Samuel Prince

Operating cash flow is a vital parameter for judging the health of a transportation company because it points to efficiency in operating assets and liabilities.

In the eighth week of 2017, BNSF’s overall intermodal traffic rose slightly by 0.8% YoY to ~100,000 containers and trailers.

Canadian Pacific’s (CP) intermodal volumes have been on roll for the past few weeks. It reported a 3.6% YoY rise for the week ended February 4.

Genesee & Wyoming’s (GWR) European carloads fell 9.1% YoY (year-over-year) in April 2017. GWR’s other-than-coal carloads fell 8.2% on a YoY basis in April 2017.

BNSF Railway’s (BRK-B) total railcars for the week ended December 10, 2016, fell 5.5% to ~95,000 units, compared to ~100,000 units on a year-over-year basis.

FedEx Express offers three US overnight package delivery services: FedEx First Overnight, FedEx Priority Overnight, and FedEx Standard Overnight.

In the second quarter 2016, Werner Enterprises (WERN) declared a dividend of $0.06 per share. That’s an increase of 20% from the corresponding period last year.

For 2016, UPS has anticipated an investment of $2.8 billion in the procurement of capital assets.

Kansas City Southern (KSU) reported a 7.2% rise in its overall intermodal volumes of containers and trailers in the week ended July 1, 2017.

General Electric’s dividend compound annual growth rate in the last seven years ended in 2015 was 7.1%. This single-digit growth wasn’t that impressive.

Genesee & Wyoming’s (GWR) European carloads rose 11.2% YoY in January 2017.

Old Dominion’s peer group includes LTL companies that compete in the national and regional marketplace. The company also competes with some US railroads.

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 21, 2017, CP reported a fall of 2.5% in overall intermodal traffic. Intermodal data indicates that the fall was due to a drop in its international intermodal business, where volumes fell […]

In the week ended May 7, 2016, total US railcars went down by ~233,000, a double-digit fall of 15%.

FedEx achieved the distinction of being the first US company to reach $1.0 billion in revenues within the first ten years of operations without a single merger or acquisition.

Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America. The company manages ~32,500 route miles of track.

According to a Variety report from January 23, Hulu lowered the price of its ad-supported streaming plan from $7.99 per month to $5.99 per month.

Comcast’s (CMCSA) NBCUniversal business segment consists of filmed entertainment, theme parks, broadcast television, and cable networks divisions.

UPS’s operating profit declined 4.7% to $1.7 billion in the third quarter from $1.8 billion in the third quarter of 2017.

United Parcel Service’s (UPS) Supply Chain & Freight vertical accounts for ~20% of its total revenues.

In the third quarter, the US Domestic Package segment’s revenues jumped 8.1% YoY to $10.4 billion from $9.6 billion in the third quarter of 2017.

Free cash flow (or FCF) is an important metric in the railroad (FXR) industry.

On September 24, General Electric’s (GE) Renewable Energy division launched its new onshore turbine platform named “Cypress.”

FedEx (FDX) incurred capital expenditure of $1.17 billion in the first quarter compared to $1.0 billion in the comparable period of fiscal 2018.

FedEx’s adjusted operating margin contracted by ten basis points to 7% in Q1 2019 from 7.1% in the first quarter of 2018.

Of the 27 analysts covering United Parcel Service (UPS), six analysts (22%) have a “strong buy” recommendation on the stock.

C.H. Robinson Worldwide’s (CHRW) Navisphere is a proprietary global technology platform that matches customer requirements with supplier capabilities to fit customers’ needs.

C.H. Robinson Worldwide’s (CHRW) NAST (North American Surface Transport) segment provides truckload, LTL (less-than-truckload), and intermodal freight transportation services across North America.

C.H. Robinson Worldwide (CHRW) is the largest third-party logistics provider in the world.

C.H. Robinson Worldwide (CHRW) went public in 1997. Soon after, the company went on an acquisition spree to further its business interests in new geographies.

On June 26, Boeing (BA) announced it has joined the race to make the next-generation version of the Concorde, a hypersonic jet.

In this article, we’ll consider FedEx’s (FDX) Express segment’s performance in the fourth quarter.

The deal between General Electric (GE) and Wabtec (WAB) is expected to generate annual run-rate synergies of $250 million by 2022.

On May 10, Western US rail freight giant Union Pacific (UNP) declared a quarterly cash dividend of $0.73 per share on its common stock.

XPO uses a proprietary technology called Rail Optimizer for its intermodal services.

XPO Logistics (XPO) stock closed at $98.66 on March 27, 2018, which was lower than its 52-week high of $106.20.

In February 2018, Genesee & Wyoming’s (GWR) North American carloads expanded 0.3% YoY (year-over-year) on a reported basis.

KSU has the lowest PE ratio of 17.7x in the peer group, most likely due to the uncertainty of the NAFTA renegotiations.

In 4Q17, Kansas City Southern (KSU) reported an improvement of 80 basis points in its operating margin, which rose to 36% from 35.2% in 4Q16.

Rail giant CSX (CSX) reported double-digit carload traffic loss in the 52nd week of 2017. The company’s carload traffic slumped 15.7% that week.

FedEx Ground’s (FDX) revenues rose 11.5% to $4.9 billion in fiscal 2Q18, from $4.4 billion in fiscal 2Q17.

In the 44th week of 2017, total rail freight traffic in the United States recorded a ~0.9% fall. Overall volumes, including intermodal, decreased to ~539,000 units.

In this article, we’ll analyze the operating cash flows of these LTL (less-than-truckload) carriers in 1H17.

Kansas City Southern’s network Kansas City Southern’s (KSU) US subsidiary caters to ten US states in the Midwest and Southeast. It also runs a rail route between Kansas City, Missouri, and multiple ports along the Gulf of Mexico in Texas, Louisiana, Alabama, and Mississippi. Among the major US Class I railroads, Kansas City remains hugely […]

In the last ten years, GE has raised its cash dividends to common for seven of those years. The annualized $0.96 per share dividend results in a dividend payout ratio of 61.1%.

Kansas City Southern (KSU), the smallest Class I railroad, reported a marginal volume gain in the week ended August 26, 2017.

Kansas City Southern hauled ~26,000 railcars in the same week compared with close to 25,000 units in the week ended August 20, 2016.

In July 2017, Genesee and Wyoming recorded a slight decline in its North American traffic YoY (year-over-year).

Kansas City Southern (KSU), the smallest Class I railroad in the US, also operates in Mexico.

In 2Q17, GWR’s North American revenues were $315.7 million, a 3.6% rise from $304.6 million in the same quarter last year.