Core Insights - Return on equity (ROE) is a key profitability metric favored by investors, measuring earnings generated from equity, and can be compared to historical or industry benchmarks to identify potential winning stocks [1] - Advanced analysis of ROE through DuPont analysis provides deeper insights by breaking down ROE into profit margin, asset turnover ratio, and equity multiplier, allowing for a more comprehensive evaluation of a company's financial health [2][3] DuPont Analysis - DuPont analysis examines three major elements: operating management, asset management, and capital structure, providing a clearer picture of ROE changes [2] - The formula for ROE through DuPont analysis is: ROE = Profit Margin * Asset Turnover Ratio * Equity Multiplier, which helps in identifying the underlying factors affecting ROE [2] Importance of DuPont Analysis - DuPont analysis helps investors differentiate between companies with high margins and those with high turnover, offering insights into the operational efficiency of different business models [3] - It also reveals a company's leverage status, indicating that a high ROE could be misleading if it results from excessive debt [4] Screening Parameters - Key screening parameters for identifying strong stocks include: - Profit Margin greater than or equal to 3, indicating profitable business operations [6] - Asset Turnover Ratio greater than or equal to 2, reflecting management efficiency in asset utilization [6] - Equity Multiplier between 1 and 3, showing the extent of debt used to finance assets [6] - Zacks Rank less than or equal to 2, suggesting better performance compared to peers [7] - Current Price more than $5, filtering out low-priced stocks [7] Highlighted Stocks - EverQuote (EVER): A Zacks Rank 1 company operating an online insurance marketplace, with an average earnings surprise of 37.16% over the past four quarters [8] - Expeditors International of Washington (EXPD): A leading third-party logistics provider, with an average earnings surprise of 13.94% over the past four quarters [9] - AllianceBernstein (AB): Provides diversified investment management services, with an average earnings surprise of 6.49% over the past four quarters [10] - Everus Construction Group (ECG): Offers a full spectrum of construction services, with an average earnings surprise of 51.78% over the past four quarters [11]

DALLAS, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Triumph (NYSE: TFIN), a financial and technology company focused on modernizing and simplifying freight transactions, announced that NFI, one of the largest third-party logistics companies in North America, has expanded its relationship to include Triumph’s Payment and Audit solutions. By deepening its integration with Triumph’s Payment and Audit services into its carrier network, NFI aims to accelerate payments, automate invoice auditing, and improve operational e ...

Schenker Integration - DSV maintains strong momentum on Schenker integration with high customer satisfaction scores and positive customer feedback[8, 9] - Total transaction and integration costs are still anticipated at around DKK 11 billion, with the majority expected in 2026 and 2027[11] - The company expects annual synergies of DKK 9 billion at the end of 2028, with 30% completed by the end of 2025 and 70% by the end of 2026[14] - The impact of DKK 800 million is expected from synergies in 2025, with DKK 300 million impact in Q3 2025[14] Q3 2025 Financial Highlights - The company achieved stable financial performance in Q3 2025 despite challenging market conditions[9, 18] - Organically, gross profit was up 5.4% and EBIT before special items was down 7.3% in Q3 2025 compared to the same period last year[17, 18] - Schenker contributed DKK 8,184 million to gross profit and DKK 1,463 million to EBIT for the quarter[18] - Adjusted free cash flow was strong at DKK 4,276 million in Q3 2025, with a cash conversion of 96%[44, 45] Outlook - The company narrowed its 2025 outlook for EBIT before special items to DKK 195 - 205 billion[9] - The company expects full-year financial impact from synergies related to the integration of Schenker to be around DKK 800 million[46] - The company expects the effective tax rate to be around 29%[46]

Group 1 - 1 Main Capital reported a net return of 6.3% in Q3 2025, underperforming the S&P 500 and Russell 2000 which returned 8.1% and 12.4% respectively [1] - The fund's performance was influenced by easing trade war fears and increased investor confidence due to expectations of rate cuts supporting economic growth [1] Group 2 - Radiant Logistics, Inc. (AMEX:RLGT) is highlighted as a stock of interest, with a one-month return of -1.31% and a 52-week loss of 9.87% [2] - As of October 21, 2025, Radiant Logistics, Inc. had a stock price of $6.03 and a market capitalization of $284.817 million [2] - The company is described as an underfollowed non-asset based third-party logistics provider, trading at 7x trailing and 5x normalized EBITDA, which is considered a low multiple compared to larger peers [3] Group 3 - Radiant Logistics, Inc. was held by 16 hedge fund portfolios at the end of Q2 2025, an increase from 13 in the previous quarter [4] - Despite the potential of Radiant Logistics, the analysis suggests that certain AI stocks may offer greater upside potential and lower downside risk [4]

