U.S. Transportation Stock News

First American Financial (FAF) just wrapped up FY 2025 with Q4 revenue of US$2.0 billion and basic EPS of US$2.06, supported by trailing 12 month revenue of US$7.5 billion and EPS of US$6.02. Over recent quarters, the company has seen revenue move from US$1.6 billion and EPS of US$0.71 in Q1 2025 to US$2.0 billion and EPS of US$2.06 in Q4 2025, while trailing net profit margin sits at 8.3% compared with 2.1% a year earlier. This points to a period where profitability has become a much bigger...

Sylvamo (SLVM) just posted its FY 2025 third quarter numbers, reporting revenue of US$846 million and basic EPS of US$1.43 alongside net income of US$57 million. The company’s quarterly revenue moved from US$970 million in Q4 2024 to US$821 million in Q1 2025, US$794 million in Q2, and then US$846 million in Q3. Over the same period, basic EPS went from US$1.98 to US$0.67, US$0.37, and then US$1.43. These shifts give investors more detail for evaluating how recent performance trends relate to...

If you are looking at NovoCure and wondering whether the current share price really reflects its potential, this article will walk through what the numbers are saying about value. The stock last closed at US$12.53, with a recent 7 day return of 23.6%, a 30 day return of a 9.0% decline, a year to date return of a 4.5% decline, and a 1 year return of a 44.3% decline, which gives a mixed picture of sentiment over different time frames. Recent news around NovoCure has focused on the ongoing...

Why Sherwin-Williams refreshed its $75 million credit lifeline Sherwin-Williams (SHW) recently extended the maturity of $75 million in borrowing commitments and letter of credit capacity to December 20, 2030. This move helps maintain funding visibility for operations and potential growth projects. See our latest analysis for Sherwin-Williams. At a share price of $372.60, Sherwin-Williams has had a firm run recently, with a 30 day share price return of 4.67% and a 90 day share price return of...

In early February 2026, McCune Law Group filed a wrongful death lawsuit against Abbott Diabetes Care and Abbott Laboratories over alleged accuracy defects in FreeStyle Libre 3 glucose sensors, following prior Class I safety actions and an FDA-classified serious device concern affecting about 3 million sensors. At the same time, Abbott has been highlighting strong clinical results across its cardiac device portfolio and raising its dividend, underscoring the tension between product...

Mastercard (MA) is back in focus after fourth quarter 2025 results topped expectations, supported by steady consumer spending, strong cross border volumes, and rapid growth in higher margin services such as cybersecurity and data analytics. See our latest analysis for Mastercard. Despite the earnings beat and new partnerships such as the Truist open banking integration, Mastercard's recent share price performance has been soft. The 7 day share price return is 4.43% and the year to date share...

If you are wondering whether Carrier Global's current share price lines up with its underlying value, you are not alone. That is exactly what this article is here to unpack. The stock most recently closed at US$64.89, with returns of 2.8% over 7 days, 17.5% over 30 days, 21.2% year to date, 3.4% over 1 year, 49.6% over 3 years and 89.7% over 5 years. Recent company developments and industry headlines around heating, ventilation and air conditioning solutions, along with broader interest in...

If you are wondering whether BILL Holdings is attractively priced or still carrying a premium, this article will walk through what the numbers actually say about its current valuation. The shares last closed at US$46.37, after a 30% gain over the past 7 days, set against declines of 9.5% over 30 days, 8.3% year to date and 23.8%, 52.0% and 74.2% over the past 1, 3 and 5 years respectively. Recent coverage of BILL Holdings has focused on its role in software for automating financial workflows...

Bill Ackman has fully exited his position in Chipotle Mexican Grill (NYSE:CMG) after years as a major shareholder. The exit comes as Chipotle reports its first year over year same store sales decline since its 2006 IPO. Company executives have sold sizable amounts of stock in 2025, drawing attention to insider sentiment. Management is focusing on higher income customers and product development rather than broad discounting. Chipotle Mexican Grill, known for its fast casual burrito and bowl...

In early February 2026, TE Connectivity, through Tyco Electronics Group S.A., issued US$750 million of senior notes, while also reporting rapidly rising AI-related revenues within its Digital Data Networks business and setting expectations for double-digit year-over-year net sales growth in its upcoming fiscal second quarter. Beyond strengthening its balance sheet, TE Connectivity’s AI-linked revenue acceleration and long-standing role in critical energy infrastructure, including its Raychem...

Li Auto (NasdaqGS:LI) is back in focus after a fresh round of JPMorgan downgrades related to concerns about demand, pricing pressure, and a tougher competitive backdrop for Chinese electric vehicle makers. See our latest analysis for Li Auto. Li Auto’s share price has been volatile, with a 12.98% 1 month share price return and an 8.99% year to date share price return fading against a 25.40% 1 year total shareholder return decline as sentiment shifted after the JPMorgan downgrades and concerns...

Gorman-Rupp (GRC) is back on investors’ radar after reporting fourth quarter and full year 2025 results, with both sales and net income above the prior year, and analysts lifting earnings expectations. See our latest analysis for Gorman-Rupp. The share price has reacted strongly to the earnings beat, with a 31.07% 1 month share price return and 48.36% 3 month share price return helping lift the 1 year total shareholder return to 79.88%. This points to accelerating momentum off a higher...

