Industrials

In November 2017, Southwest Airlines’ (LUV) traffic grew 3.4% year-over-year (or YoY). This growth was higher than its capacity growth of 2.5% YoY in the same month.

Coal is the cheapest fossil fuel, but it’s also the most polluting. With its massive electricity generation capacity—mainly coal-fired—China emits the most carbon dioxide in the world.

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

Toyota announced that it plans to raise its stake in Subaru Corporation from 17% to 20%. Toyota and Subaru would jointly produce all-wheel-drive vehicles.

The share prices for major airline companies in the U.S. dropped substantially after the news of the first Ebola case in U.S. on September 30, 2014.

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.

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 2013, Phillips 66 generated 67%, 13%, and 6% of its revenues from the United States, the United Kingdom, and Germany, respectively. The company’s other foreign operations contributed ~16%.

The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.

With 16,000 unique city pairs, connectivity by air is estimated to have doubled in the past two decades. Moreover, although demand continues to rise, the price of travel has fallen.

Ambre Energy was founded in June 2005. It’s an Australian-American coal and oil shale company. The company’s Australian headquarters are located at Brisbane. The head American office is located at Salt Lake City, Utah. The company operates in three business lines—U.S. coal export infrastructure, international coal marketing and trading, and U.S. thermal coal production.

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.

In this morning’s Get Real market newsletter, we saw that Disney+ is running the gauntlet while Apple and Microsoft take the Dow to new heights.

Delta Air Lines (DAL) derives 65.8% of its revenue from the passenger segment, 2.5% from the cargo segment, and 10.3% from other sources.

Alaska Air Group (ALK) has been trying to reduce its debt burden in order to strengthen its balance sheet in the long term.

Avery Dennison (AVY) has a market cap of $6.8 billion. It rose by 5.7% to close at $76.37 per share on July 26, 2016.

JetBlue Airways (JBLU) is expected to release its 2Q16 earnings on July 26. According to an analyst consensus, JBLU is expected to earn $0.49 in 2Q16, compared to earnings per share of $0.44 in 2Q15.

Johnson Controls (JCI) rose by 0.32% to close at $43.98 per share during the second week of July 2016.

In this morning’s edition of Get Real, we saw that WeWork’s layoffs are taking a toll. Meanwhile, the cannabis industry could be bouncing back.

Lowe’s (LOW) expects the Rona (RON.TO) transaction to be accretive to its earnings per share or EPS from the very first year after the acquisition.

Workhorse stock skyrocketed after President Trump commended Lordstown Motor's recent invention, the 2021 EV Endurance.

Last month, at the Oracle OpenWorld conference, Oracle unveiled its Oracle Autonomous Database Cloud, its next-generation database.

The airline industry contributes to U.S. economic growth. The industry drives $1.5 trillion in U.S. economic activity. It also generates more than 11 million jobs in the U.S.

In its most recent quarter, FireEye strengthened its HX with Exploit Guard to facilitate behavioral analysis. HX protects network end points from malware.

Today, several analysts raised their target price for 3M (NYSE:MMM) stock. The company reported better-than-anticipated first-quarter results on April 28.

Boeing and Embraer are pushing for a joint venture. In a $4.2 billion deal, Boeing is to buy 80% of Embraer’s commercial aircraft division.

The world has a problem that’s actually good for the fertilizer industry. This is the world’s population, which is ever-growing, as is food consumption.

On December 20, United Airlines (UAL) announced that it removed all of the Boeing (BA) 737 MAX aircraft from its flying schedule through June 4.

Alcoa, Arconic, and NOVA Chemicals have filed a lawsuit against several US railroad companies. One defendant is BNSF Railway, owned by Berkshire Hathaway.

American Airlines has pushed back the grounding of Boeing’s 737 MAX planes until April 2020. Read about how this will affect AAL and other airlines.

The FAA said that Boeing knowingly certified 133 units of its 737 NG aircraft even though they were installed with faulty parts.

Almost every US airline stock soared last Friday after the US Department of Labor reported stronger-than-expected job market data.

Lately, the Boeing 777X (BA) has made headlines for the wrong reasons. Airbus might be winning the war against Boeing on more than one battlefield.

FedEx stock fell 4.4% yesterday following an earnings estimate reduction and fears that a trade deal between the US and China could be delayed.

With faster deliveries and employment of vessels, secondhand vessels tend to reflect industry participants’ expectations for medium-term fundamentals.

Zoetis said in a recent statement that “its unique characteristics have established the company as the world leader in animal health, growing revenue faster than the market for the last three years.”

Why is capacity important? Analysts evaluate capacity growth to see whether it will exceed demand growth, instead of solely relying on indicators such as ship orders and ship prices that reflect managers’ perspective of future supply and demand dynamics. When capacity grows faster than demand, competition rises among individual shipping firms as they try to […]

For Boeing, most of 2019 has been about the 737 MAX. It’s curbed the decision about whether to build its 797 model until the 737 MAX crisis is resolved.

What new build prices reflect The prices of new builds are useful indicators that reflect the dry bulk shipping industry’s future fundamental outlook. New prices often rise because of higher orders for ships. Usually, this is the result of managements’ speculation that future shipping rates (which can increase or stay the same from the current […]