iShares US Industrials

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  • uploads///FDX OpMar
    Earnings Report

    What Happened to FedEx’s Fiscal 4Q17 Operating Margin?

    FedEx’s (FDX) operating margin was 11.2% on an adjusted basis in fiscal 4Q17, representing a 0.4% fall on a YoY (year-over-year) basis.

    By Samuel Prince
  • uploads///CNI Intermodal
    Company & Industry Overviews

    Canadian National Railway: Does It Have a Strong Intermodal?

    Canadian National Railway (CNI) is the only railway that connects the Pacific Coast, the Atlantic Coast, and the Gulf of Mexico.

    By Samuel Prince
  • uploads///NSC Intermodal
    Macroeconomic Analysis

    Norfolk Southern’s Intermodal Slump Equitable with Rival CSX

    Norfolk Southern’s (NSC) total intermodal traffic for the week ended April 30, 2016, declined by 7.6%, at nearly 73,000 containers and trailers. This compares with 79,000-plus units in the corresponding week of 2015.

    By Samuel Prince
  • uploads///Debt EBITDA
    Company & Industry Overviews

    Evaluating Leverage Levels of Major Railroads after Q1 2018

    As of March 31, Genesee & Wyoming (GWR) had a net debt-to-forward-EBITDA multiple of 3.2x, which was much higher than the industry average of 2.1x.

    By Samuel Prince
  • uploads///BNSF Carloads
    Industrials

    BNSF’s Carloads Buck Industry Trend with 1.4% Rise

    BNSF Railway (BRK-B) operates in the Western US in direct competition with Union Pacific (UNP).

    By Samuel Prince
  • uploads///UNP ANR
    Earnings Report

    Why Most Analysts Are Recommending a ‘Buy’ on Union Pacific

    On Wall Street, 28 analysts rate Union Pacific (UNP) common stock. Out of the analysts, 21 of the analysts gave a “buy” recommendation.

    By Samuel Prince
  • Industrials

    Why the Dallas Fed report shows manufacturing continues to recover

    The Dallas Fed conducts a monthly survey of manufacturers in Texas regarding their operations in the state to come out with the production index and the business activity index.

    By Surbhi Jain
  • uploads///BNSF ConsumerProducts Q
    Earnings Report

    Why BNSF’s Consumer Products Revenue Slumped in 3Q16

    BNSF’s Consumer Products business contributed nearly 35% of its total freight revenue in 3Q16, recording its highest share in total freight revenue.

    By Samuel Prince
  • uploads///Part  Q  HBT HON
    Earnings Report

    How Honeywell’s Home & Building Technologies Did in Q2 2018

    Honeywell International’s (HON) HBT (Home & Building Technologies) segment is its third-largest revenue contributor.

    By Peter Neil
  • uploads///KSU Article
    Earnings Report

    What to Expect from Kansas City Southern’s 1Q16 Earnings

    Kansas City Southern (KSU) will release its first quarter 2016 earnings before the US market opens on April 19, 2016.

    By Samuel Prince
  • uploads///swk part
    Miscellaneous

    How Does SWK Intend to Finance Its Newell Tools Acquisition?

    ~$1.3 billion of the purchase price will be funded by a combination of short-term and long-term debt.

    By Shannon Black
  • uploads///Title
    Earnings Report

    Honeywell Stock since First-Quarter Earnings

    Honeywell (HON) is set to announce its Q2 2018 earnings on July 20 before the market opens. Since Q1, the stock has risen 2.4%.

    By Peter Neil
  • uploads///CNI Carloads
    Industrials

    How Did Canadian National Measure up to Canadian Pacific in Carloads?

    Canadian National recorded a 1.4% fall in total railcars in the week ended August 6, 2016, hauling ~57,000 railcars, compared to ~57,000 units one year ago.

    By Samuel Prince
  • uploads///ODFL Capital Expenditure
    Company & Industry Overviews

    Where Do Old Dominion’s Capital Investments Stand among Peers?

    Companies like Old Dominion have to make big investments in handling facilities, technology, and specialized vehicles to support business and logistics.

