Transportation - Services
Search documents
TFI International Inc. (TFII) Beats Q4 Earnings Estimates
ZACKS· 2026-02-17 23:21
分组1 - TFI International Inc. reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, but down from $1.19 per share a year ago, representing an earnings surprise of +27.93% [1] - The company posted revenues of $1.91 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.48% and down from $2.08 billion year-over-year [2] - TFI International shares have increased by approximately 16.4% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for TFI International is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for TFI International 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] - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $1.92 billion, and for the current fiscal year, it is $5.12 on revenues of $8.11 billion [7] 分组3 - The Transportation - Services industry, to which TFI International belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Universal Logistics, another company in the same industry, is expected to report a quarterly loss of $0.05 per share, reflecting a year-over-year change of -106.5%, with revenues projected to be $376.1 million, down 19.1% from the previous year [9]
Expeditors International (EXPD) Moves 4.2% Higher: Will This Strength Last?
ZACKS· 2026-02-16 10:55
Core Viewpoint - Expeditors International (EXPD) shares experienced a significant increase of 4.2% in the last trading session, closing at $146.5, following a period of 14.2% loss over the past four weeks, indicating a potential recovery driven by optimism around upcoming earnings and cost-cutting measures [1][2]. Group 1: Stock Performance - The stock's recent rise was supported by solid trading volume, with more shares changing hands than usual, suggesting increased investor interest [1]. - The stock rebounded on February 13 after a sell-off on February 12, which was attributed to concerns related to AI [2]. Group 2: Earnings Expectations - Expeditors International is expected to report quarterly earnings of $1.46 per share, reflecting a year-over-year decline of 13.1%, with revenues anticipated at $2.8 billion, down 5.4% from the previous year [3]. - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating a lack of upward revisions in earnings estimates, which typically correlates with stock price movements [4]. Group 3: Industry Context - Expeditors International holds a Zacks Rank of 3 (Hold), while another company in the transportation services industry, Kuehne & Nagel International Ag (KHNGY), saw a 2.9% increase in its stock price, closing at $43.99, despite a -7.4% return over the past month [5]. - Kuehne & Nagel International's consensus EPS estimate has also remained unchanged at $0.4, representing a year-over-year decline of 29.8%, and it currently holds a Zacks Rank of 2 (Buy) [6].
RXO (RXO) Reports Q4 Loss, Misses Revenue Estimates
ZACKS· 2026-02-06 13:40
分组1 - RXO reported a quarterly loss of $0.07 per share, missing the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.06 per share a year ago, representing an earnings surprise of -80.88% [1] - The company posted revenues of $1.47 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.85%, and down from $1.67 billion year-over-year [2] - RXO has surpassed consensus EPS estimates only once in the last four quarters and has not beaten consensus revenue estimates during the same period [2] 分组2 - RXO shares have increased by approximately 31.2% since the beginning of the year, while the S&P 500 has declined by 0.7% [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 these expectations [4] - The current consensus EPS estimate for the coming quarter is -$0.07 on revenues of $1.38 billion, and for the current fiscal year, it is $0.14 on revenues of $5.95 billion [7] 分组3 - The Zacks Industry Rank indicates that the Transportation - Services sector is currently in the top 30% 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] - RXO's estimate revisions trend was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]
C.H. Robinson Worldwide, Inc. (CHRW) Hit a 52 Week High, Can the Run Continue?
ZACKS· 2026-02-04 15:16
Core Viewpoint - C.H. Robinson Worldwide (CHRW) has shown strong stock performance, with a 19.1% increase over the past month and a 24.2% gain since the beginning of the year, outperforming the Zacks Transportation sector and the Zacks Transportation - Services industry [1][2]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $1.23 against a consensus estimate of $1.12 in its last earnings report [2]. - For the current fiscal year, C.H. Robinson is projected to achieve earnings of $5.9 per share on revenues of $16.86 billion, reflecting a 15.91% increase in EPS and a 3.89% increase in revenues [3]. - For the next fiscal year, expected earnings are $6.83 per share on revenues of $18.08 billion, indicating a year-over-year change of 15.66% in EPS and 7.23% in revenues [3]. Valuation Metrics - The stock currently trades at a valuation of 33.8 times the current fiscal year EPS estimates, which is above the peer industry average of 23 times [7]. - On a trailing cash flow basis, the stock trades at 32.7 times compared to the peer group's average of 9.2 times [7]. - The PEG ratio stands at 2.1, suggesting that the stock is not among the top tier from a value perspective [7]. Zacks Rank and Style Scores - C.H. Robinson holds a Zacks Rank of 2 (Buy), supported by rising earnings estimates [8]. - The stock has a Value Score of D, while its Growth and Momentum Scores are A and B, respectively, resulting in a combined VGM Score of B [6][8].
TFI International (TFII) Soars 5.2%: Is Further Upside Left in the Stock?
