Samuel Prince

FedEx’s (FDX) operating margin was 11.2% on an adjusted basis in fiscal 4Q17, representing a 0.4% fall on a YoY (year-over-year) basis.

For CSX Corporation (CSX), Reuters-surveyed analysts estimate an operating margin of 30.5% for 4Q16, compared to an operating margin of 28.4% in 4Q15.

Norfolk Southern’s (NSC) total intermodal traffic for the week ended April 30, 2016, declined by 7.6%, at nearly 73,000 containers and trailers. This compares with 79,000-plus units in the corresponding week of 2015.

As of March 31, Genesee & Wyoming (GWR) had a net debt-to-forward-EBITDA multiple of 3.2x, which was much higher than the industry average of 2.1x.

For Week 8, which ended February 24, 2018, Norfolk Southern (NSC) had a 1.8% loss of carload traffic.

The average US on-highway diesel prices in 3Q17 have risen 20% compared to the same quarter last year.

Union Pacific had FCF of $3.02 billion in the first nine months of 2017, compared with $2.86 billion in the corresponding period of 2016.

On a long-term basis, NSC aims for a dividend payout ratio of 33.3%.

Canadian National recorded a 1.4% fall in total railcars in the week ended August 6, 2016, hauling ~57,000 railcars, compared to ~57,000 units one year ago.

General Electric (GE) released its 1Q18 earnings on April 20. GE’s adjusted earnings per share were $0.16, up 14.0% year-over-year.

Trinity Industries declared a dividend of $0.13 per share on its common stock for the third quarter.

In this article, we’ll discuss what analysts are expecting for United Parcel Service (UPS) following its 2Q16 results.

In the fourth quarter 2017, Kansas City Southern (KSU) reported revenue of $660.4 million, exceeding analysts’ revenue estimates by 0.6%.

There are 21 analysts covering CNI. Of those, only five, or 24.0%, have a “buy” rating for the stock.

Now let’s examine the free cash flow levels of Canadian Pacfic and compare it to its arch-rival Canadian National Railway (CNI).

The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

The Association of American Railroads (or AAR) publishes North American rail freight (UNP) data every week.

Norfolk Southern (NSC), an Eastern US railroad, reported the highest intermodal revenue growth of 19% YoY among its peers in the first quarter.

BNSF Railway (BRK-B) operates in the Western US, competing with Union Pacific (UNP).

Genesee & Wyoming’s (GWR) European carloads remained unchanged YoY (year-over-year) in February 2017.

There have been varied estimates of the damages caused by Harvey, from $65.0 billion to as high as $190.0 billion. In this series, we’ll look at how Hurricanes Harvey and Irma affected Class I railroads.

Canadian Pacific (CP) registered a fall of 5.2% in total railcars in the week ended August 27, 2016.

CSX (CSX) is a major operator in the Eastern US that competes with Norfolk Southern (NSC).

In the week ended April 1, 2017, Canadian Pacific reported a 6.3% rise in overall intermodal traffic.

Canadian Pacific’s (CP) intermodal volumes have been rising for the past few weeks.

CSX’s (CSX) overall railcar traffic rose 3.1% in the 28th week of 2017 (ended July 15).

In week 33 of 2017, Union Pacific (UNP) recorded a marginal rise of 0.6% in its railcars, excluding intermodal.

Kansas City Southern (KSU), a US-Mexico railroad, is the smallest Class I railroad in the US.

United Parcel Service’s international package segment includes small package operations in Europe, Asia-Pacific, Canada, Latin America, the Indian subcontinent, the Middle East, and Africa.

GWR’s European carloads rose 20.3% YoY in December 2016. In the same period of 2015, GWR hauled ~72,000 railcars, as compared to ~86,000 in December 2016.

In the international arena, FedEx primarily competes with DHL, United Parcel Service (UPS), and foreign postal authorities.

Union Pacific (UNP) announced its third-quarter earnings results before the market opened on October 25.

BNSF Railway’s (BRK-B) total intermodal traffic for the week ended July 2, 2016, was up 1.7%.

Revenue for General Electric’s (GE) Aviation segment was $6.8 billion in 1Q17, a 9.0% rise from $6.2 billion in 1Q16.

Canadian Pacific’s intermodal volumes Although Canadian Pacific’s (CP) intermodal volumes have been marching forward for the past few weeks, in the week ended January 28, 2017, CP reported a fall of 7.5% in overall intermodal traffic. Intermodal data indicates that the fall was due to a drop in its international intermodal business, where volumes fell […]

FedEx suffered a loss of $895.0 million in connection with the shift to new pension accounting in 2015.

Canadian Pacific’s intermodal volumes Although Canadian Pacific’s (CP) intermodal volumes have been marching forward for the past few quarters, for the week ended January 14, 2017, CP reported a fall of 4.5% in overall intermodal traffic. The intermodal data indicates that the fall was led by a drop in its international intermodal business, where volumes […]

J.B. Hunt Transport Services (JBHT) raised its share repurchases by $80.0 million in 1H17 compared with 2Q16.

Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America through its wholly owned subsidiary, BNSF Railway Company.

Old Dominion Freight Line (ODFL) is the United States’ major provider of regional, interregional, and national LTL (less-than-truckload) services.

FedEx (FDX) announced its fourth-quarter earnings after the market closed on June 19. FedEx surpassed analysts’ adjusted EPS estimate by 3.6%.

The decrease in the UK and European carloads in October was primarily due to the fall in coal and coke, mineral and stone, and intermodal carloads.

Canadian Pacific (CP) has witnessed a steady rise in intermodal volumes for the past few weeks. In the week ended March 25, 2017, its intermodal traffic rose 13.7%.

KSU’s trailer volumes fell 9.5% in week 23, whereas container traffic contracted by 2.4% in the same week.

Kansas City Southern reported a YoY (year-over-year) 4.4% rise in railcars in the week ended July 15, 2017.

In this article, we’ll look at the direction of the Truck Tonnage Index (or TTI) in October 2016.

Genesee & Wyoming’s (GWR) European carloads rose marginally 0.60% in November 2016. In the same period last year, GWR hauled 99,000 railcars.

In Week 41, Kansas City Southern (KSU) posted a 2.4% YoY (year-over-year) decline in carload traffic.

Genesee & Wyoming’s Australian carloads declined by 13.7% in July 2016, hauling more than 15,000 railcars, as compared to over 17,000 one year previously.

In the week ended March 3, 2018, Norfolk Southern saw a ~2% fall in carload traffic. It hauled ~67,700 carloads in the week.