The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Expeditors International (EXPD) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Transportation peers, we might be able to answer that question.Expeditors International is one of 122 companies in the Transportation group. The Transportation group currently sits at #6 within the Zacks Sector Rank. The ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Core Insights - Expeditors International's Q3 2025 earnings of $1.64 per share exceeded the Zacks Consensus Estimate of $1.40, marking a 0.6% year-over-year increase. Total revenues reached $2.89 billion, surpassing the estimate of $2.68 billion but reflecting a 4% decline year-over-year due to challenges in ocean freight and services [3][4]. Financial Performance - Airfreight tonnage volume rose by 4% in Q3, while ocean container volume fell by 3%. Operating income decreased by 4% year-over-year to $288 million, and total operating expenses decreased by 3.5% to $2.6 billion [4]. - Airfreight Services revenues increased by 3.4% year-over-year to $1 billion, driven by export growth from North and South Asia. Conversely, ocean freight and services revenues plummeted by 26.7% year-over-year to $746.1 million due to pricing volatility and lower volumes. Customs Brokerage and other services revenues grew by 13.5% year-over-year to $1.13 billion [5]. Shareholder Returns - In Q3 2025, Expeditors returned $212 million to shareholders through share buybacks, totaling $725 million year-to-date through repurchases and dividends. The company ended the quarter with cash and cash equivalents of $1.19 billion, up from $1.15 billion at the end of 2024 [6]. Market Sentiment - Following the earnings release, there has been a positive shift in consensus estimates, with a 13.51% upward adjustment noted [7]. - Expeditors International holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [9]. Industry Context - Expeditors International is part of the Zacks Transportation - Services industry, which has seen C.H. Robinson Worldwide gain 4.2% over the past month. C.H. Robinson reported revenues of $4.14 billion for the quarter ended September 2025, reflecting a year-over-year decline of 10.9% [10][11].

Core Insights - C.H. Robinson Worldwide, Inc. (CHRW) announced a 1.6% increase in its quarterly dividend, reflecting a commitment to shareholder value and confidence in its business [1][4] - The company has a history of uninterrupted dividend payments for over 25 years, indicating a strong track record in returning value to shareholders [5][10] Dividend and Shareholder Returns - The quarterly cash dividend was raised from 62 cents to 63 cents per share, amounting to an annualized dividend of $2.52 [4] - In 2022, CHRW returned $285.32 million in cash dividends and $1.45 billion in share repurchases; in 2023, it paid $291.56 million in dividends and repurchased shares worth $63.88 million [6] - For the first nine months of 2025, CHRW returned $227.05 million in cash dividends and $240.25 million through share repurchases [10] Financial Performance and Valuation - CHRW is trading at a forward 12-month price-to-sales ratio of 1.10X, which is lower than the industry average of 1.47X, indicating attractive valuation [11] - The stock has shown strong price performance, improving in double digits over the past six months, outperforming both the Zacks S&P 500 Composite and the Zacks transportation-services industry [13] Earnings Estimates - The Zacks Consensus Estimate for CHRW's earnings has been revised upward for 2025 and 2026, with the first-quarter 2026 earnings also projected higher [16] Industry Context - Other companies in the Zacks Transportation sector, such as Kirby Corporation and Werner Enterprises, have also engaged in share buyback programs and dividend payouts, indicating a trend of returning value to shareholders [7][8][9]

Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO) and TFI International Inc. (TFII) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.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 Zacks Rank favors stocks w ...

Core Viewpoint - PowerFleet reported quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share, compared to a loss of $0.02 per share a year ago [1][2] Financial Performance - The company posted revenues of $111.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.77%, and showing an increase from year-ago revenues of $77.02 million [3] - PowerFleet has topped consensus revenue estimates four times over the last four quarters [3] Stock Performance - PowerFleet shares have declined approximately 26.6% since the beginning of the year, while the S&P 500 has gained 14.4% [4] - The stock's immediate price movement will depend on management's commentary during the earnings call [4] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $110.27 million, and $0.25 on revenues of $431.17 million for the current fiscal year [8] - The estimate revisions trend for PowerFleet 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 [7] Industry Context - The Transportation - Services industry, to which PowerFleet belongs, is currently in the bottom 11% of over 250 Zacks industries, suggesting potential challenges for stock performance [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [6]

Earnings Performance - Universal Logistics (ULH) reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.18 per share, but down from $1.01 per share a year ago, indicating an earnings surprise of +33.33% [1] - The company posted revenues of $396.79 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.95% and down from $426.83 million year-over-year [2] Stock Performance - Universal Truckload shares have declined approximately 65.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for Universal Truckload is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $422.8 million, and for the current fiscal year, it is $1.00 on revenues of $1.6 billion [7] - The Transportation - Services industry is currently ranked in the bottom 10% of over 250 Zacks industries, which may negatively impact stock performance [8]

Core Insights - RXO reported quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share, representing an earnings surprise of -66.67% [1] - The company posted revenues of $1.42 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.01%, compared to $1.04 billion in the same quarter last year [2] - RXO shares have declined approximately 26.1% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Performance - Over the last four quarters, RXO has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $1.56 billion, and for the current fiscal year, it is $0.11 on revenues of $5.89 billion [7] Market Outlook - The company's earnings outlook is critical 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 RXO belongs, is currently in the bottom 10% of Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] Competitor Insights - PowerFleet, another company in the same industry, is expected to report quarterly earnings of $0.05 per share, reflecting a year-over-year increase of +350%, with revenues projected at $105.59 million, up 37.1% from the previous year [9][10]

分组1 - Expeditors International (EXPD) reported quarterly earnings of $1.64 per share, exceeding the Zacks Consensus Estimate of $1.4 per share, and showing a slight increase from $1.63 per share a year ago, resulting in an earnings surprise of +17.14% [1][2] - The company achieved revenues of $2.89 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.84%, although this represents a decline from year-ago revenues of $3 billion [2] - Over the last four quarters, Expeditors International has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has gained approximately 10.6% since the beginning of the year, while the S&P 500 has increased by 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $1.29 on revenues of $2.66 billion, and for the current fiscal year, it is $5.54 on revenues of $10.66 billion [7] - The Zacks Industry Rank indicates that the Transportation - Services sector is currently in the bottom 10% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Hertz Global Holdings, Inc. reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, and showing a significant improvement from a loss of $0.68 per share a year ago, resulting in an earnings surprise of +700.00% [1] - The company generated revenues of $2.48 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.85%, although this represents a decline from year-ago revenues of $2.58 billion [2] - Hertz Global shares have increased approximately 35% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Hertz Global's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4][5] - The current consensus EPS estimate for the next quarter is -$0.47 on revenues of $2.02 billion, and for the current fiscal year, it is -$1.99 on revenues of $8.45 billion [7] Industry Context - The Transportation - Services industry, to which Hertz Global belongs, is currently ranked in the bottom 10% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment and stock performance [5][6]