Lakeside (LSH)
Market Price (6/16/2026): $0.5761 | Market Cap: $19.8 MilSector: Industrials | Industry: Air Freight & Logistics
Lakeside (LSH)
Market Price (6/16/2026): $0.5761Market Cap: $19.8 MilSector: IndustrialsIndustry: Air Freight & Logistics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 143% | Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -162% | Penny stockMkt Price is 0.6 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -25% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -23% High stock price volatilityVol 12M is 107% Key risksLSH key risks include [1] a substantial decline in revenue within its primary freight business, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 143% |
| Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -162% |
| Penny stockMkt Price is 0.6 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -25% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -23% |
| High stock price volatilityVol 12M is 107% |
| Key risksLSH key risks include [1] a substantial decline in revenue within its primary freight business, Show more. |
Qualitative Assessment
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Updated on 6/9/2026
Lakeside (LSH) stock has lost about 15% since 2/28/2026 because of the following key factors:
1. Nasdaq Bid Price Non-Compliance: Lakeside received a notice on January 7, 2026, for failing to meet Nasdaq's minimum $1.00 bid price requirement, based on the closing bid price for the previous 30 consecutive business days from November 2025 to January 6, 2026. The company has been provided an initial period of 180 calendar days, or until July 7, 2026, to regain compliance. This ongoing risk of delisting has negatively impacted investor sentiment.
2. Weak Fiscal Q2 2026 and Preliminary Fiscal Q1 2026 Financial Results: Lakeside reported a diluted earnings per share (EPS) of -$0.08 for its fiscal Q2 2026 (reported on February 19, 2026), representing a 69.23% decline year-over-year, alongside a net loss attributable to common shareholders of $1.58 million. Additionally, preliminary management estimates for fiscal Q1 2026, which ended on March 31, 2026, and were reported on May 15, 2026, indicated a significant widening of the net loss from continuing operations to approximately $1.7 million, compared to $0.4 million in the prior-year period (fiscal Q1 2025).
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Lakeside (LSH) stock has lost about 15% since 2/28/2026 because of the following key factors:
1. Nasdaq Bid Price Non-Compliance: Lakeside received a notice on January 7, 2026, for failing to meet Nasdaq's minimum $1.00 bid price requirement, based on the closing bid price for the previous 30 consecutive business days from November 2025 to January 6, 2026. The company has been provided an initial period of 180 calendar days, or until July 7, 2026, to regain compliance. This ongoing risk of delisting has negatively impacted investor sentiment.
2. Weak Fiscal Q2 2026 and Preliminary Fiscal Q1 2026 Financial Results: Lakeside reported a diluted earnings per share (EPS) of -$0.08 for its fiscal Q2 2026 (reported on February 19, 2026), representing a 69.23% decline year-over-year, alongside a net loss attributable to common shareholders of $1.58 million. Additionally, preliminary management estimates for fiscal Q1 2026, which ended on March 31, 2026, and were reported on May 15, 2026, indicated a significant widening of the net loss from continuing operations to approximately $1.7 million, compared to $0.4 million in the prior-year period (fiscal Q1 2025).
