U.S. Transportation Stock News

Earlier this month, FTAI Aviation closed the acquisition of seven off-lease Airbus narrowbody aircraft from Air France, and also reshuffled its leadership team by appointing David Moreno as president and Stacy Kuperus as principal operating officer. These moves, alongside FTAI’s push to repurpose jet engines for powering data centers, underline how the company is broadening its engine-focused platform beyond traditional aviation. Next, we’ll examine how the Air France aircraft acquisition...

The Trump administration announces a new 15% global tariff package. Tariffs apply to a wide range of imports, affecting VF Corp's international supply chain. VF Corp (NYSE:VFC), an apparel company with extensive global operations, faces new regulatory and cost uncertainties. VF Corp, the owner of multiple apparel and footwear brands, relies heavily on cross border sourcing and manufacturing. A 15% global tariff framework directly touches that setup, raising questions about input costs,...

Independence Realty Trust (IRT) has drawn attention after recent trading left the shares around $16.72, with mixed total returns over the past year and 3 years, prompting fresh investor interest in its multifamily REIT profile. See our latest analysis for Independence Realty Trust. Recent trading has been slightly positive, with a 1-day share price return of 1.64% and a 7-day share price return of 1.89%. However, the year to date share price return of 5.00% and 1-year total shareholder return...

Earlier in February 2026, Qualys reported fourth-quarter FY 2025 results showing 10% revenue growth, with international markets rising 15% and channel revenue increasing 17%, and issued 2026 guidance calling for 7% to 8% full-year growth and 8% to 9% growth for the first quarter. Management highlighted that this outlook assumes only moderate new-business contributions and no material change in net dollar expansion, underlining how much current performance depends on expanding existing...

If you are looking at Photronics and asking whether the current share price is giving you fair value or a margin of safety, you are in the right place. The stock closed at US$37.03, with a 7 day return of a 4.6% decline, a 30 day return of 6.7%, a year to date return of 10.8% and a 1 year return of 71.7%. These figures naturally raise questions about how much of the story is already reflected in the price. Recent news coverage has focused on Photronics as a specialist in photomask technology...

Carter's (CRI) is back in focus after several large brokerages, including UBS and Citigroup, adjusted their views on the stock. This has drawn fresh attention to sentiment ahead of the upcoming earnings release. See our latest analysis for Carter's. The latest share price of $42.39 sits against a strong recent run, with a 30 day share price return of 18.87% and a 90 day gain of 31.32%. At the same time, the 3 year total shareholder return of 35.48% and 5 year total shareholder return of...

Wondering if Reinsurance Group of America is reasonably priced at around US$218 a share, or if the market is missing something about its value right now? The stock closed at US$218.41, with a 1.6% decline over the last 7 days, a 12.0% return over 30 days, 7.4% year to date, 11.4% over 1 year, 60.1% over 3 years, and 94.0% over 5 years. This gives investors plenty to consider in terms of risk and reward. Recent coverage has focused on Reinsurance Group of America as a key player in the life...

If you are looking at First Hawaiian and wondering whether the current share price offers good value, you are not alone. This article will walk through what that price tag might actually mean for investors. The stock last closed at US$25.07, with returns of 5.3% over 3 years and 9.2% over 5 years. Over the past week, month and year, the share price has declined by 5.0%, 7.5% and 1.2% respectively. Recent coverage has focused on First Hawaiian as a regional bank stock, with investors weighing...

Without a specific news catalyst, Life Time Group Holdings (LTH) has still drawn attention as investors look at its recent share performance, one year total return profile, and how that lines up with current profitability. See our latest analysis for Life Time Group Holdings. At a share price of $28.41, Life Time Group Holdings has seen short term share price softness, with a 1 month share price return decline of 4.34%, even though the 3 year total shareholder return of 57.14% remains firmly...

Recent performance snapshot for Ubiquiti (UI) Without a specific news headline driving attention today, interest in Ubiquiti (UI) is being shaped by its recent share performance and financial profile, prompting investors to reassess how the stock fits into their portfolios. Over the past month, the stock has returned 38.4%, while the past 3 months show a 32.0% gain and the past year a 135.9% total return. Year to date, the share price is up 34.0%, with a 4.5% move over the past day and 9.1%...

MACOM Technology Solutions Holdings (MTSI) is back in focus after reporting FQ1 2026 revenue of US$271.6 million, a 24.5% year-over-year increase, and sharply lifting its full year growth outlook on the back of stronger optical demand. See our latest analysis for MACOM Technology Solutions Holdings. The latest results come after a strong run in the shares, with a 30 day share price return of 11.98%, a 90 day share price return of 48.02% and a 1 year total shareholder return of 105.86%. This...

Stock move and recent performance context BlackRock (BLK) shares recently saw a 0.9% daily gain, adding to a modest rise over the past week, while showing a decline over the past month and a positive return over the past 3 months. See our latest analysis for BlackRock. At a share price of $1,081.05, BlackRock’s recent 1 day and 3 month share price gains contrast with a weaker 1 month and year to date share price return. The 1 year total shareholder return of 15.16% and 5 year total...

