Key Takeaways Wabtec raised its quarterly dividend to 31 cents per share from 25 cents.Wabtec has been consistently making efforts to reward its shareholders through dividends and share buybacks.During 2025, WAB repurchased shares worth $223 million and paid $173 million in dividends.Early this month, Wabtec Corporation (WAB)  stated that its board of directors had announced an increase in its quarterly dividend payout, reflectingthe company’s commitment to boosting shareholder value, apart from underlining ...

分组1 - Herc Holdings reported quarterly earnings of $2.07 per share, exceeding the Zacks Consensus Estimate of $1.84 per share, but down from $3.58 per share a year ago, representing an earnings surprise of +12.70% [1] - The company posted revenues of $1.21 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.93%, compared to year-ago revenues of $934 million [2] - Herc Holdings has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has increased approximately 16.7% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $1.16 billion, and for the current fiscal year, it is $8.21 on revenues of $5.03 billion [7] - The Transportation - Equipment and Leasing industry, to which Herc Holdings belongs, is currently ranked in the top 18% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Insights - Ryder reported quarterly earnings of $3.59 per share, missing the Zacks Consensus Estimate of $3.66 per share, but showing an increase from $3.45 per share a year ago, resulting in an earnings surprise of -1.91% [1] - The company posted revenues of $3.18 billion for the quarter, missing the Zacks Consensus Estimate by 2.18%, and a slight decrease from $3.19 billion year-over-year [2] - Ryder's stock has increased by approximately 10.9% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Ryder was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Future Estimates - The current consensus EPS estimate for the upcoming quarter is $2.77 on revenues of $3.19 billion, while for the current fiscal year, the estimate is $14.94 on revenues of $13.27 billion [7] - The outlook for the Transportation - Equipment and Leasing industry, where Ryder operates, is positive, with the industry ranking in the top 11% of over 250 Zacks industries, suggesting strong potential for stock performance [8]

Company Performance - Ryder's shares have increased by 13.6% over the past month, reaching a new 52-week high of $218.36 [1] - Year-to-date, Ryder has gained 13.6%, outperforming the Zacks Transportation sector's 13% gain and the Zacks Transportation - Equipment and Leasing industry's 8.7% return [1] Earnings and Revenue Expectations - Ryder has consistently exceeded earnings consensus estimates for the last four quarters, reporting EPS of $3.57 against an estimate of $3.56 in the latest earnings report [2] - For the current fiscal year, Ryder is projected to earn $14.94 per share on revenues of $12.74 billion, with a year-over-year earnings growth of 14.83% [3] - In the next fiscal year, earnings are expected to rise to $17.21 per share on revenues of $13.27 billion, reflecting a 4.21% increase [3] Valuation Metrics - Ryder's stock trades at 14.6X current fiscal year EPS estimates, aligning with the peer industry average [7] - On a trailing cash flow basis, Ryder trades at 3.9X compared to the peer group's average of 5.9X, positioning it favorably for value investors [7] Zacks Rank and Style Scores - Ryder holds a Zacks Rank of 2 (Buy) due to positive earnings estimate revisions from analysts [8] - The company has a Value Score of A, a Growth Score of B, and a Momentum Score of F, resulting in a combined VGM Score of A [6][8] Industry Comparison - The Transportation - Equipment and Leasing industry is performing well, ranking in the top 10% of all industries, providing favorable conditions for both Ryder and its peer, Freightcar America, Inc. [11]

Core Viewpoint - The analysis compares Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB) to determine which stock represents a better value opportunity for investors in the Transportation - Equipment and Leasing sector [1]. Valuation Metrics - HRI has a forward P/E ratio of 17.45, while WAB has a forward P/E of 22.72 [5]. - HRI's PEG ratio is 1.33, indicating a more favorable valuation relative to its expected earnings growth compared to WAB's PEG ratio of 1.57 [5]. - HRI's P/B ratio stands at 2.47, whereas WAB's P/B ratio is higher at 3.55 [6]. - These metrics contribute to HRI receiving a Value grade of A, while WAB has a Value grade of D [6]. Earnings Outlook - Both HRI and WAB have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3]. - The analysis emphasizes that while both companies have solid earnings prospects, HRI is currently viewed as the superior value option based on the discussed valuation figures [7].

