Core Viewpoint - Rush Enterprises, Inc. will host a conference call to discuss its second quarter earnings for 2025 on July 31, 2025, at 10:00 a.m. Eastern Time [1] Company Overview - Rush Enterprises, Inc. operates the largest network of commercial vehicle dealerships in North America, with over 150 locations across 23 states and Ontario, Canada [3] - The company represents various truck and bus manufacturers, including Peterbilt, International, Hino, Isuzu, Ford, Dennis Eagle, IC Bus, and Blue Bird [3] - Rush Enterprises provides a comprehensive range of services, including sales of new and used vehicles, aftermarket parts, service, body shop operations, financing, insurance, leasing, and rental [3] - The company also offers CNG fuel systems through its investment in Cummins Clean Fuel Technologies, Inc., as well as telematics products and other vehicle technologies [3]

Core Insights - Air Lease Corporation (AL) provided an update on its aircraft investments, sales, and financing activities for Q2 2025, highlighting a strong fleet growth and sales activity driving top-line growth [1][3]. Fleet and Aircraft Investments - As of June 30, 2025, Air Lease's fleet comprised 495 owned aircraft and 53 managed aircraft, with commitments to purchase 241 additional aircraft from Boeing and Airbus, scheduled for delivery through 2031 [1][6]. - In Q2 2025, AL delivered 12 new aircraft, including six Airbus A220s, one A321neo, two Boeing 737-8s, one Boeing 787-9, and two Boeing 787-10s, and sold four aircraft to third-party buyers [2][6]. - Total aircraft investments in Q2 2025 reached $890 million, primarily occurring in the latter half of the June quarter [2][6]. - AL gained $344 million from settlements with insurers related to claims on its former Russian fleet [2][6]. Financial Performance and Market Position - Air Lease's stock has performed well, gaining 32% over the past three months, outperforming the Zacks Transportation - Equipment and Leasing industry's increase of 21.6% [4]. - The company is expected to release its Q2 2025 earnings report on August 4, which is anticipated to reflect the positive trends in fleet growth and sales activity [3].

Key Takeaways The acquisition of Frauscher is expected to boost Wabtec's Digital Intelligence portfolio The deal is expected to be EPS accretive in year one and improve margins and ROIC over time. Frauscher's strong Europe and India presence supports WAB's global rail signaling growth strategy.Wabtec Corporation (WAB) ) is strengthening its operations through strategic acquisitions. To this end, Wabtec has inked a deal to purchase Frauscher Sensor Technology Group for an enterprise value of €675 million i ...

Intel is cutting more than 500 workers in Oregon as part of a layoff plan that’s ultimately expected to affect roughly 20% of the chipmaker’s staff https://t.co/fZqOyc60xb ...

Core Insights - Investors are evaluating the attractiveness of Dana (DAN) and Ferrari (RACE) for value investment opportunities [1] - Both companies currently have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook [3] Valuation Metrics - DAN has a forward P/E ratio of 11.21, while RACE has a significantly higher forward P/E of 49.17 [5] - The PEG ratio for DAN is 1.08, suggesting a more favorable valuation relative to its expected earnings growth, compared to RACE's PEG ratio of 5.53 [5] - DAN's P/B ratio stands at 1.76, indicating a lower market value relative to its book value, whereas RACE has a P/B ratio of 31.3 [6] Value Grades - Based on the valuation metrics, DAN holds a Value grade of A, while RACE has a Value grade of D, suggesting that DAN is currently the superior value option [6][7]

Group 1 - The company plans to conduct daily related transactions with Anhui Kaier Communications Technology Co., Ltd. in 2025, with a total estimated amount not exceeding 2.65 million yuan [1][2] - The board of directors approved the increase in estimated daily related transactions, with related directors abstaining from voting [2][5] - The estimated related transactions include procurement and sales of products and equipment, as well as agency fees, totaling 2.65 million yuan [3][4] Group 2 - The related transactions are based on market fair prices and are conducted in accordance with public, fair, and just principles [4][5] - The independent directors reviewed and approved the increase in estimated daily related transactions, confirming that it does not harm the interests of the company or its shareholders [5][6] - The company will sign specific written contracts within the estimated transaction limits based on daily operational needs [5]

8 July 2025Information pursuant to article L. 233-8 II of the Code de commerce and articles 223-16 and 223-11 of the AMF General regulation (Règlement général de l’Autorité des marchés financiers) DateNumber of shares with a nominal value of €7Gross number ofvoting rights8 July 2025462,029,966462 029 966 About Alstom </ ...

