U.S. Transportation Stock News

Douglas Dynamics (PLOW) has wrapped up FY 2025 with fourth quarter revenue of US$184.5 million and basic EPS of US$0.56, alongside trailing twelve month revenue of US$656.1 million and EPS of US$2.03 that frame the latest numbers in a fuller context. The company has seen quarterly revenue range from US$115.1 million to US$194.3 million and quarterly EPS move between roughly US$0.01 and US$1.10 over FY 2025, giving investors a clear view of how earnings power tracks with seasonal revenue...

Octave Specialty Group (OSG) just posted its FY 2025 numbers with Q4 total revenue of US$66.9 million and a basic EPS loss of US$0.66, while on a trailing twelve month basis revenue came in at US$251.2 million and EPS at a loss of US$2.09. The company has seen quarterly revenue move from US$65.2 million in Q4 FY 2024 to US$66.9 million in Q4 FY 2025, with basic EPS shifting from a loss of US$0.46 to a loss of US$0.66 over the same period. This sets the stage for investors to focus squarely on...

VNET Group, Inc. recently appointed Peter Zhihua Zhang as Senior Vice President of Operational Finance and principal accounting officer, giving him authority over financial operations and key SEC and Nasdaq filings while the company amended its US$250 million 2% convertible senior notes due 2027 with Blackstone-managed vehicles. The combination of a strengthened internal finance leadership role and changes to the convertible note terms has refocused attention on VNET’s governance, capital...

If you are wondering whether Jones Lang LaSalle is priced attractively today, a good starting point is understanding what the recent share moves are really telling you about value and risk. The stock last closed at US$310.97, after a 7 day return of 8.4%, a 30 day return showing a 12.2% decline, and returns of a 7.4% decline year to date and 17.1% over the past year, with longer term returns of 78.2% over 3 years and 74.5% over 5 years. Recent news around Jones Lang LaSalle has focused on...

Expand Energy has partnered with Evolution Well Services to deploy 100% electric hydraulic fracturing technology in Northeast Appalachia. The initiative targets lower noise, a smaller equipment footprint, reduced surface disruption, and real time environmental monitoring. The move reflects a focus on operational efficiency and environmental performance that has not featured in recent company updates. For investors watching Expand Energy (NasdaqGS:EXE), this partnership adds a fresh...

Primoris Services Corporation recently reported its fourth-quarter and full-year 2025 results, posting US$1,857.7 million in Q4 sales and US$7,574.9 million in full-year sales, alongside 2026 net income guidance of US$294.0 million to US$305.0 million and EPS guidance of US$5.35 to US$5.55. The company paired these results with a US$0.08 per-share cash dividend declaration and forward earnings guidance that frames how management views future profitability and capital returns. Now we’ll...

Clearway Energy (CWEN.A) just closed out FY 2025 with Q4 revenue of US$310 million and a basic EPS loss of US$0.85, capping a trailing twelve month period that totaled US$1.4 billion of revenue and US$1.42 in basic EPS. The company has seen quarterly revenue move from US$256 million in Q4 2024 to US$310 million in Q4 2025. Over the same period, basic EPS shifted from US$0.03 to a loss of US$0.85, against a backdrop of trailing twelve month net income of US$169 million. For investors, that mix...

Axogen (AXGN) has wrapped up FY 2025 with fourth quarter revenue of US$59.9 million and a basic EPS loss of US$0.28, capping a trailing twelve month period that delivered US$225.2 million in revenue and a net loss of US$15.7 million. The company has seen quarterly revenue move from US$49.4 million in Q4 2024 to US$59.9 million in Q4 2025. Over the same period, basic EPS shifted from a small profit of US$0.01 in Q4 2024 to a loss of US$0.28 in Q4 2025. Investors now have to weigh these top...

Sompo Group and Guidewire Software recently announced a long-term agreement for Sompo to expand its use of Guidewire’s cloud and AI-powered applications across global operations, including migrating core policy and claims systems to Guidewire Cloud Platform. This deepened partnership highlights how a large, diversified insurer is standardizing on Guidewire’s platform to unify decision-making and modernize P&C insurance processes worldwide. Next, we’ll examine how Sompo’s expanded Guidewire...

Earlier this month, Plains All American Pipeline, L.P. reported its fiscal Q4 2025 results, coming in below Wall Street earnings expectations while outlining progress on its business refocus. At the same time, management emphasized its plan to become a pure-play crude operator and pursue US$100 million in annual cost savings through 2027, with about half targeted for 2026, which could meaningfully reshape its cost structure and competitive positioning. Now we’ll examine how this renewed...

Why Sensata Technologies Holding (NYSE:ST) is back in focus Sensata Technologies Holding (NYSE:ST) has drawn fresh attention after reporting fourth quarter results that showed higher profitability on US$917.9 million in sales, alongside new 2026 guidance and an updated segment structure. For the quarter ended December 31, 2025, Sensata reported net income of US$63.2 million on sales of US$917.9 million, with basic and diluted earnings per share from continuing operations of US$0.43, compared...

