Core Viewpoint - FTAI Aviation has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which are a significant driver of stock prices [1][2][4]. Earnings Estimates and Stock Price Movement - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of shares, influencing their buying and selling decisions, which in turn affects stock prices [3]. FTAI Aviation's Earnings Outlook - FTAI Aviation is projected to earn $5.14 per share for the fiscal year ending December 2025, with no year-over-year change expected [7]. - Over the past three months, the Zacks Consensus Estimate for FTAI Aviation has increased by 12.6%, reflecting a positive trend in earnings estimates [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [6][8]. - The upgrade of FTAI Aviation to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].

Core Viewpoint - Kirby Corporation (KEX) is positioned as an impressive investment option due to multiple favorable factors impacting its performance [1]. Performance Overview - KEX has shown a strong price trend, gaining 32% over the past three months, outperforming the Zacks Transportation - Shipping industry's growth of 19.8% [2][7]. Investment Ratings - Kirby holds a Zacks Rank of 2 (Buy) and a VGM Score of B, indicating strong investment potential [4]. Earnings Performance - KEX has a positive earnings surprise history, exceeding the Zacks Consensus Estimate in the last four quarters with an average beat of 5.02% [5]. - Earnings for Q2 2025 are projected to grow by 11.19% year over year, while the overall earnings for 2025 are expected to increase by 18.38% year over year [5][7]. Industry Context - The industry rank for Kirby is 29 out of 245, placing it in the top 12% of Zacks Industries, which is crucial for stock performance [8]. Growth Drivers - Kirby is experiencing favorable market conditions, including higher pricing, increased barge utilization, and improved pricing in both inland and coastal markets [9]. Financial Health - As of Q1 2025, Kirby reported cash and cash equivalents of $51 million against a current debt level of $7 million, indicating strong liquidity [10]. - The current ratio stands at 1.58, higher than the previous quarter's 1.45 and the industry average of 1.31, suggesting a lower risk of default [10]. Shareholder Returns - Kirby has been actively repurchasing shares, having bought back 1.6 million shares for $174.6 million in 2024 and 1.25 million shares for $124.7 million as of April 30, 2025 [11].

Company Performance - Teekay Tankers closed at $44.25, reflecting a +2.22% increase from the previous day, outperforming the S&P 500's gain of 0.83% [1] - Over the past month, the company's shares have decreased by 4.75%, underperforming the Transportation sector's gain of 5.56% and the S&P 500's gain of 4.99% [1] Upcoming Earnings - The company is expected to report an EPS of $1.59, which represents a decline of 48.38% compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $172.46 million, down 12.23% from the previous year [2] Full Year Projections - For the full year, earnings are projected at $6.69 per share, reflecting a decrease of 35.11% from the prior year, with revenue expected to be $646.53 million, down 11.56% [3] Analyst Estimates - Recent revisions to analyst estimates are crucial as they indicate near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] - The Zacks Consensus EPS estimate has increased by 3.4% in the past month, indicating a potential positive shift [5] Valuation Metrics - Teekay Tankers has a Forward P/E ratio of 6.48, which is lower than the industry average Forward P/E of 8.81, suggesting a valuation discount [6] - The Transportation - Shipping industry holds a Zacks Industry Rank of 28, placing it in the top 12% of over 250 industries [6]

Core Viewpoint - C.H. Robinson Worldwide (CHRW) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend of surpassing expectations in recent quarters [1]. Group 1: Earnings Performance - C.H. Robinson has consistently exceeded earnings estimates, with an average surprise of 11.37% over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $1.17 per share, surpassing the Zacks Consensus Estimate of $1.02 per share by 14.71% [3]. - In the previous quarter, the company reported earnings of $1.21 per share against an expected $1.12 per share, resulting in a surprise of 8.04% [3]. Group 2: Earnings Estimates and Predictions - Earnings estimates for C.H. Robinson have been trending higher, influenced by its history of earnings surprises [6]. - The company currently has an Earnings ESP of +0.40%, indicating a bullish outlook from analysts regarding its earnings prospects [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat [9]. Group 3: Earnings ESP Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [8]. - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [9].

Core Insights - Two stocks with strong momentum and buy rankings are highlighted for investors: Perimeter Solutions, Inc. and Scorpio Tankers Inc. [1][2] Group 1: Perimeter Solutions, Inc. (PRM) - Perimeter Solutions is a company specializing in firefighting products and lubricant additives [1] - The company has a Zacks Rank of 1, indicating strong performance potential [1] - The Zacks Consensus Estimate for its current year earnings has increased by 67.7% over the last 60 days [1] - Perimeter Solutions' shares have gained 63.3% over the last three months, significantly outperforming the S&P 500's advance of 22.2% [1] - The company possesses a Momentum Score of A, reflecting its strong upward price movement [1] Group 2: Scorpio Tankers Inc. (STNG) - Scorpio Tankers operates as a seaborne transporter of refined petroleum products [2] - The company also holds a Zacks Rank of 1, indicating strong investment potential [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.4% over the last 60 days [2] - Scorpio Tankers' shares have gained 31.4% over the last three months, again outperforming the S&P 500's advance of 22.2% [2] - The company has a Momentum Score of B, indicating solid but slightly less aggressive momentum compared to Perimeter Solutions [2]

