Latest news with #Expeditors
Yahoo
4 days ago
- Business
- Yahoo
Air Freight and Logistics Stocks Q1 Teardown: United Parcel Service (NYSE:UPS) Vs The Rest
As the Q1 earnings season wraps, let's dig into this quarter's best and worst performers in the air freight and logistics industry, including United Parcel Service (NYSE:UPS) and its peers. The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below. In light of this news, share prices of the companies have held steady as they are up 1.6% on average since the latest earnings results. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.55 billion, flat year on year. This print exceeded analysts' expectations by 2.1%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' sales volume and EBITDA estimates. 'I want to thank all UPSers for their hard work and efforts in this very dynamic environment,' said Carol Tomé, UPS chief executive officer. The stock is up 1.4% since reporting and currently trades at $98.48. Is now the time to buy United Parcel Service? Access our full analysis of the earnings results here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with a solid beat of analysts' EBITDA estimates. Expeditors delivered the biggest analyst estimates beat among its peers. However, the results were likely priced into the stock as it's traded sideways since reporting. Shares currently sit at $111.57. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue and EPS guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2% since the results and currently trades at $33.79. Read our full analysis of Hub Group's results here. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $22.16 billion, up 1.9% year on year. This result beat analysts' expectations by 0.9%. However, it was a slower quarter as it produced full-year EPS guidance missing analysts' expectations. The stock is down 11% since reporting and currently trades at $218.89. Read our full, actionable report on FedEx here, it's free. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This number missed analysts' expectations by 4.9%. Zooming out, it was actually a strong quarter as it logged a solid beat of analysts' EBITDA estimates. The stock is up 7.9% since reporting and currently trades at $96.16. Read our full, actionable report on C.H. Robinson Worldwide here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
1 Safe-and-Steady Stock for Long-Term Investors and 2 to Steer Clear Of
A stock with low volatility can be reassuring, but it doesn't always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere. Luckily for you, StockStory helps you navigate which companies are truly worth holding. That said, here is one low-volatility stock providing safe-and-steady growth and two stuck in limbo. Rolling One-Year Beta: 0.50 Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Why Do We Avoid EXPD? Annual sales declines of 14.1% for the past two years show its products and services struggled to connect with the market during this cycle Earnings per share have dipped by 11.3% annually over the past two years, which is concerning because stock prices follow EPS over the long term Eroding returns on capital suggest its historical profit centers are aging Expeditors's stock price of $111.57 implies a valuation ratio of 20.6x forward P/E. Read our free research report to see why you should think twice about including EXPD in your portfolio, it's free. Rolling One-Year Beta: 0.82 Started by two brothers who started by building and selling just one home in Pennsylvania, today Toll Brothers (NYSE:TOL) is a luxury homebuilder across the United States. Why Is TOL Not Exciting? Product roadmap and go-to-market strategy need to be reconsidered as its backlog has averaged 4.6% declines over the past two years Demand will likely be soft over the next 12 months as Wall Street's estimates imply tepid growth of 1.9% Free cash flow margin shrank by 15.8 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Toll Brothers is trading at $108.21 per share, or 7.5x forward P/E. If you're considering TOL for your portfolio, see our FREE research report to learn more. Rolling One-Year Beta: 0.80 Originally started as an online auction platform, MercadoLibre (NASDAQ:MELI) is a one-stop e-commerce marketplace and fintech platform in Latin America. Why Will MELI Beat the Market? Unique Active Buyers have grown by 19.7% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Strong engagement trends coupled with 16.9% annual growth in its average revenue per user demonstrate its platform's stickiness with die-hard customers Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends, and its recently improved profitability means it has even more resources to invest or distribute At $2,556 per share, MercadoLibre trades at 29.9x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
Winners And Losers Of Q1: C.H. Robinson Worldwide (NASDAQ:CHRW) Vs The Rest Of The Air Freight and Logistics Stocks
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at air freight and logistics stocks, starting with C.H. Robinson Worldwide (NASDAQ:CHRW). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below. In light of this news, share prices of the companies have held steady as they are up 1.6% on average since the latest earnings results. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This print fell short of analysts' expectations by 4.9%, but it was still a strong quarter for the company with an impressive beat of analysts' EBITDA estimates. "Our first quarter results reflect progress in the disciplined execution of the strategies that we shared at our Investor Day in December — to take market share and expand our margins. We're not waiting for a market recovery to improve our financial results, and the strategies that the Robinson team is executing are relevant in any market environment," said President and Chief Executive Officer, Dave Bozeman. Interestingly, the stock is up 8.3% since reporting and currently trades at $96.52. Is now the time to buy C.H. Robinson Worldwide? Access our full analysis of the earnings results here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' adjusted operating income estimates. Expeditors achieved the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 3.7% since reporting. It currently trades at $116. