U.S. Transportation Stock News

EMCOR Group reported record second quarter 2025 results, with sales rising to US$4.30 billion and net income reaching US$302.16 million, alongside raised full-year revenue guidance. A record project backlog of US$11.91 billion reflects robust demand from data centers, healthcare, and institutional clients, underscoring continued business momentum. Let's examine how EMCOR's improved full-year guidance and record backlog may shape the company's investment narrative going forward. Uncover the...

NYSE:ADNT 1 Year Share Price vs Fair Value Explore Adient's Fair Values from the Community and select yours While...

In the past week, Hershey announced robust Q2 2025 sales of US$2.61 billion, marking a 26% increase, with strong performance in North America confectionery and salty snacks and significant gains in U.S. retail market share for candy, mint, and gum. Despite surpassing sales expectations, the company lowered its full-year earnings outlook primarily due to elevated cocoa costs and new tariff-related expenses, while introducing permanent Reese's and OREO® product innovations into its...

Global Payments is set to announce its second-quarter 2025 results on August 6, 2025, with analysts expecting earnings of US$3.03 per share, up 3.4% from last year, although recent estimate revisions point to more cautious sentiment. Rising investments in digital capabilities and service costs may offset profit growth, even as the Merchant Solutions and Issuer Solutions segments show increased revenue and operating income driven by higher transaction volumes. With analysts lowering their...

NYSE:CXM 1 Year Share Price vs Fair Value Explore Sprinklr's Fair Values from the Community and select yours Key...

Marcus ( NYSE:MCS ) Second Quarter 2025 Results Key Financial Results Revenue: US$195.7m (up 18% from 2Q 2024). Net...

Birkenstock Holding recently saw heightened options market activity and very high implied volatility in select call options, signaling that investors are expecting significant stock movement due to a possible catalyst. This market behavior, alongside mixed earnings estimate revisions and analyst caution, underscores growing uncertainty about Birkenstock's short-term performance outlook. We'll look at how the surge in options activity, pointing to expectations of near-term volatility, could...

Markel Group Inc. reported second quarter 2025 results, showing revenue of US$4.60 billion and net income of US$657.15 million, both higher than the same period last year, while closing a US$17.10 million Employee Stock Ownership Plan-related common share offering in August 2025. Despite stronger quarterly earnings, the company's six-month revenue and net income were lower than the prior year's, highlighting variability in recent financial results. We'll review how Markel Group's sharp...

In late July 2025, Dollar Tree announced the departure of Chief Legal Officer Jonathan B. Leiken and the appointment of John S. Mitchell, Jr. as his successor, coinciding with the recent completion of the Family Dollar business sale and a US$342.45 million shelf registration filing related to its Employee Stock Ownership Plan. This series of operational and leadership changes highlights Dollar Tree's sharpened focus on its core business and efforts to streamline corporate governance after a...

The board of Patterson-UTI Energy, Inc. ( NASDAQ:PTEN ) has announced that it will pay a dividend on the 15th of...

Kimco Realty Corporation recently reported its second-quarter 2025 results, posting higher revenue of US$525.18 million and net income of US$162.99 million, and raised its full-year earnings guidance while also completing a repurchase of 3 million shares and declaring quarterly dividends for both common and preferred stock. The company's strong quarterly performance, coupled with record small shop occupancy and a 15.2% blended leasing spread, underscores continued tenant demand and the...

Affiliated Managers Group recently reported its second quarter 2025 results, posting sales of US$493.2 million and net income of US$84.3 million, while also providing third quarter earnings guidance and announcing continued share repurchases and a quarterly dividend. While the company missed analyst expectations on both revenue and earnings, an analyst upgrade following the results highlighted a shift in investor sentiment despite recent financial trends. We'll consider how the analyst...

Hawkins, Inc. reported strong first-quarter results for the period ended June 29, 2025, with revenue and earnings per share both surpassing the prior year's figures, and also announced a 6% increase in its quarterly cash dividend to US$0.19 per share. This combination of robust financial results and a higher dividend signals management's confidence in the company's ongoing performance and its commitment to returning value to shareholders. We’ll explore how Hawkins’ dividend hike shapes the...

