U.S. Logistics Stock News

Many investors are considering whether Golar LNG is fairly priced at its current level, or whether the stock still offers value for new money going in. The stock last closed at US$57.04, with returns of 2.4% over the past week, 6.0% over the past month, 50.3% year to date and 47.9% over the past year. These moves may have influenced how investors view its potential and risk. Recent coverage has focused on Golar LNG's positioning within the energy sector and on how investors are reacting to...

Circle Internet Group, Inc. has reported past first-quarter 2026 results with revenue of US$694.13 million and net income of US$55.25 million, while also launching its Circle Agent Stack toolkit to enable autonomous AI agents to hold assets and transact using USDC across multiple blockchains. By combining gas-free USDC nanopayments, policy-controlled Agent Wallets and an Agent Marketplace, Circle is positioning USDC as core infrastructure for machine-to-machine payments in the emerging...

Equinix (NasdaqGS:EQIX) has expanded its Fabric Geo Zones solution globally, adding a network-level data sovereignty control layer for hybrid multicloud environments. The launch allows enterprises to enforce jurisdiction-specific data routing and regulatory compliance across interconnected clouds, including during network failover. This development is aimed at sectors with strict rules, such as finance, healthcare, and government, as regulations like GDPR, LGPD, and APRA tighten. For...

Boot Barn Holdings (BOOT) just wrapped up FY 2026 with fourth quarter revenue of US$538.8 million, Basic EPS of US$1.46 and net income of US$44.4 million. This capped a twelve month stretch where trailing revenue reached about US$2.3 billion and Basic EPS came in at US$7.40 on net income of US$225.9 million. Over recent quarters the company has seen revenue move from US$453.7 million in Q4 FY 2025 to US$705.6 million in Q3 FY 2026 before landing at US$538.8 million in Q4 FY 2026. During that...

Xcel Energy recently reported mixed Q1 2026 results but reaffirmed its 2026 earnings guidance, while its Minnesota gas subsidiary reached a partial settlement that trims a requested revenue increase to US$38 million from US$62 million. These developments highlight how Xcel is balancing regulatory outcomes and infrastructure recovery with confidence in its longer-term earnings framework despite higher financing costs. Next, we’ll examine how reaffirmed earnings guidance alongside a reduced...

Disney's JioStar venture in India has filed legal action against Zee Entertainment over alleged unauthorized broadcasting of Bollywood films. The dispute centers on high value content rights in the Indian entertainment sector. The outcome could affect how Disney leverages local content in India as part of its broader international plans. For investors watching Walt Disney (NYSE:DIS), this legal move comes as the stock trades around $102.72 and has fallen 8.2% year to date and 8.4% over the...

In early May 2026, The Trade Desk, Inc. reported first-quarter 2026 results showing sales of US$688.86 million, up from US$616.02 million a year earlier, while net income fell to US$40.00 million from US$50.68 million and diluted EPS eased to US$0.08 from US$0.10. During the same quarter, the company continued to return capital to shareholders by completing a multi-year buyback program that repurchased 45.94 million shares, or 9.42% of its share count, for US$2.43 billion, even as analysts...

Nutanix recently saw its shares move against broader market gains as investors reacted to expectations of lower EPS but higher revenue in its past quarter, ahead of the earnings release. An interesting angle is that analysts have slightly raised their consensus EPS estimates, suggesting the market is weighing softer profitability against improving business health. Next, we’ll explore how these cautiously higher earnings estimates could influence Nutanix’s existing investment narrative and...

Carnival stock in focus after Cunard’s 2028 program reveal Carnival (CCL) is back on many investors’ screens after subsidiary Cunard outlined an extensive 2028 cruise program, including the first Four Queens Celebration and new Signature Packages that aim to reshape guest experiences on longer voyages. See our latest analysis for Carnival. Despite fresh interest around Cunard’s 2028 program and Carnival’s upcoming US$0.15 dividend, recent momentum has been weak, with the share price down...

Recent share performance and business scale Dole (NYSE:DOLE) has been on investors’ radar after a recent share price slide, with the stock down 2% over the past day and about 11% over the past 3 months. At a last close of US$14.10 and a market value of about US$1.37b, the company operates a large global fresh produce business spanning bananas, pineapples, avocados and other fruits and vegetables. See our latest analysis for Dole. That 1-day share price return of down 1.95% and 7-day move of...

AVITA Medical (NasdaqCM:RCEL) opened Q1 2026 with revenue of US$19.3 million and a basic EPS loss of US$0.35, while trailing twelve month figures show revenue of US$72.3 million and a basic EPS loss of US$1.57. The company has seen quarterly revenue move from US$18.5 million in Q1 2025 to US$19.3 million in Q1 2026, alongside quarterly EPS losses shifting from US$0.53 to US$0.35. This keeps the focus firmly on how quickly margins can tighten and losses can be contained. See our full analysis...

Amkor Technology (AMKR) is back in focus after first quarter 2026 earnings and revenue came in ahead of expectations, alongside a Board-approved quarterly cash dividend that underscores management’s current capital return approach. See our latest analysis for Amkor Technology. Despite a recent pullback, with the share price down 2.41% over the last day and 8.17% over the week, Amkor’s 30 day share price return of 17.80% and year to date share price return of 63.91%, alongside a very large 1...