Group 1: Company Performance - United Airlines closed at $81.01, marking a +1.2% move from the previous day, outperforming the S&P 500's 0.48% gain [1] - Shares of United Airlines had lost 1.27% in the past month, while the Transportation sector gained 4.03% and the S&P 500 gained 5.13% [1] - The upcoming earnings report is expected to show earnings of $3.81 per share, a year-over-year decline of 7.97%, with quarterly revenue projected at $15.31 billion, up 2.13% from the previous year [2] Group 2: Earnings Estimates - For the fiscal year, earnings are projected at $9.88 per share and revenue at $58.63 billion, representing changes of -6.88% and +2.74% from the prior year [3] - Recent estimate revisions reflect evolving short-term business trends, with upward revisions indicating analysts' positivity towards the company's operations [4] Group 3: Valuation Metrics - United Airlines has a Forward P/E ratio of 8.1, which is below the industry average of 9.78, indicating it is trading at a discount [7] - The PEG ratio for United Airlines is currently 1.29, compared to the industry average of 0.84 [7] Group 4: Industry Context - The Transportation - Airline industry ranks in the bottom 40% of all industries, with a current Zacks Industry Rank of 150 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Overview - Mullen Group Ltd. is a public company with a significant history of acquiring companies in the transportation and logistics sectors [2] - The company operates one of the largest portfolios of logistics companies in North America, offering a variety of services including less-than-truckload, truckload, warehousing, logistics, transload, oversized, third-party logistics, and specialized hauling transportation [2] - Mullen Group also provides specialized services related to energy, mining, forestry, and construction industries in western Canada, such as water management, fluid hauling, and environmental reclamation [2] Upcoming Earnings Release - Mullen Group plans to release its 2025 Second Quarter earnings results on July 24, 2025, at 6:00 a.m. ET [1] - A conference call and webcast are scheduled for the same day at 10:00 a.m. ET, with pre-registration required for participants [1] Contact Information - Key executives include Mr. Murray K. Mullen (Chair, Senior Executive Officer and President), Mr. Richard J. Maloney (Senior Operating Officer), Mr. Carson P. Urlacher (Senior Financial Officer), and Ms. Joanna K. Scott (Senior Corporate Officer) [4] - The corporate office is located in Okotoks, Alberta, Canada, with contact details provided for inquiries [4]

Company Overview - Surf Air Mobility Inc. (SRFM) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 2 (Buy), which is associated with a history of outperforming the market [4] Price Performance - SRFM shares have increased by 70.31% over the past week, significantly outperforming the Zacks Transportation - Airline industry, which rose by 5.4% during the same period [6] - Over the past quarter, SRFM shares have gained 63.16%, and over the last year, they have increased by 30.64%, while the S&P 500 only moved 10.42% and 14.64%, respectively [7] Trading Volume - The average 20-day trading volume for SRFM is 13,316,514 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, one earnings estimate for SRFM has moved higher, while none have moved lower, resulting in an increase in the consensus estimate from -$4.81 to -$3.47 [10] - For the next fiscal year, two estimates have been revised upwards, with no downward revisions during the same period [10] Conclusion - Given the strong price performance, positive earnings outlook, and high Momentum Style Score, SRFM is positioned as a promising investment opportunity [12]

Group 1 - RXO shares increased by 6.3% to close at $16.71, supported by higher trading volume compared to normal sessions, and this follows a 3.4% gain over the past four weeks [1] - RXO has been added to the Russell 2000 Value Index, which contributed to the recent stock price increase [1] - The company is expected to report quarterly earnings of $0.02 per share, reflecting a year-over-year decline of 33.3%, while revenues are projected to be $1.46 billion, an increase of 57.1% from the previous year [2] Group 2 - The consensus EPS estimate for RXO has been revised down by 4.8% over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [3] - RXO holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4] - RXO is part of the Zacks Transportation - Services industry, where another company, Hub Group, closed 4.9% higher at $35.06, with a 1% return over the past month [4]

Core Insights - Wabtec Corporation has completed the acquisition of Evident's Inspection Technologies division for $1.78 billion, enhancing its Digital Intelligence business and expanding its market reach [1][10]. Financial Details - The acquisition was financed through cash on hand, newly issued term notes, term loans, and short-term borrowing [2]. - The purchase price represents an estimated multiple of 12.0x projected 2025 EBITDA, adjusted for transaction costs, anticipated tax benefits, and projected cost synergies of $25 million [3]. Strategic Impact - The acquisition is expected to generate immediate shareholder value with a high single-digit revenue growth outlook and accretive adjusted earnings before interest and taxes margins [5]. - Wabtec's total addressable market is expected to double from nearly $8 billion to $16 billion, significantly enhancing growth opportunities [6]. Operational Enhancements - The deal strengthens Wabtec's product portfolio by integrating advanced automated inspection capabilities, enhancing predictive maintenance capabilities through advanced analytics, sensors, and AI technology [7]. - The acquisition aligns with Wabtec's long-term vision to lead in innovation within the rail, mining, and industrial sectors [4]. Market Performance - Wabtec currently holds a Zacks Rank 2 (Buy) and has seen its shares gain 10.4% year-to-date, outperforming the Zacks Transportation - Equipment and Leasing industry and the S&P 500 [8].