U.S. Transportation Stock News

Prestige Consumer Healthcare recently announced that its TheraTears brand will add Eyelid Cleansing Wipes and Dry & Tired preservative-free lubricant eye drops, with nationwide U.S. rollout planned for February 2026 to target screen-related eye fatigue and dryness. This expansion positions TheraTears more firmly in everyday digital eye-care routines, potentially strengthening Prestige’s presence in the growing screen-fatigue relief category. We will now examine how this expansion of...

Qnity Electronics, Inc. recently announced that Chief Financial Officer Matt Harbaugh has stepped down for health reasons, appointing current Principal Accounting Officer and Controller Mike Goss as Interim CFO while it conducts a comprehensive search for a permanent successor and reaffirming its full-year 2025 net sales guidance of approximately US$4.7 billion. The choice of an interim CFO with nearly three decades of finance experience, including senior roles at DuPont and Ernst & Young,...

Earlier this month, TransUnion and Actable reported that integrating TransUnion’s TruAudience Marketing Solutions data into Actable’s AI models improved marketing prediction accuracy and cut false positives for a major retailer’s customer win-back campaign. The collaboration highlights how TransUnion’s extensive identity graph and enrichment capabilities can fill data gaps in costly, data-scarce marketing use cases such as win-back, prospecting, and luxury categories. Now we’ll assess how...

Recent analyst actions around Melco Resorts & Entertainment (MLCO) have turned more cautious, with JPMorgan moving to Neutral and BofA signaling a selective stance as they flag sector wide Macau gaming risks and margin concerns. See our latest analysis for Melco Resorts & Entertainment. At a share price of $6.73, Melco’s recent 30 day share price return of 14.59% and year to date share price return of 10.39% contrast with a 1 year total shareholder return of 23.49%. The 3 and 5 year total...

Leadership change and new business structure at Allison Transmission Allison Transmission Holdings (ALSN) has reorganized into two business units and named former Dana executive Craig M. Price as President of Allison Off-Highway Drive and Motion Systems, effective January 1, 2026. See our latest analysis for Allison Transmission Holdings. The leadership reshuffle comes as Allison Transmission’s share price has climbed 37.92% over the past 90 days and 13.03% over the past month, while its 1...

In early January 2026, Xometry announced a suite of platform enhancements, including eight new high-performance additive manufacturing materials, expanded CNC machining controls, looser tolerance options that can lower pricing, and CMMC Level 2–aligned sourcing tools aimed at aerospace, defense, medical, and automotive customers. The combination of higher-spec materials, more granular control over manufacturing methods and geography, and security-focused sourcing positions Xometry as a more...

Hormel Foods has appointed Domenic Borrelli as executive vice president of Retail, effective February 23, 2026, placing him in charge of one of the company’s largest consumer-brand business units. By bringing in a leader with extensive experience in brand building and complex business transformations at Danone, Kraft Foods and Maple Leaf Foods, Hormel Foods is signaling a renewed focus on reshaping its retail portfolio and execution. We’ll now examine how bringing in Domenic Borrelli to lead...

Universal (UVV) has put its 2025 Sustainability Report front and center for investors, highlighting higher renewable electricity usage, lower reported greenhouse gas emissions, and new supply chain and farmer support initiatives. See our latest analysis for Universal. At a share price of $55.32, Universal has delivered a 5.21% year to date share price return. Long term performance has been steadier, with a 5 year total shareholder return of 50.45%. The 16.11% 1 year total shareholder return,...

PANTHERx Rare Pharmacy and Savara Inc. recently announced an exclusive U.S. distribution agreement for MOLBREEVI, following Savara’s December 2025 Biologics License Application submission to the FDA for treating autoimmune PAP with a Priority Review request. This tie-up with a rare-disease focused pharmacy positions Savara with a specialized channel for potential commercialization, including clinical support, education, and financial assistance for patients and prescribers. We’ll now examine...

Why Northern Oil and Gas is on income investors’ radar Northern Oil and Gas (NOG) is drawing attention as investors weigh its sizable dividend against a growth plan centered on expanding well ownership, a combination that has created short term pressure on free cash flow. This mix of high current income, rising production interests, and questions about dividend sustainability is prompting closer scrutiny of the stock, especially as energy sector uncertainty keeps risk and reward tightly...

In recent days, Figure Technology Solutions launched its On-Chain Public Equity Network (OPEN), a blockchain-based platform that enables companies to issue, trade, and settle real equity directly on the Provenance blockchain while bypassing traditional intermediaries. This move highlights Figure’s push to make tokenized real-world equity more accessible, including peer-to-peer share lending and direct transfers that aim to cut friction in conventional market infrastructure. With this...

In January 2026, Vornado Realty Trust, Hudson Pacific Properties and Blackstone Real Estate announced that Paramount Television Studios signed a 70,000-square-foot lease at Sunset Pier 94 Studios in Manhattan, using two sound stages plus production and office space for the second season of Dexter: Resurrection. The early lease, secured before the 232,000-square-foot facility’s full delivery and amid strong reported demand, underscores growing tenant interest potentially relevant to...

