U.S. Transportation Stock News

Earlier this week, Trimble Inc. reported full-year 2025 results showing revenue of US$3.59 billion and net income of US$424.0 million, alongside guidance for 2026 calling for US$3.81 billion to US$3.91 billion in revenue and GAAP EPS of US$2.04 to US$2.23. Management doubled down on its Connect & Scale plan, emphasizing AI-enabled, recurring software revenue, tuck-in construction software acquisitions, and flexible capital deployment between buybacks and M&A after a recent US$875.44 million...

If you are wondering whether Zillow Group's current share price reflects its true worth, this breakdown will help you connect the recent market moves with what the fundamentals say about value. The stock recently closed at US$43.30, after returns of a 20.6% decline over 7 days, a 35.2% decline over 30 days, a 34.0% decline year to date and a 43.7% decline over 1 year, with a 3 year return of a 3.7% decline and a 5 year return of a 77.4% decline. Recent headlines around Zillow Group have...

Federal Realty Investment Trust posts mixed FY 2025 finish as one off item weighs on FFO Federal Realty Investment Trust (FRT) has wrapped up FY 2025 with Q4 revenue of US$334.4 million, Basic EPS of US$1.50 and Funds From Operations of a US$465.1 million loss, while trailing twelve month revenue came in at about US$1.3 billion and Basic EPS at US$4.69. Over recent periods, revenue has moved from US$312.8 million in Q4 2024 to US$334.4 million in Q4 2025, while Basic EPS has shifted from...

Why Garmin (GRMN) is on investors’ radar now Garmin (GRMN) has drawn attention recently as investors reassess its share price around $214.74, with performance over the past month and past 3 months prompting closer scrutiny of its long term return profile. See our latest analysis for Garmin. The recent 5.67% 1 day share price return and 6.13% 7 day share price return suggest short term momentum is picking up, while the 3 year total shareholder return of 135.17% points to a strong longer run...

FIGS (FIGS) has drawn attention after recent share price swings, with a 17% decline over the past month contrasting with an 11% gain over the past 3 months and an 86% total return over the past year. See our latest analysis for FIGS. The recent 16.7% 30 day share price return decline has cooled some of the strong 1 year total shareholder return of 86.4%. This suggests momentum has paused after a solid run and may now reflect shifting expectations around growth and risk. If FIGS has you...

Revvity (RVTY) is back on investors’ radar after recent share price swings, with the stock up about 0.5% over the past day but showing a decline over the past month. See our latest analysis for Revvity. Zooming out, Revvity’s share price has slipped recently, with a 7 day share price return of a 5.47% decline and a 30 day share price return of a 13.89% decline, while the 1 year total shareholder return of a 14.21% decline suggests momentum has been fading rather than building despite the...

Power Integrations recently reported fourth-quarter 2025 results, authorized a dividend of US$0.215 per share payable on March 31, 2026, issued first-quarter 2026 revenue guidance of US$104 million to US$109 million, approved a workforce reduction of about 7%, and announced a change in board leadership with a new independent chairman. While earnings improved year over year and the dividend continues, the workforce cuts and leadership shift underline management’s emphasis on cost control and...

In early February 2026, Doximity reported third‑quarter 2025 results showing sales of US$185.05 million and net income of US$61.56 million, updated full‑year revenue guidance to about US$642.5–643.5 million, and authorized a new US$500 million share repurchase program after completing a prior US$417.04 million buyback. While revenue and nine‑month earnings rose year over year, quarterly profit per share dipped as management cited delayed pharmaceutical budgets and higher AI infrastructure...

If you are wondering whether Maplebear is attractively priced or not, this article will walk through what the current share price might be implying about its underlying value. Over the short term, the stock has moved around, with a 4.8% return over the last 7 days, an 11.2% decline over 30 days, and a 17.3% decline year to date, while the 1 year return sits at a 28.8% decline from a last close of US$36.30. Recent coverage of Maplebear has focused on its role within the consumer retailing...

Recent insider selling at U.S. Bancorp (USB), including vice chair Mark Runkel and COO Souheil Badran, is drawing fresh attention to the stock, especially as analysts maintain a generally constructive view on the bank. See our latest analysis for U.S. Bancorp. At a share price of US$57.69, U.S. Bancorp has had a mixed near term patch, with a 7 day share price return of a 4.9% decline. However, the 90 day share price return of 22.5% and 1 year total shareholder return of 26.2% point to...

ABM Industries (NYSE:ABM) is expanding further into semiconductor and high tech services with the acquisition of WGNSTAR, a specialist in cleanroom operations and production tool management. The company has also announced major leadership changes, including key internal promotions, signaling an emphasis on higher margin engineering and technical services. These moves come as ABM refines its service mix toward more specialized offerings within critical manufacturing environments. For...

In recent months, Synopsys has attracted increased interest from major institutional investors, closed fiscal 2025 with record revenue, and completed its acquisition of Ansys, while also preparing to report its next set of earnings on February 25, 2026. These developments, combined with growing demand for Synopsys’s AI-driven design tools and partnerships with companies such as NVIDIA and Microsoft, are reshaping its role in the broader engineering and semiconductor design ecosystem. Next,...