    By Samuel Prince
  • uploads///part
    Earnings Report

    Emerson’s 2Q16 Earnings Up on Efficiency Gains, Lower Share Count

    Emerson Electric (EMR) released its 2Q16 earnings before the Market opened on May 3, 2016. Emerson’s earnings release resulted in a price action of -1%, and the stock closed at $54.67 on the day of the earnings release.

    By Shannon Black
  • uploads///CNI Carloads
    Miscellaneous

    Canadian National Railway: The Class I Freight Story

    So far in 2017, Canadian National Railway (CNI) has emerged as the front-runner in terms of YoY (year-over-year) carload growth among its Class I peers.

    By Samuel Prince
  • uploads///UNP Intermodal
    Macroeconomic Analysis

    The Story behind Union Pacific’s Intermodal Volumes

    Union Pacific hauled ~70,000 containers and trailers in the sixth week, which represents a YoY fall of 2.4%.

    By Samuel Prince
  • uploads///XPO Indexed
    Earnings Report

    XPO’s Better-than-Expected 3Q16 Earnings Impress Markets

    XPO Logistics (XPO) released its 3Q16 earnings on November 2, 2016, after markets closed.

    By Samuel Prince
  • uploads///UPS eps
    Earnings Report

    How Analysts Feel about United Parcel Service Post-2Q16

    In this article, we’ll discuss what analysts are expecting for United Parcel Service (UPS) following its 2Q16 results.

    By Samuel Prince
  • uploads///GE_article
    Company & Industry Overviews

    What’s General Electric’s Next Move?

    There is significant pressure on General Electric’s (GE) management to come up with solutions quickly.

    By Samuel Prince
  • uploads///Indexed
    Company & Industry Overviews

    Canadian Pacific Railway’s Returns in 2017

    Investors should note that after the recent 3Q17 earnings, Canadian Pacific Railway (CP) was the only railroad to revise its outlook upward.

    By Samuel Prince
  • uploads///CNI Carloasd
    Miscellaneous

    Canadian National Railway’s Volumes Rose despite Coal’s Fall

    Since January 1, 2017, Canadian National Railway’s (CNI) volumes have risen the most YoY (year-over-year) among Class I railroad companies.

    By Samuel Prince
  • uploads///HON Short interest Q Pre
    Earnings Report

    Honeywell’s Short Interest Continues to Stay under 1%

    The latest report on September 28 suggests that Honeywell’s short interest remained under 1% of the outstanding shares.

    By Peter Neil
  • uploads///CNI Grain
    Basic Materials

    Canadian National Railway: Inside the Fall in Its Grain Revenues in 3Q17

    In 3Q17, revenues from CNI’s Grain and Fertilizers segment fell 1.0% to $492.0 million Canadian, compared to $497.0 million Canadian in 3Q16.

    By Samuel Prince
  • uploads///NSC Carloads
    Energy & Utilities

    These Commodities Pulled Down Norfolk Southern’s Shipments in Week 6

    n the sixth week of 2018 (ended February 10), Norfolk Southern (NSC), a major Eastern US railroad, saw a 2.4% fall in its carload traffic.

    By Samuel Prince
  • uploads///UTX Sikorsky
    Earnings Report

    UTX Sikorsky segment performance for 4Q14

    The Sikorsky segment saw a major win from India’s navy, which placed an order for 16 S-70B Seahawk naval helicopters.

    By Ally Schmidt
  • uploads///CP carloads
    Miscellaneous

    Gauging Canadian Pacific Railway’s Traffic Growth in Week 20

    In Week 20 (ended May 19), Calgary-headquartered Canadian Pacific Railway (CP) reported a high single-digit rise in carload traffic.

    By Samuel Prince
  • uploads///GWR NA
    Macroeconomic Analysis

    How Did GWR’s North American Carloads Add Up in January 2016?

    In January 2017, Genesee & Wyoming’s (GWR) North American traffic rose 9.1% YoY, hauling ~136,000 railcars that month.

    By Samuel Prince
  • uploads///Part  analysts ratings
    Company & Industry Overviews

    3M: Why Are Analysts Cautious?

