Group 1: AI Integration and Market Reactions - Wall Street analysts and executives are countering the negative sentiment surrounding AI, asserting that AI integration will enhance business operations rather than harm them [1] - The sell-off in logistics stocks, such as C.H. Robinson and Universal Logistics, was triggered by a small company's announcement of an AI platform capable of increasing freight volumes by 300% to 400% and reducing empty trucking miles by 70% [3] - C.H. Robinson's CEO emphasized that the company is a disrupter in the market, not disrupted, highlighting their leadership in AI integration [4] Group 2: Company Performance and Growth - Figma's stock rose by 6% after reporting a record number of new customers in 2025, reversing a 30% year-to-date decline, with significant growth in its AI-powered tool, Figma Make, which saw a 70% increase in weekly active users quarter over quarter [2] - Analysts from Wedbush identified buying opportunities in the cybersecurity sector, noting that companies like CrowdStrike, Palo Alto Networks, and Zscaler have seen declines of 7%, 16%, and 22% year to date, respectively [5] - Bernstein analysts suggested that the recent de-rating of AI-exposed sectors may be overdone, indicating that coding constitutes only a small fraction of engineers' activities [6]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Hub Group To Contact Him Directly To Discuss Their Options If you suffered significant losses in Hub Group stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a ...

Company Overview - La-Z-Boy, Incorporated (LZB) has experienced a value increase of over 20% in just three months, despite a cautious market outlook [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and almost ten years in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] Investment Strategy - The analyst emphasizes portfolio diversification, having transitioned from traditional savings in banks and properties to investing in various industries and market cap sizes, including blue-chip companies and stocks for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020, gaining insights through a trading account managed for a relative before opening their own account, and has been utilizing analyses from Seeking Alpha to compare with the Philippine market [1]

Core Viewpoint - Cognex is experiencing signs of improving demand across various end markets, but management remains cautious and seeks more data to confirm a sustainable upcycle in growth [4][5]. Financial Performance - Cognex reported $994 million in revenue for 2025, with a non-recurring commercial partnership contributing $10 million, leading to a baseline revenue of approximately $984 million without that contribution [1]. - The company anticipates returning to meaningful organic growth in 2025, projected at mid-single digits, following a flat 2024 and a challenging 2023 [3][5]. Market Sentiment - Customer sentiment is improving globally, supported by positive U.S. PMI data and a strong start in the semiconductor sector, although January and February are typically difficult months for interpretation due to seasonal factors [2]. - The logistics sector, accounting for about 26% of revenue, has shown strong gains but may moderate, while semiconductors and consumer electronics have exceeded expectations [4][7]. End-Market Analysis - Logistics has experienced eight consecutive quarters of double-digit growth, but future growth may moderate to mid-single to high single digits as automation of existing facilities becomes the focus [7]. - The semiconductor market is expected to grow due to underlying capacity expansion, with Cognex seeing faster-than-anticipated growth in 2024 and early signals of positive demand in 2025 [8]. - Consumer electronics have been a significant positive surprise in 2025, driven by supply-chain relocations and a device refresh cycle [14]. - The automotive sector remains a headwind, with declines in 2024 and 2025, but stabilization and small growth in North America have been noted [14]. Operational Insights - Cognex operates as a "very short cycle" business with limited backlog, making its performance highly dependent on broader market trends rather than a traditional order book [6]. - The company has raised its profitability framework to target 25%-31% through-the-cycle margins, supported by improved execution and cost-saving measures [10][11]. - Cost optimization opportunities are primarily identified in SG&A and R&D, with AI being deployed internally to enhance operations and reduce costs [12][13]. Gross Margin and Pricing - Recent declines in gross margin have been attributed to product mix changes, but stabilization is expected moving forward, with potential upside opportunities in 2026 [14][15].

Core Viewpoint - Hub Group, Inc. is under investigation for potential violations of federal securities laws following a significant accounting error that led to a sharp decline in its stock price [1]. Financial Performance - Hub Group reached a 52-week high of $48.96 per share on February 3, 2026, but saw its shares drop to around $37 just three days later, resulting in a loss of approximately $12 per share [2]. - The company's Q4 2025 earnings per share were reported at $0.45, slightly above the consensus estimate of $0.44, and revenue exceeded expectations. However, this positive result was overshadowed by the disclosure of a restatement affecting three prior quarters and an estimated $77 million in understated costs [4]. Analyst Reactions - Stifel downgraded Hub Group from Buy to Sell, reducing its price target from $52 to $27, a 48% decrease, citing the accounting error as a significant blow to confidence in the company's financials [3]. - Baird also downgraded its rating from Outperform to Neutral, cutting its target from $47 to $29, a 38% reduction, which contributed to increased selling pressure on the stock [3].

