Norfolk Southern Corp

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’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.

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.

For Week 8, which ended February 24, 2018, Norfolk Southern (NSC) had a 1.8% loss of carload traffic.

On a long-term basis, NSC aims for a dividend payout ratio of 33.3%.

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.

Norfolk Southern (NSC) has always tried to enhance shareholders’ wealth through dividend payments and share repurchases.

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

Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.

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.

The Association of American Railroads (or AAR) publishes North American rail freight (UNP) data every week.

Genesee & Wyoming’s (GWR) European carloads remained unchanged YoY (year-over-year) in February 2017.

CSX (CSX) is a major operator in the Eastern US that competes with Norfolk Southern (NSC).

CSX’s (CSX) overall railcar traffic rose 3.1% in the 28th week of 2017 (ended July 15).

United Parcel Service’s international package segment includes small package operations in Europe, Asia-Pacific, Canada, Latin America, the Indian subcontinent, the Middle East, and Africa.

GWR’s European carloads rose 20.3% YoY in December 2016. In the same period of 2015, GWR hauled ~72,000 railcars, as compared to ~86,000 in December 2016.

Union Pacific (UNP) announced its third-quarter earnings results before the market opened on October 25.

FedEx (FDX) announced its fourth-quarter earnings after the market closed on June 19. FedEx surpassed analysts’ adjusted EPS estimate by 3.6%.

The decrease in the UK and European carloads in October was primarily due to the fall in coal and coke, mineral and stone, and intermodal carloads.

Genesee & Wyoming’s (GWR) European carloads rose marginally 0.60% in November 2016. In the same period last year, GWR hauled 99,000 railcars.

In Week 41, Kansas City Southern (KSU) posted a 2.4% YoY (year-over-year) decline in carload traffic.

Genesee & Wyoming’s Australian carloads declined by 13.7% in July 2016, hauling more than 15,000 railcars, as compared to over 17,000 one year previously.

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

Genesee & Wyoming’s (GWR) European carloads fell 9.1% YoY (year-over-year) in April 2017. GWR’s other-than-coal carloads fell 8.2% on a YoY basis in April 2017.

Genesee & Wyoming’s (GWR) European carloads rose 11.2% YoY in January 2017.

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.

Kansas City Southern (KSU) stock opened nearly 3% higher on Friday after reporting better-than-expected second-quarter results.

So far, railroad stocks have made a remarkable run in 2019. Most of the railroad stocks have outperformed the broader market returns.

FedEx’s (FDX) fiscal 2019 third-quarter adjusted EPS of $3.03 fell 18.5% from its EPS of $3.72 in the third quarter of fiscal 2018.

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

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.

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.

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.

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.

On December 21, the EIA released the estimate of the coal volumes produced in the US for the week ending December 16.

In July 2017, Genesee and Wyoming recorded a slight decline in its North American traffic YoY (year-over-year).

NSC’s Intermodal segment’s revenues rose 10% to $593.0 million from $538.0 million in 2Q16.

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 […]

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.

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.

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. […]

In 1988, United Parcel Service (UPS) bought its Italian partner, Alimondo, a move aimed at expansion in Europe. In the same year, UPS went on an acquisition spree.

In fiscal 2015, FDX increased its revenues by $1.9 billion. Its total revenue was a $47.4 billion for the year.

Intermodal transportation involves the movement of freight in an intermodal container using multiple transportation modes such as rail, ship, and truck. It doesn’t involve the handling of freight when the modes are changed.

One of the largest road transport companies in North America, J.B. Hunt Transport (JBHT) has transportation arrangements with all major US Class I railroads. Its operating revenues grew from $2.2 billion in 2002 to $6.1 billion in 2015.

In this part, we’ll do a Porter’s Five Forces check for Canadian National (CNI). The threat of new entrants is relatively low for CNI. The railroad industry is extensively capital intensive, with maintenance capital spending accounting for the highest share.