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Here's Why Ryder (R) is a Strong Momentum Stock
ZACKS· 2025-08-07 14:50
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Compared to Estimates, Schneider National (SNDR) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-07-31 15:31
Core Insights - Schneider National reported $1.42 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 7.9% and an EPS of $0.21, unchanged from the previous year [1] - The revenue figure was a slight miss of -0.24% compared to the Zacks Consensus Estimate, while the EPS met expectations [1] Financial Performance Metrics - The operating ratio for the consolidated segment was reported at 96.1%, slightly higher than the estimated 95.9% [4] - The intermodal operating ratio was 93.9%, better than the average estimate of 94.4% [4] - The truckload operating ratio was 93.6%, compared to the estimated 94.8% [4] - The logistics operating ratio was 97.7%, exceeding the estimated 97.2% [4] Revenue Breakdown - Fuel surcharge revenue was $138.5 million, below the estimated $141.51 million, reflecting a -6.9% year-over-year change [4] - Inter-segment eliminations revenue was reported at -$41.7 million, worse than the estimated -$33.34 million, but a +4.5% change year-over-year [4] - Logistics revenue reached $339.6 million, surpassing the estimated $327.16 million, with a +6.5% year-over-year increase [4] - Other revenues were $96.8 million, slightly below the estimated $98.43 million, showing a +1.3% year-over-year change [4] - Revenues excluding fuel surcharge totaled $1.28 billion, matching estimates and reflecting a +9.8% year-over-year increase [4] - Intermodal revenue was $265.1 million, exceeding the estimated $256.21 million, with a +4.7% year-over-year change [4] - Truckload revenue was $622.2 million, below the estimated $633.84 million, but showing a +15.2% year-over-year increase [4] - Network revenues excluding fuel surcharge were $181.9 million, below the estimated $193.67 million, reflecting a -6.1% year-over-year change [4] Stock Performance - Schneider National's shares have returned -4.6% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]
Mullen Group Ltd. Acquisitions Drive Growth in the Second Quarter of 2025
Globenewswire· 2025-07-24 10:00
Core Insights - Mullen Group Ltd. reported a solid revenue increase of 9.1% year-over-year for Q2 2025, driven by acquisitions despite challenging market conditions [3][10][9] - The company completed a successful bond issue to strengthen its balance sheet and support future acquisitions, including the Cole Group acquisition [2][3] - Current market conditions remain uncertain, with pricing pressures affecting profitability, but there are signs of potential economic improvement through infrastructure projects in Canada [3][10] Financial Performance - Consolidated revenues for Q2 2025 reached $540.9 million, up from $495.6 million in Q2 2024, reflecting a $45.3 million increase [10][9] - Operating income before depreciation and amortization (OIBDA) was $76.6 million, a decrease of 10.6% from the previous year, while adjusted OIBDA was $83.8 million, down 2.1% [10][11] - Net income fell to $25.6 million, a decrease of 22.2% compared to $32.9 million in Q2 2024, with earnings per share dropping to $0.29 from $0.37 [13][5] Segment Performance - The Less-Than-Truckload (LTL) segment reported revenues of $201.1 million, up 6.0%, while the Logistics & Warehousing (L&W) segment increased by 15.0% to $173.6 million [12][10] - The Specialized & Industrial Services (S&I) segment saw a decline of 3.7% to $105.5 million due to reduced capital projects and commodity prices [12][10] - The U.S. & International Logistics segment experienced significant growth, with revenues rising 36.7% to $64.1 million, largely due to acquisitions [12][10] Strategic Initiatives - The company is focusing on acquisitions to enhance its market position and protect margins amid current pricing pressures [3][10] - Mullen Group's strategy includes preparing for future growth by increasing staffing levels and managing corporate costs, which rose to $12.8 million [12][10] - The successful completion of the Cole Group acquisition is expected to strengthen the company's portfolio and operational capabilities [2][3]
Compared to Estimates, Hub Group (HUBG) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-05-08 23:05
Core Viewpoint - Hub Group reported a revenue of $915.22 million for the quarter ended March 2025, reflecting an 8.4% year-over-year decline and a surprise of -5.27% compared to the Zacks Consensus Estimate of $966.14 million [1] Group 1: Financial Performance - Earnings per share (EPS) for the quarter was $0.44, unchanged from the previous year, with an EPS surprise of +4.76% against the consensus estimate of $0.42 [1] - The company’s shares have returned -10.4% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% change, indicating potential underperformance in the near term [3] Group 2: Revenue Breakdown - Operating Revenue from Intermodal and Transportation Solutions was $530.02 million, below the average estimate of $561.23 million, representing a year-over-year decline of 4% [4] - Operating Revenue from Inter-segment eliminations was -$25.81 million, better than the estimated -$28.63 million, but still reflecting a significant year-over-year change of -21.2% [4] - Operating Revenue from Logistics was $411 million, also below the average estimate of $446.60 million, marking a year-over-year decline of 14.4% [4]