    Analysts’ consensus on 3M indicates a target price of $211.50, which implies a marginal gain of 0.5% over the closing price as of October 9.

    By Peter Neil
  • uploads///CNI Carloads
    Company & Industry Overviews

    Canadian National Railway: The Unstoppable Freight Growth Story

    In the week ended April 1, 2017, Canadian National Railway saw its overall volumes rising 8.4% on a YoY basis.

    By Samuel Prince
  • uploads///CP FCF
    Company & Industry Overviews

    Is Canadian Pacific’s Free Cash Flow Enough for Dividend Growth?

    Now let’s examine the free cash flow levels of Canadian Pacfic and compare it to its arch-rival Canadian National Railway (CNI).

    By Samuel Prince
  • uploads///CSX Indexed
    Earnings Report

    CSX’s 3Q17 Earnings Shine: Higher Freight Rates, Stock Up 2.6%

    The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

    By Samuel Prince
  • uploads///The Labor Market Continues to Show Sign of Strength
    Macroeconomic Analysis

    The Slack in the Labor Force Is Almost Out

    The slack in the labor force has fallen significantly. The US economy has created a whopping ~4.5 million non-farm jobs since March 2014.

    By Rick Rieder
  • uploads///KSU Intermodal
    Earnings Report

    Why Kansas City Southern’s Intermodal Revenue Slid in 1Q17

    In this article, we’ll discuss Kansas City Southern’s Intermodal segment’s performance in 1Q17.

    By Samuel Prince
  • uploads///CHRW_
    Industrials

    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.”

    By Samuel Prince
  • uploads///part
    Company & Industry Overviews

    Honeywell Fell 7.5% as Business Update Spooked Investors

    On October 7, Honeywell (HON) stock fell 7.5% to $106.94. This was Honeywell’s biggest one-day drop since August 2011.

    By Shannon Black
  • uploads///Article
    Industrials

    How US Class I Railroad Stocks Have Fared since the Hurricanes

    There have been varied estimates of the damages caused by Harvey, from $65.0 billion to as high as $190.0 billion. In this series, we’ll look at how Hurricanes Harvey and Irma affected Class I railroads.

    By Samuel Prince
  • uploads///UNP Carloads
    Energy & Utilities

    Union Pacific: Which Commodities Led the Volume Slump in Week 37?

    In the week ended September 16, 2017, it seems like Union Pacific’s (UNP) freight volumes were affected by Hurricane Harvey’s aftermath.

    By Samuel Prince
  • uploads///regional sales
    Earnings Report

    Why Did ROK Beat Analysts’ Fiscal 1Q17 Revenue Estimates?

    For fiscal 1Q17, Rockwell Automation (ROK) reported ~$1.5 billion in consolidated sales compared to analysts’ expectations of ~$1.4 billion.

    By Sheldon Krieger
  • uploads///UNP Carloads
    Energy & Utilities

    Comparing Union Pacific’s Freight Volumes with the Industry in Week 33

    In week 33 of 2017, Union Pacific (UNP) recorded a marginal rise of 0.6% in its railcars, excluding intermodal.

    By Samuel Prince
  • uploads///A Chicago Fed
    Company & Industry Overviews

    Why the CFNAI Has Historically Led Overall Growth

    There are no truly reliable measures of future growth. That said, certain economic statistics have historically led overall growth.

    By Russ Koesterich, CFA
  • uploads///KSU Carloads
    Macroeconomic Analysis

    Kansas City Southern’s Carloads Rolled against the Tide, Up 6.6%

    In the week ended November 5, 2016, Kansas City Southern’s (KSU) total railcars rose 6.6% compared with the corresponding period in 2015.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Which Commodity Groups Boosted Norfolk Southern’s Carloads?

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a virtual duopoly in the eastern United States. In the week ended February 18, 2017, NSC’s overall railcar volumes rose 7%. There were around 68,000 railcars, compared with 63,000 in the week ended February 20, 2016. Railcar volumes, excluding coal and coke traffic, rose 5.2% YoY […]

    By Samuel Prince
  • uploads///CNI Carloads
    Basic Materials

    Behind Canadian Pacific Railway’s Freight Trends in Week 40

    Canadian Pacific Railway (CP) reported a 3.8% gain in railcar volumes to ~33,000 units last week, compared with ~32,000 railcars in the same week last year.

