United Parcel Service Inc (UPS)

Nov 12, 2026

Prologis is developing a 1.29M SF speculative distribution facility in Jackson, Georgia, to meet the high demand for modern industrial space in the Metro Atlanta area. This project features 42-foot high ceilings, catering to a growing trend in warehouse specifications. The article also covers other Atlanta-area real estate news, including new healthcare and residential developments, property sales, and personnel changes in real estate firms.

Nov 10, 2026

FedEx has opened a new road hub in Alzenau, Germany, creating 85 new jobs and enhancing its European road network. The 15,500 square metre facility is strategically located in the Rhine-Main region and will process freight, non-conveyable shipments, and parcels, especially important for the upcoming peak season. This investment is part of FedEx's strategy to strengthen its integrated air and road network, supporting businesses across Germany and Europe.

Nov 10, 2026

Radiant Logistics' stock surged 12% after reporting better-than-expected quarterly results, with revenue of $280 million and adjusted net income of $8.6 million. The company's fiscal first quarter was boosted by consolidated transportation management systems and increased airfreight volumes for disaster relief. Radiant also amended its revolving credit facility, extending its maturity and increasing its acquisition capacity to $100 million, positioning it for further M&A in the 3PL space.

Nov 9, 2026

Forward Air (NASDAQ: FWRD) reported record-breaking third-quarter 2026 financial results, with the highest quarterly revenue in company history at $674 million and operating income nearly tripling to $44 million. All segments, including Expedited Freight, Omni Logistics, and Intermodal, demonstrated significant performance improvements, contributing to a consolidated EBITDA increase of almost 30% to $101 million. The company also secured a two-year agreement with a major customer, ensuring continued revenue growth and stability for services retained.

Nov 7, 2026

Concentra Group Holdings reported an 8.6% year-over-year revenue increase to $622.1 million in Q3 2026, with net income up 36% to $67.8 million and Adjusted EBITDA growing 17.9% to $140.2 million, driven by strong patient visit growth. The company also announced a new $250 million share repurchase program and raised its 2026 revenue and Adjusted EBITDA guidance. Management discussed favorable labor market conditions, strong customer retention, and plans for continued expansion through new center openings and M&A.

Nov 6, 2026

GXO, a contract logistics provider, is preparing for a significant expansion into Asia, aiming to grow its sub-$100 million annual revenue in the region to match its larger U.K. and North American businesses. This push is part of a broader strategy initiated in August 2025, focusing on organic growth and supported by strong third-quarter organic revenue growth of 6.4 percent, the fastest in over three years. The company is investing in technology like robotics and AI to address labor scarcity and improve productivity, with plans for multi-site rollouts of humanoid robots and its GXO IQ warehouse AI platform.

Nov 5, 2026

Karat Packaging (NASDAQ: KRT) reported an 8.2% increase in Q3 2026 net sales to $134.7 million, driven by strong online growth, but faced margin pressure from rising import, shipping, and resin costs, resulting in a net income decrease. The company is expanding its distribution network, securing new chain accounts, and implementing price increases to offset costs. Management provided guidance for Q4 2026, anticipating 9% to 11% sales growth, gross margin between 33% and 35%, and high single-digit adjusted EBITDA margin.

Nov 5, 2026

A class action lawsuit has been filed against Amazon, alleging that the company suppresses delivery driver wages through its control over Delivery Service Partners (DSPs) and a hidden "no-poach" scheme. The plaintiff, a former DSP driver, claims Amazon's practices violate federal and Washington antitrust laws, leading to lower pay compared to unionized drivers and poor working conditions. The lawsuit seeks to represent a nationwide class of DSP drivers and demands injunctive relief, damages, and a corporate monitor.

Nov 5, 2026

Associated Banc Corp initiated a new position in United Parcel Service (UPS) during the third quarter, acquiring 10,733 shares valued at approximately $1.0 million. This move comes as institutional investors and hedge funds collectively own a significant portion of UPS shares. Despite a "Hold" consensus rating from analysts and potential headwinds like weak package volumes and dividend-coverage concerns, UPS reported quarterly earnings of $1.69 per share on $22.85 billion in revenue, maintaining its quarterly dividend of $1.64 per share.

Nov 5, 2026

The Colombian governorship of Buenaventura has implemented a COP4,235 per ton freight surcharge on goods entering or leaving the port, jeopardizing nearly US$27 billion in imports and exports, including a significant portion of Colombian coffee. This fee is expected to add US$27 million-$28 million annually to importers and exporters, with concerns raised by the Colombian exporters association, Analdex, about the lack of technical justification and identified public works for the revenue. The measure exacerbates existing logistical challenges and threatens Colombia's trade competitiveness, prompting Analdex to request a suspension of the collection.

Nov 4, 2026

Mayville Engineering Co Inc (MEC) reported an 18% increase in net sales for Q3 2026, primarily driven by a 65% surge in data center and critical power net sales. Despite this growth, the company faces challenges in its powersports and agriculture segments due to soft demand and cyclical troughs, respectively. MEC is strategically rebalancing its operations, investing in new facilities, and converting powersports-focused factories to support the high-demand data center market.

Nov 4, 2026

Ryder System Inc. has completed its acquisition of Efficiency Enterprises, a regional provider of fleet management, maintenance, and leasing solutions. This acquisition expands Ryder's service network by adding six strategic locations across the Eastern United States, including Orlando, Tampa, Fort Myers, Astoria, Baltimore, and Middletown. The deal also brings approximately 50 technicians and a fleet of about 1,200 units into Ryder's operations, strengthening its presence in high-demand logistics markets.

