U.S. Transportation Stock News

Bunge Global SA reported third quarter and nine-month earnings, showing sales growth year-over-year, while also completing its share buyback program, repurchasing 26,340,516 shares for US$2.44 billion as of November 5, 2025. The combination of higher sales and an extensive buyback program highlights the company’s focus on expanding revenues and returning value to shareholders, despite a recent decrease in quarterly net income. We will examine how the recently completed share repurchase...

Earlier this quarter, Carrier Global Corporation revised its guidance for the residential HVAC segment, pointing to weaker demand and dealer inventory reduction, while its commercial HVAC and aftermarket divisions reported more stable results. This shift puts a spotlight on the residential business's significant influence on Carrier's earnings outlook and raises questions about how persistent this demand softness may be. We'll now explore how the softened residential HVAC outlook could alter...

EverCommerce (EVCM) revealed third quarter earnings that marked a shift from net loss to net profit year over year. The company also issued updated revenue guidance and expanded its share buyback authorization. See our latest analysis for EverCommerce. Despite swinging to profitability and expanding its buyback program, EverCommerce shares have struggled, with a 1-year total shareholder return of -24.01% and the price currently at $8.45. Momentum has faded noticeably in the past month, but...

VEON Ltd. recently reported robust third-quarter 2025 earnings, highlighted by strong growth in digital services, a 7.5% year-on-year rise in group revenues to US$1.12 billion, and a significant EBITDA margin improvement to 47%. In August, VEON facilitated the successful Nasdaq listing of Kyivstar Group, Ukraine's first public U.S. debut, earning accolades for corporate governance and technology innovation, while also raising its financial guidance for 2025. We'll now consider how these...

Delta Air Lines recently faced major operational disruptions due to a U.S. government shutdown, with widespread flight cancellations and delays affecting its network and customers. Despite these challenges, optimism rose after the U.S. Senate advanced a bipartisan deal to reopen the government, supporting expectations for a swift recovery in air travel and stabilizing Delta's operations. We will evaluate how reduced government-imposed disruptions could influence Delta's investment outlook,...

Delek US Holdings recently reported third quarter financial results, showing sales of US$2,887 million and net income of US$178 million, along with the completion of nearly US$586.1 million in share repurchases since 2018. This marks a major turnaround from a loss in the previous year and highlights the company's substantial capital allocation efforts. We’ll explore how Delek’s strong turnaround in profitability and completion of its share buyback program impact the investment...

On November 4, 2025, MPLX LP reported strong third-quarter earnings results and announced a significant letter of intent with MARA Holdings, Inc. to supply natural gas and electricity for new data center and power generation projects in West Texas. This joint initiative with MARA signals MPLX's entry into energy infrastructure supporting fast-growing data center operations, illustrating the company's move to diversify revenue streams and support regional energy reliability. We will now...

Wondering if Flowserve stock is undervalued or a hidden gem? Let’s break down what recent trends reveal for anyone curious about finding real opportunity here. While the stock dipped 3.0% over the past week, it’s surged an impressive 32.9% in just the last month. Its 17.1% year-to-date and 15.2% one-year gains have become eye-catching to growth-oriented investors. Recent headlines have focused on Flowserve’s strategic acquisitions and expanded partnerships across global infrastructure...

WhiteFiber (WYFI) released its third-quarter results, revealing substantial year-over-year revenue growth; however, it also reported a much wider net loss than the previous year. This earnings report is sparking fresh interest among investors and market watchers. See our latest analysis for WhiteFiber. WhiteFiber’s share price return took a sharp hit after earnings, dropping 50.9% in the past month and 37.4% over the last week. Year-to-date gains still stand at nearly 11%. This recent swing...

Wondering if Equinix stock is a real bargain or just riding the wave? You are not alone. Plenty of investors are searching for clarity on its true value right now. Equinix shares have taken a noticeable dip lately, sliding 4.8% over the past week and leaving the stock down 16.8% so far this year. However, returns over the past three and five years remain in positive territory. Much of this recent shift comes as investors react to news of rising interest rates and competitive pressures in the...

Genpact recently reported strong third quarter results, raising its full-year 2025 earnings guidance and highlighting momentum in its Advanced Technology Solutions and Data-Tech-AI segments. This follows continued recognition for innovation, including a Salesforce Partner Innovation Award, and multiple capital markets activities such as a $350 million senior notes offering and completion of a major share repurchase program. We'll explore how the raised earnings outlook and AI-driven growth...

Texas Roadhouse recently reported third quarter 2025 earnings, delivered updated guidance for 2026, approved a quarterly cash dividend of US$0.68 per share, and completed a US$70 million share buyback under its February program. Despite continued pressure from rising beef and commodity costs, the company expects ongoing positive comparable sales growth, partially supported by recent and upcoming menu pricing actions. With updated guidance highlighting anticipated sales growth amid input cost...

