Transportation - Equipment and Leasing

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AerCap (AER) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-10-22 15:01
The market expects AerCap (AER) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...
Earnings Preview: Herc Holdings (HRI) Q3 Earnings Expected to Decline
ZACKS· 2025-10-21 15:01
The market expects Herc Holdings (HRI) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...
HRI or WAB: Which Is the Better Value Stock Right Now?
ZACKS· 2025-10-20 16:40
Investors with an interest in Transportation - Equipment and Leasing stocks have likely encountered both Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Z ...
Will Wabtec (WAB) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-10-16 17:11
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Westinghouse Air Brake Technologies (WAB) . This company, which is in the Zacks Transportation - Equipment and Leasing industry, shows potential for another earnings beat.This maker of parts for locomotives, subways and buses has an established record of topping earnings estimates, especially when looking at the previous two r ...
Here's Why Investors Should Avoid SkyWest Stock for Now
ZACKS· 2025-10-13 15:01
Key Takeaways SKYW's earnings estimates have trended downward for both the upcoming quarter and fiscal 2026. Operating expenses jumped 15.7% in Q2 2025, driven by higher labor and maintenance costs. Liquidity continues to erode, with the current ratio slipping to 0.73 in Q2 2025 from 1.17 in 2022.SkyWest (SKYW) is facing significant challenges from surging operating expenses and a deteriorating liquidity position, which are adversely affecting the company’s bottom line and making it an unattractive choice ...
CNI Partners With Congebec for Calgary Cold Storage Facility
ZACKS· 2025-10-13 14:56
Core Insights - Canadian National Railway (CNI) and Congebec are enhancing North America's cold chain network by constructing a cold storage facility at CNI's Calgary Logistics Park in Alberta, aimed at improving the transfer of temperature-sensitive goods [1][2] - The partnership combines CNI's extensive rail network with Congebec's expertise in temperature-controlled logistics, optimizing cold storage and transportation processes [2][3] - The project supports sustainability by reducing long-haul trucking and emissions while strengthening Alberta's position as a food production and export hub [2][6] Company Performance - CNI's share price has decreased by 18.3% over the past year, underperforming the Transportation - Rail industry's decline of 5.8% [4] - CNI currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to other stocks in the sector [7] Market Comparisons - Global Ship Lease (GSL) and Wabtec (WAB) are highlighted as potential investment opportunities within the Zacks Transportation sector, with GSL showing a 25.6% increase in share price year-to-date [8][9] - Wabtec has an expected earnings growth rate of 17.59% for the current year, indicating strong performance relative to CNI [9]
Ryder System Grows Southeast Presence With Lebanon Expansion
ZACKS· 2025-10-08 18:50
Core Insights - Ryder System is expanding its presence in the Southeast by opening a new full-service truck rental and maintenance facility in Lebanon, TN, enhancing its service capabilities in a rapidly growing logistics corridor [1][3] - The new facility features advanced diagnostic technology and integration with RyderGyde, allowing for real-time maintenance updates and improved fleet reliability [2][7] - This expansion aligns with Lebanon's economic growth and infrastructure investments, positioning Ryder to meet the increasing transportation and distribution needs in the Nashville area [3] Financial Performance - Ryder System's shares have increased by 25.1% over the past year, significantly outperforming the Transportation - Equipment and Leasing industry, which saw a decline of 16.5% [4] Zacks Rank - Ryder currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to other stocks in the sector [5]
Should Investors Buy Wabtec Stock Despite Its Higher Valuation?
ZACKS· 2025-10-07 18:16
Key Takeaways Wabtec trades at a higher forward P/S ratio than its industry average, signaling an expensive valuation.Higher operating costs, FX volatility and supply-chain issues continue to pressure Wabtec's margins.New tech products, cost cuts and solid cash flows support dividends, buybacks and investor confidence.Wabtec Corporation (WAB) looks expensive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), WAB is trading at a premium compared to the industry.The ...
Air Lease Announces Encouraging Activity Update for Q3 2025
ZACKS· 2025-10-07 18:11
Core Insights - Air Lease Corporation (AL) provided an update on its aircraft investments, sales, and financing activities for Q3 2025, highlighting a strong fleet growth and sales activity driving top-line growth [1][3] Fleet and Aircraft Investments - As of September 30, 2025, Air Lease's fleet comprised 503 owned aircraft and 50 managed aircraft, with commitments to purchase 228 additional aircraft from Boeing and Airbus scheduled for delivery through 2031 [1][6] - In Q3 2025, AL delivered 13 new aircraft, including two Airbus A220s, two Airbus A321neos, six Boeing 737-8s, and three Boeing 737-9s, and sold five aircraft to third-party buyers [2][6] - Total aircraft investments in Q3 2025 reached $685 million, primarily occurring in the first half of the quarter [2][6] Financial Performance - AL gained $60 million from settlements with insurers regarding claims related to its former Russian fleet [2][6] - The company is expected to report its Q3 2025 earnings on November 3, 2025, after market close [3] Stock Performance - Air Lease currently holds a Zacks Rank 3 (Hold) and has seen its stock price increase by 32.2% year-to-date, outperforming the Zacks Transportation - Equipment and Leasing industry's growth of 13.5% [4]
Will Ryder's Shareholder-Friendly Initiatives Aid the Bottom Line?
ZACKS· 2025-09-26 18:11
Core Insights - Ryder System, Inc. has consistently rewarded shareholders through dividends and share buybacks, with a total return of $456 million in 2024 and $71 million in dividends along with $261 million in share repurchases in the first half of 2025 [1][10] Dividend Policy - On July 10, 2025, Ryder's board approved a 12% increase in its quarterly cash dividend, raising it to 91 cents per share from 81 cents, reflecting the company's commitment to enhancing shareholder returns [2][5] - This dividend hike is the first since July 2024, marking Ryder's 196th consecutive quarterly cash dividend and demonstrating over 49 years of uninterrupted dividend payments [3][10] Market Position and Performance - Ryder's stock has shown strong performance, improving in double digits over the past year and outperforming the Zacks Transportation - Equipment and Leasing industry [9] - The stock is currently trading at a forward 12-month price-to-sales ratio of 0.57X, significantly lower than the industry average of 1.94X, indicating an attractive valuation [13] Industry Context - Other companies in the transportation sector, such as Kirby Corporation and Werner Enterprises, have also engaged in share buyback programs in 2025, reflecting a broader trend of returning capital to shareholders [6][7] - Union Pacific Corporation has similarly increased its dividend by 3%, showcasing a commitment to shareholder returns within the industry [8]