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Stock Movement Drivers
Fundamental Drivers
The -14.2% change in LSH stock from 2/28/2026 to 6/15/2026 was primarily driven by a -43.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 6152026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.66 | 0.57 | -14.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 31 | 32 | 2.7% |
| P/S Multiple | 0.4 | 0.6 | 46.9% |
| Shares Outstanding (Mil) | 20 | 34 | -43.2% |
| Cumulative Contribution | -14.2% |
Market Drivers
2/28/2026 to 6/15/2026| Return | Correlation | |
|---|---|---|
| LSH | -14.2% | |
| Market (SPY) | 10.3% | 3.7% |
| Sector (XLI) | 1.2% | -13.6% |
Fundamental Drivers
The -34.8% change in LSH stock from 11/30/2025 to 6/15/2026 was primarily driven by a -57.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 11302025 | 6152026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.87 | 0.57 | -34.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 27 | 32 | 15.6% |
| P/S Multiple | 0.5 | 0.6 | 31.9% |
| Shares Outstanding (Mil) | 15 | 34 | -57.2% |
| Cumulative Contribution | -34.8% |
Market Drivers
11/30/2025 to 6/15/2026| Return | Correlation | |
|---|---|---|
| LSH | -34.8% | |
| Market (SPY) | 11.1% | 9.5% |
| Sector (XLI) | 17.0% | -5.0% |
Fundamental Drivers
The -40.9% change in LSH stock from 5/31/2025 to 6/15/2026 was primarily driven by a -78.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312025 | 6152026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.96 | 0.57 | -40.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 13 | 32 | 143.1% |
| P/S Multiple | 0.6 | 0.6 | 11.5% |
| Shares Outstanding (Mil) | 8 | 34 | -78.2% |
| Cumulative Contribution | -40.9% |
Market Drivers
5/31/2025 to 6/15/2026| Return | Correlation | |
|---|---|---|
| LSH | -40.9% | |
| Market (SPY) | 29.5% | 4.9% |
| Sector (XLI) | 26.8% | -4.6% |
Fundamental Drivers
nullnull
Market Drivers
5/31/2023 to 6/15/2026| Return | Correlation | |
|---|---|---|
| LSH | ||
| Market (SPY) | 87.7% | 8.1% |
| Sector (XLI) | 92.9% | 3.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LSH Return | - | - | - | -38% | -64% | -38% | -86% |
| Peers Return | 34% | -17% | 43% | 9% | 22% | 32% | 180% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| LSH Win Rate | - | - | - | 43% | 25% | 50% | |
| Peers Win Rate | 60% | 43% | 62% | 50% | 67% | 63% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| LSH Max Drawdown | - | - | - | - | -79% | -58% | |
| Peers Max Drawdown | -16% | -33% | -25% | -21% | -29% | -21% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EXPD, CHRW, XPO, JBHT, HUBG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/15/2026 (YTD)
How Low Can It Go
| Event | LSH | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -40.8% | -7.8% |
| % Gain to Breakeven | 68.9% | 8.5% |
| Time to Breakeven | 2 days | 18 days |
In The Past
Lakeside's stock fell -40.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 68.9% gain to breakeven.
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| Event | LSH | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -40.8% | -7.8% |
| % Gain to Breakeven | 68.9% | 8.5% |
| Time to Breakeven | 2 days | 18 days |
In The Past
Lakeside's stock fell -40.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 68.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Lakeside (LSH)
Mission We aspire to become a U.S.-backed cross-border supply chain corridor that connects Asia and North America with efficiency, reliability, and affordability. We are a U.S.-based integrated cross-border supply chain solution provider with a strategic focus on the Asian market including China and South Korea. We primarily provide customized cross-border ocean freight solutions and airfreight solutions in the U.S. that specifically cater to our customers’ requirements and needs in transporting goods into the U.S. We offer a wide variety of integrated services under our cross-border ocean freight solutions and cross-border airfreight solutions, including (i) cross-border freight consolidation and forwarding services, (ii) customs clearance services, (iii) warehousing and distribution services and (iv) U.S. domestic ground transportation services. Founded in Chicago, Illinois in 2018, we are an Asian American-owned business rooted in the U.S. with in-depth understanding of both the U.S. and Asian international trading and logistics service markets. Our customers are typically Asia- and U.S.-based logistics service companies serving large e-commerce platforms, social commerce platforms and manufacturers to sell and transport consumer and industrial goods made in Asia into the U.S. Since inception and as of March 31, 2024, we had served over 300 customers to fulfill over 37,000 cross-border supply chain solution orders. We have established an extensive collaboration network of service providers, including global freight carriers for our cross-border freight consolidation and forwarding services as well as domestic ground transportation carriers for our U.S. domestic transportation services. Since inception and as of March 31, 2024, we had collaborated with almost all major global ocean and air carriers to forward 29,800 TEU of container loads and 41,800 tons of air cargo. As of March 31, 2024, we had also cooperated with over 200 domestic ground transportation carriers, including almost all major U.S. domestic ground transportation carriers, on a long-term, short-term or order basis, as the case may be. We operate two massive and hyper-busy regional warehousing and distribution centers in the U.S., in Illinois and Texas. With an aggregate gross feet area of approximately 75,014 square feet and 34 docks, our regional warehousing and distribution centers have an aggregate daily floor load of up to 3,000 cubic meters of freight. In addition to our self-operated regional centers, we maintain close contact