In its upcoming report, JB Hunt (JBHT) is predicted by Wall Street analysts to post quarterly earnings of $1.34 per share, reflecting an increase of 1.5% compared to the same period last year. Revenues are forecasted to be $2.96 billion, representing a year-over-year increase of 1.1%.The current level reflects a downward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial proje ...

J.B. Hunt Transport Services (NASDAQ: JBHT ) looks well-positioned for a revenue rebound thanks to strong momentum in the intermodal business, especially in the Eastern network, where better rail service and a structural shift from highway to intermodal are drivingWe focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. We are among the top 50 financial experts (Out of ~39,000 tracked) as measured by Tipranks based on the consistency of our stock recommend ...

Key Takeaways CNI reduced total GHG emissions by 4% and won awards for Falcon Premium cross-border intermodal service. CNI announced $85M Michigan rail upgrades, part of the $295M U.S. capital plan targeting network efficiency. Operating costs up 3.3% in Q1 2025, and the current ratio fell to 0.62, reflecting ongoing liquidity pressure.Canadian National Railway (CNI) is benefiting from its encouraging sustainability efforts, boosting the company’s prospects. Shareholder-friendly initiatives are also comme ...

JACKSONVILLE, Fla., June 25, 2025 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release second quarter financial and operating results after the market close on Wednesday, July 23, 2025. This will be followed by a conference call and live webcast hosted by the company's management team at 4:30 p.m. Eastern Time. Contact: Matthew Korn, CFA, Investor Relations 904-366-4515 Bryan Tucker, Corporate Communications 855-955-6397 About CSX CSX, based in Jacksonville, Florida, is a premier transportation company. ...

Key Takeaways UNP yields 2.43% with a 48% payout ratio and has raised dividends for 125 straight years. CNI offers a 2.54% yield, backed by steady buybacks and a 47% payout ratio. NSC maintains a 2.16% yield with consistent shareholder returns and a 45% payout ratio.Prospects of the Zacks Transportation - Rail industry’s participants are being weighed down by challenges like tariff-induced economic uncertainties, persistent inflation and concerns pertaining to lingering supply-chain disruptions. Geopoliti ...

JACKSONVILLE, Fla., June 11, 2025 (GLOBE NEWSWIRE) -- CSX Corporation (NASDAQ: CSX) today announced that employees represented by the Brotherhood of Locomotive Engineers and Trainmen (BLET) have voted to ratify the five-year collective bargaining agreement covering approximately 3,400 locomotive engineers. This is the first ratification reached by a Class I freight railroad with BLET. “The ratified agreement demonstrates the value of our partnership with BLET, our CSX General Chairmen, and our shared commit ...

Summary of Schneider National (SNDR) 2025 Conference Call Company Overview - **Company**: Schneider National (SNDR) - **Date**: June 10, 2025 - **Speakers**: Mark Rourke (President and CEO), Daryl Campbell (EVP and CFO), Christine McGarvey (VP of Investor Relations) Current Market Conditions - **Market Sentiment**: There was significant uncertainty at the macro level, but the worst-case scenarios have not materialized, indicating a resilient consumer demand [6][7][8] - **Volume Trends**: A downturn in West Coast volumes was noted, but strength was observed in other regions, particularly in Mexico and the Midwest [9][10] - **Customer Expectations**: Mixed signals from customers regarding future demand, with some expecting a surge while others anticipate steady activity [10] Business Segments Performance - **Intermodal**: Less reliance on imports compared to truckload, with steady domestic demand. Productivity enhancements are being pursued [12][13] - **Capacity and Pricing**: The market is approaching equilibrium with modest price increases observed despite ongoing challenges [18][20] - **Used Truck Market**: Prices for used trucks, especially sleepers, have been healthy, indicating stress in the market for small carriers [22][24] Pricing Dynamics - **Contract Rates**: Contractual improvements are being maintained, with a focus on not signing unfavorable agreements [29][30] - **Spot vs. Contract Rates**: A significant disparity exists between spot and contract rates, with contract rates showing flat to positive trends [31][32] Cost Management and Productivity - **Cost Control**: The company has focused on cost management and productivity improvements, resulting in year-over-year margin improvements [38][40] - **Acquisition Synergies**: The recent Cowen acquisition is expected to yield synergistic opportunities, particularly in cost management [42][64] Regulatory Environment - **English Language Provision**: New enforcement guidelines for the English language requirement could disrupt the market, particularly for smaller carriers [46][50] - **B1 Mexican Program**: Increased enforcement may tighten capacity around the border, impacting operations [50][52] Intermodal Growth - **Market Position**: Schneider National is optimistic about intermodal growth, particularly in the Mexico market, with strong service performance noted [54][56] - **Pricing Trends**: Intermodal pricing remains flat to slightly up, with expectations for continued stability [63] Capital Allocation Strategy - **Growth Focus**: The company prioritizes organic growth but remains open to strategic acquisitions, particularly in dedicated and intermodal segments [64][66] - **Leverage Profile**: The company is comfortable with a leverage ratio of up to 2.5 times for the right acquisitions [70][72] Guidance and Outlook - **Earnings Guidance**: EPS guidance is set between $0.75 and $1.00, reflecting a more optimistic outlook than previously anticipated [80][82] - **Market Sentiment**: The negative forward sentiment has moderated, leading to a more favorable industry outlook [92] Key Takeaways - **Resilience in Demand**: The company is experiencing steady demand despite macroeconomic uncertainties - **Focus on Cost Management**: Continuous efforts in cost control and productivity enhancements are yielding positive results - **Strategic Growth Opportunities**: Schneider National is well-positioned for growth in intermodal and dedicated segments, with a balanced approach to capital allocation and acquisitions.

