Goldman Sachs
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Company earnings
Size of C.H. Robinson’s miss surprises Wall Street analysts
Analysts now want CHRW to cut costs.
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Finance
Goldman Sachs cuts 2020 transports earnings estimates on industrial weakness
Now Goldman thinks that ISM data won't turn positive until Q2 2020.
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Air Cargo
C.H. Robinson reports earnings beat of one cent per share
CHRW grew net income by 6.3% but increasing earnings per share by 8% with buybacks.
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Business
Goldman Sachs initiates coverage of six transports
Jordan Alliger rated UPS, FedEx, and J.B. Hunt 'Buy'; XPO and C.H. Robinson 'Neutral'; and Expeditors 'Sell.'
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Business
Will Omnitracs be the next big private equity deal?
We've heard reports that Vista is having trouble getting buyers at its $2 billion price tag for Omnitracs.
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Maritime
EU pushes for IMO 2020 implementation consistency
The European Union has submitted a proposal for consideration at next month’s Marine Environment Protection Committee meeting at the IMO that will bring consistency to…
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News
Digital freight brokerage growth to accelerate sharply over next five years
Trucking-as-a-service is poised to break out into 5x growth over the next five years, says Frost & Sullivan.
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Driver issues
FreightTech 25: The 360 app takes old-line J.B. Hunt toward the top of the disruptors list
A Goldman Sachs report several months ago laid out the strengths of the app that matches loads, but does a lot more than that.
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News
McKinsey: how analytics drives sales growth in transport & logistics
McKinsey, Goldman Sachs, Stifel Nicolaus, and Susquehanna are all in agreement that technology and data are critical for driving productivity in transportation and logistics companies.…
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News
XPO shares back off amid softer results, M&A impatience
XPO stock dragged down by soft Q3 results, M&A impatience.
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