U.S. Marine and Shipping Stock News

Earlier this month, The J.M. Smucker Co. reshaped its leadership structure by expanding responsibilities for several senior executives, eliminating the Chief Operating Officer role, and initiating searches for new technology and operations leaders to support its long-term growth plans. The consolidation of oversight under CEO Mark Smucker, along with a new Chief Marketing Officer and enhanced roles spanning product supply, sales, and AI-focused technology, signals a tighter alignment between...

Alpha Metallurgical Resources (AMR) recently secured commitments to supply about 3.6 million tons of metallurgical coal to domestic buyers for 2026, while reiterating its focus on buybacks and liquidity, a combination many investors monitor closely. See our latest analysis for Alpha Metallurgical Resources. Those new 2026 coal commitments follow a choppy period for the stock, with a 30 day share price return of a 23% decline and a 7 day move of an 8.8% decline, even as the 90 day share price...

Debt move puts Loma Negra’s capital structure in focus Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) recently issued new Class 6 bonds, accepting existing Class 3 bonds as in kind payment and cutting Class 3 outstanding nominal value to about US$40.29 million. This liability management step puts the company’s debt profile and future interest costs in the spotlight for investors assessing risk, balance sheet flexibility, and how the bond shift might influence the stock’s...

Cohu, Inc. reported past fourth-quarter 2025 results with sales rising to US$122.23 million from US$94.12 million a year earlier, while net loss widened slightly to US$22.49 million and full‑year 2025 sales increased to US$452.96 million alongside a deeper annual loss of US$74.27 million. Alongside these mixed results, management guided first‑quarter 2026 sales to about US$122 million and highlighted a sharp systems order rebound, growing high-bandwidth‑memory test exposure, and expected...

Howmet Aerospace (HWM) just paired record quarterly and full year 2025 results with fresh 2026 guidance, highlighting revenue growth, margin improvement and ongoing share repurchases that are drawing investors back to the stock. See our latest analysis for Howmet Aerospace. The latest earnings beat, new 2026 revenue guidance and an active buyback have coincided with strong momentum, with an 11% 30-day share price return and a very large 5-year total shareholder return that far outpaces the...

In early February 2026, ConocoPhillips reported lower fourth-quarter 2025 earnings year over year, affirmed a first‑quarter 2026 ordinary dividend of US$0.84 per share, updated production guidance, and disclosed further progress on its multi‑year share repurchase program. The company also committed US$2.10 billion to restart production at three oil fields in Norway’s Greater Ekofisk area, highlighting a sizable long‑term upstream growth project with planned new wells and subsea...

In early February 2026, Howard Hughes Holdings Inc. completed two US$500,000,000 fixed-rate senior unsecured note offerings, issuing 5.875% notes due 2032 and 6.125% notes due 2034 under Regulation S and Rule 144A. These bond deals coincided with a shareholder lawsuit challenging Pershing Square’s control arrangements at Howard Hughes, sharpening investor focus on governance, capital structure, and minority shareholder protections. We’ll now examine how the shareholder lawsuit over Pershing...

In February 2026, DraftKings reported fourth-quarter 2025 revenue of about US$1.99 billion and turned a full-year net profit of US$3.71 million, while issuing 2026 revenue guidance of US$6.5 billion to US$6.9 billion alongside adjusted EBITDA expectations of US$700 million to US$900 million. At the same time, DraftKings moved to broaden its federally regulated DraftKings Predictions platform through a new agreement with Crypto.com | Derivatives North America, signaling a push beyond...

Why Donnelley Financial Solutions Is On Investors’ Radar Today Donnelley Financial Solutions (DFIN) is drawing attention after a period of mixed share performance, with the stock up about 1.8% over the past day but showing weaker returns over the past month and over the past three months. See our latest analysis for Donnelley Financial Solutions. That 1 day share price return of 1.85% to US$39.12 comes after a much tougher stretch, with a 30 day share price return of 29.16% decline and a 1...

Autodesk (ADSK) is back in focus after filing a lawsuit accusing Google of infringing its Flow trademark for AI tools used in film, TV, and gaming, alongside new Wall Street commentary on its growth prospects. See our latest analysis for Autodesk. Despite the legal tussle grabbing headlines, Autodesk’s share price has had a tougher run recently, with a 30 day share price return of 13% decline and a year to date share price return of 19.36% decline. The 1 year total shareholder return of...

Pinnacle Financial Partners recently earned 50 Coalition Greenwich 2026 Best Bank Awards for 2025 service and saw its CFO purchase 1,000 company shares, alongside upbeat analyst commentary on earnings, capital strength and cash generation. These developments highlight how a people-first banking model and visible insider commitment can coexist with ongoing concerns around margins, efficiency and tangible book value growth. We’ll now examine how the CFO’s insider share purchase and renewed...

Why D.R. Horton (DHI) Is Back in Focus Fresh analysis highlighting D.R. Horton (DHI)'s balance sheet, relatively low debt load, and record of profitability has brought the homebuilder back into focus for investors assessing housing related opportunities. See our latest analysis for D.R. Horton. The recent focus on D.R. Horton comes as the share price has moved to $167.78, alongside a 7 day share price return of 9.3% and a 90 day share price return of 21.18%. The 1 year total shareholder...

