XPO

Las existencias de LTL ensangrentadas después del día de la liberación, estimaciones recortadas antes de los informes del primer trimestre

las-existencias-de-ltl-ensangrentadas-despues-del-dia-de-la-liberacion,-estimaciones-recortadas-antes-de-los-informes-del-primer-trimestre

Las acciones de transporte lo llevaron a la barbilla tras el anuncio de la administración Trump de aranceles generalizados después de que el mercado cerró el miércoles. A las acciones menos que la carga de camiones les fue lo peor en las dos sesiones comerciales después del Día de la Liberación, ya que los inversores […]

Esta entrada Las existencias de LTL ensangrentadas después del día de la liberación, estimaciones recortadas antes de los informes del primer trimestre Aparece primero en FullAva...

https://fullavantenews.com/las-existencias-de-ltl-ensangrentadas-despues-del-dia-de-la-liberacion-estimaciones-recortadas-antes-de-los-informes-del-primer-trimestre/?lang=es

LTL stocks bloodied post-Liberation Day, estimates cut ahead of Q1 reports

Transportation stocks took it on the chin following the Trump administration’s announcement of widespread tariffs after the market closed on Wednesday. Less-than-truckload stocks fared the worst in the two trading sessions following Liberation Day as investors who entered the year hopeful for a positive inflection in the industrial complex appear to have called it quits for the time being.

Less-than-truckload stocks fell 18% over the two-day period and are off 33% year-to-date (both on an...

https://www.freightwaves.com/news/ltl-stocks-bloodied-post-liberation-day-estimates-cut-ahead-of-q1-reports

Deutsche Bank Eyes Industrial Rebound, respalda estas acciones de transporte

Los inversores deben favorecer las existencias de transporte atado industrial con iniciativas idiosincráticas de autoayuda, según un informe que relata la cobertura del espacio por parte de Deutsche Bank. La firma de inversión emitió calificaciones de «Comprar» en tres operadores de carga menos que...

https://fullavantenews.com/deutsche-bank-eyes-industrial-rebound-respalda-estas-acciones-de-transporte/?lang=es

Deutsche Bank eyes industrial rebound, endorses these transportation stocks

Investors should favor industrial-tethered transportation stocks with idiosyncratic, self-help initiatives, according to a report relaunching Deutsche Bank’s coverage of the space. The investment firm issued “buy” ratings on three less-than-truckload carriers, a pair of railroads and a couple other companies on Friday.

Equity research analyst Richa Harnain told clients the industrial complex appears ready to shake a two-year downturn and that any turnaround could be amplified by the new...

https://www.freightwaves.com/news/deutsche-bank-eyes-industrial-rebound-endorses-these-transports

XPO sees improvement in February, tonnage still down y/y

At first blush, XPO’s February update showed volumes fell at the same pace as they did in January. However, the carrier was facing a more formidable comp in the recent month, suggesting the falloff was less severe.

The Greenwich, Connecticut-based LTL carrier announced Tuesday after the market closed that tonnage was down 8.1% year over year in February following an 8.5% decline in January. The February result was the combination of a 6.2% decline in shipments and a 2% decline in weight per...

https://www.freightwaves.com/news/xpo-sees-improvement-in-february-tonnage-still-down-y-y

XPO shares up on strong Q4 financial performance

Less-than-truckload carrier XPO reported another strong financial performance at the bottom of the cycle. Shares of the company’s stock surged 8.8% in early trading Thursday after stepping higher on Wednesday following a better-than-expected report from a competitor.

XPO (NYSE: XPO) recorded 260 basis points of operating ratio (inverse of operating margin) improvement during 2024 while the rest of the industry saw margin deterioration. XPO also guided to 150 bps of year-over-year OR improvement...

https://www.freightwaves.com/news/xpo-shares-up-on-strong-q4-financial-performance

First look: XPO Q4 earnings

Less-than-truckload carrier XPO reported fourth-quarter adjusted earnings per share of 89 cents Thursday before the market opened. The result was 12 cents higher year over year and 26 cents better than the consensus estimate.

Consolidated revenue of $1.92 billion was down 1% y/y.

XPO’s (NYSE: XPO) LTL segment generated $1.16 billion in revenue, a 2.6% y/y decline. Tonnage declined 5.7% but was partially offset by a 1.7% increase in yield (6.3% higher excluding fuel surcharges). The unit reported...

https://www.freightwaves.com/news/first-look-xpo-q4-earnings

A stand-alone FedEx Freight gives LTL investors another pure play

Investors are getting more optionality when it comes to playing the less-than-truckload market. FedEx Corp. said Thursday it will move forward with a plan to spin off FedEx Freight, the nation’s largest LTL carrier, which experts say could be worth as much as $30 billion.

Details surrounding the transaction were sparse, but FedEx (NYSE: FDX) said separating into two publicly listed companies – a domestic and international package and freight business generating $78 billion in annual revenue, and...

https://www.freightwaves.com/news/a-stand-alone-fedex-freight-gives-ltl-investors-another-pure-play

XPO, Old Dominion waiting for market turn

Less-than-truckload carriers are still seeing negative tonnage results at what is likely the bottom of the cycle. XPO and Old Dominion Freight Line are the latest to provide November results after updates from a pair of carriers sent shares for the group lower on Tuesday.

XPO eyeing Q4 margin improvement

XPO (NYSE: XPO) reported a 4% y/y decline in tonnage per day during November, which followed an 8% decline in October. October was up against a tough comp due to a cyberattack at Estes last year...

https://www.freightwaves.com/news/xpo-old-dominion-waiting-for-market-turn

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