C.H. Robinson Worldwide, Inc.
Why Most Analysts Have a ‘Hold’ Opinion on United Parcel Service
Of the 27 analysts covering UPS, four analysts (14.8%) recommended a “strong buy” for UPS stock.
XPO’s Better-than-Expected 3Q16 Earnings Impress Markets
XPO Logistics (XPO) released its 3Q16 earnings on November 2, 2016, after markets closed.
Analyzing UPS’s 3Q15 Performance, Expansions, and Acquisitions
United Parcel Service (UPS) continued to perform as expected and recorded its third consecutive quarter of improved earnings per share growth.
Why Analysts Recommend ‘Hold’ for CHRW
Of the 22 analysts covering C.H. Robinson Worldwide (CHRW), four (18%) have recommended “strong buy,” three (14%) have recommended “buy,” 12 (54%) have recommended “hold,” and three (14%) have recommended “sell.”
Why United Parcel Service’s International Revenues Rose in 2Q17
UPS’s International Package volumes in 2Q17 rose 5.6% to 2.9 million average daily packages from 2.7 million average daily packages in 2Q16.
How Did FedEx Grow into One of the Largest Logistics Giants?
In the international arena, FedEx primarily competes with DHL, United Parcel Service (UPS), and foreign postal authorities.
UPS and the Trans-Pacific Partnership: Simplicity in Trade?
The Trans-Pacific Partnership is expected open cross-border trade between member nations by increasing imports and exports and cutting taxes and tariffs.
Is the FedEx-TNT Deal a Threat to UPS?
FedEx (FDX) offered to purchase TNT Express for an all-cash deal of $4.8 billion. The deal aims to provide FedEx with a strong hold in the European market.
UPS Missed 4Q15 Revenue Estimates but Beat Earnings Estimates
United Parcel Service (UPS) reported 4Q15 earnings on February 2, 2016. The company missed analyst revenue estimates but beat earnings estimates.
How Did UPS’s International Segment Perform in 2014?
Revenue for United Parcel Service’s (UPS) International segment rose 4.5% in 2014 to $12,988 million, from $12,429 million in 2013. Growth was led by a recovery in Europe.
How Will UPS Deliver in the 2015 Holiday Season?
UPS expects package volumes during the 2015 holiday season to rise by 10%. On December 22, UPS expects to ship 36 million packages—double its daily average.
UPS and the Coyote Logistics Deal: New Capabilities and Synergies
UPS expects its acquisition of Coyote Logistics to provide high-tech light entry into the truckload brokerage market and help manage its backhaul capacity.
UPS’s Domestic Segment: Assessing 3Q15 Performance
In 3Q15, UPS’s domestic segment saw a strong 1.9% YoY growth in revenues, reaching $8.86 billion, due to strong base-rate improvements.
A Look at UPS’s Stock Performance
UPS has been a consistent dividend payer, but its stock performance has been below par compared to its peers. UPS stock price has grown by about 42% since its listing.
How Is UPS Valued Compared to Its Peers?
UPS’s forward PE ratio stands at 17.1x compared to its current PE ratio of 22.3. Analysts are expecting UPS’s earnings to grow in the next four quarters.
How Is FedEx Valued Compared to Its Peers?
Currently, FedEx’s (FDX) forward PE ratio stands at 13.53x. Its current PE ratio is 34.8.
Hedge Funds Were Right about Air Freight and Courier Services
1Q15 aggregate filings from institutional investors revealed a net bearish position in stocks belonging to the air freight and logistics industry.
FedEx Stock before Fiscal 2Q18 Earnings Release
FedEx (FDX) is slated to announce its fiscal 2Q18 earnings after the market closes on December 19, 2017. On December 12, FDX stock closed at $238.60, hovering near its 52-week high of $241.30.
How FedEx’s Stock Performed in Expectation of the Holiday Season
In the last three months of the year, marking the peak holiday season, FedEx’s (FDX) stock has declined by 4.5%.
How the TNT Cyberattacks Could Affect FedEx’s Future Dividend Growth
There was no mention of dividends in FedEx’s fiscal 1Q18 earnings conference call, and its stock buybacks were significantly lower ($86.0 million) in fiscal 1Q18.
Comparing UPS’s Dividend Yield with Its Peers
United Parcel Service’s (UPS) forward dividend yield of 3.1% is the highest in its peer group.
J.B. Hunt Stock Plunged ~5% after Q1 Earnings Missed Estimates
J.B. Hunt plunged ~5% in the extended trading session on April 15 after the company reported lower-than-expected first-quarter 2019 results.
Higher Freight Rates to Drive J.B. Hunt’s First-Quarter Earnings
J.B. Hunt Transport Services (JBHT) is expected to report its first-quarter earnings results on April 15.
FedEx Appoints Don Colleran as Express President and CEO
FedEx announced yesterday that it had appointed Don Colleran to be president and CEO of its Express division.
