U.S. Transportation Stock News

Darling Ingredients Inc. ( NYSE:DAR ), might not be a large cap stock, but it saw significant share price movement...

LyondellBasell Industries ( NYSE:LYB ) Second Quarter 2025 Results Key Financial Results Revenue: US$7.66b (down 12...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Viewing insider transactions for Tandem Diabetes Care, Inc.'s ( NASDAQ:TNDM ) over the last year, we see that insiders...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Fortune Brands Innovations recently reported its second quarter 2025 earnings, with sales of US$1.20 billion and net income of US$100.3 million, both reflecting year-over-year declines. The company still managed to surpass analyst expectations for earnings per share and highlighted continued productivity gains and updated full-year guidance, while also completing a share buyback program during the period. Next, we assess how Fortune Brands Innovations’ ability to outperform expectations amid...

In the past week, W. P. Carey Inc. reported second-quarter 2025 earnings, with revenue reaching US$430.8 million, adjusted funds from operations (AFFO) per share of US$1.28, and management raising full-year AFFO guidance following robust investment activity and successful asset sales. The company also increased its quarterly dividend and highlighted portfolio stability, positioning itself for long-term growth amid heightened investor confidence. We'll explore how the raised full-year AFFO...

In the past week, American Homes 4 Rent reported second-quarter 2025 results with revenues rising to US$457.5 million and net income increasing to US$109.04 million, both surpassing analyst expectations and last year's figures. The company also raised its full-year revenue and net operating income guidance, citing higher rents, strong occupancy, and ongoing expansion of its single-family rental portfolio. An important insight is that American Homes 4 Rent's confidence is echoed in improved...

Earlier this month, Cardinal Health expanded its Equity Rx program with an additional US$5 million investment, developed Ohio's first statewide prescription drug repository and distribution center, updated its long-term value creation plans, and entered a new oncology drug distribution partnership. This combined focus on improving prescription access and investing in specialty distribution infrastructure underscores Cardinal Health’s ambition to address healthcare gaps and enhance its future...

In July 2025, AerCap Holdings reported record second-quarter net income of US$1.26 billion, aided by a large US$1 billion insurance settlement and continued strong operational performance, including a quarterly dividend declaration and completion of a sizeable share repurchase program. An important insight is the company’s robust lease extension rate of 97%, paired with raised full-year earnings guidance and ongoing aircraft deliveries to major clients like Etihad Airways, together...

In late July 2025, Albertsons Companies reached a tentative agreement with three major union locals, securing meaningful wage increases, enhanced retirement and healthcare benefits, and stronger job protections for more than 25,000 Safeway, Vons, and Albertsons workers across California. This agreement follows months of negotiations and the threat of a large-scale walkout, suggesting a significant reduction in the risk of operational disruption and labor uncertainty for the company. We'll...

CubeSmart recently reported second-quarter results showing US$282.3 million in revenue, a 6% increase from the prior year, alongside an updated 2025 earnings outlook and an affirmed quarterly dividend of US$0.52 per share. The company notably acquired the remaining 80% stake in a major real estate venture encompassing 28 self-storage locations, signaling ongoing expansion and increased confidence in operational performance. We’ll examine how the raised full-year guidance and continued...

Rollins, Inc. recently announced its second-quarter 2025 earnings, reporting net income of US$141.49 million, up from US$129.4 million in the same period last year, and the Board of Directors declared a regular quarterly dividend of US$0.165 per share payable in September. Analysts have revised earnings estimates upwards for Rollins, reflecting optimism around the company’s consistent earnings performance and its strong margin and free cash flow profile. Given these upward earnings...

Sprouts Farmers Market recently reported second-quarter results, with sales rising to US$2.22 billion and net income reaching US$133.7 million, both above year-ago levels and ahead of expectations. The company continues its rapid expansion, opening 12 new stores in the quarter and increasing e-commerce sales by 27%, now representing 15% of total sales. We'll explore how the improved full-year outlook, driven by double-digit comparable store sales growth, impacts Sprouts Farmers Market's...

