Key Takeaways MATX's earnings estimates fell 31.8% for the third quarter and 8.3% for 2025. Shares slid 22.2% in a year, underperforming the industry's 9.9% drop. China Service faces weak freight demand and lower year-over-year rates.Matson (MATX) is grappling with ongoing tariff-related uncertainty and increased volatility, significantly impacting the company’s performance and making it an unattractive choice for investors’ portfolios.Let’s delve deeper.MATX: Key Risks to WatchSouthward Earnings Estimate ...

Key Takeaways Q2 2025 operating expenses rose 7.9%, led by a 13.3% surge in labor costs. The Logistics segment's profit fell 29%, with the operating ratio worsening to 97.7%. SNDR shares have dropped 15.6%, lagging the Transportation - Services industry's 0.3% dip.Schneider National, Inc. (SNDR) is grappling with increased cost pressure due to supply-chain disruptions and inflation. The soft freight market condition is also a major headwind, hurting the company’s prospects,making it an unattractive choice ...

Core Viewpoint - ZTO Express (ZTO) is currently facing multiple challenges, making it an unattractive investment option [1] Financial Performance - The Zacks Consensus Estimate for ZTO's third-quarter 2025 earnings has decreased by 7.35% over the past 60 days, with a 3.89% downward revision for the current year [2] - ZTO's shares have declined by 7% over the past six months, while the transportation-services industry has grown by 4.9% [3] - ZTO's earnings are projected to decline by 10.78% year over year for 2025 [7] Cost and Revenue Challenges - In 2024, ZTO experienced a 14.2% year-over-year increase in total cost of revenues, which further escalated to a 21.5% increase in the first half of 2025 [8][9] - The company has revised its 2025 parcel volume forecast down to 38.8-40.1 billion from a previous estimate of 40.8-42.2 billion, indicating a reduction in expected year-over-year growth from 20-24% to 14-18% [8][9] Competitive Landscape - The domestic express delivery market is highly competitive, with major players like SF Express and STO Express posing significant challenges to ZTO [10] - ZTO's industry rank is currently at 223 out of 248 groups, placing it in the bottom 9% of Zacks industries, which suggests that the overall industry performance is weak [11]

PowerFleet (AIOT) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.21 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of tracking and communications technology for fleet vehicles would post a loss of $0.02 per share when it actually produced a loss of $0.09, delivering a surprise of -350%. Over the last four quarters, the company has not been able to surpass ...

Core Viewpoint - REV Group (REVG) has shown strong stock performance, with a 56.9% increase since the beginning of the year, outperforming the Zacks Transportation sector and the Zacks Transportation - Services industry [1][2]. Financial Performance - REV Group has consistently beaten earnings estimates, reporting EPS of $0.7 against a consensus estimate of $0.59 in its last earnings report [2]. - For the current fiscal year, REV Group is projected to achieve earnings of $2.45 per share on revenues of $2.41 billion, reflecting a 54.09% increase in EPS and a 1.07% increase in revenues [3]. - The next fiscal year forecasts earnings of $3.36 per share on revenues of $2.6 billion, indicating a year-over-year change of 37.01% in EPS and 7.89% in revenues [3]. Valuation Metrics - REV Group has a Value Score of B, a Growth Score of A, and a Momentum Score of F, resulting in a combined VGM Score of B [6]. - The stock trades at 20.4 times the current fiscal year EPS estimates, which is above the peer industry average of 18.8 times [6]. - On a trailing cash flow basis, the stock trades at 26.1 times compared to the peer group's average of 7.5 times, indicating a premium valuation [6]. Zacks Rank - REV Group holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, suggesting potential for further stock price appreciation [7]. - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B positions REV Group favorably for investors [7].

Financial Performance - CryoPort, Inc. reported a quarterly loss of $0.29 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.20, but an improvement from a loss of $0.33 per share a year ago, indicating a -45.00% earnings surprise [1] - The company posted revenues of $45.45 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 9.20%, although this represents a decline from year-ago revenues of $57.6 million [2] - Over the last four quarters, CryoPort has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - CryoPort shares have declined approximately 8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [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 upcoming quarter is -$0.19 on revenues of $42.14 million, and for the current fiscal year, it is -$0.83 on revenues of $169.65 million [7] Industry Context - The Transportation - Services industry, to which CryoPort belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly affect stock performance [5][8]

This quarterly report represents an earnings surprise of +8.06%. A quarter ago, it was expected that this logistics services provider would post earnings of $1.3 per share when it actually produced earnings of $1.47, delivering a surprise of +13.08%. Expeditors International (EXPD) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items. Over the l ...

The consensus estimate for REV Group's current year EPS has increased 2.3% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy). Looking more specifically, Hafnia Limited belongs to the Transportation - Shipping industry, a group that includes 38 individual stocks and currently sits at #158 in the Zacks Industry Rank. On average, stocks in this group have lost 0.1% this year, meaning that HAFN is performing better in terms of year-to-date returns. In contrast, REV Group falls und ...

Core Viewpoint - DHL Group Sponsored ADR reported quarterly earnings of $0.82 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and showing an increase from $0.69 per share a year ago, representing an earnings surprise of +13.89% [1][2] Financial Performance - The company posted revenues of $22.5 billion for the quarter ended June 2025, which was 5.01% below the Zacks Consensus Estimate, compared to $22.22 billion in the same quarter last year [2] - Over the last four quarters, DHL Group has surpassed consensus EPS estimates three times but has not beaten revenue estimates during this period [2] Stock Performance - Since the beginning of the year, DHL Group Sponsored ADR shares have increased by approximately 29.6%, significantly outperforming the S&P 500's gain of 7.6% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.69 for the upcoming quarter and $3.33 for the current fiscal year, with revenues expected to be $23.51 billion and $99.46 billion respectively [7] - The estimate revisions trend for DHL Group was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Transportation - Services industry, to which DHL Group belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like t ...