First Trust Industrials/Producer Durables AlphaDEX Fund

For CSX Corporation (CSX), Reuters-surveyed analysts estimate an operating margin of 30.5% for 4Q16, compared to an operating margin of 28.4% in 4Q15.

Norfolk Southern (NSC), an Eastern US railroad, reported the highest intermodal revenue growth of 19% YoY among its peers in the first quarter.

In the week ended March 3, 2018, Norfolk Southern saw a ~2% fall in carload traffic. It hauled ~67,700 carloads in the week.

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

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

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

The Institute of Supply Management’s New Orders Index The ISM’s (Institute of Supply Management) New Orders Index is a monthly report on changes in new orders, supplier deliveries, inventories, production, and employment. New orders are a measure of future activity in any industry (VIS), as companies’ production depends on incoming orders. The ISM’s New Orders […]

The average work week The US Bureau of Labor Statistics’ establishment survey includes data on the number of hours worked by manufacturing employees. Changes in the number of working hours help investors assess the health of the sector. A rise in the number of working hours signals that companies are projecting higher demand in the manufacturing sector […]

This has been one of the best years since 2004 for manufacturing activity, viewed through the Purchasing Managers’ Index (or PMI).

The US Manufacturing PMI (purchasing managers’ index) for the month of October fell to 58.7, compared with 60.8 in September.

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.

During 1Q17, Delta Air Lines’ (DAL) debt rose by ~$2 billion at a blended interest rate of just 3.3%.

Norfolk Southern’s intermodal traffic Norfolk Southern’s (NSC) total intermodal traffic rose 6.5% in the week ended April 29, 2017. Its volumes reached ~78,000 containers. Norfolk’s container traffic rose 5.6%, and its trailer traffic rose 15.6% YoY (year-over-year) to nearly 6,900 units, compared with 5,900 units in the week ended April 30, 2016. Since the beginning of […]

For 1Q17, analysts are now expecting United Continental’s (UAL) EBITDA to fall 39% to $0.81 billion.

The FedEx Freight segment revenues rose 3.1% from $1.4 billion in 3Q16 to $1.5 billion in fiscal 3Q17.

Norfolk Southern’s (NSC) total intermodal traffic rose 2.7% in the week ended March 4, 2017.

NSC’s total intermodal traffic rose 4.3% in the week ended February 25, 2017, reaching ~78,000 containers and trailers.

FedEx’s (FDX) Freight segment revenues rose 4% from $1.6 billion in fiscal 1Q16 to ~$1.7 billion in fiscal 1Q17.

FedEx expects FedEx Freight revenues to rise in fiscal 2017.

FedEx provides a portfolio of transportation, e-commerce, and business services through wholly owned subsidiaries.

One of the ways to calculate free cash flows is by deducting capital expenditures from the company’s operating cash flows.

Landstar’s success is highly dependent on high revenue-generating sales reps, as well as on the volume increases by BCOs and customers.

J.B. Hunt’s (JBHT) Integrated Capacity Solutions segment provides non-asset, asset-light, traditional freight brokerage and transportation logistics solutions to customers.

In order to find out what makes Embraer successful, we need to look at its major strengths and what the company has done right.