Core Insights - Meta Platforms experienced a significant decline in shares due to rising artificial intelligence costs and a $16 billion one-time tax charge, leading to a 11.3% drop in stock price [3][8] - Chipotle Mexican Grill's stock fell 18.2% after reporting lower-than-expected revenue and reducing its full-year forecast, particularly noting a decline in younger customers [4] - EMCOR Group's shares dropped 16.6% despite exceeding sales and profit expectations, as operating margins decreased and full-year guidance was narrowed [5] - eBay's shares slid 15.9% after surpassing revenue and profit estimates but providing disappointing guidance for the holiday quarter [6] - C.H. Robinson Worldwide's stock surged 19.7% due to successful AI integration that improved operational efficiency and reduced costs [9] - Cardinal Health's shares rose 15.4% after beating sales and profit estimates, driven by strong demand for specialty medicines [10] - Moderna's shares increased by 13.9% following reports of potential partnership talks with a large pharmaceutical company [11]

Core Insights - C.H. Robinson Worldwide, Inc. (CHRW) reported mixed third-quarter 2025 results, with earnings exceeding estimates while revenues fell short [1] Financial Performance - Quarterly earnings per share (EPS) reached $1.40, surpassing the Zacks Consensus Estimate of $1.29 and reflecting a 9.3% year-over-year improvement [2][11] - Total revenues amounted to $4.14 billion, missing the Zacks Consensus Estimate of $4.29 billion and declining 10.9% year over year, primarily due to the divestiture of the Europe Surface Transportation business and lower pricing and volume in ocean services [2][11] - Adjusted gross profits decreased by 4% year over year to $706.1 million, influenced by lower gross profit per transaction and volume in ocean services, partially offset by higher profits in less than truckload (LTL) and customs services [4] Segment Performance - North American Surface Transportation generated total revenues of $2.96 billion, up 1.1% year over year, driven by higher volumes in truckload and LTL services, with adjusted gross profits growing 5.6% to $444.14 million [6] - Global Forwarding revenues fell 31.1% year over year to $786.34 million due to lower pricing and volume in ocean services, with adjusted gross profits declining 18.3% to $191.75 million [7] - Revenues from other sources decreased 32.4% year over year to $384.80 million [7] Operational Efficiency - Adjusted operating margin improved to 31.3%, an increase of 680 basis points from the previous year, while operating expenses decreased by 12.6% year over year to $485.2 million [5] Cash Flow and Shareholder Returns - CHRW generated $275.4 million in cash from operations in Q3 2025, a significant increase from $108.1 million in the same quarter last year, attributed to a rise in net income and a decrease in cash used by changes in net operating working capital [12] - The company returned $189.6 million to shareholders, including $74.7 million in dividends and $114.9 million in share repurchases [13] Balance Sheet - At the end of Q3, CHRW had cash and cash equivalents of $136.83 million, down from $155.99 million in the previous quarter, while long-term debt increased to $1.18 billion from $922.31 million [10]

We have our Startup Battlefield victor!Glīd, a company that aims to streamline the complex, multistep process of moving shipping containers from ships to freight trains, has already developed a range of hardware and software to do so — including its first product, GliderM. I’d a hybrid-electric vehicle that can use a hook to pick up and move containers without needing forklifts.Founder Kevin Damoa had deal with logistics before, as a 17-year-old in the U.S. Army tasked with moving tanks across the country, ...

Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.XPO, a logistics company, reported its earnings this morning. Top and bottom line beats the stock is moving higher. To discuss the quarter and much more, I'm joined by CEO Mario Haric.Mario, thanks for joining us. Stock popping after not only the report, but after your call. Talk to me about this beat when we're talking about the top of the bottom line.What was the driver for the quarter. Well, overall Frank, our strategy is working and w ...

