C.H. Robinson Worldwide, Inc. CHRW

UnitedHealth Group recently announced that Jodee Kozlak joined as chief administrative officer, a new role overseeing People, Real Estate, Procurement and Corporate Security to support enterprise modernization and alignment across the business. Kozlak’s background leading global expansion at Alibaba, human resources at Target, and board roles at C.H. Robinson Worldwide and KB Home suggests UnitedHealth is placing greater emphasis on organizational efficiency and large-scale transformation...

John Ferguson of Pivot Supply Chain Solutions joins FreightWaves Today for a straight conversation on supply chain strategy, market conditions and what operators should actually focus on. What’s the biggest issue your team is dealing with right now? Freight brokers are fielding a new kind of sales call. John Ferguson, founder and CEO of Chattanooga-based […] The post What Smart Supply Chain Operators Are Watching Right Now appeared first on FreightWaves.

Over the last six months, C.H. Robinson Worldwide’s shares have sunk to $149, producing a disappointing 10.7% loss - a stark contrast to the S&P 500’s 18% gain. This might have investors contemplating their next move.

United Parcel Service (UPS) generates free cash flow worth 6.8% of its market capitalization of about $80.6 billion, well above the 4.4% median for an S&P 500 company. A yield that high means a bargain, or a business the market expects to shrink. UPS is shrinking on purpose. It has cut about 2 million pieces a day of lower-quality Amazon volume, and investors want to see what the smaller network earns.

UBS Picks 10 Industrial Winners as Capital Spending Moves Beyond AI

Tabi Connect’s Pricing Pressure Index points to a shift into a balanced market with broker-awarded margin compressing and quote-to-market spread narrowing on flat demandMIAMI, Sept. 16, 2026 (GLOBE NEWSWIRE) -- Tabi Connect (“Tabi”), an independent rate management (“RMS”) and freight quoting platform, released the newest edition of the Tabi Pricing Pressure Index (TPPI). The index indicates a move from broker-favored conditions into a balanced market even as the broker-awarded margin compressed

Uber Technologies (UBER) generates free cash flow worth 6.8% of its market value a year, against 4.5% for the median S&P 500 company. A gap that wide usually points to a business the market expects to shrink. Uber is not shrinking; revenue grew 16.7% over the trailing twelve months. So the question is who gets the cash.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Uber Technologies (UBER) trades at $73.13, down about 20% over the past twelve months, while the S&P 500 (SPY) returned roughly 19%, and the stock sits at about 72% of its 52-week high. The worry is real: a multiyear $10 billion autonomous-vehicle investment whose income-statement impact management has not yet sized. One number has moved the other way in each of the last three years, and it is the operating margin.