UPS Hikes Its Dividend
On February 15, UPS announced that it raised its quarterly dividend rate 5.5% to $0.96 from $0.91 paid in November.
FedEx Plunges 2.5% after President and COO Bronczek Resigns
Shares of FedEx fell 2.5% on February 15 after the company revealed that its president and COO, David Bronczek, had decided to step down.
J.B. Hunt Shares Rose 6% after Strong Q4 Results
J.B. Hunt Transport shares gained ~6% in the extended trading session on January 17 after the company reported its fourth-quarter results.
FedEx to Buy Flying Cargo’s International Express Unit
FedEx (FDX) is acquiring Flying Cargo Group’s delivery and logistics business to expand its global operations.
Why Higher Crude Oil Prices Are a Concern for US Trucking
The EIA anticipates Brent spot prices will average $72 per barrel in 2018 and $71 per barrel in 2019.
Trump Talks Trade with Mexico: Truckers Optimistic
The US trucking industry is keeping a close eye on President Trump’s trade agreement with Mexico since there’s so much at stake.
C.H. Robinson Worldwide’s Q3 Dividend and Its History
C.H. Robinson Worldwide (CHRW) declared a quarterly cash dividend of $0.46 per share on August 9, maintaining its 25-year payout streak.
Analyst Recommendations for EXPD after Second-Quarter Earnings
Of the 14 analysts covering EXPD stock, ten of them have recommended a “hold,” and one has recommended a “buy.”
Expeditors International Beat Q2 Estimates, Stock Zigzags
Expeditors International of Washington (EXPD) beat analysts’ adjusted EPS estimate of $0.78 by $0.01 for the second quarter.
EXPD’s Second-Quarter Earnings Beat Estimates, Stock Zigzags
Expeditors International of Washington (EXPD) reported its Q2 earnings on August 7. Adjusted EPS was $0.79, beating the $0.78 estimate.
Analysts’ Recommendations for XPO Logistics before Q2 Earnings
Currently, 20 analysts are covering XPO stock. Four (20%) of them are bullish and have rated it a “strong buy.”
Why XPO Could Beat Analysts’ Q2 2018 Earnings Estimate
For XPO, analysts estimate adjusted EPS of $0.98 in the second quarter. That’s a 63.3% growth rate YoY (year-over-year).
J.B. Hunt Transport’s ICS Segment’s Revenue Growth
J.B. Hunt Transport Services’ (JBHT) ICS (Integrated Capacity Solutions) segment reported blockbuster growth in the second quarter.
Comparing C.H. Robinson’s and Peers’ Valuation
C.H. Robinson Worldwide (CHRW) is concentrating on the growth of its transportation and logistics businesses through a combination of organic growth and strategic acquisitions.
Analyzing C.H. Robinson’s Stock Trends
In the last ten years, C.H. Robinson Worldwide (CHRW) has raised its dividend per share from $0.88 to $1.84 and has paid dividends consistently.
Navisphere: C.H. Robinson’s Technology Backbone
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’s Sourcing Business, Robinson Fresh
Since C.H. Robinson Worldwide’s (CHRW) inception in 1905, the company has been in the business of sourcing fresh produce.
Understanding C.H. Robinson’s Global Forwarding Business
C.H. Robinson Worldwide’s (CHRW) Global Forwarding business provides ocean and air freight services and customs brokerage through its contracts with independent agents and its global network of offices.
C.H. Robinson’s North American Surface Transport Segment
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.
Inside C.H. Robinson’s Competition and Growth Strategy
C.H. Robinson Worldwide (CHRW) is the largest third-party logistics provider in the world.
C.H. Robinson: Solid Business Growth through Acquisitions
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.
C.H. Robinson: Down Memory Lane
C.H. Robinson Worldwide (CHRW) is a 113-year-old transportation and logistics service company.
How Is FedEx Progressing in the TNT Express Integration?
FedEx (FDX) expects TNT Express integration expenses to be ~$450.0 million for fiscal 2019.
What’s behind FedEx Express’s Revenue Growth?
In this article, we’ll consider FedEx’s (FDX) Express segment’s performance in the fourth quarter.
FedEx Raised Its Quarterly Dividend 30%
FedEx (FDX) announced a 30% increase in its quarterly cash dividend on June 11. The quarterly cash dividend of $0.65 per share is payable on July 9.
Inside Analysts’ Views on XPO Logistics and Its Peers
In this article, we’ll look at analysts’ recommendations for XPO Logistics (XPO).
Why XPO Logistics Stock Is Trending Upward in 2018
XPO Logistics (XPO) is the third-largest road carrier in the United States based on fleet size.
United Parcel Service: Q2 2018 Dividend Announcement and History
On May 10, United Parcel Service (UPS) announced its regular quarterly dividend of $0.91 per share.