Fidelity National Information Services (FIS) has drawn fresh attention after winning multiple industry awards for its risk management and cash and treasury management solutions, as well as leadership recognition in recent analyst reports on AI enabled treasury and risk platforms. See our latest analysis for Fidelity National Information Services. Despite the recent accolades for its AI enabled risk and treasury platforms, Fidelity National Information Services’ share price, which closed at...

S&P Global (SPGI) is back in focus after its fourth quarter and full year 2025 results, where solid revenue and margin trends met softer adjusted earnings and 2026 guidance, triggering a sharp share price pullback. See our latest analysis for S&P Global. The mixed earnings release and softer 2026 guidance have shifted sentiment. The share price is at US$397.20, and a 30 day share price return of 26.74% decline is contributing to fading short term momentum, while the 5 year total shareholder...

Tenet Healthcare (NYSE:THC) has completed a transaction with CommonSpirit Health involving its Conifer Health Solutions subsidiary. The deal reshapes Tenet's relationship with Conifer, a key provider of revenue cycle management and related services to health systems. Investors are watching for implications for Tenet's business mix, capital allocation, and long term operating focus. For you as an investor, this matters because Conifer sits at the intersection of hospital operations and...

If you are wondering whether Western Union's current share price really reflects its value, you are not alone. This article focuses on what the numbers say about the stock. The share price last closed at US$9.81, with returns of 6.6% over the past 30 days, 6.3% year to date and 5.0% over the last year, while the 3-year and 5-year returns are declines of 9.6% and 39.8% respectively. Recent interest in Western Union has been shaped by ongoing attention on money transfer and payment companies...

In recent months, MFA Financial has been paying dividends that significantly exceed its Q3 2025 earnings and operating cash flow, raising questions about how those payouts are being funded. With a very large payout ratio, a debt-to-equity ratio of 3.62x, and US$1.88 billions of retained losses, the REIT’s dividends appear to be coming more from capital than from ongoing distributable earnings, especially as credit losses on legacy loans weigh on results. Next, we’ll examine how concerns...

Why Vipshop Holdings (VIPS) Is On Investors’ Radar Today Vipshop Holdings (VIPS) has been drawing attention after recent trading, with shares around US$17.29 and mixed return figures over the past month and past 3 months prompting fresh scrutiny from value focused investors. See our latest analysis for Vipshop Holdings. Looking beyond today’s move, the recent 30 day share price return of 6.94% and 90 day share price return of 10.92% sit against a 1 year total shareholder return of 15.74%...

Dycom Industries (DY) has been back in focus after its recent earnings report, which showed year over year revenue growth, a narrow earnings beat, and a more tempered outlook from management. See our latest analysis for Dycom Industries. The recent pullback, including a 2.9% one day share price decline to about $417, comes after strong momentum, with a 90 day share price return of 43.3% and a one year total shareholder return of 125.1%. This suggests enthusiasm has cooled slightly, but longer...

In recent months, Realty Income announced a partnership with Singapore’s sovereign wealth fund GIC involving more than US$1.70 billion in commitments for U.S. logistics real estate, alongside continued property acquisitions, strong occupancy and an ongoing record of monthly dividend payments. This combination of new capital partnerships, disciplined investment activity and a long history of dividend growth underlines how Realty Income is reinforcing its position as a large, income-focused...

Stryker (NYSE:SYK) has launched the T2 Alpha Humerus Nailing System, designed using advanced anatomical modeling for complex humerus fracture procedures. The company has also started a limited market release of the Mako RPS handheld robotic system for total knee procedures. Both product launches aim to support operating room efficiency and extend Stryker’s role in orthopaedic surgical technology. Stryker sits at the intersection of medical devices, orthopaedics and surgical technology, so...

Intel invested in AI startup SambaNova Systems as part of its push into advanced artificial intelligence solutions. The company introduced a Z-Angle Memory prototype that targets lower power use and higher capacity for data intensive workloads. Intel named a new Chief GPU Architect, signaling a renewed focus on high performance graphics and data center acceleration. Intel (NasdaqGS: INTC) is making these moves while its shares trade around $46.48. The stock is up 18.0% year to date and...

If you are wondering whether Procore Technologies is starting to look attractive at current levels, this article walks through what the recent share price tells you about the stock's value. After closing at US$47.88, the share price is sitting after a 7.4% decline over the past week, a 33.5% decline over the last 30 days, and a 36.2% decline over the past year. These moves may change how investors think about both upside potential and risk. Recent coverage has centered on Procore's role in...

The U.S. Department of Defense commits a large, multi year investment to MP Materials (NYSE:MP) tied to rare earth processing and separation capacity. MP Materials enters a long term supply partnership with the Department of Defense to support domestic production of critical minerals. Federal initiatives to build domestic critical mineral reserves position MP Materials as a key potential supplier within the U.S. rare earth supply chain. MP Materials operates one of the primary rare earth...