ArcBest (ARCB) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $1.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -19.10%. A quarter ago, it was expected that this freight transportation and logistics company would post earnings of $1.37 per share when it actually produced earnings of $1.46, delivering a surprise of +6.57%.Over the la ...

XPO (XPO) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 5, might help the stock move higher if these key numbers are better than expectations. ...

分组1 - Landstar System reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, but down from $1.31 per share a year ago, resulting in an earnings surprise of +4.20% [1] - The company posted revenues of $1.17 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.15%, compared to $1.21 billion in the same quarter last year [2] - Landstar shares have increased approximately 5.6% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $1.18 billion, and for the current fiscal year, it is $5.55 on revenues of $5.08 billion [7] - The Zacks Industry Rank for Transportation - Truck is currently in the bottom 5% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] - Landstar's Zacks Rank is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]

分组1 - Marten Transport, Ltd. reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, but down from $0.07 per share a year ago, resulting in an earnings surprise of +66.67% [1] - The company posted revenues of $210.11 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.50%, but down from $230.43 million year-over-year [2] - Marten Transport shares have increased approximately 9.7% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $203 million, and for the current fiscal year, it is $0.23 on revenues of $841 million [7] - The Zacks Industry Rank indicates that the Transportation - Truck sector is currently in the bottom 5% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for Marten Transport was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

分组1 - Knight-Swift Transportation Holdings reported quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.36 per share, and down from $0.36 per share a year ago, representing an earnings surprise of -14.29% [1] - The company posted revenues of $1.86 billion for the quarter ended December 2025, which also missed the Zacks Consensus Estimate by 2.16%, remaining unchanged from year-ago revenues [2] - Knight-Swift shares have increased by approximately 5.3% since the beginning of the year, contrasting with a 0.7% decline in the S&P 500 [3] 分组2 - The earnings outlook for Knight-Swift is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Knight-Swift was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $1.88 billion, and for the current fiscal year, it is $2.00 on revenues of $7.96 billion [7] 分组3 - The Transportation - Truck industry, to which Knight-Swift belongs, is currently ranked in the bottom 3% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8] - Another company in the same industry, ArcBest, is expected to report quarterly earnings of $0.45 per share, reflecting a year-over-year decline of 66.2%, with revenues anticipated to be $968.81 million, down 3.3% from the previous year [9][10]

Core Insights - J.B. Hunt Transport Services (JBHT) reported mixed fourth-quarter 2025 earnings, with earnings per share surpassing estimates while revenues fell short [2][3]. Earnings Performance - JBHT's Q4 earnings were $1.90 per share, exceeding the Zacks Consensus Estimate of $1.81 and reflecting a 24.2% year-over-year improvement [4]. - Total operating revenues reached $3.09 billion, missing the Zacks Consensus Estimate of $3.12 billion and showing a 1.6% year-over-year decline [5]. Revenue Breakdown - Revenue per load excluding fuel surcharge revenue declined by 2% in Intermodal (JBI) and 4% in Truckload (JBT) [5]. - Average trucks in Dedicated Contract Services (DCS) decreased by 1%, while load volumes in Integrated Capacity Solutions (ICS) and JBI fell by 7% and 2%, respectively [5]. - A 15% increase in volume in JBT and a 1% increase in productivity in DCS partially offset the revenue decline [5]. Stock Performance - JBHT shares have outperformed the transportation-truck industry and the S&P 500 Index over the past six months [7]. - The stock's price performance is favorable compared to peers like Knight-Swift Transportation Holdings Inc. [7]. Valuation Metrics - JBHT's forward 12-month price-to-earnings ratio (P/E-F12M) is 28.15X, which is lower than the industry average of 30.18X, indicating an attractive valuation [11]. Financial Concerns - JBHT's cash and cash equivalents were $17.28 million at the end of Q4 2025, significantly lower than its short-term debt of $766.93 million, raising liquidity concerns [15]. - The current ratio was 0.83, indicating potential difficulties in meeting short-term obligations [15]. Investment Outlook - While JBHT's earnings performance is solid, potential investors are advised to exercise caution due to the company's financial challenges [16]. - Existing shareholders may consider maintaining their positions, as the long-term prospects remain positive, supported by a Zacks Rank 3 (Hold) [16].

