DALLAS, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Triumph (NYSE: TFIN), a financial and technology company focused on payments, factoring, intelligence and banking solutions for the transportation industry, has been named No. 4 on the FreightWaves 2026 FreightTech 25 list, recognizing the most innovative and disruptive companies in the transportation and logistics industry. Selected from hundreds of nominations, Triumph earned its place on the list for its groundbreaking work integrating payments, audit automation, ...

Financial Data and Key Metrics Changes - The company reported operating revenue of $2.6 billion in Q3 2025, up 1% from the prior year, primarily due to contractual revenue growth in Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS) [12] - Comparable EPS from continuing operations increased to $3.57, up 4% from $3.44 in the prior year, reflecting higher contractual earnings and benefits from share repurchases [13] - Return on equity (ROE) was 17%, up from the prior year, driven by higher contractual earnings and share repurchases, partially offset by lower rental demand and used vehicle sales [13] - Year-to-date free cash flow increased to $496 million from $218 million in the prior year due to reduced capital expenditures and lower income tax payments [13] Business Line Data and Key Metrics Changes - Fleet Management Solutions operating revenue was in line with the prior year, with pre-tax earnings of $146 million, reflecting higher ChoiceLease performance but lower used vehicle sales and rental results [14] - Supply Chain operating revenue increased by 4%, driven by new business in omnichannel retail, although earnings decreased by 8% due to e-commerce network performance and higher medical costs [16] - Dedicated operating revenue decreased by 6% due to lower fleet count, but earnings before tax (EBT) remained in line with the prior year, reflecting acquisition synergies [17] Market Data and Key Metrics Changes - The company expects 60% of 2025 revenue to come from asset-light businesses, up from 44% in 2018, indicating a shift in revenue mix towards supply chain and dedicated services [10] - The company anticipates a free cash flow forecast of $900 million to $1 billion for 2025, reflecting lower year-over-year capital spending [9][23] Company Strategy and Development Direction - The company remains focused on creating value through operational excellence and investment in customer-centric technology, aiming for earnings growth driven by resilient contractual businesses and strategic initiatives [6] - A new discretionary share repurchase program was authorized, reflecting the company's commitment to disciplined capital allocation [8] - The company expects to realize approximately $100 million in benefits from strategic initiatives by year-end 2025, benefiting all three business segments [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to outperform prior cycles, citing a strong performance from the transformed business model and the execution of the balanced growth strategy [11] - The company anticipates continued earnings growth in 2025, driven by contractual earnings and strategic initiatives, despite headwinds from the freight market [22] - Management noted that the prolonged freight downturn and economic uncertainty are causing some customers to delay decisions, but robust sales and pipeline activity in SCS are encouraging [22][26] Other Important Information - The company has repurchased approximately 22% of its shares outstanding since 2021 and increased the quarterly dividend by 57% [8] - The company expects to generate approximately $10.5 billion from operating cash flow and used vehicle sales proceeds over a three-year period, creating $3.5 billion of incremental debt capacity [20] Q&A Session Summary Question: Impact of CDL regulations on the business model - Management indicated that tighter driver markets could benefit the dedicated business as companies seek help in driver recruitment, with minimal impact expected on the lease side [30][31] Question: Drivers of earnings growth for 2026 - Management expects contractual earnings growth and benefits from strategic initiatives to drive earnings growth, with strong performance anticipated in supply chain solutions [33][34] Question: Used vehicle pricing and tariffs - Management noted uncertainty regarding the impact of truck tariffs on pricing but suggested that higher new truck prices could eventually benefit used truck values [41][42] Question: Supply chain performance and headwinds - Management acknowledged temporary headwinds in supply chain performance due to higher medical costs and lower e-commerce volumes but remains optimistic about future growth [52][53] Question: SelectCare performance volatility - Management views the recent lower activity in SelectCare as temporary, expecting a return to normal levels in the fourth quarter [57] Question: Non-domicile CDL role and timing of impacts - Management indicated that the impact of CDL regulations would unfold over time, with expectations of increased demand for dedicated services as the driver market tightens [62]