    By Samuel Prince
  • uploads///UNP Intermodal
    Industrials

    How Did Union Pacific’s Intermodal Do Compared to BNSF Railway?

    In the week ended August 20, 2016, Union Pacific’s intermodal traffic declined by 6.8% on a year-over-year basis.

    By Samuel Prince
  • uploads///article_
    Earnings Report

    Burlington Northern Santa Fe: A Dominant Class I Railroad

    On August 4, 2017, Burlington Northern Santa Fe (or BNSF) filed a Form 10-Q with the SEC for the quarter ended June 30, 2017.

    By Samuel Prince
  • uploads///KSU Carloads
    Energy & Utilities

    Kansas City Southern’s Coal Carloads Offered a Surprise

    In the week ended July 9, 2016, Kansas City Southern’s (KSU) total railcars were down 5.8% compared with the corresponding period last year.

    By Samuel Prince
  • uploads///plane _
    Earnings Report

    Boeing Exceeds Analysts’ Q2 2018 Earnings Estimates, Stock Soars

    Boeing, the world’s largest aerospace company, announced its second-quarter earnings results before the market opened on July 25.

    By Samuel Prince
  • uploads///CNI Carloads
    Macroeconomic Analysis

    This Drove Canadian National’s Upward Momentum in Carloads

    In 2017, Canadian National has clearly emerged as the front runner in terms of YoY carload growth among Class I peers.

    By Samuel Prince
  • uploads///swk synergy
    Miscellaneous

    What’s the Rationale behind SWK-Newell Deal?

    Stanley Black & Decker’s (SWK) record of harvesting synergies from its acquisitions is among the best.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Norfolk Southern’s Carloads Stacked Up against Peers

    In the week ended March 11, 2017, NSC’s overall railcar volumes rose 3%.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Coal Volume Boosts Norfolk Southern’s Carloads

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a virtual duopoly in the eastern United States. In the week ended January 28, 2017, NSC’s overall railcar volumes grew 10.4%. There were over 71,000 railcars, compared with ~65,000 in the week ended January 30, 2016. Railcar volumes, excluding coal and coke traffic, rose 2.4% in […]

    By Samuel Prince
  • uploads///emerson electric sales
    Earnings Report

    Understanding the Strong and Weak in Emerson Electric’s 4Q Results

    Emerson Electric’s Industrial Automation and Process Management segments saw sales declines of 7% and 11%, respectively, in organic terms.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Comparing Norfolk Southern’s Carloads with US Railroads’ Volumes

    Coal (CNX) formed 15% of NSC’s 3Q16 revenues, coming down from 23% in 2009.

    By Samuel Prince
  • uploads///NSC Carloads
    Earnings Report

    Comparing Norfolk Southern’s Carloads

    Norfolk Southern’s carloads In the eastern United States, Norfolk Southern (NSC) operates alongside CSX (CSX). In the week ended January 14, 2017—the second week of the year—NSC’s overall railcar volumes grew 7.5%. The number of railcars topped ~66,000, compared with 61,000 in the week ended January 16, 2016. Railcar volumes, excluding coal and coke traffic, rose […]

    By Samuel Prince
  • uploads///GD order backlog
    Earnings Report

    What does General Dynamics’ order backlog reflect?

    General Dynamics’ total backlog grew from $45.9 billion at the end of 2013 and to $72.4 billion at the end of 2014. This was a whooping 58% increase.

    By Ally Schmidt
  • uploads///BNSF
    Earnings Report

    BNSF: A Jewel in Berkshire Hathaway’s Crown

    Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America through its wholly owned subsidiary, BNSF Railway Company.

