Key Takeaways Old Dominion's August revenue per day dropped 4.8% due to a 9.2% decline in LTL tons per day.ODFL saw an 8.2% drop in LTL shipments per day and a 1.2% dip in weight per shipment in August 2025.Quarter to date, LTL revenue per hundredweight rose 4.5%, excluding fuel surcharges, it rose 4.7%.Old Dominion Freight Line, Inc. (ODFL) has provided an update on the performance of its less-than-truckload (LTL) segment, which is its primary revenue generator, for August.Old Dominion's revenue per day fe ...

A month has gone by since the last earnings report for Werner Enterprises (WERN) . Shares have added about 4.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Werner due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Werner's Q2 Earnings Beat EstimatesWerner reported ...

Core Insights - Allegiant (ALGT) is experiencing significant pressure from rising operating expenses and a complex economic environment, negatively impacting its investment attractiveness [1] Financial Performance - The Zacks Consensus Estimate for ALGT's current-quarter earnings has been revised downward by 84.68%, now projected at a loss of $2.05 per share [2] - The 2025 earnings estimate has also decreased by 30.86%, now standing at $2.42 per share [2] - ALGT's shares have declined by 36.6%, significantly underperforming the Transportation - Truck industry's decline of 4.6% [3][7] Operating Expenses - In Q2 2025, ALGT's consolidated operating expenses surged by 19.9% year over year, with airline-specific operating expenses increasing by 3.8% [4][7] - Key components of operating expenses include: - Aircraft lease rentals: up 91.7% - Maintenance and repairs: up 18.4% - Station operations: up 7.8% - Labor costs: up 2% [5][7] Market Position - ALGT currently holds a Zacks Rank of 5 (Strong Sell), indicating a lack of confidence from brokers [4] - The company is navigating a volatile macro environment characterized by economic uncertainty, shifting tariff regulations, and geopolitical tensions, which are forcing firms to delay investments and revise forecasts [5][8] Investment Alternatives - Investors in the Transportation sector may consider LATAM Airlines Group (LTM) and SkyWest (SKYW), both of which have a Zacks Rank of 1 (Strong Buy) [9][10] - LTM has an expected earnings growth rate of 45% for the current year, while SkyWest has an expected growth rate of 28.06% [10][11]

Forward Air (FWRD) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $23.29 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -141.18%. A quarter ago, it was expected that this contractor for the air cargo industry would post a loss of $0.47 per share when it actually produced a loss of $1.59, delivering a surprise of -238.3%. Over the last four ...

Core Viewpoint - XPO reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, but down from $1.12 per share a year ago, indicating a +6.06% earnings surprise [1] Financial Performance - XPO's revenues for the quarter ended June 2025 were $2.08 billion, surpassing the Zacks Consensus Estimate by 1.90%, consistent with year-ago revenues [2] - Over the last four quarters, XPO has exceeded consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - XPO shares have increased by approximately 0.9% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The company's earnings outlook will be crucial for future stock movements, with current consensus EPS estimates at $1.02 for the coming quarter and $3.63 for the current fiscal year [4][7] Industry Context - The Transportation - Truck industry, to which XPO belongs, is currently ranked in the bottom 18% 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 the current unfavorable estimate revisions trend could lead to underperformance [5][6]

Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1.55%. A quarter ago, it was expected that this trucking company would post earnings of $1.15 per share when it actually produced earnings of $1.19, delivering a surprise of +3.48%. Ahead of this earnin ...

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ArcBest shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for ArcBest? While ArcBest has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? ArcBest (ARCB) came out with quarterly earnings ...

Company Performance - Landstar System (LSTR) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, but down from $1.48 per share a year ago, indicating an earnings surprise of +3.45% [1] - The company posted revenues of $1.21 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.39%, but down from $1.23 billion year-over-year [2] - Over the last four quarters, Landstar has surpassed consensus EPS estimates just once and topped consensus revenue estimates three times [2] Stock Performance - Landstar shares have declined approximately 17.8% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.35 on revenues of $1.24 billion, and for the current fiscal year, it is $4.86 on revenues of $4.85 billion [7] Industry Outlook - The Transportation - Truck industry, to which Landstar belongs, is currently ranked in the bottom 13% 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 Landstar's stock performance [5][6]

Werner Enterprises (WERN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +120.00%. A quarter ago, it was expected that this transportation company would post earnings of $0.12 per share when it actually produced a loss of $0.12, delivering a surprise of -200%. Over the last four qua ...

分组1 - Saia reported quarterly earnings of $2.67 per share, exceeding the Zacks Consensus Estimate of $2.39 per share, but down from $3.83 per share a year ago, representing an earnings surprise of +11.72% [1] - The company posted revenues of $817.12 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.22%, but down from $823.24 million year-over-year [2] - Saia has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates three times during the same period [2] 分组2 - Saia shares have declined approximately 31.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $2.60 on revenues of $841.41 million, and for the current fiscal year, it is $9.34 on revenues of $3.25 billion [7] - The Zacks Industry Rank for Transportation - Truck is currently in the bottom 7% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]