Wall Street expects a year-over-year increase in earnings on higher revenues when Avis Budget Group (CAR) reports results for the quarter ended September 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 Octo ...

CryoPort, Inc. (CYRX) shares ended the last trading session 7% higher at $10.71. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 12.9% gain over the past four weeks.Shares of this transportation conpany have performed well this year, driven by revenue strength. Its expansion efforts are commendable, as well. Recently, the company expanded its footprint by opening a global supply chain center in Paris.This company i ...

Core Insights - C.H. Robinson (CHRW) has launched a new cross-border freight consolidation service aimed at addressing inefficiencies in U.S.-Mexico-Canada supply chains, offering significant cost savings and improved freight visibility [1][2][8] Service Details - The new service consolidates less-than-truckload (LTL) freight at secure facilities in Mexico, utilizing AI-powered technology for optimal routing and providing up to 40% cost savings and 48 hours of earlier freight visibility [1][2][8] - The service includes bonded warehousing and customs brokerage, which allows shippers to defer or eliminate U.S. tariffs, particularly benefiting automotive suppliers facing high steel and aluminum tariffs [2] Competitive Advantage - The company enhances its competitive position by leveraging real-time data and AI to maximize trailer utilization, minimize miles traveled, and dynamically select optimal routes and carriers, which helps deepen customer relationships and boost loyalty [3] Market Performance - CHRW's share price has increased by 31.1% over the past year, contrasting with a 10.8% decline in the Transportation - Services industry [4]

Company Overview - REV Group (REVG) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [4] Price Performance - Over the past week, REVG shares have increased by 17.5%, significantly outperforming the Zacks Transportation - Services industry, which rose by only 0.44% [6] - In a longer time frame, REVG's shares have risen by 20.68% over the past month, compared to the industry's 4.66% [6] - Over the last three months, REVG shares have appreciated by 43.97%, and over the past year, they have surged by 136.62%, while the S&P 500 has only increased by 9.68% and 20%, respectively [7] Trading Volume - The average 20-day trading volume for REVG is 925,483 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, three earnings estimates for REVG have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.45 to $2.65 [10] - For the next fiscal year, three estimates have also moved upwards without any downward revisions [10] Conclusion - Considering the strong price performance, positive earnings outlook, and high Momentum Style Score, REVG is positioned as a promising investment opportunity [12]

Group 1 - Proficient Auto Logistics (PAL) is experiencing significant attention from investors due to high implied volatility in its options market, particularly the Oct 17, 2025 $2.50 Call option [1] - Implied volatility indicates market expectations for future stock movement, suggesting potential upcoming events that could lead to substantial price changes [2] - Currently, Proficient Auto Logistics holds a Zacks Rank of 4 (Sell) in the Transportation - Services industry, which is in the bottom 20% of the Zacks Industry Rank [3] Group 2 - Over the past 60 days, one analyst has raised their earnings estimate for the current quarter, while three have lowered theirs, resulting in a decrease in the Zacks Consensus Estimate from 12 cents per share to 8 cents [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4]

Group 1 - REV Group's stock has increased by 16.9% over the past month and has gained 96.9% since the start of the year, outperforming the Zacks Transportation sector and the Zacks Transportation - Services industry [1] - The company has consistently beaten earnings estimates, reporting EPS of $0.79 against a consensus estimate of $0.63 in its last earnings report [2] - For the current fiscal year, REV Group is expected to post earnings of $2.58 per share on revenues of $2.45 billion, reflecting a 62.26% change in EPS and a 2.76% change in revenues [3] Group 2 - REV Group's valuation metrics indicate a current trading multiple of 24.3X current fiscal year EPS estimates, which is above the peer industry average of 22.1X [6] - The stock has a Value Score of C, Growth Score of B, and Momentum Score of A, resulting in a combined VGM Score of A [6] - REV Group currently holds a Zacks Rank of 1 (Strong Buy) due to favorable earnings estimate revisions from analysts [7] Group 3 - The company is projected to earn $3.5 per share on revenues of $2.61 billion for the next fiscal year, indicating a year-over-year change of 35.85% in EPS and 6.58% in revenues [3] - Investors are encouraged to consider stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, which REV Group meets [8]

Core Insights - Matson (MATX) is facing significant challenges due to ongoing tariff-related uncertainty and increased volatility, which are adversely affecting its performance and making it less appealing for investors [1] Financial Performance - The Zacks Consensus Estimate for current-quarter earnings has been revised downward by 31.8% over the past 60 days, now projected at $2.38 per share [2] - The 2025 earnings estimate has also decreased by 8.3%, now standing at $9.04 per share, indicating a lack of confidence from brokers [2] - Matson's shares have declined by 22.2% over the past year, underperforming the Transportation - Services industry's decline of 9.9% [3][8] Industry Position - Matson currently holds a Zacks Rank of 4 (Sell), and the industry rank is 206 out of 245, placing it in the bottom 16% of Zacks Industries [5] - The performance of the industry group is crucial, as studies indicate that 50% of a stock's price movement is related to its industry performance [6] Operational Challenges - The company is experiencing headwinds from ongoing tariff uncertainty and shifting trade dynamics, particularly affecting its China Service segment, which is facing lower freight demand and volumes [7] - After a significant decline in April 2025, volumes have settled below last year's levels due to customers pulling shipments forward and carriers cutting capacity [7] - Continued weakness in the Shanghai Containerized Freight Index is further hampering Matson's overall performance [9] - The macroeconomic environment, characterized by economic uncertainty, shifting tariff policies, and geopolitical tensions, is negatively impacting Matson's operational efficiency [9]

Core Insights - Schneider National, Inc. (SNDR) is facing increased cost pressures due to supply-chain disruptions and inflation, alongside a soft freight market, making it an unattractive investment choice [1] Financial Performance - The Zacks Consensus Estimate for current-quarter earnings has been revised downward by 4.4% to 22 cents per share, with a 2.33% decline in the 2025 earnings estimate to 84 cents per share, indicating a lack of confidence from brokers [2] - SNDR's shares have decreased by 15.6%, while the Transportation - Services industry has only seen a 0.3% decline [3][7] - The company has a mixed earnings surprise history, outperforming the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 1.86% [5] Cost Pressures - Operating expenses rose by 7.9% in Q2 2025, primarily due to a 13.3% increase in labor costs, which constitute 29.2% of total operating costs [7][9] - The logistics segment's profit fell by 29%, with the operating ratio worsening to 97.7%, reflecting a decline in efficiency [10] - Rising insurance expenses and a soft freight market are further undermining SNDR's financial performance [9] Industry Context - Schneider National belongs to an industry with a Zacks Industry Rank of 224 out of 245, placing it in the bottom 9% of Zacks Industries, which significantly impacts stock price movements [6] - The company is struggling with mounting cost pressures that are heavily affecting its bottom line, particularly in the logistics business [8]

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]

Core Viewpoint - PowerFleet reported quarterly earnings of $0.01 per share, matching the Zacks Consensus Estimate, and a significant improvement from a loss of $0.21 per share a year ago [1] - The company generated revenues of $104.12 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.84% and showing a year-over-year increase from $75.43 million [2] Financial Performance - PowerFleet has not surpassed consensus EPS estimates over the last four quarters, with a previous expectation of a loss of $0.02 per share turning into an actual loss of $0.09, resulting in a surprise of -350% [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $105.24 million, and for the current fiscal year, it is $0.16 on revenues of $429.62 million [7] Stock Performance - PowerFleet shares have declined approximately 41.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Transportation - Services industry, to which PowerFleet belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact PowerFleet's stock performance [5]