Massachusetts Superior Court has allowed a class action lawsuit over DraftKings' sportsbook promotion to proceed. The case focuses on claims of misleading marketing around a bonus offer for sports betting customers. At the same time, DraftKings is moving ahead with workforce restructuring that includes expected job cuts. For investors watching DraftKings, ticker NasdaqGS:DKNG, this combination of litigation and restructuring adds fresh context to a volatile share price. The stock last...

Mettler-Toledo International (MTD) has been in focus after its latest quarterly report beat Wall Street expectations, and management issued full-year adjusted EPS guidance in the US$46.05 to US$46.70 range. See our latest analysis for Mettler-Toledo International. The latest earnings beat and guidance came after a mixed stretch for Mettler-Toledo International, with a 1-day share price return of 1.14% and a 7-day share price return of 2.37%. This contrasts with a 90-day share price return of...

Par Pacific Holdings is expected to report an earnings per share of US$1.28 for its latest quarter, reflecting a very large year-over-year increase, even as quarterly revenue is projected to fall by 8.2% compared with the prior year. This combination of stronger profitability on lower sales, together with the company’s history of beating earnings and revenue estimates, is drawing attention to how efficiently Par Pacific is currently converting its refining operations into bottom-line...

Verisk Analytics (NasdaqGS:VRSK) has entered into a climate risk intelligence collaboration with S&P Global Energy to offer integrated climate catastrophe data and risk modeling solutions. The company also announced a $1.5b accelerated share repurchase program, funded in part by new senior note offerings. These moves target growing demand from insurers, asset managers and lenders for more granular climate risk insights across both insured and uninsured assets. Verisk Analytics, trading at...

U.S. Supreme Court overturns Trump-era tariffs that affected input costs for manufacturers, including Viavi Solutions, NasdaqGS:VIAV. Ruling is expected to lower certain material and component costs for Viavi’s production footprint. Decision could influence how Viavi and peers think about sourcing, supply chains, and capital allocation going forward. Viavi Solutions, NasdaqGS:VIAV, supplies testing, measurement, and optical technologies used across telecom, data center, and networking...

If you are wondering whether Northern Oil and Gas is offering fair value at its current share price, or if the market is missing something, this article will walk you through what the numbers are indicating. The stock most recently closed at US$27.30, with returns of 5.2% over the past week, 16.4% over the past month, 24.0% year to date and a 12.3% decline over the past year. This raises questions about how its current price lines up with its fundamentals. Recent news coverage around...

Why L3Harris Technologies (LHX) is on investors’ radar L3Harris Technologies (LHX) has drawn attention after recent performance metrics put a spotlight on its longer term returns and current valuation. For investors tracking defense and aerospace names, the stock’s profile is hard to ignore. See our latest analysis for L3Harris Technologies. The current US$354.27 share price comes after a 28.29% 90 day share price return and a 16.35% year to date share price return. The 1 year total...

Align Technology (ALGN) has drawn investor attention after recent share price moves, with the stock up about 10% over the past month and 26% over the past 3 months, prompting closer scrutiny of its valuation. See our latest analysis for Align Technology. At a share price of US$185.53, Align’s short term momentum is positive, with a 1 month share price return of about 10% and a 3 month gain of roughly 26%. However, the 1 year total shareholder return is close to flat and longer term total...

The U.S. Supreme Court recently overturned tariffs introduced under the Trump administration, a move expected to lower import costs for parts and materials used by U.S. manufacturers, including construction-related firms like Limbach Holdings. For Limbach, whose projects rely heavily on material and equipment inputs, reduced tariff-related costs could improve project economics and enhance the competitiveness of its building systems services. We’ll now examine how potentially lower input...

Pinterest (PINS) has bounced after a sharp slide, as investors weighed fresh earnings, revenue guidance and product plans against a steep net income drop and ongoing concerns about execution and monetization. See our latest analysis for Pinterest. That rebound comes after a difficult stretch, with a 30 day share price return of 34.6% and a year to date share price return of 36.2% decline, while the 1 year total shareholder return of 53.7% decline and 5 year total shareholder return of 79.1%...

Pinnacle West Capital (PNW) has refreshed its liquidity toolkit by entering a third amended and restated unsecured revolving credit facility, which increases available capacity to US$300 million and extends access to funding through 2031. See our latest analysis for Pinnacle West Capital. The new US$300 million facility lands against a supportive backdrop, with a 30-day share price return of 8.55% and a year to date share price return of 13.51%, while the 5-year total shareholder return of...

If you are wondering whether RTX is still reasonably priced after its strong run, this article will walk through what the current share price could imply about the company's underlying value. RTX closed at US$198.46, with returns of 6.0% year to date and 58.5% over the past year. Over the last 7 days the share price declined 2.5%, while over the last 30 days it gained 1.3%. These moves may have shifted how some investors view its risk and return profile. Recent coverage has focused on RTX as...

American Express (NYSE:AXP) is facing rising industry concern over how artificial intelligence could affect payment processing, jobs, and financial system stability. At the same time, the company has become a Gold Member of the Agentic AI Foundation, an initiative focused on open standards and interoperability for AI systems. This combination of sector anxiety and active industry engagement puts AI risk and opportunity firmly on the agenda for American Express and its investors. American...