Core Insights - JB Hunt Transport Services Inc. experienced a rally of over 20% due to stronger-than-expected revenue and EPS [1] - The stock's movement aligns with the Adhishthana Principles, indicating a structured market behavior [1][4] Phase 2 Structure - JB Hunt's Phase 2 consists of two parts: the Sankhya period, marked by consolidation or weakness, and the Buddhi period, characterized by bullish moves [2] - The company entered Phase 2 on January 13, 2025, experiencing a decline of nearly 31% during the Sankhya period [2] - On September 29, 2025, JB Hunt transitioned into the Buddhi period, leading to a significant rally of over 20% [4] Future Outlook - Phase 2 is expected to conclude in May 2026, suggesting that the current bullish trend may persist [5] - The outlook for JB Hunt remains positive until the transition into Phase 3, with strong put writing activity in the options market supporting bullish sentiment [6]

Core Insights - J.B. Hunt Transport Services, Inc. is a leading player in the U.S. transportation and logistics sector, offering services such as intermodal, dedicated, and truckload transportation [1] Financial Performance - J.B. Hunt reported earnings per share of $1.76, surpassing market expectations, with total sales of $3.1 billion [3][6] - The company's stock price is currently at $138.83, reflecting a slight decrease of 0.54, or approximately -0.39% [4][6] Market Analysis - Barclays has set a new price target of $150 for J.B. Hunt, indicating a potential increase of about 8.05% from the current stock price [2][6] - The stock has experienced volatility over the past year, trading between a high of $200.40 and a low of $122.79 [4][6] - J.B. Hunt's market capitalization is approximately $13.44 billion, with a trading volume of 2,139,268 shares on the NASDAQ exchange, indicating strong investor interest [5]

Group 1 - Salesforce stock surged after the company issued a better-than-expected long-term sales outlook, leading gains in the Dow [1][6] - J.B. Hunt Transport Services reported stronger-than-expected results, with profits surpassing analysts' estimates due to successful cost-cutting efforts, making it the top-performing stock in the S&P 500 [2] - Hewlett Packard Enterprise's fiscal 2026 revenue and profit guidance fell significantly below analysts' expectations, resulting in it being one of the worst-performing stocks in the S&P 500 [2] Group 2 - The Travelers Companies experienced a decline in stock despite reporting profits and revenues that exceeded expectations, making it the biggest decliner in the Dow [3] - Verisk Analytics shares fell after being downgraded to "sell" from "neutral" by Rothschild Redburn, which also slashed its price target [3][6] Group 3 - Major U.S. equities indexes showed volatility, wavering between gains and losses as investors processed a series of corporate earnings reports [1][6] - Gold futures reached a new record high, while oil futures and the yield on the 10-year Treasury note remained relatively unchanged [4]

Core Insights - J.B. Hunt Transport Services, Inc. is a leading player in the transportation and logistics sector in the United States, offering various services including intermodal, dedicated, and truckload transportation [1] Group 1: Stock Upgrade and Market Sentiment - BMO Capital upgraded J.B. Hunt's stock to "Outperform" with a new price target raised from $172 to $180, indicating strong confidence in the company's future performance [2][6] - The upgrade reflects positive sentiment regarding J.B. Hunt's ability to effectively navigate industry challenges [2] Group 2: Earnings Performance - J.B. Hunt reported earnings per share of $1.76 and sales of $3.1 billion, surpassing market expectations [3][6] - This strong performance underscores the company's effective strategies in overcoming the current shipping industry slump [3] Group 3: Stock Price Movement - Despite the positive earnings report, J.B. Hunt's stock price decreased slightly by 0.39%, closing at $138.83 [4][6] - The stock traded within a range of $137.99 to $141.11 during the day, with a yearly high of $200.40 and a low of $122.79, indicating volatility [4] Group 4: Market Capitalization and Trading Volume - J.B. Hunt's market capitalization is approximately $13.44 billion, reflecting its significant presence in the transportation and logistics industry [5] - The company had a trading volume of 2,139,268 shares on the NASDAQ exchange, showcasing active market participation [5]