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.7% since the results and currently trades at $34.05. Read our full analysis of Hub Group's results here. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.55 billion, flat year on year. This result topped analysts' expectations by 2.1%. Overall, it was a very strong quarter as it also logged an impressive beat of analysts' sales volume estimates and an impressive beat of analysts' EBITDA estimates. The stock is flat since reporting and currently trades at $97.09. Read our full, actionable report on United Parcel Service here, it's free. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This number surpassed analysts' expectations by 1.4%. It was a very strong quarter as it also put up a solid beat of analysts' adjusted operating income estimates. GXO Logistics scored the fastest revenue growth among its peers. The stock is up 6.1% since reporting and currently trades at $40.43. Read our full, actionable report on GXO Logistics here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Spotting Winners: GXO Logistics (NYSE:GXO) And Air Freight and Logistics Stocks In Q1
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at air freight and logistics stocks, starting with GXO Logistics (NYSE:GXO). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.5% below. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This print exceeded analysts' expectations by 1.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' adjusted operating income estimates. GXO Logistics scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 4.4% since reporting and currently trades at $39.78. Is now the time to buy GXO Logistics? Access our full analysis of the earnings results here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with an impressive beat of analysts' EBITDA estimates. Expeditors delivered the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 1.5% since reporting. It currently trades at $113.47. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 2.6% since the results and currently trades at $34. Read our full analysis of Hub Group's results here. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $22.16 billion, up 1.9% year on year. This print surpassed analysts' expectations by 0.9%. Aside from that, it was a slower quarter as it logged full-year EPS guidance missing analysts' expectations. The stock is down 12.2% since reporting and currently trades at $216.10. Read our full, actionable report on FedEx here, it's free. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.05 billion, down 8.3% year on year. This number missed analysts' expectations by 4.9%. More broadly, it was actually a strong quarter as it recorded a solid beat of analysts' EBITDA estimates. The stock is up 8.6% since reporting and currently trades at $96.80. Read our full, actionable report on C.H. Robinson Worldwide here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Yahoo
13-05-2025
- Business
- Yahoo
Air Freight and Logistics Stocks Q1 Teardown: FedEx (NYSE:FDX) Vs The Rest
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let's take a look at how air freight and logistics stocks fared in Q1, starting with FedEx (NYSE:FDX). The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 6 air freight and logistics stocks we track reported a strong Q1. As a group, revenues were in line with analysts' consensus estimates while next quarter's revenue guidance was 3.6% below. In light of this news, share prices of the companies have held steady as they are up 4.8% on average since the latest earnings results. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $22.16 billion, up 1.9% year on year. This print exceeded analysts' expectations by 0.9%. Despite the top-line beat, it was still a slower quarter for the company with full-year EPS guidance missing analysts' expectations. The stock is down 4.5% since reporting and currently trades at $235. Read our full report on FedEx here, it's free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.67 billion, up 20.8% year on year, outperforming analysts' expectations by 3.6%. The business had a stunning quarter with a solid beat of analysts' EBITDA estimates. Expeditors pulled off the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 3.8% since reporting. It currently trades at $116.08. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it's free. Started with $10,000, Hub Group (NASDAQ:HUBG) is a provider of intermodal, truck brokerage, and logistics services, facilitating transportation solutions for businesses worldwide. Hub Group reported revenues of $915.2 million, down 8.4% year on year, falling short of analysts' expectations by 5.7%. It was a softer quarter as it posted full-year revenue guidance missing analysts' expectations. Hub Group delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 8.4% since the results and currently trades at $35.91. Read our full analysis of Hub Group's results here. With notable customers such as Nike and Apple, GXO (NYSE:GXO) manages outsourced supply chains and warehousing for various companies. GXO Logistics reported revenues of $2.98 billion, up 21.2% year on year. This result beat analysts' expectations by 1.4%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts' adjusted operating income estimates. GXO Logistics pulled off the fastest revenue growth among its peers. The stock is up 8.9% since reporting and currently trades at $41.50. Read our full, actionable report on GXO Logistics here, it's free. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.55 billion, flat year on year. This number surpassed analysts' expectations by 2.1%. It was a very strong quarter as it also logged a solid beat of analysts' sales volume and EBITDA estimates. The stock is up 4.6% since reporting and currently trades at $101.58. Read our full, actionable report on United Parcel Service here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