Company Overview - Corporacion America Airports S.A. (CAAP) is part of the Transportation group, which includes 115 companies and is currently ranked 9 in the Zacks Sector Rank [2] - CAAP has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook based on earnings estimates and revisions [3] Performance Analysis - Over the past three months, the Zacks Consensus Estimate for CAAP's full-year earnings has increased by 0.9%, reflecting improved analyst sentiment [4] - CAAP has returned approximately 12% year-to-date, outperforming the average gain of 4.1% in the Transportation group [4] - In the Transportation - Airline industry, which includes 24 companies, CAAP is slightly underperforming with a year-to-date gain compared to the industry's average of 15.1% [6] Comparative Analysis - Freightcar America (RAIL), another stock in the Transportation sector, has a year-to-date return of 4.3% and a Zacks Rank of 2 (Buy) [5] - The Transportation - Equipment and Leasing industry, to which Freightcar America belongs, has gained 18.3% year-to-date, indicating stronger performance compared to CAAP's industry [7]

Core Insights - Herc Holdings (HRI) is positioned to continue its earnings-beat streak, particularly in the upcoming report, supported by a strong history of exceeding earnings estimates [1] - The average surprise for Herc Holdings over the last two quarters was 33.14%, indicating a consistent performance above expectations [1] Earnings Performance - In the most recent quarter, Herc Holdings reported earnings of $2.22 per share, surpassing the expected $1.83 per share by 21.31% [2] - For the previous quarter, the company reported $1.87 per share against an expectation of $1.29 per share, resulting in a surprise of 44.96% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Herc Holdings, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5] - The current Earnings ESP for Herc Holdings is +0.72%, suggesting analysts are optimistic about its near-term earnings potential [8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) enhances the likelihood of another earnings beat [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Core Viewpoint - AerCap (AER) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1]. Earnings Performance - AerCap has a solid track record of surpassing earnings estimates, with an average surprise of 30.09% over the last two quarters [2]. - In the last reported quarter, AerCap achieved earnings of $4.97 per share, significantly exceeding the Zacks Consensus Estimate of $3.16 per share, resulting in a surprise of 57.28% [3]. - For the previous quarter, the company was expected to report earnings of $2.75 per share but delivered $2.83 per share, yielding a surprise of 2.91% [3]. Earnings Estimates and Predictions - Estimates for AerCap have been trending upward, influenced by its history of earnings surprises [6]. - The stock currently has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +8.70%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that this combination results in positive surprises nearly 70% of the time [7][9]. Upcoming Earnings Report - AerCap's next earnings report is anticipated to be released on February 6, 2026 [9].

Core Insights - Air Lease (AL) advanced its fleet strategy in Q4 2025 by taking delivery of 10 new aircraft, focusing on modern, fuel-efficient models from Airbus and Boeing [1][8] - The company invested approximately $920 million during the quarter, with most spending concentrated in the second half, reflecting disciplined capital deployment aligned with delivery schedules [1] - Air Lease sold 23 aircraft to third-party buyers, generating about $1 billion in proceeds, exceeding quarterly aircraft investments and demonstrating management's ability to capitalize on strong demand in the secondary aircraft market [2][8] - These actions strengthened AL's financial flexibility and balance-sheet position, limiting net expansion while maintaining a robust order book of 218 aircraft scheduled for delivery through 2031 [3][8] - The company's share price has risen 42.5% over the past year, outperforming the Transportation - Equipment and Leasing industry's growth of 18.5% [4] Financial Performance - Air Lease's investment of approximately $920 million in Q4 2025 was strategically timed to align with aircraft delivery schedules [1] - The sale of 23 aircraft generated about $1 billion, highlighting effective capital recycling and strong demand in the secondary market [2] - The balance between fleet growth and asset sales has allowed the company to maintain a robust order book while managing fleet age and composition [3] Market Position - Air Lease currently holds a Zacks Rank 3 (Hold), indicating a stable outlook in the market [6] - Investors in the Zacks Transportation sector may also consider Expeditors International of Washington (EXPD) and Global Ship Lease (GSL) as potential investment opportunities [7]

Company Performance - Pony AI Inc. - Sponsored ADR (PONY) has returned approximately 18.1% year-to-date, significantly outperforming the Transportation sector, which has returned an average of 3% [4] - The Zacks Consensus Estimate for PONY's full-year earnings has increased by 86.4% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] Industry Context - Pony AI Inc. belongs to the Transportation - Equipment and Leasing industry, which includes 10 companies and currently ranks 75 in the Zacks Industry Rank. This industry has gained about 17% year-to-date, with PONY performing better than its peers [6] - Another notable stock in the Transportation sector is Star Bulk Carriers (SBLK), which has increased by 6.7% year-to-date and has a consensus EPS estimate that has risen by 91.9% over the past three months [5]