Expeditors International’s Blockbuster 1Q18 Sends Stock up 8%
The United States’ premier road transportation (JBHT) company, Expeditors International of Washington (EXPD), announced its 1Q18 earnings today.
Unum Group: S&P 500’s Top Loss on May 2
Unum Group, which provides supplemental insurance coverage in the workplace, was the S&P 500’s top loss on Wednesday.
XPO Beat 1Q18 Estimates, but Higher Operating Costs Hurt Stock
XPO Logistics reported adjusted EPS (earnings per share) of $0.61, which surpassed analysts’ estimate of $0.51.
Will C.H. Robinson Worldwide Beat Revenues in 1Q18?
Analysts polled by Thomson Reuters estimate that C.H. Robinson Worldwide (CHRW) will report revenues of $3.8 billion in 1Q18.
C.H. Robinson’s Stock Performance ahead of 1Q18 Earnings
C.H Robinson Worldwide (CHRW), a 113-year-old trucking company, is set to announce its 1Q18 earnings on May 2.
How XPO Logistics Views Its Global Forwarding Business
XPO provides global forwarding services for domestic, international, and cross-border shipments and views this as a $150.0 billion industry.
XPO Logistics: A Brief Company Overview
XPO Logistics (XPO) stock closed at $98.66 on March 27, 2018, which was lower than its 52-week high of $106.20.
FedEx: Insights into Its Past Dividends
On February 16, 2018, FedEx (FDX) declared a quarterly cash dividend of $0.50 per share on its common stock.
United Parcel Service’s Dividend Yield Compared to Its Peers
Among its peers, UPS has the highest forward dividend yield of 3.3%. In the past three years, its forward dividend yield has risen steadily.
United Parcel Service: Some History on Its Dividends
On February 8, 2018, United Parcel Service (UPS), the world’s largest parcel delivery company, announced a 10% rise in its quarterly dividend.
US Tax Reforms: An Opportunity for FedEx?
The tax reform bill should create huge gains for transportation stocks and give a boost to their cash flows.
Could Blockchain Technology Impact US Freight Transportation?
The supply chain of the global logistics market is often complex, involving many intermediaries in the process. Blockchain offers visibility and minimizes chaos in the supply chain process.
Disruptions in US Freight Transportation: What You Should Know
The US transportation sector (IYT) is set to witness some disruptions in the near term. They will most likely happen on three fronts.
Why J.B. Hunt’s ICS Revenues Posted Solid Growth in 3Q17
J.B. Hunt’s Integrated Capacity Solutions segment reported a 16% YoY (year-over-year) rise in 3Q17, reaching $269.0 million, compared with $233.0 million in 3Q16.
Will Upward Momentum in Less-than-Truckload Rates Continue?
In this article, we’ll discuss the tonnage and the rate movements in the US LTL (less-than-truckload) industry.
Why EXPD’s Operating Margins Declined in 2Q17
While EXPD’s revenues grew 13.4% in 2Q17, its operating expenses rose 16%.
Expeditors International Meets 2Q17 Earnings Estimate, Stock Fell 5.3%
Expeditors International of Washington (EXPD) announced its 2Q17 earnings on August 8. The logistics company’s adjusted earnings per share fell 5% to $0.63 in 2Q17 compared with $0.63 in 2Q16.
XPO Logistics’ 2Q17 Earnings Missed Estimate
XPO Logistics (XPO), an emerging trucking giant, announced its 2Q17 earnings on August 2, 2017. It marginally missed analysts’ estimate by 0.60%.
United Parcel Service Beat 2Q17 Earnings Estimate, Stock Rose 1.7%
United Parcel Service (UPS) announced its 2Q17 earnings on July 27. UPS reported earnings per share of $1.58 in 2Q17, a 7.9% earnings beat over its estimated EPS of $1.45.
Why FedEx Beat Analysts’ Earnings Estimates in Fiscal 4Q17
On June 20, 2017, parcel delivery and logistics giant FedEx (FDX) announced its fiscal 4Q17 results. The company reported adjusted EPS (earnings per share) of $4.25.
Why CHRW’s Robinson Fresh Segmental Revenue Slumped in 4Q16
CHRW’s Robinson Fresh segment, the smallest in terms of revenue saw its revenue total fall 3.7% to $529.0 million in 4Q16.
Why Did CHRW’s North American Surface Transport Net Revenue Slide in 4Q16?
CHRW North American Surface Transport segment, the company’s largest, contributed ~69% of the company’s net revenues in 4Q16.
Did FedEx’s Fiscal 2Q17 Earnings Meet Analysts’ Expectations?
For fiscal 2Q17, FedEx (FDX) reported adjusted EPS of $2.8, as compared to the consensus estimate of $2.9 per share, missing its earnings target by 3.4%.