with over 150 warehouses and distribution terminals in almost all transportation hubs in the U.S. which we have cooperated in the past to support the warehousing and distributing services of our cross-border freight in case such freight requires storage, fulfilment, transloading, palletizing, packaging or distribution in states other than Illinois and Texas. Further, we collaborate with licensed customs brokerage experts to help our customers clear shipments importing into the U.S. As of March 31, 2024, we had assisted with the customs clearance of cross-border freight of an aggregate assessed value of over $34.4 million. Leveraging our strong cross-border supply chain service capabilities, extensive service provider network of cross-border freight carriers and U.S. domestic ground transportation carriers, massive and hyper-busy regional warehousing and distribution centers as well as deep understanding of the Asian market, we have been able to build up our brand and reputation and have achieved fast growth since our inception. For the fiscal years ended June 30, 2022 and 2023 and the nine months ended March 31, 2023 and 2024, our revenues amounted to $9.6 million, $12.9 million, $8.8 million and $13.5 million, respectively, and our gross profit amounted to $1.8 million, $2.6 million, $1.7 million and $2.7 million during the same periods, respectively. As of March 31, 2024, we had fulfilled over 37,000 cross-border supply chain solution orders for freight of an aggregate assessed value of $1.0 billion, delivered to thousands of business and residential addresses in approximately 48 U.S. states. We commenced our operations in February 2018 through American Bear Logistics Corp., a corporation established under the laws of the State of Illinois. To facilitate our proposed initial public offering, we initiated a reorganization in August 2023 and completed such reorganization in September 2023. As part of our reorganization, we established our holding company, Lakeside Holding Limited, under the laws of the State of Nevada on August 28, 2023. Our principal executive offices are located at 1475 Thorndale Avenue, Suite A, Itasca, Illinois.
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1. The **Amazon FBA** for companies importing goods from Asia to the U.S.
2. A specialized **UPS Supply Chain Solutions** for the Asia-U.S. trade route.
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- Cross-border Freight Consolidation and Forwarding Services: Manages the consolidation and forwarding of goods across international borders, specifically between Asia and North America.
- Customs Clearance Services: Assists customers with the necessary customs procedures for importing shipments into the U.S.
- Warehousing and Distribution Services: Provides storage, fulfillment, transloading, and distribution of goods through its regional centers and partner networks across the U.S.
- U.S. Domestic Ground Transportation Services: Offers ground transportation for goods within the U.S. to various business and residential addresses.
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Lakeside (LSH) primarily sells its services to other companies. Its major customers are:
- Asia- and U.S.-based logistics service companies.
The provided background information does not list the specific names or stock symbols of these customer companies.
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Henry Liu, Co-Founder & Joint Chief Executive Officer.Mr. Liu is a Co-Founder of Lakeside Holding Ltd.
Yang Li, Chairman, Joint Chief Executive Officer, Chief Operating Officer, and Director.
Mr. Li has served as the Company's Chief Operating Officer since August 2023. Effective December 15, 2025, he was also appointed Joint Chief Executive Officer. Previously, Mr. Li served as Chief Executive Officer of Shanghai Nanchao Technology Inc. from 2014 to 2025, Managing Partner at Consensus Capital from 2017 to 2018, and Chief Technology Officer of Dealuse Technology Inc.
Long Yi, Chief Financial Officer and Director.
Mr. Yi serves as the Chief Financial Officer and a Director of Lakeside Holding Limited.
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Key Risks to Lakeside (LSH) Business:
- Dependence on Stable International Trade Relations and Geopolitical Conditions: Lakeside's core business model is centered on facilitating cross-border supply chain solutions between Asia (specifically China and South Korea) and North America. As such, the company is highly susceptible to disruptions arising from international trade disputes, imposition of tariffs, geopolitical tensions, or other macroeconomic factors that could negatively impact trade volumes and logistics demand along this corridor.
- Reliance on Third-Party Carriers and Exposure to Intense Industry Competition: Lakeside extensively collaborates with a broad network of global ocean and air carriers, as well as numerous U.S. domestic ground transportation carriers, to provide its services. This reliance exposes the company to risks associated with the availability, pricing, and reliability of these third-party services, including potential capacity constraints, fluctuating fuel costs, or labor issues experienced by carriers. Furthermore, the freight forwarding and logistics industry is highly competitive, which could lead to pressure on pricing and profit margins.
- Regulatory and Compliance Risks in Cross-Border Logistics: As a provider of customs clearance and cross-border freight services, Lakeside operates within a complex regulatory environment. The company faces risks associated with changes in international trade laws, customs regulations, import/export policies, and environmental regulations in both the U.S. and Asian markets. Non-compliance with these evolving regulations or errors in customs processes could result in fines, penalties, operational delays, and reputational damage.