Nov 4, 2026

Southern Company's stock dropped after Democrats secured a majority on the Georgia Public Service Commission (PSC). This shift in regulatory control follows a campaign where rate hikes and power demands from data centers were key issues. Georgia Power, a major subsidiary of Southern Co., will now operate under a PSC with a new political majority.

Nov 4, 2026

Trimble reported higher third-quarter revenue and earnings but reduced its full-year recurring revenue growth forecast due to weakness in European freight markets and slower demand for positioning services. Despite challenges, the company saw growing adoption of AI-powered freight procurement and quotation technology, which is expected to support future revenue growth. Trimble's transportation business faced pressure from European freight conditions, though its architecture, engineering, construction, and operations (AECO) segment remained its largest growth engine.

Nov 4, 2026

ArcBest's less-than-truckload division surpassed third-quarter expectations due to increased shipment weights, which boosted tonnage and revenue per shipment. The company reported adjusted earnings per share of $2.62, 79% higher year over year and 11 cents above consensus estimates, with consolidated revenue up 15% to $1.21 billion. The asset-based unit achieved a 90.4% adjusted operating ratio, 210 basis points better year over year, while the asset-light segment also exceeded raised expectations with adjusted operating income of $14.4 million.

Nov 4, 2026

Werner Enterprises plans to continue high investments in driver recruitment and retention into early 2027, anticipating a multiyear growth cycle in the freight market. This strategic spending, despite impacting short-term earnings, is deemed necessary to meet increasing customer demand and expand its dedicated fleet. Other major carriers like Knight-Swift and J.B. Hunt are also increasing their spending on driver recruitment and training due to a tightening freight capacity nationwide.

Nov 3, 2026

Global Industrial Company reported a strong Q3 2026, with revenue up 10.2% and operating income increasing 24.3%, driven by a customer-centric B2B strategy and enhanced digital capabilities. The company is managing external cost challenges with disciplined pricing and expects stable gross margins, while maintaining a strong balance sheet for potential acquisitions and shareholder returns. Management highlighted the success of their vertical specialization in deepening customer relationships and expanding market opportunities.

Nov 3, 2026

Microsoft is planning to construct a new $340 million data center in Floyd County, Georgia. This facility will encompass three buildings totaling up to 1.7 million square feet, situated on a parcel of land larger than Piedmont Park. The project signifies Microsoft's continued investment in data infrastructure within Georgia.

Nov 3, 2026

BOCHK Asset Management Ltd reduced its stake in Coca-Cola Company (NYSE:KO) by 39.7% in the third quarter, selling 26,200 shares and leaving it with 39,800 shares valued at $3.43 million. Other institutional investors also adjusted their holdings, while analysts maintained a "Moderate Buy" rating with a consensus price target of $97.26. Coca-Cola also announced a quarterly dividend of $0.53 per share, payable on December 15th, and several insiders sold shares to cover tax obligations.

Nov 2, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in The Williams Companies, Inc. (WMB) by 2.5% in the third quarter, selling 67,691 shares, though it still holds over 2.5 million shares valued at $176 million. Other institutional investors either increased or initiated positions in WMB, while company insiders have recently sold shares. Analysts maintain an overall "Buy" rating for Williams Companies, with a consensus target price of $86.06.

Nov 2, 2026

TFI International Inc. (TFII-T) is facing significant challenges in turning around its U.S. less-than-truckload (LTL) business, acquired from UPS five years ago for US$800-million. The unit's operating income dropped 43% in the third quarter, impacting TFI's overall earnings and causing its shares to tumble 17%. CEO Alain Bédard attributes the struggles to inherited corporate culture and operational inefficiencies, and plans include new executive leadership and management changes to improve profitability.

Oct 31, 2026

Newell Brands, parent company of Rubbermaid and Yankee Candle, is planning another round of price increases to offset $220 million in inflation costs incurred this year. The company's CEO stated that nearly half of these costs stemmed from resin and finished goods. This move aims to mitigate the impact of rising inflation on their operations.

Oct 30, 2026

C.H. Robinson is moving forward with its proposed acquisition of RXO, with merger filings submitted in the U.S., Canada, and Mexico, and closing still expected in the first half of 2027. The article advises carriers and shippers to focus on practical implications like compatible freight, service continuity, and commercial terms, as RXO emphasizes that both companies will operate independently and compete for bids until the transaction closes. While cost synergies are forecast, the immediate impact on freight rates or carrier payments remains unclear, urging stakeholders to prioritize clear communication and documentation of existing terms.

Oct 30, 2026

JPMorgan Chase & Co. has lowered its price target for Fiverr International (NYSE:FVRR) from $10.00 to $9.00, while maintaining a "neutral" rating, indicating a potential 7.21% upside from its current trading price. Despite exceeding quarterly EPS and revenue estimates, the company's revenue fell 15.8% year over year, and management anticipates continued marketplace traffic declines, raising concerns about long-term operating trends despite growth initiatives in AI. Analyst sentiment generally remains cautious, with a consensus "Reduce" rating and an average price target of $11.12.

Oct 30, 2026

TFI International's stock dropped 17% after the company missed earnings expectations, provided a disappointing fourth-quarter forecast, and lost a major US$300-million contract with UPS. Despite a 25% increase in net income and 13% rise in revenue, investors focused on the challenges in its U.S. less-than-truckload (LTL) segment and rising labor costs. CEO Alain Bédard expects a turnaround in 2027, though analysts express skepticism regarding the ease of fixing pricing and density issues.