ZACKS· 2026-02-04 09:10
Core Viewpoint - TFI International Inc. (TFII) has shown strong stock performance recently, with a notable increase in share price and positive sentiment driven by dividend announcements, despite upcoming earnings expectations indicating a decline in both earnings and revenue [1][2][3]. Group 1: Stock Performance - TFI International's shares rose by 5.2% to $118.12 in the last trading session, with trading volume exceeding the average [1]. - Over the past three months, the stock has gained 33%, reflecting strong market sentiment [2]. - The stock's performance over the last four weeks shows a 1.5% increase [1]. Group 2: Dividend and Financial Health - The company announced a 4.4% increase in its quarterly dividend to 47 cents per share, indicating a commitment to returning value to shareholders [2]. - This dividend increase is seen as a reflection of the company's strong financial position [2]. Group 3: Earnings Expectations - TFI International is expected to report quarterly earnings of $0.85 per share, which represents a year-over-year decline of 28.6% [3]. - Revenue for the upcoming quarter is anticipated to be $1.92 billion, down 7.4% from the same quarter last year [3]. - The consensus EPS estimate has been revised slightly lower over the past 30 days, which may impact future stock price movements [4]. Group 4: Industry Context - TFI International is part of the Zacks Transportation - Services industry, which includes other companies like Kuehne & Nagel International Ag [5]. - Kuehne & Nagel's consensus EPS estimate has remained unchanged at $0.4, reflecting a year-over-year decline of 29.8% [6].
Will DHL Group Sponsored ADR (DHLGY) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2026-02-03 18:10
Core Viewpoint - DHL Group Sponsored ADR is well-positioned to continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1]. Earnings Performance - In the last reported quarter, DHL Group Sponsored ADR achieved earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.75 per share by 17.33% [2]. - In the previous quarter, the company reported earnings of $0.82 per share against an expected $0.72 per share, resulting in a surprise of 13.89% [2]. Earnings Estimates - There has been a favorable change in earnings estimates for DHL Group Sponsored ADR, with a positive Earnings ESP of +4.85%, indicating bullish sentiment among analysts regarding its near-term earnings potential [3][6]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat [6]. Predictive Metrics - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time, indicating a high probability of beating consensus estimates [4]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [5].
Earnings Preview: RXO (RXO) Q4 Earnings Expected to Decline
ZACKS· 2026-01-30 16:01
Company Overview - RXO is expected to report a year-over-year decline in earnings, with a projected loss of $0.04 per share, reflecting a change of -166.7% compared to the previous year [3] - Revenues for RXO are anticipated to be $1.48 billion, down 11.1% from the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate for RXO has been revised 4.76% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for RXO is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +13.86% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, particularly when combined with a strong Zacks Rank [10] - RXO currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12] Historical Performance - In the last reported quarter, RXO was expected to post earnings of $0.03 per share but only achieved $0.01, resulting in a surprise of -66.67% [13] - Over the past four quarters, RXO has only beaten consensus EPS estimates once [14] Industry Context - In the Zacks Transportation - Services industry, Hub Group is expected to report earnings of $0.44 per share, reflecting a year-over-year change of -8.3% [18] - Hub Group's revenue is projected to be $913.41 million, down 6.2% from the previous year [19]
Schneider National (SNDR) Misses Q4 Earnings and Revenue Estimates
ZACKS· 2026-01-29 23:15
Core Insights - Schneider National reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.21 per share, representing a -37.68% earnings surprise [1] - The company posted revenues of $1.4 billion for the quarter, which was 3.78% below the Zacks Consensus Estimate, compared to $1.34 billion in the same quarter last year [2] - The stock has increased by approximately 13.9% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] Earnings Performance - Over the last four quarters, Schneider National has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.16, with expected revenues of $1.44 billion, and for the current fiscal year, the estimate is $1.09 on $6 billion in revenues [7] Market Outlook - The company's earnings outlook is crucial for assessing future stock performance, with recent estimate revisions trending unfavorably, resulting in a Zacks Rank 4 (Sell) [6] - The Transportation - Services industry, to which Schneider National belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8] Comparisons with Peers - Expeditors International, another company in the same industry, is expected to report quarterly earnings of $1.46 per share, reflecting a year-over-year decline of -13.1% [9] - The consensus EPS estimate for Expeditors has been revised 2.7% higher over the last 30 days, with expected revenues of $2.8 billion, down 5.4% from the previous year [10]
C.H. Robinson Worldwide (CHRW) Beats Q4 Earnings Estimates
ZACKS· 2026-01-28 23:16
C.H. Robinson Worldwide (CHRW) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.73%. A quarter ago, it was expected that this trucking company would post earnings of $1.29 per share when it actually produced earnings of $1.4, delivering a surprise of +8.53%.Over the last four quarte ...
Are Transportation Stocks Lagging Deutsche Lufthansa (DLAKY) This Year?
ZACKS· 2026-01-23 15:41
Company Overview - Deutsche Lufthansa AG (DLAKY) is part of the Transportation sector, which includes 115 individual stocks and currently holds a Zacks Sector Rank of 11 [2] - The company has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook [3] Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for DLAKY's full-year earnings has increased by 6%, reflecting improved analyst sentiment [4] - DLAKY has returned approximately 7.1% year-to-date, outperforming the average return of 5.4% for Transportation companies [4] Industry Comparison - Deutsche Lufthansa AG belongs to the Transportation - Airline industry, which consists of 24 stocks and currently ranks 155 in the Zacks Industry Rank [6] - The average gain for stocks in the Transportation - Airline industry this year is 18.4%, indicating that DLAKY is slightly underperforming its industry [6] Competitor Analysis - Kuehne & Nagel International AG (KHNGY), another stock in the Transportation sector, has a year-to-date return of 6.6% and a Zacks Rank of 2 (Buy) [5] - The Transportation - Services industry, to which Kuehne & Nagel belongs, has moved up by 10.8% this year, ranking 81 [7]