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The addressable markets for Lakeside Holding Limited's main products and services are as follows:
- Cross-border Ocean Freight Solutions: The Asia Pacific Sea Freight Forwarding Market size is estimated at USD 144.55 billion in 2025. This market is particularly relevant given Lakeside's strategic focus on connecting Asia and North America. North America is also identified as a key growth region for ocean freight forwarding.
- Cross-border Airfreight Solutions: The U.S. Air Freight Transport Market size was USD 49.85 billion in 2025, with cross-border lanes projected for growth. Asia-North America already accounts for a significant portion of global air cargo.
- Customs Clearance Services: The United States customs brokerage market size was estimated at USD 5.17 billion in 2025.
- Warehousing and Distribution Services: The U.S. warehousing market generated a revenue of USD 232.1 billion in 2024.
- U.S. Domestic Ground Transportation Services: The United States road freight transport market size was USD 562.68 billion in 2025.
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Here are the expected drivers of future revenue growth for Lakeside (LSH) over the next 2-3 years:- Continued growth in cross-border airfreight solutions: Despite some recent fluctuations, Lakeside experienced a significant 117.6% surge in its cross-border airfreight solutions for fiscal year 2024, primarily driven by rising demand from the e-commerce sector. This segment remains a key strategic focus, leveraging the company's strong ties to Asia-based e-commerce platforms.
- Expansion and increased utilization of integrated supply chain services: Lakeside's revenue growth is expected to be fueled by the expansion of its comprehensive suite of integrated services, including cross-border freight consolidation and forwarding, customs clearance, warehousing, and U.S. domestic ground transportation. The company is actively expanding its warehousing and distribution capabilities, as evidenced by the increase in its Dallas-Fort Worth facilities in Q2 FY2025. These services, particularly those with higher mark-ups, contribute to both revenue and gross profit growth.
- Strategic partnerships with major e-commerce platforms: Lakeside's focus on serving large e-commerce and social commerce platforms is a significant driver. The company entered into a one-year renewable agreement with a leading Asia-based e-commerce platform in July 2024 to provide advanced cross-border fulfillment services, enhancing supply chain visibility for sellers through API integration. Such partnerships are crucial for securing consistent freight volumes and expanding its customer base within the rapidly growing e-commerce market.
- Diversification of revenue streams through strategic acquisitions: The acquisition of Hupan Pharmaceutical in November 2024 demonstrates Lakeside's strategy to diversify its revenue streams beyond its core logistics services. This move into pharmaceutical logistics contributed to the company's nine-month revenues for fiscal year 2025 and represents an opportunity for growth in new market segments.
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| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Can Lakeside Stock Hold Up When Markets Turn? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 176.74 |
| Mkt Cap | 22.3 |
| Rev LTM | 9,742 |
| Op Inc LTM | 777 |
| FCF LTM | 633 |
| FCF 3Y Avg | 376 |
| CFO LTM | 925 |
| CFO 3Y Avg | 753 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.9% |
| Rev Chg 3Y Avg | -5.7% |
| Rev Chg Q | 4.5% |
| QoQ Delta Rev Chg LTM | 1.1% |
| Op Inc Chg LTM | 7.1% |
| Op Inc Chg 3Y Avg | -7.7% |
| Op Mgn LTM | 6.1% |
| Op Mgn 3Y Avg | 5.8% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 7.1% |
| CFO/Rev 3Y Avg | 7.6% |
| FCF/Rev LTM | 5.3% |
| FCF/Rev 3Y Avg | 4.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 22.3 |
| P/S | 1.7 |
| P/Op Inc | 24.4 |
