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Treasury yields jump as $691B sold. 10-yr hits 4.6%, 30-yr 5.12%. Inflation fears rise.

DCO beats Q1 revenue & EPS estimates; margins expand on aerospace rebound & defense strength.

USPH shares drop 17% on margin squeeze despite revenue in line. Weather hit visits, impacting EPS.

Trucking contract rates up ~10%, spot rates +35-40% y/y. SCOTUS ruling adds inflationary risk, narrowing rate spread.

HON's 56% return lags RTX's 231% since Dow swap. Spinoffs aim to unlock growth.

Northrop Grumman lands $398M Space Force contract for satellite comms. Boosts defense sector valuation.

PFGC beats Q1 estimates on revenue & profit. Guidance lifted slightly, but watch fuel costs & integration headwinds.