Boston Omaha (BOC) opened 2026 with Q1 revenue of about US$28.2 million and a basic EPS loss of US$0.07, alongside a trailing 12 month EPS loss of US$0.44 on revenue of roughly US$114.9 million. This keeps the stock in loss making territory at a share price of US$11.06. Over the past six quarters, revenue has moved in a tight band between roughly US$27.7 million and US$29.7 million per quarter, while quarterly basic EPS has ranged from a profit of US$0.17 to a loss of US$0.22. This points to...

Sunrise Realty Trust (SUNS) opened Q1 2026 with total revenue of US$7.2 million and basic EPS of US$0.32, setting a clear marker for how the year is starting. The company reported quarterly revenue of US$4.5 million in Q1 2025 and US$7.2 million in Q1 2026, while basic EPS over the same quarters went from US$0.28 to US$0.32, giving you a clear view of how the top line and per share earnings have tracked over the past year. With trailing twelve month net margin and earnings growth already in...

Stock performance snapshot Whirlpool (WHR) has drawn investor attention after a steep share price slide, with the stock down about 6% over the past day, 11% over the past week, and 28% over the past month. See our latest analysis for Whirlpool. The recent slide adds to a wider retreat in Whirlpool’s stock, with the share price return down sharply over the past quarter and long term total shareholder returns also significantly weaker. This suggests that momentum has been fading for some...

Dillard's (DDS) has put up another solid quarter, with Q1 2027 revenue of US$1,588.6 million, basic EPS of US$16.06 and same store sales growth of 3%. Over the last few quarters, the company has seen revenue move from US$1,546.97 million in Q1 2026 to US$1,588.6 million in Q1 2027, while quarterly EPS has ranged from US$4.66 to US$16.06, giving investors a clear view of how sales and earnings are tracking together. Set against trailing 12 month EPS of US$42.10 and a net profit margin that has...

If you are wondering whether CRH at around US$103.21 is starting to look like value or still pricing in a lot of optimism, you are in the right place. The stock is up 5.8% over the past year and a very large amount over 3 years, but more recently it has fallen 9.3% over 7 days, 11.2% over 30 days, and 18.4% year to date, which may be changing how investors see its risk and return trade off. Recent headlines around the infrastructure and materials sector, including ongoing focus on...

Shimmick (SHIM) has just posted Q1 2026 results that extend a mixed run of top line stability and bottom line pressure, with Q4 2025 revenue at US$100.4 million and basic EPS at a loss of US$0.08, compared with Q4 2024 revenue of US$103.6 million and a loss per share of US$1.13. Over the last reported quarters since Q1 2025, revenue has ranged between about US$100 million and US$166 million while quarterly EPS losses have moved between roughly US$0.05 and US$0.28, giving investors a clear...

RBC Bearings (RBC) has put up another solid set of FY 2026 numbers, with Q3 revenue at US$461.6 million, basic EPS of US$2.14 and trailing 12 month EPS of US$8.55 on revenue of US$1.8 billion, alongside earnings growth of 23.9% over the past year. Over recent quarters the company has seen revenue move from US$394.4 million in Q3 FY 2025 to US$461.6 million in Q3 FY 2026, while basic EPS has ranged from US$1.83 to US$2.32 across those periods, setting up a picture of improving profitability...

Keurig Dr Pepper (KDP) is drawing investor attention after recent trading, with the stock last closing at US$28.93 and showing mixed return patterns across the past week, month, and past 3 months. See our latest analysis for Keurig Dr Pepper. The recent 11.27% one-month share price return contrasts with a decline in the one-year total shareholder return of 11.59%. This suggests that near term momentum is improving, while longer term holders have experienced weaker outcomes. If you are...

Verizon Communications (NYSE:VZ) plans to join AT&T and T-Mobile in a new joint venture to reduce wireless dead zones across the U.S. The companies intend to pool spectrum resources and work with satellite providers to support direct-to-device satellite connectivity. The effort targets rural and underserved areas, as well as backup connectivity during emergencies, with common technical standards across networks. For investors watching NYSE:VZ, this move comes with the stock trading at...

In May 2026, Dave Inc. reported first-quarter 2026 results showing revenue of US$158.41 million and net income of US$57.94 million, both higher than a year earlier, along with meaningfully increased basic and diluted earnings per share from continuing operations. On the same day, the company also raised its full-year 2026 GAAP operating revenue guidance to a range of US$710 million to US$720 million, indicating greater confidence in its current business momentum and revenue visibility. We’ll...

On May 11, 2026, L3Harris Technologies held its annual shareholder meeting, where investors re-elected all directors, approved executive pay, ratified Ernst & Young as auditor, and voted against a proposal to make calling special shareholder meetings easier. The rejection of this governance reform, alongside recent moves to pursue a potential IPO of the Missile Solutions segment and sell a majority stake in Space Propulsion & Power Systems, underscores management’s preference for controlled...

Alliance Entertainment Holding (AENT) has put up another busy quarter, with Q2 2026 revenue at US$368.7 million and basic EPS of US$0.18, feeding into trailing 12 month revenue of about US$1.1 billion and EPS of US$0.43 as the latest reference points ahead of the Q3 2026 update. Over the past year, the company has seen revenue range between US$227.8 million and US$393.7 million per quarter while quarterly EPS moved between roughly US$0.01 and US$0.18. This gives investors a clearer read on...