    By Samuel Prince
  • uploads///CNI Carloads
    Macroeconomic Analysis

    Canadian National’s Carloads versus Canadian Pacific’s

    Canadian National’s carloads For the past few weeks, Canadian National Railway’s (CNI) carloads have been following a rising trend. In the week ended January 28, 2017, overall volumes rose 6.3% on a YoY (year-over-year) basis. In the same week, CNI’s railcar volumes rose to ~57,000 units from nearly 52,000 units in the comparable week of […]

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Where Norfolk Southern’s Carloads Stand in the Industry Now

    In the week ended February 25, 2017, NSC’s overall railcar volumes rose 3.6% to ~69,000 railcars.

    By Samuel Prince
  • uploads///swk part
    Miscellaneous

    Revenue Synergies Add to Attractiveness of the SWK-Newell Deal

    The Newell tools (NWL) portfolio is comprised of two brands, Irwin and Lenox.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Which Commodity Groups Pulled Down Norfolk Southern’s Carloads?

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a near duopoly in the eastern United States. In the week ended December 17, 2016, NSC’s overall railcars fell 6.4%. Total railcars were above 63,000, compared with ~68,000 in the corresponding week last year. Railcars, excluding coal and coke traffic, fell 11.2% that week on […]

    By Samuel Prince
  • uploads///KSU Carloads
    Macroeconomic Analysis

    A Close Look at Kansas City Southern’s Carloads

    Kansas City Southern’s carloads In the week ended February 18, 2017, Kansas City Southern’s (KSU) total railcars rose 12.6% from the corresponding week of 2016. In the same week, KSU hauled over 25,000 railcars, compared with 22,000 units in the week ended February 20, 2016. Carloads other than coal and coke rose 8.9% YoY (year-over-year). […]

    By Samuel Prince
  • uploads///BNSF C
    Energy & Utilities

    Carload Gains Drive BNSF Railway’s Traffic in Week 23

    In Week 23, Western US major rail carrier BNSF Railway’s (BRK.B) carload traffic, excluding intermodal, rose 10.2% YoY (year-over-year) to ~103,600 railcars from ~94,000.

    By Samuel Prince
  • uploads///UNP Intermodal
    Earnings Report

    How the Widening of Panama Canal Could Affect Union Pacific

    In 1Q16, revenues from Union Pacific’s (UNP) Intermodal segment fell by 9% YoY (year-over-year) to $879 million from $967 million in 1Q15.

    By Samuel Prince
  • uploads///UNP Carloads
    Energy & Utilities

    Union Pacific: Has Hurricane Harvey Impacted Freight Volumes?

    In the week ended September 2, 2017, Union Pacific (UNP) recorded a 12.7% fall in railcar traffic.

    By Samuel Prince
  • uploads///KSU Carloads
    Energy & Utilities

    Rise in Non-Coal Volumes Limits Fall in Kansas City Southern’s Carloads

    In the week ended September 3, 2016, Kansas City Southern’s (KSU) total railcars fell by 0.75% compared with the corresponding period in 2015.

    By Samuel Prince
  • uploads///KSU Carloads
    Macroeconomic Analysis

    Kansas City Southern’s Carloads: Unfazed by Coal Volume Slump

    In the week ended December 10, 2016, Kansas City Southern’s (KSU) total railcars rose 1.7% compared to the corresponding period in 2015.

    By Samuel Prince
  • uploads///KSU Carloads
    Energy & Utilities

    A Summary of Kansas City Southern’s Freight Volumes in Week 9

    In the ninth week of 2018, US-Mexico commerce-on-rail Kansas City Southern registered a 4% fall in its carload traffic.

    By Samuel Prince
  • uploads///CP carloads
    Energy & Utilities

    Canadian Pacific: Intermodal Leads Volume Growth in Week 13

    Canadian Pacific Railway’s (CP) carload traffic fell 2.1% YoY (year-over-year) in Week 13 of 2018, to ~33,800 carloads from ~34,500.

    By Samuel Prince
  • uploads///part
    Earnings Report

    Why Parker-Hannifin Shares Rose 4.6% on August 4

    Parker-Hannifin (PH), a leading manufacturer of motion and control technologies, declared its 4Q16 earnings on August 3, 2016.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Higher Coal Volumes Are Lifting Up Norfolk Southern

    In the week ended February 11, 2017, NSC’s overall railcar volumes rose 4.8%, reaching around 67,000 railcars.

