Core Insights - The Dow Theory suggests that the Dow Jones Industrial Average (DJIA) and the Dow Jones Transportation Average should trend in the same direction for a durable market trend, but currently, they are diverging with the DJIA up 8.72% year-to-date and the Transportation Average down 2.5% [2][3] Company Performance - J.B. Hunt Transport Services reported flat revenues of $3.05 billion, exceeding the IBES estimate of $3.02 billion, and net income of $170.8 million, surpassing the expected $141.9 million. The intermodal volume, which constitutes over half of its business, grew by 12% despite a 1% decline in overall volumes year-over-year [4] - United Airlines reported adjusted net income of $900 million, slightly above the expected $888.4 million, while revenues were $15.2 billion, missing the forecast of $15.329 billion. The airline saw a 6% increase in premium seat revenue and a 9% rise in loyalty revenue, indicating strong brand loyalty [5] Market Reaction - Following the earnings reports, J.B. Hunt's stock rose over 12%, while United Airlines experienced a modest 3% increase. The market is expected to further assess the implications of these results on the transportation sector and the broader market trend [6]

Core Insights - United Parcel Service, Inc. (UPS) is valued at a market cap of $72.9 billion and operates in package delivery, logistics, and supply-chain management [1] - UPS is set to announce its fiscal Q3 earnings for 2025 on October 28, 2023, with analysts expecting a profit of $1.33 per share, a decrease of 24.4% from the previous year [2] Financial Performance - For fiscal 2025, UPS is projected to report a profit of $6.50 per share, down 15.8% from $7.72 in fiscal 2024, but is expected to rebound to $7.36 in fiscal 2026, reflecting a year-over-year growth of 13.2% [3] - In Q2, UPS reported revenue of $21.2 billion, exceeding consensus estimates by 1.8%, but its adjusted EPS of $1.55 fell short of expectations by a slight margin [5] Stock Performance - UPS shares have declined by 34.5% over the past 52 weeks, underperforming the S&P 500 Index's increase of 17.9% and the Industrial Select Sector SPDR Fund's return of 14.1% [4] - Following the mixed Q2 earnings results and the withholding of its full-year outlook, UPS experienced a 10.6% drop in stock price [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for UPS, with 13 recommending "Strong Buy," 1 "Moderate Buy," 13 "Hold," 1 "Moderate Sell," and 2 "Strong Sell" [6] - The mean price target for UPS is $102.07, indicating an 18.7% potential upside from current levels [6]

Core Viewpoint - TFI International Inc. (TFII) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][3]. Earnings Expectations - The consensus estimate for TFI International's quarterly earnings is $1.25 per share, reflecting a year-over-year decrease of 26.9% [3]. - Expected revenues for the quarter are $2.06 billion, down 9.1% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 3.56%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for TFI International is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.16% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - TFI International currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, TFI International was expected to post earnings of $0.95 per share but only achieved $0.76, resulting in a surprise of -20.00% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - TFI International does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].