U.S. Transportation Stock News

Dolby Laboratories reported third quarter results with revenue of US$315.55 million and net income of US$46.07 million, reflecting year-over-year growth, while affirming a US$0.33 per share dividend and providing updated guidance for the fourth quarter and full year 2025. An interesting highlight is that Dolby has increased its annual dividend by about 13% per year over the last decade, and continues active share repurchases under its buyback plan, both indicating a sustained shareholder...

Power Solutions International, Inc. recently reported record results for the second quarter of 2025, with sales of US$191.91 million and net income of US$51.21 million, driven by robust demand in the power systems segment. A key development was the company's resolution of previous going concern issues through improved profitability, positive operating cash flow, debt reduction, and securing a new US$135 million revolving credit agreement extending to July 2027. We'll now examine how the...

APA Corporation reported second-quarter 2025 results, posting quarterly revenue of US$2.61 billion and net income of US$603 million, with earnings per share from continuing operations rising to US$1.67. The company exceeded analyst forecasts, driven by robust production, efficiency gains including significant cost reduction efforts, and an expanded exploration footprint following new acreage awards in Egypt and a successful well test in Alaska. We'll explore how APA's earnings surprise,...

In the past week, LandBridge Company LLC reported strong second-quarter results, executed a 10-year surface use and pore space agreement with Devon Energy, and declared a quarterly cash dividend of $0.10 per share. These developments showcase meaningful upticks in recurring revenue streams and signal LandBridge's intention to reinforce its positioning in the Permian Basin and adjacent infrastructure markets. Surface use agreements like the Devon Energy deal not only enhance long-term revenue...

In early August 2025, Liberty Mutual announced a collaboration with Mercury Insurance to offer coverage to thousands of California Safeco Insurance customers affected by Liberty Mutual's changes to its personal lines strategy in the state. This partnership highlights Mercury's willingness to expand in regions where several insurers have reduced operations, presenting a significant business opportunity and alternative for California consumers. We'll now explore how Mercury's expanded role in...

Par Pacific Holdings, Inc. reported its second quarter 2025 results, showing sales of US$1.89 billion and net income of US$59.46 million, alongside a quarterly operational throughput record in Hawaii and significant share repurchases. The company also announced a US$100 million joint venture with Mitsubishi and ENEOS Corporation to expand renewable fuels capabilities, highlighting ongoing progress toward a more diversified and sustainable energy business. Now, we will examine how Par...

Live Nation Entertainment recently reported second quarter 2025 earnings showing sales of US$7.01 billion, up from US$6.02 billion a year earlier, alongside a net income of US$243.41 million compared to US$297.97 million the previous year. The performance was underpinned by strong international growth and new partnerships, such as a multi-year collaboration with Kraft Heinz that aims to enhance food experiences across Live Nation’s US venues. We’ll examine how robust international concert...

In recent weeks, Bristol-Myers Squibb reported strong quarterly earnings, raised its full-year revenue guidance by US$700 million, and highlighted robust sales growth fueled by key therapies, improved manufacturing, and expansion into new markets. An interesting aspect of these announcements is the company's enhanced cash conversion, where free cash flow substantially exceeded reported profit due to one-off charges, highlighting the underlying financial strength of its operations. We'll...

Kodiak Gas Services recently reported record second-quarter earnings and raised its 2025 profit outlook, driven by high fleet utilization and strong customer demand in sectors such as data centers, LNG exports, and the Permian Basin. The company expanded its share repurchase program by US$100 million and has been added to several major S&P indices, increasing its visibility and potential investor base. We'll take a look at how Kodiak's robust earnings and expanded buyback program influence...

TriMas Corporation recently announced it had raised its full-year 2025 earnings guidance, now projecting consolidated sales growth between 8% and 10%, up from its previous estimate of 4% to 6%, and reported strong quarterly results, including US$274.76 million in second-quarter sales and a significant year-over-year increase in net income to US$16.72 million. This upward revision in guidance and improved financial results highlight TriMas' operational momentum and reflect increased...

Qorvo recently reported fiscal first quarter 2026 results, with revenue of US$818.78 million and net income of US$25.59 million, both exceeding prior guidance, and completed a share repurchase totaling 12.02% of shares outstanding for US$1.10 billion under its 2022 buyback plan. This performance was highlighted by growth with its largest customer, expanded opportunities in defense and aerospace, and initial moves to consolidate facilities for future cost savings and margin gains. We'll...

F.N.B. Corporation recently announced its Board of Directors declared a quarterly cash dividend of US$0.12 per share, payable on September 15, 2025, to shareholders of record as of September 2, following the promotion of Brian Mancos to Director of Human Resources and Corporate Services to succeed Charles Casalnova. This leadership transition, paired with a continued commitment to shareholder returns, indicates a focus on operational continuity and capital discipline at F.N.B. We’ll examine...

