UBS

The FedEx Ground unit flexed its muscles in the third quarter with strong operating income and cost-reduction prowess.

Un analista afirma que la participación del 4% de TFI en ArcBest es el preludio de una oferta de adquisición

TFI’s chief downplayed any talk that goes beyond operational synergies, but analyst Jason Seidl said TFI wants to marry ArcBest.

urricane season can frequently — and unexpectedly — change the trucking dynamic. Part of this involves the positioning of equipment in anticipation for hauling FEMA freight.

FedEx’s Express and LTL units delivered solid performances, while the bottom may have been hit at its Ground unit.

On this episode of Great Quarter, Guys for the FreightWaves Enterprise Fleet Summit, Andrew Cox and Seth Holm discuss how all modes of transportation are moving market indices.

Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.

Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.

On this episode of Great Quarter, Guys, Seth Holm and Andrew Cox talk about the hot truckload market and give their predictions for the next quarter of 2021.

In today’s edition of The Daily Dash, conditions remain favorable for LTLs and the overall freight environment. Plus, a new SPAC targets transportation companies in the heartland, and rising commodity prices could soon impact trucking.

Another supporter of improving less-than-truckload fundamentals was identified this week. UBS analyst Tom Wadewitz initiated coverage of the group with a favorable outlook.

UBS equity research analyst Tom Wadewitz’s 2021 outlook calls for a continuation of healthy freight activity during the first half of the year with a little more uncertainty in the back half.

All stakeholders are experiencing used truck momentum despite and because of the lingering pandemic.

Soaring demand and a lack of truck capacity have industry participants calling for double-digit rate increases in 2021. UBS transportation equities analyst Tom Wadewitz outlines his bullish call in a note to clients.

In today’s edition of The Daily Dash, at least one analyst believes the truckload sector is ready to run. Plus, Amazon drones are set to fly and why Dallas is now the center of the autonomous world.

Strong spot market fundamentals and low inventories prompt UBS analyst Tom Wadewitz to raise truckload carriers’ earnings estimates for the second half of 2020.

A look into a market share report from UBS.

Analysts now want CHRW to cut costs.

Earnings estimates continue to be cut by equity analysts, however their outlook for the stocks is positive.

CHRW is facing the toughest competitive landscape in decades, but still has a scale advantage and is investing in tech appropriately.

The incumbents are still way ahead. While C.H. Robinson’s scale and reach remain unmatched, a number of competitors have realized strong growth and have achieved significant scale over the past ten years.

Digital trucking apps have a hard road to gaining traction, while the freight markets are not phased by tariff talks, yet.