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

Honeywell’s (HON) Performance Materials and Technologies (or PMT) segment accounted for 22.2% of HON’s total revenue in 2Q17.

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 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.

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.

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

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.

The strong upward trend in the market has pushed Honeywell’s (HON) one-year forward PE (price-to-earnings) multiple to 20.30x as of January 22, 2018.

Honeywell International’s (HON) Safety and Productivity Solutions segment is a fairly new segment and its lowest revenue contributor, accounting for 14.0% of total revenue.

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%.

In this article, we’ll take a look at Canadian Pacific Railway’s (CP) overall traffic. The company’s overall freight traffic also consists of its intermodal volumes.

HON’s SPS segment’s strong performance was primarily driven by the acquisition of Intelligrated.

Kansas City Southern (KSU) reported a 120-basis-point rise in its 1Q17 operating margin. KSU recorded 34.6% operating margin in 1Q17, compared to a 33.4% in 1Q16.

In this article, we’ll examine Kansas City Southern’s (KSU) Energy freight revenue in 1Q17. In the quarter, KSU’s Energy freight revenue was $69.0 million.

In this article, we’ll review analysts’ recommendations for General Electric (GE) ahead of its 1Q17 earnings release on April 21, 2017. Wall Street analysts seem to be divided over GE.

For a long time, General Electric (GE) has remained a decent dividend distributor in the S&P 500 space. The company raised its dividend per share by $0.01 to $0.24 in January 2017.

General Electric’s (GE) projected benefit obligation (or PBO) calculation takes into account the average years of service, salary growth, and the discount rate.

Under a defined contribution plan, the employer contributes a fixed amount to the fund on behalf of the employee.

General Electric’s (GE) projected benefit obligation (or PBO) calculation takes into account the average years of service, the salary growth, and the discount rate.

After the financial crisis of 2008, many companies shifted toward defined contribution pension plans.

On November 14, industrial heavyweight General Electric acquired ServiceMax, a global provider of field service management software based in California.

In this article, we’ll go through the rationale behind GE’s planned acquisition of LM Wind Power. According to the GWEC, worldwide wind capacity is expected to nearly double in the next five years.

On October 11, 2016, General Electric (GE), an industrial behemoth, said that it was set to acquire LM Wind Power for $1.7 billion.

General Electric’s focus on 3D printing Earlier in this series, we looked at General Electric’s (GE) expected operating margins and profit in 3Q16. In this part, we’ll look at GE’s plans in the additive manufacturing space. On September 6, 2016, GE acquired two 3D printing companies, Arcam and SLM, for $1.4 billion in cash. General […]

General Electric’s Aviation segment General Electric’s (GE) Aviation segment is the second-largest contributor to the company’s overall revenues. This segment’s 22.5% operating margins in 1H16 were the largest among all eight segments reported under GE Industrial. Commercial aviation According to the International Air Transport Association (or IATA), global air traffic is expected to fall to […]

Analysts’ estimates Analysts estimate that General Electric’s 3Q16 revenues will total $30.0 billion, up by 7.3% on a year-over-year basis. Even though energy markets are acting as a deterrent to General Electric’s (GE) overall revenues, the favorable business environment in power, aviation, and healthcare will jack up the revenues. Analysts expect the next four quarters’ revenue to […]

In this part of the series, we’ll take a look at what Wall Street analysts are saying about US truckload carriers and how they’re rating the stocks.

General Electric’s 2016 free cash flows are expected to remain at $8.2 billion. This is mainly due to free cash flows of -$6.0 billion generated in 1H16.

Landstar System (LSTR) and Heartland Express (HTLD) have higher available cash on their balance sheets than total debt.

Kansas City Southern (KSU) reported a 3% decline in 2Q16 revenues to $568.5 million on a YoY (year-over-year) basis.

Kansas City Southern’s Energy segment Previously, we discussed the revenue of Kansas City Southern’s (KSU) Agriculture & Minerals segment in 2Q16. Now, we’ll examine KSU’s Energy freight revenues in 2Q16. In the reported quarter, KSU’s Energy freight revenues came in at $37.2 million, down by 16% from $44.2 million in the same period last year. […]

Among major truckload companies, in 1Q16, Werner Enterprises (WERN) declared the highest dividend growth, at $0.06 per share, which is a 20% YoY increase.

Among truckload companies, Landstar and Heartland have a lot of available cash compared to total debt. Swift and J.B. Hunt have high net debt-to-EBITDAs.

Swift Transportation has a consensus rating of 4.36 or “strong buy” among truckload carriers. Out of 22 analysts, 15 gave it a “buy” recommendation.

In the week ending June 11, 2016, Kansas City Southern’s (KSU) total railcars declined by 8.1% YoY (year-over-year).

In the week ending May 21, Union Pacific’s total railcars declined by 13.5% YoY to ~86,000 units, which was down from ~99,000 units one year previously.

United Parcel Service (UPS) has been a consistent dividend payer for the last 20 years.