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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]
ZTO Express (Cayman) Inc. (ZTO) is a Great Momentum Stock: Should You Buy?
ZACKS· 2026-01-22 18:00
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: ZTO Express (Cayman) Inc. - ZTO currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - ZTO shares have increased by 2.86% over the past week, outperforming the Zacks Transportation - Services industry, which rose by 0.32% [5] - Over the last quarter, ZTO shares have risen by 17.67%, and by 19.62% over the past year, compared to the S&P 500's increases of 2.42% and 14.97%, respectively [6] Trading Volume - The average 20-day trading volume for ZTO is 1,558,876 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, three earnings estimates for ZTO have been revised upwards, with the consensus estimate increasing from $1.60 to $1.64 [9] - For the next fiscal year, three estimates have also moved higher, with no downward revisions noted [9] Conclusion - Given the positive momentum indicators and earnings outlook, ZTO Express (Cayman) Inc. is positioned as a solid momentum pick with a Momentum Score of B and a Zacks Rank of 2 (Buy) [11]
Schneider National (SNDR) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2026-01-22 16:07
Core Viewpoint - Schneider National (SNDR) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with earnings per share (EPS) estimated at $0.21, reflecting a 5% increase, and revenues projected at $1.45 billion, up 8.6% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on January 29, and the stock price may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.32% higher in the last 30 days, indicating a slight positive adjustment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Schneider National is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.11%, suggesting a bearish outlook from analysts [12]. - The company currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Schneider National was expected to post earnings of $0.21 per share but only achieved $0.12, resulting in a surprise of -42.86% [13]. - Over the past four quarters, Schneider National has only beaten consensus EPS estimates once [14]. Comparison with Industry Peers - C.H. Robinson Worldwide (CHRW), another player in the Zacks Transportation - Services industry, is expected to report earnings of $1.12 per share, indicating a year-over-year decline of 7.4%, with revenues projected at $3.96 billion, down 5.4% [18][19]. - C.H. Robinson has a higher Most Accurate Estimate leading to an Earnings ESP of +0.33% and a Zacks Rank of 3, suggesting a likely earnings beat [19][20].
Here's Why Investors Should Bet on CHRW Stock Right Now
ZACKS· 2026-01-06 13:40
Core Viewpoint - C.H. Robinson Worldwide (CHRW) is experiencing strong performance due to effective cost-cutting measures and solid liquidity, making it an attractive investment opportunity [1] Financial Performance - The Zacks Consensus Estimate for earnings per share (EPS) has been revised upward by 0.2% for 2025 and 0.51% for 2026, indicating broker confidence in CHRW stock [2] - CHRW shares have surged 24.5% over the past 90 days, outperforming the Zacks Transportation - Services industry's 9.1% increase [3][8] - The company has a positive earnings surprise history, with an average surprise of 10.4% over the trailing four quarters [5] Cost Management - CHRW's total operating costs fell by 12.3% year over year in Q3 2025, aided by a 29.8% decline in selling, general, and administrative expenses [6][8] Shareholder Returns - The company announced a dividend increase to $0.63 per share in November 2025, reflecting over 25 years of uninterrupted and annually growing dividends, signaling confidence in cash flows [7] Liquidity Position - CHRW's current ratio improved to 1.59 in Q3 2025, indicating a strong liquidity position with sufficient short-term assets to meet obligations [9]
Are Transportation Stocks Lagging Okeanis Eco Tankers Corp. (ECO) This Year?
ZACKS· 2025-12-31 15:40
Group 1: Company Overview - Okeanis Eco Tankers Corp. (ECO) is a notable stock within the Transportation sector, which consists of 122 individual stocks [2] - The company currently holds a Zacks Rank of 1 (Strong Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for ECO's full-year earnings has increased by 47.8%, reflecting improved analyst sentiment [4] - Year-to-date, ECO has gained approximately 56.9%, significantly outperforming the average Transportation sector gain of 2% [4] Group 3: Industry Context - Okeanis Eco Tankers Corp. is part of the Transportation - Shipping industry, which includes 39 companies and is currently ranked 73 in the Zacks Industry Rank [6] - The average gain for stocks in the Transportation - Shipping industry this year is 8.5%, indicating that ECO is performing well relative to its peers [6]
ZTO vs. TFII: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-12-26 17:41
Core Insights - ZTO Express (Cayman) Inc. is currently favored over TFI International Inc. for value investors due to its stronger earnings estimate revision activity and more attractive valuation metrics [3][7] Valuation Metrics - ZTO has a forward P/E ratio of 12.74, significantly lower than TFII's forward P/E of 25.43 [5] - ZTO's PEG ratio stands at 4.11, while TFII's PEG ratio is higher at 6.10, indicating ZTO's better valuation relative to its expected EPS growth [5] - ZTO's P/B ratio is 1.39 compared to TFII's P/B of 3.31, further highlighting ZTO's more favorable market value versus book value [6] Analyst Outlook - ZTO holds a Zacks Rank of 1 (Strong Buy), indicating a positive analyst outlook, while TFII has a Zacks Rank of 5 (Strong Sell), suggesting a negative outlook [3][7] - The overall assessment indicates that ZTO is perceived as a superior investment option for value investors at this time [7]
Here's Why Investors Should Bet on ZTO Express Stock Right Now
ZACKS· 2025-12-17 18:11
Core Insights - ZTO Express Cayman (ZTO) is experiencing strong operational efficiency and liquidity, leading to impressive share performance, suggesting it is a good time for investment [1] Factors Favoring ZTO Stock - The Zacks Consensus Estimate for earnings per share (EPS) has been revised upward by 6.5% for the current year and by 6.6% for 2026, indicating broker confidence in the stock [2] - ZTO shares have surged 12.1% over the past 90 days, outperforming the Zacks Transportation - Services industry's growth of 2.9% [3][8] - ZTO currently holds a Zacks Rank 1 (Strong Buy), reflecting strong market sentiment [5] Growth Factors - Parcel volume growth is a significant tailwind for ZTO, with a 9.8% year-over-year increase in Q3 2024 and express delivery revenues rising 11.6% year-over-year, contributing to overall growth [6][8] - The company projects its 2025 parcel volume to be between 38.2 billion and 38.7 billion, indicating a year-over-year growth of 12.3-13.8% [6] Financial Health - ZTO's current ratio improved from 0.96 in Q3 2024 to 1.38 in Q3 2025, indicating sufficient funds to meet short-term obligations [7]