Nuvation Bio (NUVB) just announced its third quarter earnings along with a substantial shelf registration filing to potentially raise capital. Both updates provide fresh context for investors looking at the company’s recent financial progress and strategic plans. See our latest analysis for Nuvation Bio. After a standout third quarter earnings report and fresh capital-raising plans, Nuvation Bio’s share price has surged, with a 28.9% gain in the last 30 days and an 87.6% year-to-date return...

Installed Building Products reported third quarter 2025 results with sales of US$778.2 million and net income of US$74.4 million, both increasing compared to the prior year, and revealed the completion of share repurchases totaling 700,000 shares for US$134.93 million under its buyback program. An interesting aspect is that despite higher third quarter profitability, net income over the nine-month period was steady, highlighting the company’s short-term improvement in operational results...

If you have ever wondered whether Realty Income is a good buy at today's price, you are not alone, and we're about to break it down in plain terms. Despite a recent dip of 4.5% over the past month, Realty Income is still up 8.0% year-to-date and has delivered a solid 6.3% gain over the past year. Recent headlines have weighed on the real estate sector, with rising interest rate concerns and market speculation on future rent growth sending shares on a bit of a roller coaster. Realty Income...

Earlier this week, Peoples Bancorp reported strong third-quarter results, with revenues rising year over year and surpassing analysts' expectations amid industry challenges for regional banks. The company’s high loan growth and improvements in key financial metrics led to clear outperformance on both earnings per share and tangible book value targets set by analysts. We’ll examine how Peoples Bancorp’s robust loan growth and earnings beat could impact its overall investment narrative and...

Tripadvisor (TRIP) just released its latest financial results, highlighting stronger year-over-year growth in revenue and net income. In addition to the earnings update, the company also set expectations for continued moderate revenue gains into next year. See our latest analysis for Tripadvisor. Tripadvisor’s latest earnings have been met with some skepticism by investors, as reflected in a 90-day share price return of -15.1%. While short-term momentum has faded, the 1-year total shareholder...

PNC Financial Services Group (PNC) is ramping up its retail banking presence, announcing plans to open more than 300 new branches across nearly 20 US markets by 2030. This expansion comes with a $2 billion investment and more than 2,000 new hires, highlighting a substantial commitment to growth. See our latest analysis for PNC Financial Services Group. PNC has notched several strategic moves lately, from expanding its branch network commitment to rolling out new virtual card solutions with...

Rezolve AI (NasdaqGM:RZLV) has welcomed a lineup of senior leaders from Apple, Google, Microsoft, SAP, and Tata Digital. This signals strong industry belief in its approach. The company is accelerating its commercial push across the US and Europe. See our latest analysis for Rezolve AI. After a flurry of executive recruits and major expansion plans, Rezolve AI’s shares have seen plenty of action. Over the past month, the company posted a sharp -45.97% share price return and is down -27.87%...

Rambus (RMBS) has recently caught the attention of investors looking for potential opportunities in the semiconductor industry. The stock’s performance over the past three months, with a 28% gain, has sparked interest in its underlying momentum. See our latest analysis for Rambus. After surging 28% over the last three months, Rambus is still building momentum, delivering a remarkable 78% share price return year-to-date. Over the past year, investors have enjoyed an even higher total...

Recent filings revealed that President and CEO Srini Gopalan purchased 9,800 shares of T-Mobile US (TMUS) stock, a move frequently seen as leadership showing belief in the company's future direction. See our latest analysis for T-Mobile US. T-Mobile US has certainly grabbed attention with a flurry of recent milestones, including major advances in emergency connectivity, the launch of SuperMobile for CNN’s field reporting, and new rewards for customers through its Capital One credit card...

The Allstate Corporation recently announced its third-quarter and nine-month 2025 results, posting revenue of US$17.26 billion and quarterly net income of US$3.75 billion, both significantly higher than the prior-year period. Allstate’s strong operational results were accompanied by progress on its share buyback initiative, with more than US$800 million of shares repurchased since February 2025. Given this substantial increase in earnings, we’ll now explore how Allstate’s latest results...

On November 13, 2025, StubHub Holdings announced its third quarter results, reporting sales of US$468.11 million but a net loss of US$1.29 billion, compared to a net loss of US$33.01 million in the same period last year. The sharp increase in net losses despite higher sales is drawing attention, with year-to-date net losses also rising significantly from a year ago. We'll examine how StubHub Holdings' widening losses amid sales growth impact its investment story and long-term business...

OUTFRONT Media (OUT) is attracting fresh attention after several top brokerages upgraded the stock. Analysts are pointing to a renewed sense of optimism about its business direction and potential growth in the advertising landscape. See our latest analysis for OUTFRONT Media. OUTFRONT Media has caught investors’ eyes lately, with strong analyst upgrades following upbeat earnings and a newly affirmed dividend. In the last month alone, the stock delivered a powerful 24% share price return,...