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank, helping investors identify securities likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - The Growth Style Score assesses a company's financial health and future growth potential based on historical and projected earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score evaluates stocks based on price trends and earnings estimate changes, aiding investors in timing their purchases of high-momentum stocks [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores, providing a comprehensive rating to help investors find stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Stock to Watch: Viking Holdings - Viking Holdings Ltd, which went public in May 2024, raised $1.54 billion at approximately $24 per share, with $245.5 million of new investment representing 16% of total funds raised [11] - The company targets English-speaking travelers over 55 years old and does not allow guests under 18 on its cruises [11] - Viking Holdings has a Zacks Rank of 3 (Hold) and a VGM Score of B, with a Momentum Style Score of A, and shares have increased by 12.7% in the past four weeks [12] - Analysts have revised earnings estimates upwards, with the Zacks Consensus Estimate rising by $0.06 to $2.42 per share for fiscal 2025, and the company has an average earnings surprise of 12.5% [12][13]

Company Overview - DHT Holdings is currently ranked 2 (Buy) in the Zacks Rank system, indicating a favorable outlook for the stock [3] - The stock has gained approximately 22.5% year-to-date, significantly outperforming the Transportation sector, which has returned an average of -4.5% [4] Earnings Estimates - Over the past three months, the Zacks Consensus Estimate for DHT's full-year earnings has increased by 5.9%, reflecting improved analyst sentiment [4] Industry Context - DHT Holdings is part of the Transportation - Shipping industry, which consists of 38 individual stocks and currently holds a rank of 28 in the Zacks Industry Rank [6] - The average performance of this industry has been a loss of 1.7% year-to-date, further highlighting DHT's superior performance [6] Comparative Performance - Another notable stock in the Transportation sector is Flex LNG, which has returned 1% year-to-date and has a Zacks Rank of 1 (Strong Buy) [5] - Both DHT Holdings and Flex LNG are expected to maintain solid performance moving forward [7]

Core Insights - Greenbrier Companies (GBX) is experiencing strong operational efficiency and demand, positively impacting its revenue growth [1] - The company has demonstrated robust liquidity, with a current ratio of 1.48, indicating financial flexibility [10] - GBX shares have appreciated significantly, outperforming the industry average [1][3] Financial Performance - The Zacks Consensus Estimate for GBX's earnings per share has been revised upward by 28.2% for the current year and 2.8% for 2026, reflecting broker confidence [2] - GBX's shares have increased by 23% over the past year, while the Zacks Transportation - Equipment and Leasing industry has seen a decline of 9.8% [3] Operational Highlights - In Q3 2025, GBX secured 3,900 new railcar orders valued at $500 million and delivered 5,600 units, showcasing strong market activity [4][8] - The lease fleet utilization rate reached 98%, indicating efficient asset use and robust demand [8] - The backlog stands at 18,900 units, valued at $2.5 billion, providing solid revenue visibility [4][8] Financial Flexibility - GBX renewed and extended $850 million in bank facilities through 2030, enhancing its financial flexibility for long-term growth [9] - The company's strong liquidity position supports its ability to invest in operations and navigate market fluctuations [10] Industry Position - GBX holds a Zacks Rank of 2 (Buy), indicating a favorable outlook within its industry [6] - The industry rank for GBX is 25 out of 246, placing it in the top 10% of Zacks Industries, which is crucial for stock performance [6][7]