United Parcel Service (UPS) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $1.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.64%. A quarter ago, it was expected that this package delivery service would post earnings of $1.44 per share when it actually produced earnings of $1.49, delivering a surprise of +3.47%.Over the last four ...

Key observations from this week's report: What the Tracker Is: What We Disseminate Weekly: High frequency data to help assess the ongoing impact of tariffs on global supply chains and the accompanying ramifications on the flows of freight (e.g., expected ships leaving from China to USA). While we think our data set is representative, we do plan to periodically add new data series as they become available. It is important to recognize that weekly data can be volatile, with a fair bit of noise depending on ti ...

TFI International (TFII) Q2 2025 Earnings Call July 28, 2025 05:00 PM ET Company ParticipantsAlain Bedard - President, CEO & ChairmanRavi Shanker - Managing DirectorDavid Saperstein - Chief Financial OfficerScott Group - Managing DirectorWalter Spracklin - Canadian Research Management & Co-Head of Global Industrials ResearchDaniel Imbro - Managing DirectorKevin Chiang - Director - Institutional Equity ResearchKen Hoexter - Managing DirectorBenoit Poirier - VP & Industrial Products analystElliot Alper - Vice ...

TFI International (TFII) Q2 2025 Earnings Call July 28, 2025 05:00 PM ET Speaker0Good day, ladies and gentlemen. Thank you for standing by. Welcome to TFI International Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Following the presentation, we will conduct a question and answer session.Callers will be limited to one question and a follow-up. Again, that's one question and a follow-up so that we can get to as many callers as possible. Further ins ...

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

Key Takeaways ODFL's Q2 EPS is projected to be $1.29, down 12.84% year over year and revised 1.53% lower in 60 days.Q2 revenue is forecasted to be $1.42B, a 5.55% drop, amid freight market softness and inflationary pressure.ODFL holds a Zacks Rank #4 and Earnings ESP of -0.68%, not indicating a likely earnings beat.Old Dominion Freight Line (ODFL) is scheduled to report second-quarter 2025 results on July 30, before market open.ODFL’s earnings surpassed the Zacks Consensus Estimate in three of the preceding ...

Key Takeaways CHRW's Q2 EPS is expected at $1.17, up 1.74% year over year, despite a 1.68% cut in estimates.Revenues are projected to decline 5.87% to $4.22B due to lower volumes and divestiture impacts.CHRW holds a Zacks Rank #3 and an Earnings ESP of -2.27%, not suggesting a likely earnings beat.C.H. Robinson Worldwide, Inc. (CHRW)  is scheduled to report second-quarter 2025 results on July 30, after market close.C.H. Robinson has an encouraging earnings surprise history. The company’s earnings outpaced t ...

Saia (SAIA 7.00%), a major U.S. less-than-truckload (LTL) transportation provider, reported its second quarter results on July 25, 2025. The headline: GAAP revenue and earnings topped Wall Street expectations, but profitability remained under pressure as costs outpaced revenue growth. For the quarter, Saia posted EPS of $2.67, above the $2.39 GAAP analyst consensus, and GAAP revenue of $817.1 million, outpacing GAAP estimates by $9.5 million. However, both figures declined from the same period last year, wi ...

Financial Data and Key Metrics Changes - The second quarter revenue decreased by 0.7% year over year to $817.1 million, with operating ratio at 87.8% compared to 83.3% in the same quarter last year [4][13] - Revenue per shipment excluding fuel surcharge increased by 2.7% to $298.71, while including fuel surcharge, it increased by 1.8% to $351.36 [13] - Total operating expenses increased by 4.7% year over year, with salaries, wages, and benefits rising by 5% due to inflationary pressures [14][15] Business Line Data and Key Metrics Changes - Tonnage increased by 1.1% year over year, driven by a 4% increase in average weight per shipment, but overall shipments were down 2.8% [14][5] - Newer terminals (opened less than three years) saw a 4% sequential improvement in shipments per workday compared to the first quarter [6] - Legacy facilities experienced a 2% sequential increase in shipments compared to the first quarter, but down 3.5% year over year [6] Market Data and Key Metrics Changes - Overall shipments for workdays were down 2.8% year over year, reflecting cautious customer behavior amid economic uncertainty [5][6] - The Los Angeles region showed muted trends, contributing to shorter length of haul and lower weight per shipment compared to the first quarter [9] Company Strategy and Development Direction - The company focuses on optimizing variable costs and improving network efficiency while maintaining a customer-centric approach [4][10] - There is an emphasis on expanding the national footprint and enhancing service levels to compete effectively in the industry [11][21] - The company plans to invest approximately $600 million to $650 million in capital expenditures this year to support long-term growth [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term prospects of the company despite current economic challenges, highlighting the importance of customer service and operational efficiency [20][21] - The company is adapting to the changing economic landscape while maintaining discipline around cost structures [11][21] - Management noted that the operating performance remains strong, with expectations for continued improvement as the market conditions evolve [19][20] Other Important Information - The cargo claims ratio for the quarter was 0.5, indicating effective management of customer service and operational execution [10] - The company reduced headcount by about 4.2% from March to June to align with volume trends [11] Q&A Session Summary Question: Volume expectations for Q3 and pricing outlook - Management indicated that volume comparisons will become tougher due to new terminal openings last year, but they expect to maintain pricing discipline [25][27] Question: Labor reductions and wage increases - Wage increases typically occur in the second half of the year, and headcount adjustments are made to align with volume changes [33][35] Question: Industry capacity and pricing implications - Management believes that LTL capacity is likely to remain constrained, which could support pricing in a recovery [41][44] Question: Volume trends in July and customer insights - July tonnage is trending flat, with no significant changes in customer behavior compared to June [50][51] Question: Contract renewals and competitive pricing - The 5.1% renewal rate reflects the competitive nature of the market, but management remains focused on maintaining fair compensation for services [55][57] Question: Network optimization actions - Management highlighted improvements in routing and density as key actions taken to optimize the national network [76][78] Question: Long-term operational goals - Management expressed a commitment to achieving a sub-80% operating ratio through continued focus on customer service and operational efficiency [119]

JOHNS CREEK, Ga., July 25, 2025 (GLOBE NEWSWIRE) --  Saia, Inc. (Nasdaq: SAIA), a leading transportation provider offering national less-than-truckload (LTL), non-asset truckload, expedited and logistics services, today reported second quarter 2025 financial results. Diluted earnings per share for the quarter were $2.67 compared to $3.83 in the second quarter of 2024. Highlights from the second quarter operating results were as follows: Second Quarter 2025 Compared to Second Quarter 2024 Results Revenue was ...