Zillow Group, Inc. recently reported fourth‑quarter 2025 results showing revenue of US$654 million and net income of US$3 million, marking a return to profitability for the full year with US$23 million in net income on US$2.58 billion of revenue. Around the same time, Zillow completed a large share repurchase program while also filing a US$757.93 million shelf registration for 13,853,650 Class C shares tied to an ESOP, highlighting a balance between returning capital to shareholders and...

Why Elanco Animal Health Is Drawing Investor Attention Elanco Animal Health (ELAN) is back on investor radars after a period of strong share performance, with the stock showing positive returns over the past week, month and past 3 months. See our latest analysis for Elanco Animal Health. At a share price of $25.13, Elanco’s recent 90 day share price return of 17.48% sits against a 1 year total shareholder return of 123.38% and a 3 year total shareholder return of 91.39%. This suggests...

AMETEK (AME) is back in focus after a 10% increase in its quarterly dividend to $0.34 per share, paired with recent earnings that reported higher sales and net income for 2025. See our latest analysis for AMETEK. Against that backdrop, AMETEK’s share price has climbed 6.54% over the past month and 20.99% over the past quarter, while its 1 year total shareholder return of 26.03% and 5 year total shareholder return of 97.57% indicate momentum that has been building rather than fading around the...

Carter's (CRI) has caught investor attention after a recent stretch of strong share price performance, with gains over the past week, month and past 3 months prompting closer scrutiny of the childrenswear retailer. See our latest analysis for Carter's. The recent 40.3% 3 month share price return and 20.6% year to date share price return sit in sharp contrast to Carter's 1 year total shareholder return decline of 20.8%. This suggests that recent momentum is building off a weaker longer term...

Recently, EMCOR Group reported strong growth in remaining performance obligations, helped by healthy demand across healthcare, manufacturing, high-tech, and institutional markets, and a series of acquisitions including Miller Electric that together totaled US$50.9 million in the first nine months of 2025. EMCOR also raised its 2025 revenue, operating margin, and EPS outlook, signaling that both organic demand and recent acquisitions are contributing meaningfully to its forward pipeline and...

Ubiquiti (UI) is back in focus after reporting higher year over year revenue and net income for the quarter, alongside declaring a regular US$0.80 per share cash dividend payable on February 23, 2026. See our latest analysis for Ubiquiti. The latest earnings and dividend news comes after a strong run in the share price, with a 30.83% 1 month share price return and a 35.32% 3 month share price return. The 1 year total shareholder return of 112.31% suggests momentum has been building over a...

On 11 February 2026, WeaveGrid announced a partnership with SolarEdge Technologies to integrate SolarEdge residential batteries into its DISCO platform, allowing these systems to participate in utility grid programs such as virtual power plants and other grid services. This move broadens SolarEdge’s role beyond hardware by linking its residential batteries to a unified, utility-facing orchestration platform that coordinates a wider range of distributed energy resources. Next, we’ll examine...

Western Midstream Partners (WES) is back in focus after Senior Vice President and General Counsel Christopher B. Dial sold and disposed of units, exercised options, and the partnership amended its structure following the Aris Water Solutions merger. See our latest analysis for Western Midstream Partners. Those insider moves and the Aris Water Solutions merger come as Western Midstream Partners trades at $43.43, with a 90 day share price return of 11.27% and a 1 year total shareholder return...

Earnings and guidance reshape the AGCO (AGCO) story AGCO (AGCO) has quickly moved into focus after reporting 2025 results, issuing 2026 guidance and detailing progress on digital and autonomous products that together point to meaningful shifts in its underlying business profile. The latest earnings release showed quarterly sales of US$2,920.2 million and net income of US$95.5 million, compared with a net loss a year earlier, while full year net income reached US$726.5 million on sales of...

In February 2026, White Mountains Insurance Group reported past fourth-quarter 2025 revenue of US$1,603.8 million and net income of US$835.8 million, reversing a loss in the prior-year period and lifting earnings per share from a loss to US$327.23. For full-year 2025, the company’s revenue rose to US$3.74 billion and net income to US$1.11 billion, while it also completed a long-running share repurchase program that retired 8.02% of its shares since 2016. Against this backdrop, we’ll examine...

Atmus Filtration Technologies (ATMU) is back in focus after reporting fourth quarter 2025 results that topped Wall Street expectations, paired with 2026 guidance calling for revenue growth in the range of 10% to 14%. See our latest analysis for Atmus Filtration Technologies. Those earnings and 2026 revenue expectations come after a strong run in the shares, with a 30 day share price return of 13.1%, a 90 day share price return of 38.6%, and a 1 year total shareholder return of 60.0%. This...

EnerSys (ENS) just packed several shareholder updates into one day, combining its latest quarterly earnings, fresh sales guidance, a completed share repurchase, and a maintained cash dividend that together reshape the current investment picture. See our latest analysis for EnerSys. EnerSys shares are trading at US$179.20. The recent 32.62% 3‑month share price return, alongside an 82.12% 1‑year total shareholder return, suggests momentum has been building as investors react to earnings,...