Core Insights - Ryder System announced a leadership transition with CEO Robert Sanchez retiring at the end of Q1, transitioning to executive chairman, while COO John Diez will take over as CEO [1][5] Company Performance - Under Sanchez's leadership since January 2013, Ryder's annual revenue has doubled to $12.6 billion, and net earnings have increased by 133% to $489 million for the full-year 2024 [3] Leadership Transition - John Diez, who has been with Ryder since 2002 and currently oversees operations across three business segments, is recognized for his deep understanding of the business and strategic mindset, making him well-suited to lead the company [4][5] - The succession plan is described as well-planned, with Diez having an exceptional business track record and a strong grasp of customer needs [5]

Core Insights - Expeditors International reported revenue of $2.89 billion for the quarter ended September 2025, a decrease of 3.5% year-over-year, while EPS increased slightly to $1.64 from $1.63 [1] - The revenue exceeded the Zacks Consensus Estimate of $2.68 billion by 7.84%, and the EPS surpassed the consensus estimate of $1.40 by 17.14% [1] Revenue Breakdown - Airfreight services generated $1.02 billion, exceeding the estimated $966.34 million, reflecting a year-over-year increase of 3.4% [4] - Customs brokerage and other services brought in $1.13 billion, surpassing the average estimate of $1.01 billion, with a year-over-year growth of 13.3% [4] - Ocean freight and ocean services reported $746.12 million, above the estimated $703.65 million, but showed a significant decline of 26.7% compared to the previous year [4] Stock Performance - Over the past month, shares of Expeditors International returned -1%, contrasting with the Zacks S&P 500 composite's increase of 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Q3 2025 Financial Performance - Total revenues reached $4.1 billion, a decrease of 10.9% year-over-year[8] - Adjusted gross profits were $706 million, down 4.0% year-over-year[8] - Income from operations increased by 22.6% year-over-year to $221 million[8] - Net income per share increased significantly by 67.5% year-over-year to $1.34[8] Segment Performance - North American Surface Transportation (NAST) adjusted gross profits increased by 5.6% year-over-year[12] - Global Forwarding (GF) adjusted gross profits decreased by 18.3% year-over-year[12] - All Other & Corporate adjusted gross profits decreased by 12.2% year-over-year[12] NAST Highlights - NAST total truckload and LTL volume grew by approximately 3.0% year-over-year[6] - Truckload volume increased 3.0% year-over-year[19] - LTL adjusted gross profit per order increased 8.0% year-over-year, and volume increased 2.5% year-over-year[19] Global Forwarding Highlights - Ocean volume declined 7.0% year-over-year, and air tonnage declined 10.0% year-over-year[16] - Customs adjusted gross profit increased 28.6% year-over-year[16] - Air adjusted gross profit increased due to a 17.0% increase in adjusted gross profit per metric ton shipped[27]

Core Insights - The introduction of C.H. Robinson's new drop trailer Asset Management System enhances control and visibility for shippers [1] Company Summary - C.H. Robinson has launched a new drop trailer Asset Management System aimed at improving operational efficiency for shippers [1]