Company Overview - Triumph's market capitalization was $1.5 billion as of July 11, 2025 [9] - The company's revenue for the trailing twelve months (TTM) ending June 30, 2025, was $419 million [9] - Net income to common shareholders for the same period was $10.4 million [9] - The U S freight and logistics industry represents a $990 billion market based on gross freight revenue from U S trucking on primary shipments [14] Factoring - Triumph is the 2 transportation factor in the U S [17] - The factoring portfolio turns 10.4x annually [17, 36] - The average discount rate for factoring is 1.37% [17, 33] - Triumph purchased $11 billion in transportation accounts receivable over the last 12 months [33] Payments & Intelligence - Triumph handles payments for 41 of the top 100 freight brokers [24, 44] - Triumph disburses over $155 million every day [24] - Triumph's Network Engagement touches over 63% of all brokered freight [44, 54] - Triumph Intelligence processes $70 billion in annual, verified freight transaction data [28, 54]

Industry Outlook - The rail industry is performing well, with CSX having a strong quarter [1] - The capital equipment sector is expected to experience a boom due to legislation [3] - The transport sector is viewed positively [5] Company Performance - CSX's prospects are favorable, regardless of potential bids, due to improved conditions [2] - Norfolk Southern is favored due to a bullish outlook on industry and industrials [1] Investment Strategy - Recommends against selling rail or capital equipment companies [3] - The thesis of shorting transports based on limited cross-border trade is flawed due to underestimation of internal growth [4]

Lucid Group(LCID.O)盘前大涨超40%，Uber(UBER.N)将投资3亿美元于该公司，作为其Robotaxi合作伙 伴关系的一部分。 ...

China’s government is threatening to block a deal that would transfer ownership of dozens of seaports to Western investors if Cosco doesn’t get a stake https://t.co/VD83gJx5VT ...

The transportation industry will have its first relatively normal peak season since before the pandemic despite Trump's tariffs, @tomwblack says (via @opinion) https://t.co/cWUOlkc6Lh ...

Kinder Morgan, Inc. KMI released its second-quarter results after Wednesday's closing bell. Here's a look at the key figures from the quarter. The Details: Kinder Morgan reported quarterly earnings of 28 cents per share, which beat the analyst consensus estimate of 27 cents, according to Benzinga Pro.Quarterly revenue came in at $4.04 billion, which beat the analyst consensus estimate of $3.74 billion and is an over revenue of $3.572 billion from the same period last year.Read Next: Rare Earth Royalty: Meet ...

J.B. Hunt Transport Services JBHT is experiencing a modest share price increase on Wednesday as the market digests its latest earnings report.Total operating revenue for the current quarter was $2.93 billion, flat with the second quarter of 2024. Operating income for the current quarter decreased 4% to $197.3 million versus $205.7 million for the second quarter of 2024.Following the results, analysts offered their key reactions. Benchmark analyst Christopher Kuhn reiterated a Buy rating on the stock, mainta ...

Core Insights - J.B. Hunt Transport Services, Inc. (JBHT) reported second-quarter 2025 earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.34 and reflecting a 0.8% year-over-year decline [1] - Total operating revenues reached $2.93 billion, slightly below the Zacks Consensus Estimate of $2.94 billion, remaining flat year over year [2] Financial Performance - Operating income decreased by 4% year over year to $197.3 million, attributed to rising casualty and group medical claims expenses, higher professional driver wages, and increased equipment-related costs [3] - Total operating revenues, excluding fuel surcharge revenue, increased by 1% year over year [2] Segment Performance - Intermodal division generated revenues of $1.44 billion, a 2% year-over-year increase, driven by a 6% increase in volume, although gross revenue per load decreased by 3% [4][5] - Dedicated Contract Services segment revenues remained flat at $847 million year over year, with a 3% decline in average trucks offset by a 3% increase in productivity [7] - Integrated Capacity Solutions revenues fell by 4% year over year to $260 million, with segment volume decreasing by 9% [9] - Truckload revenues grew by 5% year over year to $177 million, with an 8% increase in revenues excluding fuel surcharge [11] - Final Mile Services revenues declined by 10% year over year to $211 million, with operating income falling by 60% due to lower revenues and increased expenses [14] Liquidity and Share Buybacks - At the end of Q2 2025, JBHT had cash and cash equivalents of $50.9 million, up from $43 million in the previous quarter, while long-term debt increased to $1.01 billion from $880.2 million [15] - The company repurchased nearly 2.4 million shares for $319 million during the quarter, with approximately $335 million remaining under its share repurchase authorization [15]

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yiel ...

Industry Overview - The Zacks Transportation-Services industry is currently facing challenges such as dull freight rates, high inflation, and ongoing supply-chain disruptions, along with tariff-related uncertainties and geopolitical issues [1][4][7] - Companies in this industry provide logistics, leasing, and maintenance services, focusing on global logistics management and third-party logistics solutions [3] Current Trends - Supply-chain disruptions and weak freight rates continue to negatively impact the industry, with the Cass Freight Shipments Index declining by 2.4% year over year in June, marking a deterioration for 11 consecutive months [4] - The industry is experiencing significant inflation, particularly in labor and freight costs, prompting companies to implement cost-cutting measures to improve productivity and efficiency [5] - Despite economic recovery, the industry's earnings outlook is negative, with a 31.2% decrease in earnings estimates for 2025 since August 2024 [10] Financial Performance - The Zacks Transportation-Services industry has underperformed the S&P 500, declining by 12.8% over the past year, while the S&P 500 appreciated by 12.2% [12] - The industry is currently trading at a forward price-to-sales ratio of 1.32X, significantly lower than the S&P 500's 5.26X and the sector's 1.45X [15] Company Highlights - Expeditors International of Washington (EXPD) has a Zacks Rank 2 (Buy) and has consistently beaten earnings estimates by an average of 13.3% over the last four quarters, despite facing weak volumes [17] - C.H. Robinson Worldwide (CHRW) holds a Zacks Rank 3 (Hold) and has surpassed earnings estimates by an average of 14.5% in the past four quarters, with a strong liquidity position [21] - Matson (MATX), also with a Zacks Rank 3, has implemented effective cost-management actions and has beaten earnings estimates in three of the last four quarters, with an average beat of 9.7% [24]