| P/EBIT | 24.4 |
| P/E | 32.1 |
| P/CFO | 19.7 |
| Total Yield | 3.5% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 4.3% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.0% |
| 3M Rtn | 17.0% |
| 6M Rtn | 14.9% |
| 12M Rtn | 63.8% |
| 3Y Rtn | 53.7% |
| 1M Excs Rtn | 8.6% |
| 3M Excs Rtn | 4.3% |
| 6M Excs Rtn | 4.1% |
| 12M Excs Rtn | 37.3% |
| 3Y Excs Rtn | -18.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Cross-border freight solutions (U.S.) | 15 | |||
| Pharmaceutical distribution (China) | 3 | |||
| Others | 0 | |||
| Cross-border airfreights solutions | 10 | 5 | 3 | |
| Cross-border ocean freights solutions | 8 | 8 | 7 | |
| Total | 18 | 18 | 13 | 10 |
| $ Mil | 2025 |
|---|---|
| Pharmaceutical distribution (China) | 1 |
| Others | -3 |
| Cross-border freight solutions (U.S.) | -3 |
| Total | -5 |
| $ Mil | 2025 |
|---|---|
| Cross-border freight solutions (U.S.) | 7 |
| Others | 5 |
| Pharmaceutical distribution (China) | 3 |
| Total | 14 |
Price Behavior
Price Behavior
| Market Price | $0.57 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 06/28/2024 | |
| Distance from 52W High | -61.2% | |
| 50 Days | 200 Days | |
| DMA Price | $0.65 | $0.88 |
| DMA Trend | down | down |
| Distance from DMA | -12.3% | -35.9% |
| 3M | 1YR | |
| Volatility | 104.2% | 108.0% |
| Downside Capture | 232.76 | 82.70 |
| Upside Capture | -56.57 | 0.43 |
| Correlation (SPY) | 4.1% | 4.9% |
LSH Betas & Captures as of 5/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -4.49 | -1.73 | 0.14 | 0.94 | 0.39 | -0.27 |
| Up Beta | -1.45 | -3.17 | -0.88 | 0.52 | -0.04 | 0.34 |
| Down Beta | -9.57 | -4.76 | 0.65 | 1.57 | 0.89 | -0.35 |
| Up Capture | -143% | -17% | 41% | 31% | 1% | 1% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 11 | 21 | 31 | 58 | 108 | 211 |
| Down Capture | -968% | 4% | 64% | 123% | 71% | 96% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 9 | 20 | 32 | 63 | 128 | 250 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LSH | |
|---|---|---|---|---|
| LSH | -40.7% | 108.0% | -0.02 | - |
| Sector ETF (XLI) | 26.0% | 16.2% | 1.24 | -4.7% |
| Equity (SPY) | 26.6% | 12.4% | 1.62 | 5.3% |
| Gold (GLD) | 27.1% | 27.5% | 0.86 | 9.7% |
| Commodities (DBC) | 28.6% | 19.1% | 1.19 | 9.7% |
| Real Estate (VNQ) | 12.2% | 13.5% | 0.60 | -3.6% |
| Bitcoin (BTCUSD) | -40.1% | 42.2% | -1.10 | 15.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LSH | |
|---|---|---|---|---|
| LSH | -32.6% | 123.5% | -0.28 | - |
| Sector ETF (XLI) | 13.0% | 17.5% | 0.58 | 3.4% |
| Equity (SPY) | 13.9% | 17.1% | 0.63 | 8.1% |
| Gold (GLD) | 17.5% | 18.2% | 0.78 | 8.0% |
| Commodities (DBC) | 7.9% | 19.4% | 0.30 | 4.5% |
| Real Estate (VNQ) | 2.5% | 18.8% | 0.03 | 1.4% |
| Bitcoin (BTCUSD) | 13.7% | 54.4% | 0.44 | 9.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LSH | |
|---|---|---|---|---|
| LSH | -17.9% | 123.5% | -0.28 | - |
| Sector ETF (XLI) | 14.2% | 20.0% | 0.62 | 3.4% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | 8.1% |
| Gold (GLD) | 12.8% | 16.1% | 0.66 | 8.0% |
| Commodities (DBC) | 6.4% | 18.0% | 0.28 | 4.5% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 1.4% |
| Bitcoin (BTCUSD) | 59.8% | 66.8% | 1.00 | 9.3% |
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Returns Analyses
Earnings Returns History
Updated 6/5/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/15/2025 | -1.5% | 10.2% | 5.6% |
| 2/14/2025 | -5.7% | -5.7% | -43.0% |
| 11/15/2024 | -10.3% | 11.7% | -10.7% |
| SUMMARY STATS | |||
| # Positive | 0 | 2 | 1 |
| # Negative | 3 | 1 | 2 |
| Median Positive | 11.0% | 5.6% | |
| Median Negative | -5.7% | -5.7% | -26.9% |
| Max Positive | 11.7% | 5.6% | |
| Max Negative | -10.3% | -5.7% | -43.0% |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Air Freight & Logistics Resources |
| Air Cargo World |
| Logistics Management |
| Journal of Commerce (JOC) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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