Core Viewpoint - The Zacks Transportation-Truck industry is currently facing significant challenges due to supply-chain disruptions, a weak freight environment, and macroeconomic issues, including geopolitical tensions and high inflation levels [1][4]. Industry Overview - The Zacks Transportation-Truck industry consists of truck operators that transport freight across North America, offering various services such as full-truckload and less-than-truckload (LTL) [3]. - Companies in this sector provide a range of trucking services, including dry-van, dedicated, refrigerated, flatbed, and expedited services, along with logistics and intermodal services [3]. Current Trends - **Freight Downturn**: The industry is experiencing a prolonged freight downturn, with the Cass Freight Shipments Index declining by 7.6% year over year in November 2025, marking a consistent decline over the past nine months [4]. - **Cost Management**: Companies are implementing cost-reduction strategies to combat input cost inflation and maintain margins, focusing on operational efficiency and high-growth markets [5]. - **Driver Shortage**: The trucking industry is facing a severe shortage of drivers, with an expected shortfall of over 160,000 drivers by 2030, exacerbating supply-chain challenges [6]. Industry Performance - The Zacks Transportation-Truck industry ranks 234 out of 243 Zacks industries, placing it in the bottom 2%, indicating poor near-term prospects [7]. - The industry's earnings estimate for 2026 has decreased by 30.9% year over year, reflecting a negative outlook among analysts [8]. - Over the past year, the industry has underperformed, declining by 3.7%, while the S&P 500 increased by 18.1% and the broader transportation sector rose by 1.4% [10]. Valuation Metrics - The industry is currently trading at an EV-to-EBITDA ratio of 14.37X, which is lower than the S&P 500's 18.99X but higher than the sector's 10.83X [13]. Notable Companies - **J.B. Hunt Transport Services (JBHT)**: This company has seen its shares increase by 11% over the past year and has a Zacks Rank of 3 (Hold). It has surpassed earnings estimates in two of the last four quarters [17][18]. - **Saia (SAIA)**: Saia provides regional and interregional LTL services and also holds a Zacks Rank of 3, having surpassed earnings estimates in three of the last four quarters [21][22]. - **ArcBest Corporation (ARCB)**: ArcBest is focused on cost control and productivity improvements, expecting a 37.9% year-over-year increase in earnings per share for 2026. It also carries a Zacks Rank of 3 [24].

Company Performance - JB Hunt (JBHT) has returned 5.8% year-to-date, outperforming the average return of 4.4% for Transportation companies [4] - The Zacks Consensus Estimate for JBHT's full-year earnings has increased by 4.2% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [4] Industry Comparison - JB Hunt is part of the Transportation - Truck industry, which includes 12 companies and is currently ranked 184 in the Zacks Industry Rank. The average return for this group is -0.3% year-to-date, showing JBHT's superior performance [6] - LATAM (LTM), another Transportation stock, has returned 4.7% year-to-date and belongs to the Transportation - Airline industry, which has seen a return of +20.1% this year [5][6] Zacks Rank - JB Hunt holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings prospects [3] - LATAM also has a Zacks Rank of 2 (Buy), with a consensus EPS estimate increase of 4.5% over the past three months [5]

Core Viewpoint - Old Dominion Freight Line, Inc. (ODFL) is currently facing multiple challenges that make it an unattractive investment option [1] Earnings Estimates - The Zacks Consensus Estimate for ODFL's fourth quarter of 2025 earnings has decreased by 10.2% over the past 90 days, while the current year's earnings estimate has been revised downward by 1.2% in the same timeframe, indicating a lack of confidence from brokers [2] - For the fourth quarter of 2025, ODFL's earnings are expected to decline by 13.82% year over year, and for the full year 2025, a decline of 12.23% year over year is anticipated [7] Price Performance - ODFL's shares have lost 8.4% over the past six months, contrasting with a 2.6% growth in the transportation-truck industry [4][6] Operational Challenges - The company is experiencing weak freight demand and ongoing supply chain issues, which have negatively impacted shipment volumes and rates, leading to a deterioration in the operating ratio from 72% in 2023 to 73.4% in 2024 despite cost-cutting efforts [8] - The trucking industry, including ODFL, is facing a persistent driver shortage, complicating recruitment as older drivers retire and younger generations show less interest in low-paying jobs [9] Industry Context - ODFL operates within an industry that has a Zacks Industry Rank of 194 out of 248 groups, placing it in the bottom 20% of Zacks industries, which suggests that the company's performance is heavily influenced by the overall industry conditions [10]

Core Insights - Old Dominion Freight Line, Inc. (ODFL) reported a decline in its less-than-truckload (LTL) segment performance for November 2025, indicating ongoing challenges in the domestic economy [1][3] Financial Performance - Revenue per day for Old Dominion fell by 4.4% year over year in November 2025, primarily due to a 10% decrease in LTL tons per day [2][6] - The decline in LTL tons per day was attributed to a 9.4% drop in LTL shipments per day and a 0.6% decrease in weight per shipment [2][6] - For the quarter to date, LTL revenue per hundredweight increased by 5.9%, while LTL revenue per hundredweight excluding fuel surcharges rose by 5.2% year over year [2][6] Management Commentary - The CEO of Old Dominion highlighted that the revenue results reflect the softness in the domestic economy, which has impacted volumes [3] - The company continues to focus on delivering best-in-class service to support yield management initiatives and increase LTL revenue per hundredweight [3] Market Position - Old Dominion currently holds a Zacks Rank of 4 (Sell), with shares declining by 12.4% over the past six months, contrasting with a 3.6% growth in the transportation-truck industry [4]