U.S. stocks traded mixed midway through trading, with the Dow Jones index falling more than 250 points on Thursday.The Dow traded down 0.60% to 46,320.74 while the NASDAQ fell 0.44% to 22,942.90. The S&P 500 also fell, dropping, 0.47% to 6,722.31.Check This Out: Wall Street’s Most Accurate Analysts Give Their Take On 3 Materials Stocks Delivering High-Dividend YieldsLeading and Lagging SectorsConsumer staples shares jumped by 0.3% on Thursday.In trading on Wednesday, industrials stocks fell by 0.9%.Top Head ...

Pre-market earnings are flat-to-down at this hour, following another robust session Wednesday, led by an expanding AI trade and climbing gold values that have brought market indexes up double-digits from April lows. The Dow is -16 points, the S&P 500 +1 and the Nasdaq -4 points. The small-cap Russell 2000 is -2 points.There are no Weekly Jobless Claims numbers this Thursday, now for the second week in a row. When we last saw new jobless claims for the third week in September, they had fallen precipitously f ...

Delta Air Lines, Inc. (NYSE:DAL) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 9.Analysts expect the Atlanta, Georgia-based company to report quarterly earnings at $1.53 per share, up from $1.50 per share in the year-ago period. Delta Air projects quarterly revenue of $15.94 billion, compared to $15.68 billion a year earlier, according to data from Benzinga Pro.Delta Air Lines, last week, deepened its digital transformation with a new partnership between Delt ...

Delta Air Lines has agreed to pay $79 million to settle a class-action lawsuit filed in 2020 after one of its airplanes that was experiencing engine trouble dumped its fuel over schoolyards and densely populated neighborhoods near Los Angeles.The Delta jet had departed from Los Angeles to Shanghai on Jan. 14, 2020 when it needed to quickly return to Los Angeles International Airport. The Boeing 777-200 landed safely after circling back over Los Angeles while dumping 15,000 gallons of fuel to reach a safe la ...

临时公告 证券代码：600221、900945 证券简称：海航控股、海控 B 股 编号：临 2025-066 海南航空控股股份有限公司 2025 年 7 月主要运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 7 月，海南航空控股股份有限公司及所属子公司（以下简称"本集团"） 合并主要运营数据如下： | 载运量 | 2025 年 7 | 月 | 2025 年累计 | | | --- | --- | --- | --- | --- | | 数值 | | 同比变动（%） | 数值 | 同比变动（%） | | 收入客公里（RPK）（百万） | | | | | | 国内 | 10462.42 | -0.42 | 62255.93 | 2.85 | | 地区 | 28.69 | 24.29 | 169.43 | 52.63 | | 国际 | 2428.82 | 21.73 | 14974.77 | 58.75 | | 合计 | 12919.93 | 3.15 | 77400.12 | 10.46 | | 收入吨 ...

Core Insights - Landstar System, Inc. (LSTR) reported second-quarter 2025 earnings per share (EPS) of $1.20, exceeding the Zacks Consensus Estimate of $1.16 but down 18.9% year over year. Revenues reached $1.21 billion, slightly above the Zacks Consensus Estimate of $1.20 billion, but declined 1.1% year over year [1][10]. Revenue Performance - Truck revenue per load improved by 2.6% year over year, driven by a 3.2% increase in revenue per load for unsided platform equipment and a 1.2% increase for van equipment. However, the number of loads hauled via truck decreased by 1.5% during the same period [2]. - Total revenues in the truck transportation segment, which accounted for 89.8% of total revenues, amounted to $1.11 billion, reflecting a 1.1% increase from the previous year and surpassing expectations of $1.09 billion [4]. - Rail intermodal revenues were $22.02 million, down 1.3% year over year but above expectations of $21.7 million. Conversely, revenues from ocean and air-cargo carrier segments fell 28.7% year over year to $50.78 million, missing expectations of $72.1 million. Other revenues decreased by 20.5% to $20.42 million, also below expectations of $22 million [5][4]. Operating Income and Costs - Operating income decreased by 17.3% year over year to $56.28 million. Total costs and expenses slightly declined by 0.1% to $1.15 billion [3]. Liquidity and Shareholder Returns - At the end of Q2 2025, Landstar had cash and cash equivalents of $359.23 million, down from $417.42 million in the previous quarter. Long-term debt totaled $54.67 million, a decrease from $61.9 million in the prior quarter [6]. - During the second quarter, Landstar repurchased 300,141 shares for $42.4 million and is authorized to buy an additional 1,861,522 shares. A quarterly cash dividend of 40 cents per share was announced, payable on September 9, 2025, to stockholders of record as of August 19, 2025 [7].