    By Samuel Prince
  • uploads///Valuation
    Earnings Report

    Inside US Truckload Carriers’ Valuations after 3Q17 Earnings

    Landstar System (LSTR) has the highest EV-to-forward-EBITDA multiple of 14.1x, followed by JB Hunt Transport Services (JBHT).

    By Samuel Prince
  • uploads///UNP Carloads
    Energy & Utilities

    Union Pacific: What Led to the Decline in Freight Volumes in Week 34?

    In the week ended August 26, 2017, Union Pacific (UNP) registered a 2% decline in its overall railcars.

    By Samuel Prince
  • uploads///UNP Intermodal
    Company & Industry Overviews

    Is Union Pacific Lagging behind BNSF in Intermodal Growth?

    In the week ended April 1, 2017, Union Pacific (UNP) hauled nearly 71,000 containers and trailers, compared to ~68,000 units in the corresponding week in 2016.

    By Samuel Prince
  • uploads///KSU Carloasd
    Company & Industry Overviews

    Kansas City Southern: Week 29’s Lowest Gainer in Volume Growth

    Kansas City Southern (KSU), the smallest US Class I railroad company, reported the lowest weekly gains in total rail traffic in Week 29.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Norfolk Southern’s Carloads Compared to the Industry

    In the week ended December 10, 2016, Norfolk Southern’s railcars fell 4.2%. Total railcars were 66,000 compared to 69,000 in the corresponding week last year.

    By Samuel Prince
  • uploads///UNP Carloads
    Energy & Utilities

    Union Pacific: Intermodal Rise Limits Fall in Railcars in Week 36

    Union Pacific (UNP) reported lower freight volumes due to the impact of Hurricane Harvey.

    By Samuel Prince
  • uploads///The SP  Has Seen Multiple Expansion Since
    Macroeconomic Analysis

    Why US Stocks Appear Unattractive

    US stocks appear unattractive despite the recent correction. A stronger dollar (UUP) and a slowing world has negatively affected large-cap earnings.

    By Russ Koesterich, CFA
  • uploads///Image
    Basic Materials

    US Rail Traffic Saw Low Single-Digit Growth in Week 25

    In Week 25, US rail carriers’ total rail traffic, including intermodal, expanded 3.7% YoY, hauling 557,300 railcars compared to 537,300.

    By Samuel Prince
  • uploads///Mexican Index Gaining Strength in
    Macroeconomic Analysis

    How Mexican Markets Are Rolling with Trump’s Anti-Trade Rhetoric

    Markets seem to have overcome Trump’s anti-trade rhetoric by this point in 2017, given the lost confidence in Trump’s ability to implement his promises.

    By Mary Sadler
  • uploads///KSU Carloads
    Macroeconomic Analysis

    Kansas City Southern’s Carloads Rolled against the Tide, Up 7.2%

    In the week ended November 12, 2016, Kansas City Southern’s coal and coke railcar units fell 6%.

    By Samuel Prince
  • uploads///ANR
    Company & Industry Overviews

    XPO Logistics–Home Depot Marriage Proposal: What Analysts Think

    Oppenheimer analysts are skeptical about the HD-XPO deal materializing since XPO’s last-mile logistics business revenue is just 6% of its total revenue.

    By Samuel Prince
  • uploads///emerson electric earnings per share
    Earnings Report

    Restructuring, Margin Improvements Save the Day for Emerson Electric’s Latest Results

    The consensus estimate for Emerson Electric’s adjusted EPS was $0.89, but the company posted adjusted EPS of $0.96, which is 3.2% higher than in 4Q15.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Why Norfolk Southern’s Carloads Increased

    Norfolk Southern’s carloads In the eastern United States, Norfolk Southern (NSC) operates alongside CSX (CSX). In the week ended January 21, 2017, NSC’s overall railcar volumes grew 16.3%. The number of railcars topped 69,000, compared with ~60,000 in the week ended January 23, 2016. Railcar volumes, excluding coal and coke traffic, rose 9.6% in the reported […]

    By Samuel Prince
  • uploads///UNP Intermodal
    Macroeconomic Analysis

    Union Pacific’s Trailer Volumes Fall More than BNSF’s

    In the week ended June 18, 2016, Union Pacific’s (UNP) overall intermodal traffic fell by 4.2% compared to the corresponding period in 2015.

