-day share price return of 32.57%. However, the total shareholder return is down...

DLocal Limited recently reported past second-quarter 2026 results, with sales rising to US$399.66 million and net income to US$54.64 million, alongside higher earnings per share versus a year earlier. Over the same period, DLocal also lifted its full-year guidance for total payment volume and gross profit growth while keeping operating profit growth targets unchanged, signaling confidence in its operating model. We’ll now explore how this strong second-quarter performance, including record...

Samsara recently reported strong quarterly results, highlighted by solid growth in annual recurring revenue driven by its high-margin subscription business and efficient customer acquisition. The company’s ability to recover customer acquisition costs quickly appears to support continued investment in new initiatives that aim to expand its connected operations platform. We’ll now explore how this strong subscription-driven ARR performance shapes Samsara’s broader investment narrative and...

ERock stock just jumped 13.3% to US$15.66, and that move highlights how emotional this earnings day has been. Coming into the print, the stock had already climbed over the past month, but the main development is the market treating ERock less like a speculative grid play and more like a company with a concrete growth engine. The headline is simple: a record US$1.7b contracted backlog tied to data centers and utilities coincided with a still deep net loss and negative equity. Today’s move...

Earlier this month, EVgo Inc. and partners including General Motors opened a new flagship fast-charging station at a Meijer store in Warren, Michigan, featuring 12 CCS and NACS stalls with 350 kW chargers and trailer-friendly pull-through access. The site’s location opposite GM’s Global Technical Center underlines how GM is pairing its EV ambitions with public charging access in a key engineering hub. We’ll now examine how GM’s backing of expansive fast-charging infrastructure could...

MSC Industrial Direct has delivered solid gains over the past five years, yet the stock now screens as expensive, with both the Discounted Cash Flow (DCF) estimate of intrinsic value and market multiples pointing to a premium price tag rather than a clear bargain. MSC Industrial Direct has returned 75.7% over the past five years, which puts extra focus on whether the current share price still lines up with the company’s fundamentals. Expectations for steady cash generation and ongoing demand...