Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Alstom ADR (ALSMY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Alstom ADR is one of 121 individual stocks in the Transportation sector. Collectivel ...

Core Viewpoint - Canadian Pacific Kansas City (CP) reported disappointing Q2 2025 earnings, with both earnings and revenues missing estimates, leading to questions about future performance [2][3]. Financial Performance - Q2 earnings per share were 81 cents, missing the Zacks Consensus Estimate by 1.2%, but improved 5.2% year-over-year [3]. - Operating revenues were $2.67 billion, falling short of estimates by 4.3%, yet showing a 1.5% year-over-year increase [3]. - Total Freight revenues per revenue ton miles decreased by 4% year-over-year, and revenues per carload declined by 3% year-over-year [3]. Operating Metrics - Operating income increased by 6%, while total operating expenses grew by 0.9% year-over-year [4]. - The operating ratio improved, falling 110 basis points to 63.7% from 64.8% in the previous year [4]. Segment Performance - Freight revenues, which account for 98.1% of total revenues, increased by 2.7% [5]. - Notable segment changes included Grain (up 12%), Coal (up 8%), and significant declines in Automotive (down 28%) and Metals, minerals and consumer products (down 20%) [5]. Liquidity Position - At the end of Q2, cash and cash equivalents stood at C$799 million, up from C$739 million at the end of Q4 2024 [6]. - Long-term debt increased to C$21.23 billion from C$19.8 billion at the end of Q4 2024 [6]. Future Outlook - The company expects core adjusted combined diluted earnings per share to grow by 10-14% in 2025, targeting C$4.25 per share [7]. - Anticipated capital expenditures for 2025 are C$2.9 billion, with a projected effective tax rate of 24.5% [7]. - Despite ongoing tariff and trade policy uncertainties, the company expects mid-single-digit growth in revenue ton miles (RTMs) from 2024 [7]. Estimate Trends - Estimates for the company have trended downward over the past month, indicating a negative shift in expectations [8][11]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11]. Industry Comparison - Canadian Pacific Kansas City is part of the Zacks Transportation - Rail industry, where Union Pacific (UNP) reported a revenue increase of 2.4% year-over-year, with Q2 revenues of $6.15 billion [12]. - Union Pacific's expected earnings for the current quarter indicate an 8% year-over-year increase, with a Zacks Rank 3 (Hold) as well [13].

Company Overview - Canadian National (CNI) is headquartered in Montreal, Quebec, and operates in the Transportation sector, specifically in railroads [3] - The stock has experienced a price decline of 8.05% year-to-date [3] Dividend Information - CNI currently pays a dividend of $0.65 per share, resulting in a dividend yield of 2.78%, which is higher than the Transportation - Rail industry's yield of 1.47% and the S&P 500's yield of 1.49% [3] - The annualized dividend of $2.59 represents a 5.7% increase from the previous year [4] - Over the past five years, CNI has increased its dividend five times, averaging an annual increase of 7.31% [4] - The current payout ratio is 50%, indicating that CNI pays out half of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year 2025, the Zacks Consensus Estimate for CNI's earnings is projected at $5.75 per share, reflecting a year-over-year growth rate of 11.00% [5] Investment Considerations - CNI is considered a strong dividend investment opportunity, particularly appealing to income investors due to its solid dividend yield and growth potential [6] - The stock is currently rated with a Zacks Rank of 3 (Hold), indicating a neutral outlook [6]

Group 1 - Alstom ADR (ALSMY) is a notable stock in the Transportation sector, currently ranked 10 in the Zacks Sector Rank, which evaluates the strength of 16 sector groups based on the average Zacks Rank of individual stocks [2][3] - Alstom ADR has a Zacks Rank of 2 (Buy), with a 26.7% increase in the consensus estimate for its full-year earnings over the past quarter, indicating a positive trend in analyst sentiment [3] - Year-to-date, Alstom ADR has returned 13.4%, significantly outperforming the average return of -4.7% for the Transportation sector [4] Group 2 - Alstom ADR is part of the Transportation - Rail industry, which consists of 9 companies and is currently ranked 97 in the Zacks Industry Rank, with an average gain of 2.4% this year [5] - Okeanis Eco Tankers Corp. (ECO), another stock in the Transportation sector, has returned 20.2% year-to-date and has a Zacks Rank of 1 (Strong Buy), with a 36.3% increase in its EPS estimate over the past three months [4][5] - The Transportation - Shipping industry, to which Okeanis Eco Tankers belongs, is ranked 95 and has seen a decline of -0.6% this year [6]

Group 1 - The stock of Canadian Pacific Kansas City Limited (CP) is experiencing significant attention due to high implied volatility in the options market, particularly the Sep 19, 2025 $50 Call option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Canadian Pacific currently holds a Zacks Rank 3 (Hold) in the Transportation - Rail industry, which is in the top 40% of the Zacks Industry Rank, with mixed analyst earnings estimates affecting the consensus estimate for the current quarter [3] Group 2 - The high implied volatility surrounding Canadian Pacific shares may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]

