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高盛:美国关税影响追踪 - 中国趋势显示集装箱费率飙升及船舶数量增加
Goldman Sachs· 2025-06-10 02:16
9 June 2025 | 4:57AM EDT n China freight flows (week ending Thursday, June 5) finally showed a sequential uptick in laden vessels from China to the US (+9%), with still steep but a bit less of a YOY decline (-25% vs -31%). The YOY declines, however, still show that if the consumer remains resilient – we would likely need more goods at some point in 2H25. o Port Optimizer sequentials tend to support the notion that China should continue to show sequential upticks in aggregate over the next two weeks as the e ...
Countdown to Landstar (LSTR) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-05-08 14:21
In its upcoming report, Landstar System (LSTR) is predicted by Wall Street analysts to post quarterly earnings of $0.92 per share, reflecting a decline of 30.3% compared to the same period last year. Revenues are forecasted to be $1.13 billion, representing a year-over-year decrease of 3.5%.The consensus EPS estimate for the quarter has been revised 2.9% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates d ...