The logistics industry is moving goods through a fog of contradictions. Demand has cooled, costs are up, and expectations for speed and reliability remain high despite ongoing macro pressures. On UPS’ Tuesday (April 28) first quarter 2026 earnings call, company leadership stressed their focus on...
Western Union is looking to stablecoins and merger and acquisition (M&A) activity for growth after a quarter in which revenue was flat due to a decline in the Americas business. During the first quarter, the company’s GAAP revenue was flat year over year while its...
The competitive edge for the next generation of financial infrastructure companies is not visibility, but indispensability. At a time when macroeconomic volatility continues to test business models, financial infrastructure players are focused on helping build resilience by embedding themselves deeper into the operational fabric of...
American Express entered 2026 with a pattern that has become familiar across recent quarters: steady gains in card spending, broad engagement across categories, and a customer base that continues to tilt younger, all of which shaped the company’s first-quarter results and its outlook for the...
American Airlines found during the first quarter that fare hikes made in response to the spike in jet fuel prices didn’t stop premium travelers. There was no impact on demand. American Airlines CEO Robert Isom said Thursday (April 23) during an earnings call that that...
Equifax delivered record first-quarter revenue, driven in part by artificial intelligence-powered new product innovation, the company said in a Tuesday (April 21) earnings release. The global data, analytics and technology company’s gains were also driven by 38% growth in U.S. mortgage revenue, primarily in January...
Commerce Bank parent company Commerce Bancshares grew its trust fees by 26%, or $14.5 million, year over year in the first quarter as it targeted the wealth management business with the help of its recently acquired FineMark National Bank & Trust. “We delivered a strong...
This week’s regional bank earnings sent a pointed message about where the growth is coming from. First-quarter earnings from PNC, KeyCorp, U.S. Bancorp, Truist, Fifth Third and Regions show commercial lending gaining momentum, fee-based businesses carrying more weight and technology investments beginning to reshape how...
The latest round of big bank earnings offers a clear signal that digital channels are central to how deposits are gathered, retained and expanded. Across JPMorgan, Bank of America, Wells Fargo and Citigroup, executives outlined a system in which mobile usage, client activity and consumer...