Industrials

On March 6, Boeing (BA) announced that it completed the acquisition of ForeFlight. Boeing didn’t disclose the financial terms of the deal.

Southwest Airlines (LUV) rose over 4% yesterday on social media speculation that Warren Buffett’s Berkshire Hathaway is considering a takeover bid.

Norfolk Southern (NSC) has been investors’ industry favorite since the beginning of 2019. The stock has risen 21.3% YTD.

On February 15, UPS announced that it raised its quarterly dividend rate 5.5% to $0.96 from $0.91 paid in November.

Today, US President Donald Trump tweeted, “Best January for the DOW in over 30 years.”

Disciplined capacity additions, promotional offers, and marketing strategies to drive traffic have helped United Airlines improve its utilization rate.

First Solar stock is trading at a forward PE ratio of 18x. On average, solar stocks (TAN) are trading at a forward valuation multiple of 14x.

Aswath Damodaran, better known as the “Dean of Valuation,” advised investors to consider NVIDIA (NVDA), Boeing (BA), and General Electric (GE) for long-term buys.

Southwest Airlines’ (LUV) traffic or RPM continued to lag its capacity or ASM. The company reported its operating performance on January 8.

Warren Buffett, Berkshire Hathaway’s (BRK-B) chairman, is known for his value investing. The legendary investor has an enviable track record.

CSX reported strong rail traffic volume growth in week 51. The company’s freight rail traffic increased 5.1% YoY to 130,542 units in week 51.

Boeing (BA) stock started 2018 on a positive note and carried this momentum forward up to November 7, with a return of ~26%.

Boeing (BA) has been lagging behind Airbus in the order-booking race for the past few years. However, the company seems set on breaking that record this year.

With a return of more than 43% YTD (year-to-date), United Continental (UAL) shares have remained the biggest gainer in 2018.

American Airlines (AAL) has received a consensus “buy” rating from analysts polled by Reuters.

American Airlines’ (AAL) traffic (revenue passenger miles) growth has exceeded its capacity (available seat miles) growth in the first nine months of 2018.

For 3M stock, 37% of the analysts recommended a “buy,” 42% recommended a “hold,” and 21% recommended a “sell.”

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.

3M offers pension and post-retirement benefit plans to its employees. The company has more than 75 defined benefit plans in 27 countries.

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.

Second-quarter 13F SEC filings indicate that institutional investors own 95.3% of Celanese’s (CE) outstanding shares.

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

Caterpillar’s Resource Industries segment is the company’s lowest revenue contributor. The segment had a revenue share of 18% in the second quarter.

Caterpillar (CAT) reported revenues of $14.01 billion in the second quarter—an increase of 23.7% on a YoY (year-over-year) basis.

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.

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.

Considering the data in the past five years, Delta Air Lines (DAL) has been generating a strong FCF. Delta Air Lines’ five-year average FCF is $3.08 billion.

Delta Air Lines’ higher debt means a higher interest expense and a higher DE (debt-to-equity) ratio. Delta Air Lines’ current DE ratio is 0.69x.

The consumer cyclical sector has an average dividend yield of 1.4%.

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.

Mattel, which is an American multinational toy manufacturing company, was the S&P 500’s top gainer on May 15.

Mattel, which is an American multinational toy manufacturing company, was the S&P 500’s top gainer on Wednesday.

In 4Q17, Dentsply Sirona (XRAY) started reporting its operations under two segments, after a shift to three segments in fiscal 3Q17.

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

Carl Icahn is a great believer in Herbalife. He has been a substantial investor in this stock since January 2013.