Latest news with #HubGroup
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
Business Insider
12-05-2025
- Business
- Business Insider
Analysts Offer Insights on Industrial Goods Companies: Hub Group (HUBG) and Gates Industrial (GTES)
Analysts have been eager to weigh in on the Industrial Goods sector with new ratings on Hub Group (HUBG – Research Report) and Gates Industrial (GTES – Research Report). Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Hub Group (HUBG) Barclays analyst Brandon Oglenski maintained a Hold rating on Hub Group on May 9 and set a price target of $40.00. The company's shares closed last Friday at $33.23. According to Oglenski is a 4-star analyst with an average return of 2.5% and a 46.9% success rate. Oglenski covers the Industrial Goods sector, focusing on stocks such as Sun Country Airlines Holdings, Canadian Pacific Kansas City, and Canadian National Railway. Hub Group has an analyst consensus of Hold, with a price target consensus of $40.09, representing a 24.3% upside. In a report issued on May 9, Evercore ISI also maintained a Hold rating on the stock with a $35.00 price target. Barclays analyst Julian Mitchell maintained a Buy rating on Gates Industrial on May 9 and set a price target of $23.00. The company's shares closed last Friday at $20.73. According to Mitchell is a 5-star analyst with an average return of 7.4% and a 56.5% success rate. Mitchell covers the Industrial Goods sector, focusing on stocks such as Emerson Electric Company, Honeywell International, and Stanley Black & Decker. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Gates Industrial with a $23.00 average price target, which is a 10.8% upside from current levels. In a report issued on April 30, RBC Capital also maintained a Buy rating on the stock with a $23.00 price target.
Yahoo
10-05-2025
- Business
- Yahoo
Hub Group price target lowered to $45 from $52 at Stifel
Stifel lowered the firm's price target on Hub Group (HUBG) to $45 from $52 and keeps a Buy rating on the shares. Intermodal pricing is under broad pressure as squishy demand has begotten a softer contracting environment with shippers opportunistically pulling bids forward, but the firm thinks Hub has been managing costs well, and an additional $40M in cost-out offers some cushion, the analyst tells investors in a post-earnings note. Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on HUBG: Disclaimer & DisclosureReport an Issue Operational Resilience and Strategic Growth Drive Buy Rating for Hub Group Hub Group's Q1 2025: Steady Earnings Amid Revenue Dip Hub Group (HUBG) Q1 Earnings Cheat Sheet Hub Group Positioned for Growth Amid Challenges: Buy Rating Reaffirmed by Analyst Christopher Kuhn Hub Group price target lowered to $40 from $49 at Benchmark