Expeditors International Missed Earnings, Stock Fell 3.2%
On November 8, 2016, Expeditors International of Washington (EXPD), a major US-based logistics company, announced its 3Q16 earnings.
Growth in North American Logistics Boosts XPO’s 3Q16 Revenues
In 3Q16, XPO Logistics (XPO) reported quarterly revenues of $3.7 billion.
UPS’s Focus on 3D Printing
UPS’s focus On September 16, 2016, UPS (UPS) disclosed its plans to take its 3D printing business beyond the United States. In May of this year, the company launched its 3D printing service with Fast Radius, which has a 3D printing factory at UPS’s hub in Louisville, Kentucky. Why is UPS wary of 3D printing? […]
Will UPS Deliver a Higher Dividend Payout in 2016?
UPS’s market cap as of August 1, 2016, was $94.7 billion. The stock’s closing price on the same day was $107.8.
Strong European Operations Bump UPS’s 2Q16 International Revenue
Let’s look into UPS’s International Package segment, which includes the Domestic, Export, and Cargo subsegments.
Inside Old Dominion Freight Line’s Global Services
Old Dominion unloads its less-than-truckload shipments dispatched by vendors onto an ocean container unit and onto the client’s steamship of choice.
How Old Dominion’s Technology Tools Are Carving out a Niche Position
As technology improves a company’s bottom line and enhances shareholder value, Old Dominion banks on technology to cut costs and maximize satisfaction.
An Investor’s Guide to Old Dominion’s Expedited Services
Old Dominion’s Expedited Services include high-value, time-sensitive deliveries. It provides guaranteed services for high level, top priority shipments.
How Did Old Dominion Evolve as a Major US Trucking Company?
Old Dominion offers access, through agents or strategic alliances, to services in international locations including Canada, Mexico, Europe, and China.
Energy Stocks Have Helped FMAGX Year-to-Date in 2016
As of May 27, 2016, the Fidelity Magellan Fund (FMAGX) had risen by 0.5% YTD (year-to-date) in 2016.
Should We Expect Higher Dividends from UPS in 2016?
United Parcel Service rewards its stockholders through regular dividends and share repurchases. The company has paid regular cash dividends since 1969.
UPS’s International Package Segment: Fewer Operating Days
UPS’s International Package segment includes Domestic, Export, Cargo, and other subsegments. In 1Q16, the segment’s revenue declined 1.9% to $2.9 billion.
United Parcel Service: Key Growth Focus Areas
Recently, United Parcel Service has broadened the service offering of UPS My Choice to 15 more countries and territories in the Americas and Europe.
United Parcel Service: A Company Overview
In 2015, United Parcel Service reported total revenues of $58.4 billion. The company’s primary competitor in the US is the Memphis-headquartered FedEx Corporation.
JBHT’s Asset-Light Business: Integrated Capacity Solutions
J.B. Hunt Transport’s (JBHT) Integrated Capacity Solutions segment provides conventional freight brokerage and transportation logistics solutions.
Will United Parcel Service Increase Its Dividend Payout in 2016?
United Parcel Service (UPS) has been a consistent dividend payer for the last 20 years.
Should UPS’s Rising Leverage Be a Concern for Investors?
Industry acquisitions have come at the cost of increasing leverage. UPS’s debt has increased from $11 billion at the end of 2014 to ~$15 billion at the end of 3Q15.
FedEx Express Segment’s Profits Increased despite Revenue Decline
For fiscal 2Q16, FedEx’s Express segment reported revenues of $6.59 billion as compared to $7.02 billion in fiscal 2Q15, which was a 6% year-over-year decline.
Windstream Rose by 7.96% and SPY Rebounded by 1.90%
Windstream Holdings (WIN) was the top gainer of the day among the 502 stocks in SPY. It returned 7.96% on September 2.
UPS Shares Rise Due to the Profit Spike
UPS is arguably the world’s largest package delivery services company. It’s a leading global provider of specialized transportation and logistics services.
Courier Service Providers Report Strong Second-Quarter Earnings
Over the last week, air freight and courier service providers registered the largest gains among subindustry groups within the iShares Transportation Average ETF (IYT).
Which ETFs Give Exposure to Courier Stocks?
Smaller ETFs that provide exposure to the courier services industry include Buyback Achievers (PKW), the First Trust Capital Strength ETF (FTCS), and the MSCI Industrials Index ETF (FIDU).
The Courier Services Industry Is Riding High on Debt
High leverage often results in reduced return on invested capital (or ROIC). ROIC measures the returns the company generates on the total capital invested in the business.
Why Growing Air Freight Traffic Is Good for Courier Services
Air freight volumes have increased continuously since the 2009 recession, when world trade had declined significantly.
Why Is Economic Growth Important for the Courier Service Industry?
Over the past few years, the global courier services industry has managed to recover from the global economic slowdown.