Core Insights - Ryder System, Inc. reported disappointing fourth-quarter 2025 results, with earnings and revenues missing the Zacks Consensus Estimate [1][10] - Quarterly earnings per share were $3.59, missing the estimate of $3.66 but showing a year-over-year improvement of 4.1% [1][10] - Total revenues were $3.17 billion, falling short of the estimate of $3.24 billion and decreasing by 0.4% year over year [2][10] Financial Performance - Operating revenues (adjusted) for the quarter were $2.62 billion, reflecting a year-over-year increase of 0.4% [2] - Ryder's chairman noted that the fourth quarter marked the fifth consecutive quarter of earnings-per-share growth, aligning with expectations [3] - Fleet Management Solutions segment reported total revenues of $1.46 billion, down 1% year over year due to lower operating and fuel revenue [4] - Supply-Chain Solutions segment saw total revenues of $1.38 billion, up 3% year over year, driven by increased operating revenues and new business [5] - Dedicated Transportation Solutions segment reported total revenues of $565 million, declining 8% year over year due to decreased subcontracted transportation costs [6] Liquidity and Debt - Ryder ended the fourth quarter with cash and cash equivalents of $198 million, up from $189 million in the previous quarter [7] - Total debt at the end of the fourth quarter was $7.64 billion, down from $7.85 billion in the prior quarter [7] Outlook - For 2026, Ryder expects adjusted earnings per share in the range of $13.45-$14.45, with the Zacks Consensus Estimate of $14.29 within this guidance [8] - Total revenues are anticipated to increase by 1%, while adjusted operating revenues are expected to rise by 3% [8] - Adjusted return on equity is projected to be between 17-18%, with net cash from operating activities estimated at $2.7 billion [9]

Core Viewpoint - The presentation at the Barclays Industrial Select Conference features RXO, with key executives discussing the company's strategy and market positioning [1]. Group 1: Company Overview - RXO is represented by Jared Weisfeld, Chief Strategy Officer, and Kevin Sterling, Senior Market Strategist, Head of IR, indicating a focus on strategic insights and market analysis [1]. - The audience is engaged in response questions regarding their ownership and bias towards RXO, reflecting investor interest and sentiment [1]. Group 2: Market Sentiment - The audience is asked to vote on their current ownership status of RXO, indicating varying levels of investment confidence among participants [1]. - Questions regarding the general bias towards RXO and expectations for EPS growth through cycles suggest a focus on performance relative to peers, highlighting competitive positioning in the market [1].

Core Message - FedEx is shifting its focus away from low-cost parcel shipping, particularly in the fast fashion sector, towards high-margin B2B logistics and premium direct-to-consumer shipments [1][2] Group 1: Strategic Focus - The company aims to prioritize high-value segments where its network offers a distinct advantage, such as long haul, heavyweight, and cross-border e-commerce [2] - FedEx's management has set a goal to profitably grow its 30% share in the $310 billion global B2C logistics market by low single digits through 2029 [2] - The company emphasizes that 70% of its ground service revenue comes from shipments traveling over 300 miles, indicating a different operational focus compared to local last-mile delivery carriers [2] Group 2: Specialized B2C Business - FedEx's specialized B2C business targets small and medium enterprises that typically do not have multiple fulfillment centers and ship across various delivery zones [3] - The company holds a significant market share in the heavyweight sector and remains competitive with parcels weighing two pounds and above [3] - A strong pricing environment has allowed FedEx to increase its yields [3] Group 3: Returns Business - FedEx identifies ongoing opportunities in omnichannel reverse logistics, which represents a $500 million total addressable market [4] - The company aims to enhance value for retailers by facilitating online returns, which can improve consumer purchase completion and brand loyalty [4] Group 4: Digital Tools for Returns - FedEx has launched new post-purchase digital tools in collaboration with parcelLab to simplify the returns process for retailers [5] - The platform includes no-box, labelless returns options and convenient store drop-off locations, providing a simplified experience for consumers [5] - AI-powered tools automate customer support for common delivery and returns inquiries and analyze tracking and returns data to identify issues and opportunities for shippers [5]

Core Insights - The London Company Large Cap Strategy reported a 0.4% return in Q4 2025, underperforming the Russell 1000 Index which rose by 2.4% [1] - The economic environment heading into 2026 presents a mix of confidence and doubt, impacting investor sentiment [1] Group 1: Performance Overview - US equities experienced their third consecutive quarter of higher returns, with the Russell 3000 Index increasing by 2.4% [1] - The London Company Large Cap portfolio faced headwinds from volatility factors and concentrated market leadership [1] Group 2: FedEx Corporation Highlights - FedEx Corporation (NYSE:FDX) was identified as a top performer, benefiting from improved revenue quality, disciplined pricing, and cost savings [3] - As of February 17, 2026, FedEx's stock closed at $375.30, with a one-month return of 22.27% and a twelve-month increase of 40.63% [2] - FedEx has a market capitalization of $88.554 billion, indicating its significant presence in the market [2] Group 3: Investment Sentiment - Despite FedEx's strong performance, it is not among the 30 most popular stocks among hedge funds, with 60 hedge fund portfolios holding it at the end of Q3 2025, down from 67 in the previous quarter [4] - The company is viewed as a potential investment, but certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Fourth Quarter Ended December 31, 2025 Forward-Looking Statements In the interest of providing shareholders and potential investors with information regarding TFI International, including management's assessment of future plans and operations, certain statements in this presentation are forward-looking statements subject to risks, uncertainties and other important factorsthat could cause the Company's actual performance to differ materially from those expressed in or implied by such statements. Such factors ...