Uber's unprofitable freight unit doesn’t fit the company’s model and has little to no synergies with its main ride-hailing and delivery businesses, @tomwblack says (via @opinion) https://t.co/XsoRDwIjVU ...

Market Overview - Freight market remains soft, with demand still down compared to 2019 [1] - Customers are seeking clarity amidst trade and tariff uncertainties, leading to varied order behaviors [6][7] RXO's Performance & Strategy - RXO's gross profit per shipment increased by 7% sequentially, the largest increase in three years [1][2] - Every dollar of gross profit per load translates to over 1 million USD of EBITDA on an annualized basis [2] - RXO grew less than truckload (LTL) volumes by 45% in a down market [2] - RXO's big and bulky last mile deliveries increased by 17% year-over-year, despite market decline [3] - RXO leverages its technology platform, RXO Connect, to provide customers with visibility and capacity [4][5] - RXO positions itself to be agile and flexible, using technology to help customers make better decisions in response to market changes [7][8] Customer Focus - Growth in LTL is driven by existing customers who have experienced RXO Connect on the truckload side [4] - RXO Connect provides customers with complete visibility, more capacity, and savings, allowing them to focus on their truckload spend [4][5]

Core Insights - TFI International is identified as one of the most undervalued yet quality stocks in the market [1] Company Analysis - The company is characterized by disciplined capital allocation and exceptional returns on capital, making it a strong candidate for long-term investment [1]

Flexport sells former freight unicorn Convoy's tech two years after buying it | TechCrunch https://t.co/dC56aMQB5p ...

Core Insights - Old Dominion Freight Line (ODFL) is set to report its second-quarter 2025 results on July 30, with expectations of a decline in earnings and revenue compared to the previous year [1][5]. Earnings Performance - ODFL's earnings have exceeded the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 2.67% [1][2]. - The earnings per share (EPS) for Q2 2025 is projected at $1.29, reflecting a 12.84% decrease year over year, and has been revised down by 1.53% in the last 60 days [3][5]. Revenue Expectations - The revenue estimate for Q2 2025 is $1.42 billion, indicating a 5.55% decline from the previous year, attributed to weak freight demand and inflationary pressures [4][5]. - Revenue from Less-Than-Truckload (LTL) services is expected to be $1.41 billion, down 5.3%, while other services are projected to generate $16.5 million, a 20% increase year over year [7]. Market Conditions - The freight market downturn is anticipated to have significantly impacted ODFL's performance, with reduced shipments and rates due to declining demand for freight services [6][8]. - Geopolitical uncertainties and tariff-related issues are also contributing factors to the expected revenue decline [4][5]. Earnings Prediction Model - The current model does not predict an earnings beat for ODFL, as it has an Earnings ESP of -0.68% and a Zacks Rank of 4 (Sell) [8].

Core Insights - Union Pacific Corporation (UNP) is set to report its second-quarter 2025 results on July 24, with earnings estimated at $2.89 per share, reflecting a 5.47% increase year-over-year [1] - The revenue estimate for the same quarter is $6.11 billion, indicating a 1.7% rise from the previous year [1] Earnings Estimates - The Zacks Consensus Estimate for Q2 2025 earnings has been revised upward by 1.76% over the past 60 days [2] - The current earnings estimate for Q1 2025 is $2.89, while the previous estimates were $2.88 (7 days ago) and $2.84 (30 days ago) [2] - The average earnings surprise for UNP over the last four quarters is 1.18%, with two quarters exceeding estimates and two falling short [2] Revenue and Market Conditions - Freight revenues are expected to be $5.7 billion, showing a decline from Q1 2025 [4] - Other revenues are estimated at $339.8 million, representing a 1.1% increase from Q4 2024 [5] - The freight market downturn and a soft consumer market are anticipated to negatively impact margins and revenues in Q2 [4] Cost Management and Operational Efficiency - Cost-cutting measures are expected to support the bottom line, with operating expenses projected to decline compared to the previous year [6] - The operating ratio is expected to improve by 20 basis points to 60.2% in Q2 2025 [6] Shareholder Returns - Union Pacific is committed to rewarding shareholders, with a capital plan of $3.4 billion and share repurchases between $4 billion and $4.5 billion [7] - Strong free cash flow supports these shareholder-friendly initiatives [7] Earnings Prediction Model - The earnings prediction model indicates a potential earnings beat for Union Pacific, supported by a positive Earnings ESP of +0.50% and a Zacks Rank of 3 [8]

