A month has gone by since the last earnings report for Air Lease (AL) . Shares have added about 17.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Air Lease due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Air Lease Corporation before we dive into how investors and analysts have reacted as ...

Key Takeaways The Transportation - Equipment and Leasing industry lags the S&P 500 and broader sector.GBX, R, and AL reward investors with dividends and share buybacks, showing solid financial strength.Dividend-paying stocks are less susceptible to market swings and act as a hedge against economic uncertainty The Zacks  Transportation - Equipment and Leasing industry is currentlynavigating a challenging macroeconomic environment. The industry grapples with challenges due to persistent inflation, tariff-rela ...

Core Insights - The Greenbrier Companies (GBX) is experiencing strong operational efficiency and shareholder-friendly initiatives, leading to impressive stock performance [1] Earnings Estimates - The Zacks Consensus Estimate for GBX's earnings per share has been revised upward by 28.16% for the current year and by 2.78% for 2026, indicating broker confidence [2] - Estimates for GBX's 2025 earnings have risen by 28%, further reflecting brokers' confidence in growth [7] Price Performance - GBX shares have increased by 3.2% over the past 90 days, outperforming the Zacks Transportation - Equipment and Leasing industry's decline of 0.2% [3][7] Earnings Surprise History - Greenbrier has a positive earnings surprise history, exceeding the Zacks Consensus Estimate in each of the last three quarters with an average surprise of 70% [5] Industry Rank - The industry to which Greenbrier belongs has a Zacks Industry Rank of 51 out of 246, placing it in the top 21% of Zacks Industries, which is crucial for stock performance [6] Growth Factors - Greenbrier's operational efficiency initiatives have led to a strong third quarter with an 18% gross margin and nearly $140 million in operating cash flow, supported by disciplined cost controls and improved working capital [8] - The company has a lease fleet utilization rate of 98% and a railcar backlog of $2.5 billion, positioning it well for future growth [8] Strategic Moves - Greenbrier is closing a European facility, expected to save $10 million annually, and has extended $850 million in credit facilities, enhancing operational efficiency and financial flexibility [9] - The company has repurchased 507,000 shares and is focusing on recurring revenues through its Leasing & Fleet Management segment, signaling confidence in future performance [9]

Freightcar America (RAIL) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +83.33%. A quarter ago, it was expected that this rail car maker would post earnings of $0.08 per share when it actually produced earnings of $0.05, delivering a surprise of -37.5%.Over the last four quarters, t ...

Air Lease (AL) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.23 per share a year ago. These figures are adjusted for non- recurring items. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Air Lease, which belongs to the Zacks Transportation - Equipment and Leasing industry, posted revenues of $731.7 million for the quarter ended June 2025, surpassing the Zacks Consensus Es ...

AerCap (AER) came out with quarterly earnings of $2.83 per share, beating the Zacks Consensus Estimate of $2.75 per share. This compares to earnings of $3.01 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +2.91%. A quarter ago, it was expected that this airplane leasing company would post earnings of $2.69 per share when it actually produced earnings of $3.68, delivering a surprise of +36.8%. Over the last four quarters, th ...

Herc Holdings, which belongs to the Zacks Transportation - Equipment and Leasing industry, posted revenues of $984 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.38%. This compares to year-ago revenues of $848 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's ...

Group 1 - Ryder reported quarterly earnings of $3.32 per share, exceeding the Zacks Consensus Estimate of $3.11 per share, and up from $3 per share a year ago, representing an earnings surprise of +6.75% [1] - The company posted revenues of $3.19 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.50%, and slightly up from $3.18 billion year-over-year [2] - Ryder has outperformed the S&P 500 with a gain of about 10.2% since the beginning of the year, compared to the S&P 500's gain of 8.1% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $3.65 on revenues of $3.26 billion, and for the current fiscal year, it is $13.03 on revenues of $12.87 billion [7] - The Transportation - Equipment and Leasing industry, to which Ryder belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] Group 3 - The estimate revisions trend for Ryder was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Company Overview - AerCap (AER) is expected to report a year-over-year decline in earnings, with a projected EPS of $2.81, reflecting a decrease of 6.6% compared to the previous year [3] - Revenue is anticipated to be $2.02 billion, which represents a 3.2% increase from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for July 30, and the stock price may react positively if the results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Earnings Surprise Prediction - The Most Accurate Estimate for AerCap is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.85%, suggesting a bearish outlook from analysts [12] - Despite the negative Earnings ESP, AerCap holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12] Historical Performance - In the last reported quarter, AerCap exceeded the expected EPS of $2.69 by delivering $3.68, resulting in a surprise of +36.80% [13] - Over the past four quarters, AerCap has beaten consensus EPS estimates three times [14] Industry Context - In the Zacks Transportation - Equipment and Leasing industry, Herc Holdings (HRI) is expected to report an EPS of $1.29, reflecting a significant year-over-year decline of 50.4% [18] - Herc Holdings' revenue is projected to be $987.76 million, up 16.5% from the previous year, but the company has a negative Earnings ESP of 0% and a Zacks Rank of 5, indicating a challenging outlook [19][20]

Company Overview - Herc Holdings (HRI) is expected to report a year-over-year decline in earnings of 50.4%, with an estimated earnings per share (EPS) of $1.29 for the quarter ended June 2025 [3][12] - Revenue is projected to be $987.76 million, reflecting a 16.5% increase from the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 56.34% over the last 30 days, indicating a significant reassessment by analysts [4] - The Most Accurate Estimate for Herc Holdings matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [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, but is more predictive for positive readings [9][10] - Herc Holdings currently holds a Zacks Rank of 5 (Strong Sell), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Herc Holdings was expected to post earnings of $2.51 per share but only achieved $1.30, resulting in a surprise of -48.21% [13] - The company has not beaten consensus EPS estimates in any of the last four quarters [14] Industry Context - In comparison, Ryder (R) is expected to post earnings of $3.11 per share for the same quarter, indicating a year-over-year increase of 3.7% [18] - Ryder's revenue is projected to be $3.17 billion, down 0.3% from the previous year, with an Earnings ESP of 0% and a Zacks Rank of 3 (Hold) [19][20]