In a recent report, Goldman Sachs singled out some notable surprises among the companies that saw an uptick in hedge fund ownership.As stocks that see increases in hedge fund ownership tend to perform well in their sectors, they are certainly worth keeping an eye on. But what about Knight-Swift (NYSE: KNX)?Is the transportation industry profitable?Judging by Goldman Sachs reports, it appears that Wall Street has set its sights on Knight-Swift Transportation, the largest truckload carrier in the U.S. Sure, t ...

Core Insights - Landstar System (LSTR) reported revenue of $1.15 billion for Q1 2025, a year-over-year decline of 1.6%, with EPS of $0.85 compared to $1.32 a year ago, indicating a decrease in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $1.13 billion by 1.95%, while the EPS fell short of the consensus estimate of $0.92 by 7.61% [1] Financial Performance Metrics - Revenue per load for Ocean and air cargo carriers was $7,197, surpassing the average estimate of $6,579.53 [4] - Revenue per load for Rail Intermodal was $2,843, below the average estimate of $3,170.29 [4] - Total number of loads was 500,170, exceeding the average estimate of 484,455 [4] - Truck Transportation loads totaled 484,900, compared to the average estimate of 468,390 [4] - Investment income was reported at $3.60 million, above the average estimate of $2.88 million, representing a year-over-year increase of 5.5% [4] Revenue Breakdown - Revenue from Other sources was $19.66 million, below the average estimate of $23.67 million, reflecting a year-over-year decline of 22.4% [4] - Revenue from Rail Intermodal was $17.49 million, compared to the average estimate of $21.94 million, marking a year-over-year decrease of 23% [4] - Truck Transportation revenue was $1.05 billion, slightly above the average estimate of $1.02 billion, with a year-over-year decline of 1.8% [4] - Revenue from Ocean and air cargo carriers was $65.64 million, exceeding the average estimate of $60.40 million, with a year-over-year increase of 21.4% [4] - Revenue from Other Truck Transportation was $92.08 million, surpassing the average estimate of $74.63 million, indicating a year-over-year increase of 28% [4] - Revenue from Less-than-truckload services was $22.44 million, below the average estimate of $25.58 million, reflecting a year-over-year decline of 12.4% [4] Stock Performance - Landstar shares have returned +1.8% over the past month, underperforming the Zacks S&P 500 composite's +9.1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance in the near term [3]

Core Points - CSX Corporation has reached a tentative five-year agreement with the Brotherhood of Locomotive Engineers and Trainmen covering approximately 3,400 locomotive engineers, marking a significant milestone as the first Class I freight railroad to do so with BLET [1][2] - The agreement includes competitive pay, improved healthcare, and work rule changes aimed at enhancing the quality of life for locomotive engineers, reflecting similar wage increases and benefits from agreements with 13 other unions [2][3] - Locomotive engineers represent about 20% of CSX's frontline workforce, and if ratified, nearly 75% of CSX's unionized workers will be covered by new agreements reached in the last nine months [3] Company Overview - CSX is a premier transportation company based in Jacksonville, Florida, providing rail, intermodal, and rail-to-truck transload services across various markets, including energy, industrial, construction, agricultural, and consumer products [5] - The company has been integral to the economic expansion and industrial development of the nation for nearly 200 years, connecting major metropolitan areas in the eastern United States and linking over 240 short-line railroads and more than 70 ports [5]