Werner Enterprises is looking past July’s seasonal slowdown and gearing up for this year’s peak season, which will have the added benefit of higher rates.
The speculation has started on what the Montgomery case will mean for the brokerage industry.
Deutsche Bank relaunched coverage of the transportation space on Friday with a strong bias toward companies most likely to benefit from a pickup in the industrial economy.
Well-known transportation equity research analyst Amit Mehrotra is leaving Deutsche Bank, which for now at least is ending equity coverage of transportation companies.
He couldn’t pull off the impossible, but he has made shareholders significantly richer in the process.
The LTL segment remains a work in progress, but analysts are confident that Jacobs & Co. can turn it around.
FedEx’s Express and LTL units delivered solid performances, while the bottom may have been hit at its Ground unit.
Strong selling on Friday follows the disclosure that XPO’s founder, and chair of both companies, sold 3.2 million shares in each.
Picking transport stocks in 2022 will not involve a blanket approach, according to Deutsche Bank. However, there are still several companies with significant upside potential.
As freight markets enter the second year of peaklike conditions, FreightWaves caught up with Amit Mehrotra, Deutsche Bank’s transportation analyst, to talk about how this freight cycle will play out.
Can Brad Jacobs lift the conglomerate’s discount off of XPO’s back and still maintain its non-LTL businesses?
Truckload carriers’ “spillover” freight ties up LTL capacity during unprecedented times, Old Dominion executives said.
The key profitability metric comes in 550 basis points below the company’s 2020 results.
Strong second-quarter results give way to second-half volume growth concerns. An analyst calls the share sell-off “overdone.”
Hear from Deutsche Bank’s Amit Mehrotra about his current favorite stocks in the transportation industry on this episode of Great Quarter, Guys.
The company’s investor day focuses on modest projections for domestic package-delivery margins through 2023.
Truckload shippers are accepting double-digit rate hikes in 2021 and further increases in 2022, Deutsche Bank’s lead transport analyst says.
The move comes as the company reports terrific first-quarter results and its shares soar.
Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.
Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.
