Susquehanna
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Air Cargo
Analysts react to C.H. Robinson’s weak third quarter update
Morgan Stanley, Susquehanna, and Deutsche Bank cut their price targets; Stifel maintained.
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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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Economics
Four models forecasting trucking spot rates in 2019
We look at the trucking futures forward curve, Morgan Stanley's index, the Coyote Curve, and projections from Susquehanna.
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News
Brokers, carriers, and Wall Street agree: freight volumes stagnant
Port container volumes, railroad volumes, and truckload volumes are all down year-over-year.
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News
Warning UPS about excessive capex and buybacks, Moody’s downgrades outlook to negative
If UPS sticks to its capex and buyback plans—which exceed projections for free cash flow—the parcel carrier may have to issue more debt.
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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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