Core Insights - Saia (SAIA) reported quarterly earnings of $2.81 per share, exceeding the Zacks Consensus Estimate of $2.54 per share, but down from $3.46 per share a year ago, indicating an earnings surprise of +10.63% [1] - The company achieved revenues of $839.64 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.75%, although this is a decrease from $842.1 million in the same quarter last year [2] - Saia has outperformed consensus EPS estimates three times in the last four quarters and has also topped revenue estimates three times during the same period [2] Earnings Outlook - The future performance of Saia's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.97 on revenues of $796.41 million, while for the current fiscal year, the estimate is $9.05 on revenues of $3.23 billion [7] Industry Context - The Transportation - Truck industry, to which Saia belongs, is currently ranked in the bottom 3% 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 industry outlook can significantly affect Saia's stock performance [5][8]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for ArcBest due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - ArcBest is expected to report quarterly earnings of $1.37 per share, reflecting a year-over-year decrease of 16.5% [3]. - Revenue is projected to be $1.03 billion, down 3.3% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 10.5% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for ArcBest is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.12% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, particularly when combined with a strong Zacks Rank [10]. - ArcBest currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, ArcBest was expected to earn $1.48 per share but only achieved $1.36, resulting in a surprise of -8.11% [13]. - Over the past four quarters, ArcBest has only surpassed consensus EPS estimates once [14]. Industry Context - Heartland Express, another player in the Zacks Transportation - Truck industry, is expected to report a loss of $0.11 per share, indicating a year-over-year change of +8.3% [18]. - Heartland Express's revenue is expected to be $213.94 million, down 17.7% from the previous year, with a significant revision of 71.4% lower in the consensus EPS estimate over the last 30 days [19].

Core Viewpoint - Investors are evaluating JB Hunt (JBHT) and XPO (XPO) to determine which stock offers better value for investment opportunities in the transportation-truck sector [1]. Group 1: Zacks Rank and Earnings Estimates - JB Hunt has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while XPO has a Zacks Rank of 4 (Sell), suggesting a less favorable earnings estimate revision trend [3]. - The Zacks Rank system emphasizes companies with strong earnings estimate revisions, which positions JBHT more favorably compared to XPO [3]. Group 2: Valuation Metrics - JBHT has a forward P/E ratio of 27.95, significantly lower than XPO's forward P/E of 36.72, indicating that JBHT may be undervalued relative to XPO [5]. - The PEG ratio for JBHT is 2.28, while XPO's PEG ratio is 2.68, suggesting that JBHT offers better value when considering expected earnings growth [5]. - JBHT's P/B ratio is 4.48, compared to XPO's P/B of 8.85, further supporting the notion that JBHT is more attractively valued [6]. - Overall, JBHT earns a Value grade of B, while XPO receives a Value grade of D, reinforcing the conclusion that JBHT is the better investment option for value investors [6].

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]