Omega Healthcare Investors reported strong second quarter 2025 results, with revenue rising to US$282.51 million and net income reaching US$136.6 million, and declared a US$0.67 per share dividend payable August 15 to shareholders of record as of August 4. In the first half of 2025, Omega executed major portfolio adjustments by selling 34 facilities and completing a US$201.8 million senior living development under a long-term lease. We'll explore how Omega's robust earnings growth and...

Earlier, Williams Companies' board approved a regular US$0.50 per share quarterly dividend, payable September 29, 2025, to shareholders of record as of September 12, 2025. This announcement comes as analysts cite rising expectations for earnings and operational performance, supported by strong investments, new infrastructure projects, and advances in sustainability initiatives. With sustainability progress featured in the news, we'll explore what this means for Williams Companies'...

Wall Street analysts recently forecast that SBA Communications is expected to report quarterly earnings of US$3.12 per share, showing a 5.2% decline from the prior year, while revenues are projected to rise 1.5% to US$670.06 million. This mix of declining earnings per share alongside modest revenue growth highlights uncertainty in the company's segment performance, especially given anticipated changes in site development revenues and operating profits. We’ll now examine how the upcoming...

In the days leading up to August 6, 2025, analysts expressed growing optimism about Cencora's upcoming quarterly results, forecasting year-over-year increases in earnings per share and revenues across both U.S. and international Healthcare Solutions segments. Recent analyst upgrades and bullish sentiment contributed to expectations that Cencora could exceed consensus earnings estimates. The heightened analyst confidence highlights the market’s focus on potential growth in Cencora’s global...

Newmont recently completed the renewal and divestiture of its Akyem East Mining Lease in Ghana, receiving US$100 million from Zijin Mining and bringing total after-tax proceeds from the sale of Akyem to US$770 million. This influx forms part of US$3.1 billion in after-tax cash proceeds expected from its 2025 divestiture program, supporting debt reduction and a recently authorized US$3 billion share buyback initiative. Next, we’ll explore how Newmont’s US$3 billion buyback plan could shape...

Southern Company recently reported second-quarter 2025 earnings, with revenue rising to US$6.97 billion and earnings per share exceeding analyst expectations, despite net income coming in lower than the previous year. Market confidence has been supported by the company's ability to surpass consensus sales and earnings forecasts, alongside steady regulatory approvals and ongoing infrastructure investments. We'll explore how Southern's strong earnings surprise and solid revenue growth factor...

In the past week, Biogen Inc. reported second-quarter 2025 earnings that surpassed analyst forecasts, with revenue rising to US$2.65 billion and net income reaching US$634.8 million. This strong financial performance was supported by robust sales from key therapies and encouraging clinical updates for the Alzheimer’s drug Leqembi, including positive regulatory momentum for a new injectable formulation. Now, we'll examine how Biogen's earnings beat and raised profit outlook influence its...

In the past week, L3Harris Technologies reported stronger second-quarter earnings, raised its 2025 revenue guidance to US$21.75 billion, and announced a new defense partnership with Joby Aviation focused on a hybrid VTOL aircraft for military use. The company also completed a sizeable multi-year share repurchase program, reflecting ongoing capital returns alongside operational improvements and new growth initiatives. We'll examine how L3Harris's upward earnings guidance revision further...

Cboe Global Markets recently reported its second quarter 2025 results, with revenue rising to US$1,173.5 million and net income increasing to US$235.1 million, both higher than the same period last year, while also announcing the winding down of its Japanese equities business. The company raised its full-year 2025 revenue growth guidance to the high single digits, signaling confidence in ongoing strong demand for options trading during periods of market volatility. Next, we'll examine how...

In the past trading session, Zoetis saw its stock decline while the company prepared to announce earnings on August 5, 2025, with expectations for higher earnings per share compared to last year. This focus on potential changes in analyst estimates and investor sentiment ahead of the earnings release highlights how anticipation around financial results can shape near-term perceptions of the company's trajectory. To understand how earnings expectations and analyst outlooks before results day...