VSE Corporation recently completed the sale of its Fleet segment, expanded through the acquisition of Turbine Weld Industries, reported record quarterly earnings, and reaffirmed its 2025 revenue growth guidance, reflecting its new focus as a pure-play aviation aftermarket company. These moves, combined with new service agreements and improved free cash flow, point to strong integration momentum from recent acquisitions and increased confidence in VSE's transformed business model. We'll...

SharpLink Gaming, Inc. recently amended its Certificate of Incorporation, acquired nearly 18,700 additional Ethereum, and announced Joseph Chalom, previously a senior executive at BlackRock and digital assets expert, as new Co-CEO, while founder Rob Phythian transitions to President. This marks a significant shift in SharpLink’s business model, firmly focusing the company on digital assets and leveraging Chalom’s deep crypto industry experience. We’ll explore how SharpLink’s high-profile...

In late July 2025, Madrigal Pharmaceuticals secured a US$500 million senior secured credit facility from Blue Owl Capital, including a US$350 million initial term loan, refinancing of US$115 million in existing debt, and flexible access to additional funding for its MASH therapeutic pipeline and business development. This major non-dilutive financing marks a substantial enhancement of Madrigal’s balance sheet, providing significant resources for both ongoing research and potential strategic...

Planet Fitness is set to announce its latest earnings on Wednesday, with analysts anticipating a 10.5% year-on-year revenue increase, improving on last year's 5.1% growth for the same quarter. Stable analyst forecasts and expectations of accelerating revenue growth have contributed to ongoing investor interest and reinforced confidence in Planet Fitness's near-term outlook. We will explore how steady analyst expectations ahead of earnings play into the company’s longer-term outlook and...

Fortive Corporation recently announced second quarter 2025 results, reporting revenue of US$1,518.8 million and net income of US$166.6 million, both down compared to the previous year. Alongside these earnings, Fortive disclosed ongoing share repurchases, with nearly 27.41 million shares bought back for a total of US$1.94 billion under its continuing buyback program since 2022. We will look at what these lower earnings and continued buybacks could mean for Fortive’s broader investment...

Eastman Chemical Company recently reported second-quarter 2025 results, revealing declines in sales to US$2,287 million and net income to US$140 million compared to the prior year, citing ongoing weak demand in construction and automotive sectors. The company completed a significant share repurchase program since 2018, buying back 32.17 million shares for US$3.11 billion, reducing outstanding shares by almost one-fourth, reflecting a major commitment to capital return despite uncertain...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

In late July 2025, CenterPoint Energy completed a US$900 million offering of 3.00% senior unsecured convertible notes due August 2028, accompanying the release of its second quarter earnings showing higher revenues but lower net income compared to the prior year. The company’s robust track record of consistent dividend increases and expectations for further earnings and dividend growth have captured investor interest. We'll examine how the successful convertible note offering may reinforce...

Evercore released its second quarter 2025 results in late July, reporting year-over-year revenue growth to US$838.04 million, with net income improving to US$97.2 million, and announced the appointment of Luigi de Vecchi as chairman of its continental European advisory business, coinciding with a new Milan office opening. This combination of stronger operating results and expansion into the Italian and broader European market marks a significant step in Evercore’s international growth...

SEI Investments recently reported strong second quarter results, highlighted by revenue of US$559.6 million and significantly higher net income compared to the prior year, while also announcing new partnerships and service expansions, including backing GQG Partners' first ETF launch using its operational platform. These developments reflect SEI's ability to attract prominent asset managers with innovative fund conversions and its growing presence in the expanding ETF and alternatives...

In late July 2025, Manhattan Associates reported strong second-quarter financial results, promoted Bob Howell to Chief Sales Officer, brought on new sales leaders in key growth areas, and reaffirmed its earnings guidance for the year while continuing its share buyback program. The company's move to strengthen its global sales leadership and focus on large markets like point-of-sale and transportation management systems reflects its intent to drive further market share growth and operational...