Core Viewpoint - The current stock market is at all-time highs, making it challenging to find undervalued stocks, but there are still opportunities in dividend-paying stocks like utilities, airlines, and industrial companies [1][2]. Group 1: NextEra Energy - NextEra Energy is recognized for its focus on renewable energy sources, particularly solar and wind, but also has significant investments in natural gas and nuclear energy [4][7]. - The company has a forward dividend yield of 3.1% and is considered a good buy due to its current stock price being at a discount compared to its five-year average cash flow multiple [5][10]. - In 2024, natural gas and nuclear energy accounted for 69% and 10% of Florida Power and Light's net generating capacity, respectively, contributing significantly to NextEra's earnings [7]. Group 2: United Airlines - United Airlines trades at a low earnings multiple of just over eight times its estimated 2025 earnings, reflecting historical concerns about the airline industry [11]. - The company has diversified its revenue streams through loyalty programs and premium offerings, reducing reliance on main-cabin ticket sales [12]. - United Airlines is positioned to better absorb rising costs compared to low-cost carriers, making it a potentially strong long-term investment [13][14]. Group 3: Lockheed Martin - Lockheed Martin's stock has decreased by 24% from its all-time high, presenting a potential buying opportunity for dividend investors [15]. - The company has a strong backlog that exceeds a year's worth of sales, allowing for stable free cash flow and consistent capital returns to shareholders [16][17]. - With a price-to-earnings ratio of 17.3 and a forward yield of 2.9%, Lockheed Martin is seen as a reliable dividend stock at a favorable value [18].

Economic Indicators - Initial Jobless Claims decreased for the fourth consecutive week to 227K, down from a near-term high of 250K four weeks ago, marking the lowest level since May 17th [2] - Continuing Claims increased to 1.965 million from a revised 1.955 million, the highest since November 2021, with four of the past five weeks above 1.95 million [3][4] Company Earnings - Delta Air Lines reported Q2 earnings of $2.10 per share, beating expectations by 9 cents, with revenues of $16.6 billion, slightly above the expected $16.01 billion [5][6] - Delta raised its earnings guidance for Q3 to a range of $1.25-1.75 per share and for the full fiscal year to $5.25-6.25 per share, exceeding analysts' projections [6] - Conagra missed fiscal Q4 earnings expectations, reporting 56 cents per share against the expected 59 cents, with revenues of $2.78 billion below the anticipated $2.84 billion, leading to an 8% drop in shares [6]

Core Insights - The industrial sector has shown resilience in 2025, with two major companies increasing their dividends and another likely to follow suit [1][2] Group 1: Sector Performance - As of June 20, the S&P 500 industrials sector is the best-performing sector, with a total return of approximately 8.4%, outperforming utilities by around 1% [2] - In contrast, the overall S&P 500 has a total return of less than 2% [2] Group 2: Dividend Increases - Delta Air Lines (DAL) announced a 25% increase in its quarterly dividend, raising it to $0.1875 per share, resulting in an annual dividend of $0.75 and a yield of nearly 1.6% [5][6] - Caterpillar (CAT) raised its quarterly dividend by 7% to $1.51 per share, marking 31 consecutive years of dividend increases, with an expected annual payout of $6.04 and a yield of just under 1.7% [9][10] - Airbus Group has not officially declared a dividend increase but has raised its payout ratio range to 50%, suggesting potential future increases [12][13][14] Group 3: Market Position and Analyst Sentiment - Delta Air Lines is the most valuable stock in the passenger airlines industry, with a market capitalization of approximately $31 billion [5] - Caterpillar is valued at around $170 billion, making it the most valuable U.S. stock in the machinery industry [9] - Airbus is one of the world's five largest stocks in the aerospace and defense industry, indicating its significant market position [12]