Company Overview - Canadian National (CNI) is based in Montreal, Quebec, and operates in the Transportation sector, specifically in railroads [3] - The company's shares have experienced a price change of -7.94% this year [3] Dividend Information - CNI currently pays a dividend of $0.65 per share, resulting in a dividend yield of 2.77%, which is higher than the Transportation - Rail industry's yield of 1.45% and the S&P 500's yield of 1.48% [3] - The annualized dividend of $2.59 has increased by 5.7% from the previous year [4] - Over the last five years, CNI has raised its dividend five times, achieving an average annual increase of 7.31% [4] - The current payout ratio is 50%, indicating that the company pays out half of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year, CNI anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 projected at $5.75 per share, reflecting a year-over-year growth rate of 11.00% [5] Investment Considerations - CNI is viewed as a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6] - Established firms like CNI are often preferred by income investors for their secure profits, although high-growth businesses typically do not offer dividends [6]

分组1 - Canadian Pacific Kansas City reported quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.82 per share, but showing an increase from $0.77 per share a year ago, resulting in an earnings surprise of -1.22% [1] - The company posted revenues of $2.67 billion for the quarter ended June 2025, which was 4.08% below the Zacks Consensus Estimate and slightly above the year-ago revenues of $2.63 billion [2] - Over the last four quarters, Canadian Pacific Kansas City has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] 分组2 - The stock has gained approximately 5.3% since the beginning of the year, compared to the S&P 500's gain of 8.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the coming quarter is $0.86 on revenues of $2.79 billion, and for the current fiscal year, it is $3.44 on revenues of $11.31 billion [7] 分组3 - The Zacks Industry Rank indicates that the Transportation - Rail sector is currently in the top 37% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - The estimate revisions trend for Canadian Pacific Kansas City was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Viewpoint - Norfolk Southern reported quarterly earnings of $3.29 per share, exceeding the Zacks Consensus Estimate of $3.27 per share, and showing an increase from $3.06 per share a year ago, indicating a positive earnings surprise of +0.61% [1] Financial Performance - The company posted revenues of $3.11 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 0.76%, but an increase from $3.04 billion year-over-year [2] - Over the last four quarters, Norfolk Southern has surpassed consensus EPS estimates three times, but has only topped revenue estimates once [2] Stock Performance - Norfolk Southern shares have increased approximately 22% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.6% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $3.33 for the coming quarter and $12.63 for the current fiscal year [7] - The Zacks Rank for Norfolk Southern is currently 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Transportation - Rail industry, to which Norfolk Southern belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Another company in the same industry, Canadian Pacific Kansas City, is expected to report earnings soon, with a consensus EPS estimate of $0.82, reflecting a year-over-year increase of +6.5% [9]

Core Viewpoint - Union Pacific reported quarterly earnings of $3.03 per share, exceeding the Zacks Consensus Estimate of $2.89 per share, and showing an increase from $2.74 per share a year ago, indicating a positive earnings surprise of +4.84% [1][2] Financial Performance - The company achieved revenues of $6.15 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.72% and showing growth from $6.01 billion year-over-year [2] - Over the last four quarters, Union Pacific has surpassed consensus EPS estimates two times and topped revenue estimates once [2] Stock Performance - Union Pacific shares have increased by approximately 1.3% since the beginning of the year, while the S&P 500 has gained 8.1%, indicating underperformance relative to the broader market [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $2.96 for the coming quarter and $11.57 for the current fiscal year [7] - The Zacks Rank for Union Pacific is currently 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Transportation - Rail industry, to which Union Pacific belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Union Pacific's stock performance [5]

分组1 - Canadian National (CNI) reported quarterly earnings of $1.35 per share, missing the Zacks Consensus Estimate of $1.37 per share, with an earnings surprise of -1.46% [1] - The company posted revenues of $3.09 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.16%, compared to year-ago revenues of $3.16 billion [2] - Over the last four quarters, CNI has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] 分组2 - CNI shares have lost about 1.9% since the beginning of the year, while the S&P 500 has gained 7.2% [3] - The company's earnings outlook is crucial for investors, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the coming quarter is $1.41 on revenues of $3.16 billion, and $5.66 on revenues of $12.88 billion for the current fiscal year [7] 分组3 - The Zacks Industry Rank indicates that the Transportation - Rail industry is currently in the top 14% of over 250 Zacks industries, suggesting a favorable outlook [8] - Canadian Pacific Kansas City (CP), another company in the same industry, is expected to report quarterly earnings of $0.82 per share, reflecting a year-over-year change of +6.5% [9] - CP's revenues are anticipated to be $2.79 billion, up 5.8% from the year-ago quarter [10]