In January 2026, Delta Air Lines reported Q4 2025 revenue of US$16,003 million and net income of US$1,219 million, capping a full year in which revenue reached US$63,364 million and net income US$5,005 million, both higher than the prior year. Alongside this performance, Delta issued 2026 earnings guidance below analyst expectations and committed to buying thirty Boeing 787-10 aircraft from 2031, signaling a push to deepen premium and long-haul international flying while balancing near-term...

Frontier Communications Parent (FYBR) has attracted attention after recent share moves, with the stock last closing at $38.44. Investors are weighing this price against the company’s fundamentals and its recent return profile. See our latest analysis for Frontier Communications Parent. Putting the latest move into context, Frontier’s recent 1-day, 7-day and 90-day share price returns, alongside an 8.28% 1-year total shareholder return and 34.88% 3-year total shareholder return, point to...

COPT Defense Properties (CDP) is back in focus after executing a new build-to-suit lease in its Maryland Defense/IT portfolio, tied to a 236,000 square foot facility with a planned US$146 million investment. See our latest analysis for COPT Defense Properties. These development commitments, including the new Defense/IT lease and the expanded University of Maryland ARLIS project, arrive during a period of steady momentum, with COPT Defense Properties’ year to date share price return of 9.82%...

Recent analyst updates have pushed Innovex International’s earnings estimates higher, coinciding with the company receiving a Momentum Style Score of B and a Zacks Rank of #2 (Buy), highlighting growing optimism about its near-term prospects. This combination of upward earnings revisions and a strong momentum profile suggests that analyst sentiment is increasingly aligned with the company’s recent operational and market performance signals. With these positive earnings estimate revisions in...

Karman Space & Defense announced that its Systima facility in Mukilteo, WA received US$5.0 million in Defense Production Act Title III funding from the U.S. Department of War in October 2025 to expand capacity for solid rocket motor nozzle manufacturing. This funding, combined with internal investment, enables Karman to add a dedicated production line and optimized cell for complex SRM nozzles, supporting U.S. efforts to strengthen the munitions industrial base and supply chain...

Why Carlyle Group is on investors’ radar today Carlyle Group (CG) has drawn attention after recent share price moves, with the stock last closing at US$66.12. For investors, that price sits against a backdrop of specific return figures and current fundamentals. See our latest analysis for Carlyle Group. That recent 1-day share price return of 0.85% fits into a stronger run, with a 30-day share price return of 14.43% and a 1-year total shareholder return of 25.09%, suggesting momentum has been...

Earlier this week, Harley-Davidson revealed 13 new models for its 2026 lineup on H-D.com and YouTube, including upgraded Grand American Touring bikes, expanded three-wheel offerings, an expedition-focused Pan America 1250 Limited, Liberty Edition anniversary models, and five limited-production CVO motorcycles that will soon reach global dealerships. This broad refresh shows Harley-Davidson simultaneously targeting luxury touring, adventure riding, three-wheel comfort, and patriotic special...

GH Research PLC recently reported that the U.S. Food and Drug Administration lifted the clinical hold on its GH001 investigational new drug application, allowing U.S. subject enrollment following Phase 2b data in treatment-resistant depression showing a 15.5-point placebo-adjusted MADRS score reduction by Day 8, high remission rates with infrequent dosing, brief psychoactive sessions, and no serious treatment-related adverse events. This combination of rapid symptom relief, minimal treatment...

In recent weeks, Old Dominion Freight Line has attracted a wave of analyst attention, with multiple firms reiterating their views while highlighting the company’s disciplined operations, network investments and strong service in a still-soft freight market. This cluster of analyst updates underscores a growing focus on Old Dominion’s ability to sustain pricing power and shareholder returns despite subdued shipping demand. We’ll now examine how this renewed analyst confidence in Old...

In mid-January 2026, KeyBanc upgraded Materion to Overweight, citing expectations for stronger earnings supported by semiconductor, defense, and clean energy demand alongside margin enhancement initiatives. The upgrade underscores how Materion’s precision clad improvements and focus on higher-value materials could increase its appeal to growth-oriented investors. We’ll now examine how this upgrade, driven by anticipated semiconductor strength, may influence Materion’s existing investment...

On January 7, 2026, One Stop Systems, Inc. announced an approximately US$1.20 million pre-production order from a new U.S. defense prime contractor to design, develop, and deliver ruggedized GPU-accelerated compute and visualization systems for U.S. Army combat vehicles. This order deepens OSS’s role in next-generation Army vision and sensor programs by embedding its TSN- and PCIe-based architectures directly into a prime contractor’s system-level solution across multiple ground vehicle...

M&T Bank Corporation has released its full-year 2025 results, reporting net interest income of US$6,948 million, net income of US$2,851 million, and diluted earnings per share from continuing operations of US$17, alongside higher fourth-quarter net charge-offs of US$185 million. The combination of rising annual profitability and an uptick in credit losses gives investors a clearer view of how M&T Bank is balancing earnings strength with evolving credit risk. Next, we will examine how M&T...