Core Insights - Manhattan Associates Inc. has announced that CEVA Logistics will implement its cloud-native solutions, Manhattan Active® Warehouse Management and Manhattan Active® Order Management, as part of a global strategy to enhance its technological capabilities [1] Company Summary - CEVA Logistics, recognized as a global leader in Third-Party logistics, is adopting advanced supply chain solutions to better adapt to changing market demands [1] - The deployment of Manhattan's tools is aimed at establishing a future-ready technology stack for CEVA Logistics [1]

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: ITS Logistics' newly launched Retail Logistics Hubs will tap into the 3PL’s broad network of transportation and carrier partners to serve its retail customers, Kasia Wenker, VP of solutions engineering, told Trucking Dive. The goal is to help retailers combat tariff volatility and meet consumer expectations for speedy delivery. When freight moves i ...

Core Insights - Radiant Logistics, Inc. reported strong financial results for the fiscal year ended June 30, 2025, with revenues increasing by 12.5% to $902.7 million compared to $802.5 million in the previous year [8][15] - The company has made significant acquisitions, including USA Logistics Services, USA Carrier Services, Universal Logistics, and an 80% stake in Weport, enhancing its operational capabilities and market presence [3][4][11] - Adjusted net income rose by 36.7% to $30.9 million, reflecting the positive impact of acquisitions and operational efficiencies [8][17] Financial Performance - Revenues for the fiscal year ended June 30, 2025, reached $902.7 million, an increase of $100.2 million or 12.5% from the prior year [8] - Gross profit increased to $226.1 million, up $2.6 million or 1.2% compared to the previous year [8] - Adjusted EBITDA for the fiscal year was $38.8 million, a rise of $7.6 million or 24.4% from $31.2 million in the prior year [8][18] Acquisitions and Growth Strategy - The company completed three green-field acquisitions and three strategic operating partner conversions in fiscal 2025, positioning itself for future growth [11] - The acquisition of Weport is expected to enhance Radiant's footprint in Mexico and support its legacy customers [11] - The company structured its acquisitions to include performance-based payments, aligning incentives for successful integration [5] Stock Buy-Back and Shareholder Value - Radiant Logistics repurchased 145,717 shares at an average cost of $5.48 per share, totaling $0.8 million during the fiscal year [6] - As of June 30, 2025, the company had 47,143,178 shares outstanding, reflecting a commitment to enhancing shareholder value [6] Market Position and Future Outlook - The CEO expressed confidence in the company's durable business model and diverse service offerings, which are expected to navigate through market volatility [10] - The company maintains a strong balance sheet with approximately $22.9 million in cash and only $20 million drawn on its $200 million credit facility [10] - Radiant Logistics anticipates a surge in global trade as tariff disputes are resolved, positioning itself to capitalize on future market opportunities [10]

Core Viewpoint - Radiant Logistics, Inc. will host a conference call to discuss its financial results for the three and nine months ended March 31, 2025, scheduled for May 12, 2025, at 4:30 PM Eastern [1][2]. Group 1: Conference Call Details - The conference call is open to all interested parties, including individual investors and press, and will be hosted by Bohn Crain, Founder and CEO [2]. - Dial-in details for the conference call include US number (877) 545-0320 and international number (973) 528-0002, with a participant access code of 833610 [3]. - A replay of the call will be available from May 13, 2025, at 9:30 AM Eastern to May 26, 2025, at 4:30 PM Eastern, with US replay number (877) 481-4010 and international number (919) 882-2331, using replay ID number 52436 [3]. Group 2: Webcast Information - The conference call will also be available via webcast on Radiant's website at www.radiantdelivers.com or through a specific webcast link [4]. Group 3: Company Overview - Radiant Logistics operates as a third-party logistics company, providing technology-enabled global transportation and value-added logistics services primarily in the United States and Canada [5]. - The company offers a comprehensive range of services, including domestic and international freight forwarding, truck and rail brokerage services, and value-added logistics services such as warehouse and distribution, customs brokerage, order fulfillment, and inventory management [5].