Core Insights - Schneider National reported revenue of $1.45 billion for the quarter ended September 2025, reflecting a year-over-year increase of 10.4% [1] - The company's EPS was $0.12, down from $0.18 in the same quarter last year, indicating a significant decline [1] - Revenue exceeded the Zacks Consensus Estimate of $1.44 billion by 1.01%, while EPS fell short of the consensus estimate of $0.21 by 42.86% [1] Financial Performance Metrics - Operating Ratio for the consolidated segment was reported at 97.6%, higher than the estimated 96.2% [4] - Intermodal Operating Ratio was 94%, slightly above the average estimate of 93.4% [4] - Truckload Operating Ratio was 96.8%, compared to the estimated 94% [4] - Logistics Operating Ratio was 98.1%, exceeding the average estimate of 97.5% [4] Revenue Breakdown - Fuel surcharge revenue was $152.7 million, surpassing the average estimate of $143.47 million, marking a year-over-year increase of 10.6% [4] - Inter-segment eliminations revenue was reported at -$56.1 million, worse than the estimated -$39.23 million, representing a 46.9% increase year-over-year [4] - Logistics revenue reached $332.1 million, slightly above the average estimate of $328.12 million, with a year-over-year growth of 5.9% [4] - Other revenues were $117.8 million, exceeding the estimated $104.9 million, reflecting a 12% year-over-year increase [4] - Revenues excluding fuel surcharge totaled $1.3 billion, above the average estimate of $1.29 billion, with a year-over-year change of 10.4% [4] - Intermodal revenue was $281.4 million, surpassing the average estimate of $275.21 million, indicating a 6.3% year-over-year increase [4] - Truckload revenue was $624.5 million, slightly below the average estimate of $631.49 million, but still showing a 17.3% year-over-year increase [4] - Network revenue excluding fuel surcharge was $187.4 million, below the estimated $199.29 million, with a year-over-year change of 1.2% [4] Stock Performance - Schneider National's shares returned +8.6% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Cloudflare (+2.2%) beats and raises; adjusted EPS of $0.27 on $562 million (vs. $0.23 and $544.8 million)Twilio (+6%) rises after double beat; adj EPS of $1.25 on $1.3 billion (vs. $1.07 on $1.25 billion)Republic Services (-1.2%) beats on profit; $1.90 adjusted EPS on $4.212 billion in revenue (vs. $1.78 and $4.254 billion)First Solar (+1.89%) beats on revenue thanks to strong module sales; $1.594 billion (vs. $1.554 billion)Rocket Companies (+2%) beats on both; $0.07 EPS on $1.783 billion (vs. $0.04 EPS an ...

Core Insights - C.H. Robinson Worldwide (CHRW) shares have increased by 20% over the past year, demonstrating solid performance despite external challenges [1] - The company's capital-light business model has yielded strong results for shareholders, even amid tariffs and trade frictions [1] - Following a strong performance announcement, CHRW shares rallied over 10% on Thursday [1]

Core Viewpoint - C.H. Robinson Worldwide (CHRW) has shown strong performance over the past year, with a 20% increase in share value despite challenges such as tariffs and trade frictions [1] Financial Performance - The company's capital-light model has resulted in strong returns for shareholders [1] - Following a positive earnings report, CHRW shares surged by over 10% on Thursday [1]

Core Insights - XPO (NYSE: XPO) reported better-than-expected earnings and revenue, indicating strong operational performance [1] - The stock experienced a significant rally of 11.6%, reflecting positive investor sentiment towards the company's execution [1] Financial Performance - XPO exceeded earnings expectations, showcasing effective management and operational strategies [1] - Revenue figures also surpassed forecasts, contributing to the overall positive financial outlook [1] Market Reaction - The 11.6% increase in stock price suggests that investors are closely monitoring the company's execution and are pleased with the results [1]

Upgrades - Barclays upgraded Verisk Analytics (VRSK) to Overweight from Equal Weight with a price target of $275, down from $310, citing that long-term headwinds are temporary/manageable within a 6%-8% growth range [2] - Stephens upgraded C.H. Robinson (CHRW) to Overweight from Equal Weight with a price target of $173, up from $135, following a solid Q3 adjusted EPS beat due to productivity gains [3] - Telsey Advisory upgraded Steven Madden (SHOO) to Outperform from Market Perform with a price target of $43, believing that Kurt Geiger will complement the existing business and position the company well for potential cyclical improvements in the fashion segment [4] - Rothschild & Co Redburn upgraded Warner Bros. Discovery (WBD) to Buy from Neutral with a price target of $28, arguing that a $27-$30 takeout price seems reasonable as the company is up for sale [5] - H.C. Wainwright double upgraded Coinbase (COIN) to Buy from Sell with a price target of $425, up from $300, citing a bullish outlook for crypto asset prices in Q4 and favorable regulatory conditions [5] Downgrades - Oppenheimer downgraded Meta Platforms (META) to Perform from Outperform without a price target, noting significant investments in superintelligence despite unknown revenue opportunities [6] - Deutsche Bank downgraded Boeing (BA) to Hold from Buy with a price target of $240, down from $255, cutting free cash flow estimates through 2028 by up to 56% following the earnings report [6] - Evercore ISI downgraded Etsy (ETSY) to In Line from Outperform with a price target of $73, up from $72, indicating that the algorithm may lose appeal and predicting margin contraction and modest adjusted EBITDA decline in 2026 [6] - UBS downgraded Fiserv (FI) to Neutral from Buy with a price target of $75, down from $170, due to a reset in the near- to medium-term outlook and increased uncertainty [6] - Barclays downgraded FMC (FMC) to Equal Weight from Overweight with a price target of $22, down from $48, citing soft results and limited visibility on earnings along with a surprise cut in its dividend [6]