Logistics Earnings

Business

Olin's Q4 2025 Earnings Fall Short Amid Operational Woes and Market Slump; Management Outlines Cost-Cutting Path

Chemical and ammunition manufacturer Olin Corporation reported fourth-quarter results that missed internal forecasts, pressured by plant disruptions, supply issues, and a sharp year-end drop in chlorine demand. Executives emphasized cash preservation and cost control while navigating what they term an extended market downturn.

Jan 31, 2026

Business

SanDisk Soars on AI-Driven Demand, Shattering Earnings Forecasts

SanDisk shares surged nearly 22% this week after the data storage giant reported staggering quarterly results, fueled by enterprise adoption and its critical role in powering AI infrastructure.

Jan 30, 2026

Business

SoFi Stock Slump Defies Strong Earnings: A Buying Opportunity or a Warning Sign?

Despite reporting a record-breaking $1 billion quarter and bullish long-term guidance, SoFi Technologies' shares are under pressure, testing a key technical level. The sell-off, driven by concerns over recent capital raising, has analysts and investors debating the fintech's true value.

Jan 30, 2026

Business

Eastman Chemical Navigates Earnings Slump with Deep Cuts and Bet on Advanced Recycling

Facing its weakest annual profit in years, Eastman Chemical is doubling down on cost reductions while banking on its molecular recycling technology to fuel a turnaround by 2026, despite a challenging global economic climate.

Jan 30, 2026

Business

United Rentals Shares Tumble 15% as Earnings Miss and Guidance Disappoints

The equipment rental giant's stock suffered its worst week in recent memory after quarterly results fell short of Wall Street's expectations, compounded by a price target cut from a major bank.

Jan 30, 2026

Business

Palantir Earnings Preview: Options Traders Brace for 9%+ Stock Swing

As Palantir Technologies prepares to report Q4 results, options markets signal significant volatility ahead, with the stock's AI-driven rally facing a reality check amid shifting investor focus.

Jan 30, 2026

Business

Apple's Earnings Spotlight Memory Crunch, Fueling Optimism for Chipmaker Micron

Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.

Jan 30, 2026

Business

Argus Boosts Sanmina Price Target to $200, Citing Strong Earnings and Resilient Operations

Analyst firm Argus has raised its price target for Sanmina Corporation (SANM) to $200, maintaining a Buy rating following the company's better-than-expected Q1 2026 results and robust positioning in key growth markets.

Jan 30, 2026

Business

Dolby Q4 Earnings: Automotive and Streaming Gains Drive Revenue Beat, But Margin Pressures Loom

Dolby Laboratories surpassed Wall Street's Q4 revenue and profit forecasts, fueled by strong growth in automotive partnerships and streaming adoption. However, a year-over-year sales decline and contracting operating margins highlight the challenges of shifting product mix and restructuring costs.

Jan 30, 2026

Business

TAL Education Surges on Strong Earnings, Buyback Plan; Is the Turnaround Sustainable?

TAL Education Group's stock soared following robust Q3 FY2026 results and a new share repurchase program, marking a potential inflection point for the Chinese tutoring giant navigating a post-regulatory landscape. Analysts debate if the rally signals a lasting recovery or a temporary reprieve.

Jan 30, 2026

Business

IFF's Post-Earnings Crossroads: A Deep Dive into the Flavor Maker's Struggles

International Flavors & Fragrances (IFF) shares have lagged the broader market, raising questions about its turnaround strategy and long-term value proposition for investors.

Jan 30, 2026

Business

Brunswick Navigates Choppy Waters: Strong Q4 Earnings Tempered by Tariff Concerns and Cautious Outlook

Brunswick Corporation surpassed Q4 revenue and profit expectations, buoyed by stabilizing retail demand. However, a cautious near-term forecast and persistent tariff headwinds cloud its 2026 trajectory, highlighting the complex currents facing the marine industry.

Jan 30, 2026

Business

Mastercard Beats Earnings Estimates as Services and Global Deals Fuel Growth

Mastercard's Q4 2025 results surpassed profit expectations, driven by strong demand for its value-added services and key global partnerships, highlighting the payments giant's resilience amid economic uncertainty.

Jan 30, 2026

Business

Carpenter Technology Raises 2026 Outlook on Record Earnings, But Shares Retreat

Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.

Jan 30, 2026

Business

Beazer Homes Shares Plunge as Weak Demand, Price Wars Hit Q1 Earnings

Beazer Homes USA reported a steeper-than-expected quarterly loss, with revenue falling 22% amid a challenging housing market characterized by soft demand and aggressive competitor pricing.

Jan 30, 2026

Business

Popular (BPOP) Stock in Focus: Strong Earnings and Capital Returns Fuel Valuation Debate

Popular, Inc. (BPOP) shares have rallied following robust 2025 results, driven by higher net interest income, EPS growth, and aggressive shareholder returns via dividends and buybacks. With the stock up nearly 20% in 90 days, investors are weighing whether its current valuation still offers an entry point.

Jan 30, 2026

Business

Citi Trims PDD Price Target to $142 Ahead of Earnings, Citing Domestic Slowdown and Temu Costs

Ahead of its Q4 2025 results, Citigroup has revised its price target for PDD Holdings downward, maintaining a Neutral stance. The adjustment reflects concerns over slowing Chinese consumer spending and rising operational costs for its international platform, Temu.

Jan 30, 2026

Business

TAL Education Posts Strong Q3 Earnings, Profit Soars to $130.6 Million as Post-Regulation Shift Pays Off

Chinese tutoring giant TAL Education Group surpassed revenue and profit expectations for its fiscal third quarter, reporting net income of $130.6 million. The results signal a successful strategic pivot following China's sweeping education sector reforms.

Jan 30, 2026

Business

Carnival Stock Surges 9.3% on Record Earnings, Dividend Return, and NYSE Unification Plan

Carnival Corporation & plc sees its shares rally after posting a record $4.5 billion in operating income for fiscal 2025, reinstating a quarterly dividend, and announcing plans to consolidate its dual-listed structure into a single NYSE entity, signaling a renewed focus on shareholder returns and corporate simplicity.

Jan 30, 2026

Business

Sanfilippo Navigates Price-Volume Squeeze, Delivers Strong Q2 Earnings on Cost Discipline

John B. Sanfilippo & Son posts record revenue and a 32% jump in EPS for fiscal Q2 2026, even as higher nut costs and shifting consumer habits pressure sales volumes. The snack nut processor eyes future growth through operational efficiency and new bar production capacity.

Jan 30, 2026