Mettler-Toledo International Inc. recently announced second quarter 2025 results, with revenues of US$983.22 million, modest growth in sales, and updated guidance forecasting local currency sales growth of 1% to 2% for the full year. The update also highlighted continued cost pressures affecting profitability and included news of Pablo Perversi joining the Board, adding leadership experience in innovation and quality from the broader food and beverage industry. Next, we'll examine how the...

In August 2025, Coherent Corp. announced it has entered a new multiyear supply agreement with Apple to continue producing vertical-cavity surface-emitting lasers (VCSELs) for Face ID features in iPhone and iPad devices, utilizing its advanced Sherman, Texas facility. This renewed partnership not only supports Apple’s commitment to American manufacturing but also highlights Coherent’s pivotal role in supplying key optoelectronic components for next-generation consumer devices worldwide. We'll...

Amphastar Pharmaceuticals reported its second quarter 2025 results, with revenue reaching US$174.41 million and adjusted earnings per share outperforming analyst expectations despite a year-over-year sales decline. The company highlighted expanding manufacturing capacity and progress on key products, underscoring efforts to address supply chain challenges and support long-term growth initiatives. We'll assess how Amphastar's manufacturing expansion and product pipeline progress influence its...

Comerica Incorporated recently announced a new fixed-to-floating rate non-cumulative perpetual preferred stock offering with callable, variable-rate features, and also affirmed a regular quarterly dividend of US$0.71 per share payable October 1, 2025. The introduction of a variable-rate preferred stock may attract income-focused investors and indicates ongoing efforts to strengthen the company's capital base and meet shareholder expectations. With the launch of this preferred stock offering,...

Linde plc recently reported its financial results for the second quarter and six months ended June 30, 2025, highlighted by record earnings per share, continued share buybacks totaling over US$1.1 billion for the quarter, and the commissioning of a major helium storage cavern in Texas. At its July 29, 2025 annual meeting, a shareholder proposal seeking greater transparency on climate-related lobbying was withdrawn, underscoring management’s control over the company's sustainability agenda...

Hanesbrands reported second-quarter 2025 results ahead of expectations, with US$991.33 million in sales and net income of US$81.61 million, a sharp turnaround from a net loss a year earlier. The company raised its full-year guidance, citing margin expansion, growth in new business segments such as activewear and scrubs, and continued success with productivity initiatives. We'll examine how Hanesbrands' improved profitability outlook and heightened guidance reframe its investment narrative...

Carlisle Companies’ Board of Directors recently approved a 10% increase in its regular quarterly dividend to US$1.10 per share, with the new payout set for September 2, 2025, payable to shareholders of record as of August 19, 2025. This dividend increase follows a period marked by steady revenues, a decline in net income year-over-year, continued share repurchases, and updated guidance that points to modest revenue growth for 2025. We'll assess how Carlisle Companies' decision to raise its...

Belden Inc. recently reported its second quarter 2025 results, delivering sales of US$671.99 million and net income of US$61.01 million, with the company also providing third quarter revenue guidance of US$670 million to US$685 million and GAAP EPS between US$1.33 and US$1.43. This marks a continuation of improved year-over-year financial performance for Belden, coupled with clear forward visibility through updated guidance for the upcoming quarter. With Belden issuing both strong Q2 results...

Tempus AI, Inc. recently reported second quarter 2025 results, revealing revenue growth to US$314.64 million from US$165.97 million a year earlier, a much smaller net loss year-on-year, and a raised full-year 2025 revenue outlook to approximately US$1.26 billion. The company also secured FDA 510(k) clearance for its AI-powered ECG-Low EF software, highlighting ongoing expansion in clinical AI innovation alongside new share offerings, even as it continues to face pending shareholder lawsuits...

Recently, Apple announced that Applied Materials is working with both Apple and Texas Instruments to enhance the U.S. semiconductor manufacturing supply chain by supplying equipment from its Austin, Texas facility, while also investing over US$200 million to build a new advanced manufacturing site in Chandler, Arizona. This substantial expansion not only supports major industry partnerships but also signals an increased focus on domestic job creation and U.S. semiconductor self-sufficiency...

Western Digital Corporation recently reported strong full-year earnings for the period ended June 27, 2025, posting sales of US$9.52 billion and net income of US$1.89 billion, with the board declaring a US$0.10 per share dividend to be paid in September. This marked a substantial turnaround from the prior year’s loss and is underpinned by four consecutive quarters of revenue and earnings growth, further buoyed by positive analyst upgrades and consensus revisions. We’ll examine how Western...

Earlier this month, EHang Holdings announced that its VT20 series eVTOL aircraft successfully completed an unmanned intercity cargo delivery flight covering 83 kilometers between Zhuhai and Guangzhou, reducing transit time by up to 40 minutes compared to current road transport. This milestone not only validates UAVs for long-distance cargo movement but also highlights the company's ongoing efforts to establish a comprehensive drone logistics network across the Greater Bay Area. We'll explore...