Core Insights - J.B. Hunt Transport Services, Inc. reported third-quarter earnings that exceeded expectations, with earnings per share at $1.76 compared to the consensus estimate of $1.47, and revenue of $3.05 billion surpassing the Street estimate of $3.02 billion [2][4]. Financial Performance - The company experienced a 1% decline in gross revenue per load in Intermodal (JBI) and a 4% decline in Truckload (JBT) [3]. - Load volume decreased by 8% in Integrated Capacity Solutions (ICS) and by 1% in Dedicated Contract Services (DCS) [3]. - Final Mile Services (FMS) saw 8% fewer stops compared to the previous period [3]. Stock Market Reaction - Following the earnings report, J.B. Hunt's stock price increased by 11.02%, reaching $154.50 in extended trading [4]. Management Commentary - The CEO expressed pride in the team's efforts to achieve improved financial performance and reiterated confidence in the company's long-term strategy focused on operational excellence, safety performance, and cost reduction [4].

Core Points - TFI International Inc. will release its third quarter financial results on October 30, 2025, after market close [1] - A webcast to discuss these results is scheduled for October 31, 2025, at 10:00 a.m. ET, which is a change from the previously announced time of 8:30 a.m. ET [1] Company Overview - TFI International Inc. is a leader in the North American transportation and logistics industry, operating in the United States, Canada, and Mexico through its subsidiaries [2] - The company focuses on creating shareholder value by identifying strategic acquisitions and managing a growing network of wholly-owned operating subsidiaries [2] - TFI International provides financial and operational resources to its subsidiaries, enhancing their business efficiency [2] - The company services various segments, including Less-Than-Truckload, Truckload, and Logistics [4]

Core Points - TFI International Inc. will release its financial results for Q3 2025 on October 30, 2025, after market close [1] - A webcast to discuss the results will be hosted on October 31, 2025, at 8:30 AM Eastern Time [1][3] Company Overview - TFI International Inc. is a leader in the North American transportation and logistics industry, operating in the U.S., Canada, and Mexico [2] - The company focuses on creating shareholder value through strategic acquisitions and managing a network of wholly-owned subsidiaries [2] - TFI International provides financial and operational resources to its subsidiaries to enhance their efficiency and business growth [2] Service Segments - TFI International operates in various segments including Less-Than-Truckload, Truckload, and Logistics [4]

Core Insights - J.B. Hunt Transport Services, Inc. is set to announce its fiscal third-quarter earnings for 2025 on October 15, with a market cap of $12.8 billion and a diverse range of transportation and logistics services [1] Earnings Expectations - Analysts anticipate JBHT will report a profit of $1.49 per share, unchanged from the previous year [2] - For the full fiscal year, EPS is expected to be $5.61, a slight increase from $5.56 in fiscal 2024, with a projected rise to $6.86 in fiscal 2026, representing a 22.3% year-over-year increase [3] Stock Performance - JBHT shares have underperformed the S&P 500 Index, which gained 17.6% over the past 52 weeks, with JBHT shares down 20.2% during the same period [4] - Following the Q2 results announcement, JBHT shares closed down more than 2%, with an EPS of $1.31 falling short of the expected $1.34 and revenue of $2.93 billion missing the forecast of $2.94 billion [5] Analyst Ratings - The consensus opinion on JBHT stock is moderately bullish, with a "Moderate Buy" rating overall; 11 analysts recommend a "Strong Buy," 1 a "Moderate Buy," 12 a "Hold," and 1 a "Moderate Sell" [6] - The average analyst price target for JBHT is $155.29, indicating a potential upside of 15.7% from current levels [6]