Core Viewpoint - Wall Street anticipates a year-over-year decline in XPO's earnings and revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][3]. Earnings Expectations - XPO is expected to report quarterly earnings of $0.99 per share, reflecting an 11.6% decrease year-over-year, and revenues are projected at $2.04 billion, down 1.8% from the previous year [3]. - The consensus EPS estimate has been revised down by 4.22% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that XPO has a negative Earnings ESP of -0.40%, suggesting analysts have become more pessimistic about the company's earnings prospects [12]. - XPO currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, XPO exceeded earnings expectations by delivering $0.73 per share against an expected $0.65, resulting in a surprise of +12.31% [13]. - Over the past four quarters, XPO has beaten consensus EPS estimates each time [14]. Industry Comparison - Another player in the transportation industry, ArcBest, is expected to report earnings of $1.46 per share for the same quarter, indicating a year-over-year decline of 26.3%, with revenues projected at $1.04 billion, down 3.7% [18]. - ArcBest's consensus EPS estimate has been revised down by 5.7% in the last 30 days, but it has a positive Earnings ESP of +2.23%, suggesting a higher likelihood of beating the consensus EPS estimate [19].

Company Overview - Knight-Swift Transportation Holdings (KNX) is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +41.7% [3] - Revenues are anticipated to reach $1.87 billion, which is a 1.4% increase from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on July 23, and the stock may rise if the results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 5.08% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Potential - Knight-Swift has a positive Earnings ESP of +3.22%, suggesting analysts are optimistic about the company's earnings prospects [12] - The company has a Zacks Rank of 3, indicating a neutral outlook, but the combination of a positive Earnings ESP and this rank suggests a likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Knight-Swift exceeded the expected earnings of $0.25 per share by delivering $0.28, resulting in a surprise of +12.00% [13] - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14] Industry Context - Heartland Express (HTLD), a competitor in the trucking industry, is expected to report a loss of $0.08 per share, marking a year-over-year change of -100% [18] - Heartland's revenues are projected to decline by 13.9% to $236.65 million, with a significant downward revision of 800% in the consensus EPS estimate over the last 30 days [19]

Company Overview - Saia is expected to report quarterly earnings of $2.77 per share, reflecting a year-over-year decline of 18.1% [3] - Revenue is anticipated to be $810.08 million, which is a 7.3% increase from the previous year [3] - The earnings report is scheduled for April 25, 2025, and actual results will significantly influence the stock price [2] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 7.55% over the last 30 days, indicating a bearish sentiment among analysts [4] - The Most Accurate Estimate for Saia is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.01% [10] - Saia currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat [11] Earnings Surprise History - In the last reported quarter, Saia had an earnings surprise of +1.79%, with actual earnings of $2.84 per share compared to an expected $2.79 [12] - Over the past four quarters, Saia has only beaten consensus EPS estimates once [13] Industry Context - In the Zacks Transportation - Truck industry, Knight-Swift Transportation Holdings is expected to post earnings of $0.25 per share, showing a year-over-year increase of 108.3% [17] - Knight-Swift's revenue is projected to be $1.81 billion, down 0.9% from the previous year [17] - The consensus EPS estimate for Knight-Swift has been revised down by 12.5% over the last 30 days, resulting in an Earnings ESP of -2.25% and a Zacks Rank of 4 [18]