Core Viewpoint - A significant rotation from technology stocks to industrials has led to a notable increase in FedEx shares, which surged 13.3% this week and over 26% year-to-date, outperforming the Dow Jones Transportation Index [1][5]. Group 1: Stock Performance - FedEx shares have increased by 13.3% this week and more than 26% year-to-date, which is approximately double the return of the Dow Jones Transportation Index [1][5]. - UBS analyst Thomas Wadewitz raised the price target for FedEx from $314 to $412 per share, representing a more than 30% increase, with an implied 12% upside from Thursday's closing price [6]. Group 2: Analyst Insights - The recent surge in FedEx shares is attributed to a shift in investor focus from high-flying tech stocks to industrial names, alongside the positive outlook from UBS [5]. - The upcoming 2026 Investor Day on February 12 is expected to present a multi-year plan for FedEx, potentially including strategies for higher margins through cost reductions, improved pricing, and sustainable revenue growth [6][7].

分组1 - RXO reported a quarterly loss of $0.07 per share, missing the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.06 per share a year ago, representing an earnings surprise of -80.88% [1] - The company posted revenues of $1.47 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 0.85%, and down from $1.67 billion year-over-year [2] - RXO has surpassed consensus EPS estimates only once in the last four quarters and has not beaten consensus revenue estimates during the same period [2] 分组2 - RXO shares have increased by approximately 31.2% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is -$0.07 on revenues of $1.38 billion, and for the current fiscal year, it is $0.14 on revenues of $5.95 billion [7] 分组3 - The Zacks Industry Rank indicates that the Transportation - Services sector is currently in the top 30% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - RXO's estimate revisions trend was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

United Airlines Holdings, Inc. (NASDAQ:UAL) is one of the most undervalued travel stocks to buy according to hedge funds. On February 3, Citi lifted the price target on United Airlines Holdings, Inc. (NASDAQ:UAL) to $155 from $153 and maintained a Buy rating on the shares. The firm also added an “upside 90-day catalyst watch” on the stock and stated that it is “tactically bullish” on the sector. United Airlines Holdings Inc (UAL): Get With The Program, Says Jim Cramer In another development, Bernstein al ...

Core Viewpoint - C.H. Robinson Worldwide (CHRW) has shown strong stock performance, with a 19.1% increase over the past month and a 24.2% gain since the beginning of the year, outperforming the Zacks Transportation sector and the Zacks Transportation - Services industry [1][2]. Financial Performance - The company has consistently exceeded earnings expectations, reporting an EPS of $1.23 against a consensus estimate of $1.12 in its last earnings report [2]. - For the current fiscal year, C.H. Robinson is projected to achieve earnings of $5.9 per share on revenues of $16.86 billion, reflecting a 15.91% increase in EPS and a 3.89% increase in revenues [3]. - For the next fiscal year, expected earnings are $6.83 per share on revenues of $18.08 billion, indicating a year-over-year change of 15.66% in EPS and 7.23% in revenues [3]. Valuation Metrics - The stock currently trades at a valuation of 33.8 times the current fiscal year EPS estimates, which is above the peer industry average of 23 times [7]. - On a trailing cash flow basis, the stock trades at 32.7 times compared to the peer group's average of 9.2 times [7]. - The PEG ratio stands at 2.1, suggesting that the stock is not among the top tier from a value perspective [7]. Zacks Rank and Style Scores - C.H. Robinson holds a Zacks Rank of 2 (Buy), supported by rising earnings estimates [8]. - The stock has a Value Score of D, while its Growth and Momentum Scores are A and B, respectively, resulting in a combined VGM Score of B [6][8].

CALGARY, Alberta, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Total Energy Services Inc. (“Total Energy”) (TSX:TOT) will conduct a conference call and webcast following the release of its financial results for the three months ended December 31, 2025. The financial results will be released prior to the conference call. Daniel Halyk, President and CEO will host the call. Open to:Shareholders and other interested personsDate:March 11, 2026Time:9:00 a.m. (Mountain Time)Call:(800) 715-9871 or (647) 932-3411 A live webca ...

As carriers continue to question why invoices from R&R Family of Companies and related entities abruptly went unpaid, a newly filed lawsuit in Texas adds detail to allegations that brokerage units continued tendering freight amid deepening financial distress. A complaint filed Jan. 23 by Jimenez Logistics LLC in Hidalgo County, Texas, alleges that R&R Express Inc. and RFX Inc., subsidiaries of R&R Family of Companies, failed to pay for transportation services arranged in 2025 and early 2026, despite repea ...