RT Bloomberg en Español (@BBGenEspanol)🇲🇽 Transportar mercancías en México se ha vuelto un riesgo constante. Un aumento en el robo de carga tiene en alerta a empresas y transportistas, y complica el panorama de seguridad de Claudia Sheinbaum.@mayaaverbuch explica: https://t.co/k8bDnLqFME https://t.co/LQCPn689G1 ...

Core Insights - BofA Securities analyst Ken Hoexter upgraded ArcBest Corporation from Underperform to Neutral, raising the price target from $63 to $74, citing momentum in gaining market share among core customers [1] - The analyst increased the 2Q25 and full-year 2025 EPS estimates by 1% to $1.60 and $5.85, respectively, reflecting stronger-than-expected second-quarter volume trends driven by growth in the core LTL business [2] - ArcBest's tons per day rose 5% over April, exceeding the typical 3% increase, while shipments per day were up 2%, compared to the usual 1%, attributed to gains in core and new accounts [3] Performance Metrics - ArcBest's performance is outpacing the industry, which is experiencing high-single-digit declines in volumes, while ArcBest's tons per day are up 5% year-over-year for the quarter to date [3] - The company typically sees a sequential margin improvement of 70 basis points from the second to third quarter, but Hoexter estimates a stronger 160-basis-point gain, projecting 3Q margins at 90.4% [7] - For the fourth quarter, Hoexter expects a 100-basis-point drop in margins, forecasting 4Q margins at 91.4% [7] Market Reaction - ArcBest shares are trading higher by 4.9% to $70.57 at the last check [8]

Core Viewpoint - The article discusses investment opportunities in high-quality stocks amidst market volatility caused by trade tariffs, highlighting companies that may provide stability and potential upside for investors. Group 1: Investment Opportunities - Investors are encouraged to consider high-quality companies before market uncertainty dissipates, as these stocks offer favorable risk-to-reward ratios for bullish buyers [2][3] - A suggested watchlist titled "Post Tariff Gains" includes stocks like Old Dominion Freight Line, Chipotle Mexican Grill, and PepsiCo, which are expected to perform well as market conditions stabilize [3] Group 2: Old Dominion Freight Line - Old Dominion Freight Line's stock is currently priced at $162.01 with a P/E ratio of 29.56 and a price target of $182.26, indicating potential for growth [4] - Analysts forecast earnings per share (EPS) of $1.39 for Q3 2025, a 17% increase from the current EPS of $1.19, suggesting strong future performance [7] - Institutional investors have increased their holdings in Old Dominion by 50.4%, reflecting confidence in the stock's potential amidst tariff-related uncertainties [8] Group 3: Chipotle Mexican Grill - Chipotle's stock is priced at $49.72 with a P/E ratio of 44.79 and a price target of $61.60, indicating room for growth despite tariff impacts [9] - The company has a net income margin of 13.6%, showcasing its pricing power and effective management in a challenging retail environment [10] - Institutional investors have increased their stakes in Chipotle by 8%, indicating confidence in the company's ability to navigate market volatility [11] Group 4: PepsiCo - PepsiCo's stock is currently priced at $131.92 with a P/E ratio of 18.98 and a price target of $160.69, suggesting significant upside potential of 22.6% from current levels [13][15] - The stock's forward P/E ratio of 16.4 is considered undervalued compared to previous market conditions, indicating a favorable risk-to-reward scenario for investors [13][14] - A decline in short interest by 4.7% over the past month suggests potential bullish sentiment as uncertainty in the market begins to lift [14]