CareTrust REIT (CTRE) FY 2025 earnings snapshot CareTrust REIT (CTRE) has just wrapped up FY 2025 with fourth quarter revenue of US$134.9 million and basic EPS of US$0.50, rounding out a trailing twelve month revenue line of US$476.4 million and EPS of US$1.57. Over the past few reported periods, revenue has moved from US$86.9 million in Q4 2024 to US$134.9 million in Q4 2025, while quarterly basic EPS shifted from US$0.29 to US$0.50. The trailing net profit margin was reported at 67.3%,...

Lincoln National’s FY 2025 Earnings Snapshot Lincoln National (LNC) has just put fresh numbers on the table, with Q3 FY 2025 revenue of US$4.6 billion and basic EPS of US$2.15 setting the tone for its latest update. The company has seen quarterly revenue move from US$4.2 billion in Q3 FY 2024 to US$4.6 billion in Q3 FY 2025, while basic EPS has swung from a loss of US$3.29 to a profit of US$2.15 over the same period. This highlights how reported earnings have shifted across the past year...

MasterBrand (MBC) is back on investors radar after reporting a fourth quarter loss, issuing cautious 2026 guidance, and outlining $30 million in annual cost cuts, as demand and new construction markets remain under pressure. See our latest analysis for MasterBrand. The weak fourth quarter, cautious 2026 guidance and muted buyback activity appear to have weighed on sentiment, with a 7 day share price return of a 13.25% decline and a 1 year total shareholder return of a 30.15% loss, even though...

Toast FY 2025 earnings snapshot Toast (TOST) reported first half FY 2025 revenue of US$2.9b with basic EPS of US$0.24, setting the tone for a year where profitability is firmly in focus. The company has seen revenue move from US$2.3b in the first half of 2024 to US$2.6b in the second half and then to US$2.9b in the first half of 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in early 2024 to US$0.16 and then US$0.24. With trailing net margins now higher than a year ago...

In early February 2026, Sea announced a US$1.00 billion share repurchase program alongside generally favorable analyst opinions on its business prospects in e-commerce, digital finance, and gaming. The combination of management’s decision to buy back stock and analysts’ broadly positive growth expectations highlights how capital allocation is becoming a central part of Sea’s investment case. Next, we’ll examine how the newly authorized US$1.00 billion share repurchase program may reshape...

In early February 2026, InterDigital secured a fifth HEVC-related patent injunction against Disney in Germany, pursued new video IP litigation against Hisense and TCL, and, together with Razer, launched a Haptic Excellence Center to advance streaming, standards and education for haptic-enhanced media. These moves underscore InterDigital’s push to monetize its video and haptics intellectual property beyond smartphones, while reinforcing its influence in setting the technical foundations for...

Why Installed Building Products stock is back in focus Installed Building Products (IBP) has come back into focus after acquiring Thermo-Tech Mechanical Insulation, completing a $500 million notes offering to refinance debt and extend credit, and receiving a credit rating upgrade. See our latest analysis for Installed Building Products. Those moves come on top of strong recent share price momentum, with a 30 day share price return of 12.5%, a 90 day return of 37.4%, and a 1 year total...

Microchip Technology expanded its edge AI solutions for microcontrollers and microprocessors, adding real-time inferencing for use cases such as electrical arc fault detection, predictive maintenance, and on-device identity verification. The company introduced a new highly integrated power module aimed at AI server applications. Microchip also announced a collaboration with Hyundai Motor Group to integrate its 10BASE-T1S Single Pair Ethernet technology into next generation vehicles. For...

Why International Flavors & Fragrances (IFF) is on investors’ radar today International Flavors & Fragrances (IFF) has caught investor attention after a period of mixed performance, with recent share price gains over the past month and past 3 months contrasting with weaker multi year total returns. See our latest analysis for International Flavors & Fragrances. The recent swing in sentiment around International Flavors & Fragrances is clear, with a 1 month share price return of 18.27% and a...

United Parcel Service’s recent turnaround push has combined stronger-than-expected Q4 2025 results and raised 2026 revenue guidance with plans to cut up to 30,000 jobs and close 24 facilities, largely through voluntary programs, while shifting away from lower-margin Amazon deliveries. This restructuring drive has triggered legal challenges from the Teamsters over the Driver Choice Program and coincides with increased options activity and mixed short interest, underscoring how labor relations...

Why Dorman Products (DORM) Is Back on Investor Radars Dorman Products (DORM) has drawn fresh attention after rolling out hundreds of new direct replacement parts, completing the SuperATV acquisition, and launching a redesigned e-commerce focused website that collectively widen its reach in the auto aftermarket. See our latest analysis for Dorman Products. At a share price of US$131.17, Dorman Products has logged a 4.02% 1 month share price return and a 5.70% year to date share price return...

Recent coverage around YETI Holdings (YETI) focuses on its solid quarterly results and strong recent share performance, while also highlighting concerns about slowing revenue growth, pressure on free cash flow margins, and weaker return on invested capital. See our latest analysis for YETI Holdings. That backdrop helps explain why YETI’s recent momentum looks mixed, with a 90 day share price return of 28.69% and a 1 year total shareholder return of 26.25%, but a 5 year total shareholder...