Sterling Infrastructure (STRL) is in focus as investors look ahead to its upcoming earnings report, with recent estimate revisions and past revenue outperformance shaping expectations for both earnings growth and year over year revenue expansion. See our latest analysis for Sterling Infrastructure. At a share price of $434.64, Sterling Infrastructure has seen a 23.69% 1-month share price return and 36.18% year-to-date share price return, while its 1-year total shareholder return is extremely...

THOR Industries (NYSE:THO) has reorganized its North American RV operations to create two new operating groups focused on alignment and efficiency. The company announced related executive leadership changes as part of this restructuring. The move is intended to reshape how THOR coordinates its brands and manages its RV segment across North America. THOR Industries, a major manufacturer in the recreational vehicle space, sits at the center of a sector that is closely tied to consumer...

Teekay Tankers (NYSE:TNK) has moved ahead with a major fleet renewal, adding newer vessels and selling older ships. The company is acting during one of the strongest spot rate markets for crude and product tankers in more than ten years. Management is reshaping the fleet while global trade routes shift in response to sanctions and changing seaborne flows. Teekay Tankers focuses on transporting crude oil and refined products across key global shipping routes. The latest fleet moves come as...

In February 2026, Vistra Corp.’s board declared a quarterly common dividend of US$0.2280 per share, payable on March 31, 2026, and a semi-annual US$40.00 per-share dividend on its 8.0% Series A preferred stock, payable on April 15, 2026, to holders of record on the respective March and April record dates. These dividend moves reinforce Vistra’s ongoing cash-return profile at the same time analysts are highlighting its role in powering data center and AI-related electricity demand. We’ll now...

If you are asking whether Clearwater Analytics Holdings is attractively priced at around US$23.14, you are not alone. This article will walk through what that number could mean for long term investors. The stock is around US$23.14 after a 0.0% return over the past week, a 4.3% decline over 30 days, a 4.0% decline year to date, and a 24.3% decline over the last year, while the 3 year return sits at 30.4%. Recent news coverage around Clearwater Analytics has focused on its position as a...

Why Papa John's International (PZZA) Is on Investors’ Radar Today Papa John's International (PZZA) has been drawing attention after a mixed stretch for the stock, with a negative past month and past 3 months contrasting with a positive 1 day and 7 day move. See our latest analysis for Papa John's International. At a share price of US$32.76, the stock has seen a recent lift, with a 1 day share price return of 3.70% and 7 day share price return of 3.05%, although the longer term picture is...

In February 2026, Deere & Company reported first‑quarter fiscal 2026 results showing revenue rising to US$9,611 million while net income declined to US$656 million, and the company lifted its full‑year net income guidance to a range of US$4.5 billion to US$5.0 billion. A key development for Deere’s longer-term positioning is its deepening push into precision agriculture, highlighted by Bayer’s recently announced integration of FieldView prescriptions with John Deere Operations Center to...

If you are wondering whether Two Harbors Investment is trading at an appealing price today, or if the market is missing something in plain sight, this article is designed to help you answer that question using numbers rather than hype. The share price closed at US$10.56, with a 7.4% decline over the last 7 days, a 21.0% decline over 30 days, a 12.2% decline over the past year, a 0.2% decline year to date, and a 27.9% decline over five years. Recent moves in mortgage REITs and related...

Essent Group (NYSE:ESNT) has appointed experienced financial executive Martin Connor to its Board of Directors. Connor brings a background in finance and real estate to the mortgage insurance and housing finance company. The appointment represents a leadership development that may influence Essent Group's long term direction. For you as an investor, this board change sits on top of Essent Group's core role in private mortgage insurance and housing finance. The company operates in a sector...

In February 2026, Kimco Realty reported fourth-quarter and full-year 2025 results showing higher annual revenue and net income, completed a US$195.58 million buyback program repurchasing 11,200,000 shares, issued 2026 net income guidance of US$0.80–US$0.84 per share, and declared higher common and ongoing preferred dividends payable in March and April 2026. An interesting aspect is how the combination of rising full-year earnings, a 4.0% common dividend increase, and completion of a...

Keysight Technologies (NYSE:KEYS) reported record first quarter results, highlighting broad-based growth across its portfolio. The company issued a robust outlook supported by demand tied to AI infrastructure and next generation connectivity. Keysight announced an OEM security partnership focused on software bill of materials management for regulated industries. Alongside the partnership, Keysight launched new products aimed at AI workloads, high speed data, and compliance validation. For...

CoreWeave (CRWV) has been drawing fresh attention after recent trading left the shares at US$90.84, with a mixed return pattern over the past week, month and past 3 months catching investors’ eyes. See our latest analysis for CoreWeave. Viewed over a slightly longer stretch, CoreWeave’s share price return has been mixed, with short term weakness in the recent 7 day and 30 day share price returns set against a stronger 90 day gain of 27.42%, which suggests that momentum has cooled after a...