    By Samuel Prince
  • uploads///KSU Carloads
    Macroeconomic Analysis

    Why Kansas City Southern’s Carloads Jumped

    In the week ended March 11, 2017, Kansas City Southern’s (KSU) total railcars rose 21% from the corresponding week of 2016.

    By Samuel Prince
  • uploads///RTN MS overview
    Earnings Report

    Raytheon’s Missile Systems Segment’s Financial Performance

    Raytheon’s Missile Systems segment had good growth in 4Q14. For the quarter, the net sales were $1,719 million. The net sales were up 5% YoY.

    By Ally Schmidt
  • uploads///part
    Company & Industry Overviews

    Has Emerson Ever Returned Excess Returns over Cost of Capital?

    Emerson’s excess returns have varied from 3.3%–10.3% in the 15-year period of 2000–2015. The average excess return from 2011–2015 is 5.4%.

    By Shannon Black
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Comparing Norfolk Southern’s Carloads with Industry Volumes

    In the week ended December 3, 2016, NSC’s overall railcars witnessed a minor rise of 0.7%. The total railcars rose to ~69,000 in the same week against 68,000-plus units in the corresponding week in 2015.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Do Norfolk Southern’s Carloads Compare to Other US Railroads?

    In the week ended January 7, 2017, NSC’s overall railcar volumes fell 6.6%. Total railcars topped 56,000, as compared to 60,000 one year previously.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Norfolk Southern’s Carloads: Coal Could Be Bouncing Back

    In the week ended February 4, 2017, NSC’s overall railcar volumes grew 8%.

    By Samuel Prince
  • uploads///ODFL Competitive Landscape
    Company & Industry Overviews

    Who Are Old Dominion’s Biggest LTL Competitors Today?

    Old Dominion’s peer group includes LTL companies that compete in the national and regional marketplace. The company also competes with some US railroads.

    By Samuel Prince
  • uploads///part
    Earnings Report

    Emerson Electric Looks Cheap after Its 3Q16 Results

    Emerson Electric (EMR) released its fiscal 3Q16 earnings after the Market opened on August 2, 2016. It resulted in a negative price action of 4.9%.

    By Shannon Black
  • uploads///part
    Earnings Report

    Emerson Electric Finds Buyers for Its Underperforming Businesses

    Hours before its 3Q16 earnings release, Emerson Electric (EMR) announced that it has found buyers for its Network Power and Industrial Motors businesses.

    By Shannon Black
  • uploads///CP Carloads
    Energy & Utilities

    Why Did Canadian Pacific’s Carloads Fall in the Week Ending July 9?

    Canadian Pacific (CP) registered a fall of 6.8% in total railcars in the week ended July 9, 2016.

    By Samuel Prince
  • uploads///Mexico Manufacturing PMI on Decline
    Macroeconomic Analysis

    Why Mexico’s Manufacturing Activity Is Decelerating

    Mexican markets may be starting to overcome Trump’s anti-trade rhetoric in 2017.

    By Mary Sadler
  • uploads///BNSF
    Earnings Report

    BNSF: The Largest US Class I Railroad

    Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America. The company manages ~32,500 route miles of track.

    By Samuel Prince
  • Industrials

    Stay tuned for this must-know manufacturing report this week

    Since the manufacturing sector is a major source of cyclical variability in the economy, this report has a big influence on markets.

    By Surbhi Jain
  • Industrials

    Why follow employment Friday and other key jobs releases?

    These releases provide guidance on the course of the economy, and they’re crucial to understanding the financial health of the economy.

    By Surbhi Jain
  • uploads///UNP Share Repurchase
    Earnings Report

    Understanding Union Pacific’s Share Repurchases in the Face of Rising Stock in 1Q16

    Union Pacific’s (UNP) stock price has risen by 14.6% since the beginning of 2016, but the company continued its share repurchase program in 1Q16.

    By Samuel Prince
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