Financial Data and Key Metrics Changes - Revenue increased by $158 million, or 12% year-over-year, reaching $1.2 billion in the construction segment [15] - Gross profit rose by $58 million, or 28%, with adjusted net income improving by $33 million, or 36% [15] - Adjusted EBITDA improved by $67 million, or 45%, with year-to-date operating cash flow of $290 million [15][17] Business Line Data and Key Metrics Changes - In the construction segment, revenue increased by $82 million, or 8% year-over-year, driven by acquisitions [15] - The materials segment saw aggregate volumes increase by 26% and asphalt volumes by 14% year-over-year [16] - Newly acquired companies contributed 1.4 million tons of aggregates and 177,000 tons of asphalt [16] Market Data and Key Metrics Changes - Demand remains strong, particularly in the public market, supporting volume growth in aggregates and asphalt [10] - The southeastern platform, including Warren Paving, performed better than expected, leading to significant increases in asphalt margins [16] Company Strategy and Development Direction - The company has introduced an investment framework focused on supporting core competencies and expanding into new markets through acquisitions [4][5] - Recent acquisitions, including Cindolite, are aimed at enhancing the vertically integrated model and supporting long-term growth [8][21] - The company expects to achieve organic growth targets of 6-8% through 2027 [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the market, supported by the Infrastructure Investment and Jobs Act (IIJA) [26] - The company anticipates continued growth in its CAP portfolio and increased bid-day margins [12][20] - There is optimism regarding the conversion of CAP into revenue, with expectations for acceleration in the fourth quarter and into 2026 [28][44] Other Important Information - The company has more than doubled its aggregate reserves to approximately 2.1 billion tons since 2021 [8] - Cash and marketable securities totaled $617 million, with $1.3 billion of debt outstanding [17] - The company revised its annual revenue target to a range of $4.35 billion to $4.45 billion [19] Q&A Session Summary Question: Sources of CAP change and bidding opportunities - Management noted that the overall market remains strong, supported by the IIJA and private market investments, leading to improved margins and increased CAP [25][26] Question: Conversion of CAP into revenue - Management indicated that Q4 is expected to show an 8% organic growth rate, with confidence in continued growth into 2026 [28] Question: Guidance on EBITDA margin drivers - Management highlighted that both construction and materials segments are contributing to margin expansion, with expectations for continued improvement [31][33] Question: Operating cash flow and CapEx outlook - Management attributed higher operating cash flow to successful claim settlements and collections, while adjusting CapEx guidance to $130 million [35][37] Question: Opportunities with recent acquisitions - Management expressed excitement about the integration of Warren and Pappage, noting strong aggregate demand and opportunities for growth in the southeast [41][42]

Core Viewpoint - Total Energy Services Inc. has announced a normal course issuer bid to repurchase shares, which is expected to enhance shareholder value by increasing their equity stake in the company [1][4]. Group 1: Normal Course Issuer Bid Details - The normal course issuer bid will commence on October 21, 2025, and will expire on October 20, 2026, with the Toronto Stock Exchange having accepted the notice [1]. - Total Energy may purchase up to 1,841,300 shares, which is 5% of the total outstanding shares as of October 16, 2025, with a maximum daily purchase limit of 12,837 shares based on the average daily trading volume [2]. Group 2: Previous Share Buyback Performance - In the previous normal course issuer bid that ended on October 20, 2025, Total Energy purchased 1,679,360 shares at an average price of $11.33 per share, representing 88% of the authorized shares for repurchase [3]. Group 3: Financial Stewardship and Shareholder Value - Total Energy has returned approximately $360 million to its shareholders through dividends, distributions, and share buybacks, including $6.66 per share in dividends and distributions [4]. - The company views the current market conditions as favorable for share repurchases, which is anticipated to benefit remaining shareholders by increasing their equity investment in Total Energy [4]. Group 4: Company Overview - Total Energy is headquartered in Calgary, Alberta, and provides various services including contract drilling, equipment rentals, and well servicing to the energy and resource industries in North America and Australia [5].

Core Viewpoint - Total Energy Services Inc. has successfully extended its $170 million revolving syndicated bank credit facilities to January 10, 2029, with no changes to the terms and conditions of the facility [1]. Company Overview - Total Energy Services Inc. is headquartered in Calgary, Alberta, and provides a range of services including contract drilling, equipment rentals, transportation services, well servicing, and compression and process equipment to the energy and other resource industries [2]. - The company's common shares are listed on the TSX under the symbol "TOT" [2].

Core Insights - Targa Resources Corp. (TRGP) is a leading U.S. midstream energy company with a market cap of $35.8 billion, operating in Gathering & Processing and Logistics & Transportation segments [1][2] - The company benefits from fee-based contracts that mitigate exposure to commodity price fluctuations, while ongoing expansion projects enhance growth potential [2] - TRGP shares are currently trading 25.3% below their 52-week high, with a recent decline of 6.6% over the past three months, underperforming the Nasdaq Composite [3][4] Financial Performance - In Q2, TRGP reported a revenue increase of 20% year-over-year to $4.26 billion, driven by higher NGL volumes and stronger natural gas prices [5] - Net income attributable to common shareholders more than doubled to $629.1 million from $298.5 million in the prior year, with adjusted EBITDA rising 18% to $1.16 billion [5] - The company reaffirmed its full-year 2025 adjusted EBITDA guidance of $4.65–$4.85 billion, anticipating growth in Permian gathering and processing operations [6]