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Transportation 2018 Outlook: Market perform

Sector Outlook: 07 Feb 2018, 5:02 AM ET - Steady global growth, rebounding US industrial production and resilient consumer confidence provide support for a positive year ahead, but NAFTA remains a wildcard that could derail the sector’s high confidence.

Upcoming NY IG & HY Conferences

Announcement: 29 Nov 2016, 8:54 PM ET - Join us in New York on Tuesday, December 13, 2016 for our upcoming conferences.

Sector Update: June 2016 - US Industrials

Sector Weightings: 13 Jul 2016, 4:06 AM ET - Our Sector Update provides  June monthly performance data and updated recommendations for the Industrial sectors. 

2016 Outlook: Industrial Sector Recommendations

Strategy Outlook: 21 Dec 2015, 10:33 PM ET - We discuss 2015’s performance and detail our 2016 recommendations in the Industrial sector. 

J.B. Hunt 3Q15: Margin Improvement For All Segments

Earnings Note: 15 Oct 2015, 6:00 AM ET - JBHT reported good results on core pricing gains and cost control. Volume generally improved, but management characterized customer demand as tepid. The balance sheet remains very strong with adjusted net debt-to-EBITDARP at 1.0x.

3Q15 Rail Preview: Low EV Multiples Concerning

Sector Outlook: 13 Oct 2015, 3:37 PM ET - CreditSights changes its recommendation on CSX to Underweight, affirms its Underperform recommendation on NSC, and upgrades its recommendation on CP to Outperform.  Swooning EV multiples add additional risk for some names.

September 2015 US Company Recommendation Changes

US Company Recommendation Changes: 30 Sep 2015, 11:31 PM ET - Our monthly report provides executive summaries for the seven company recommendation changes made on US companies during the month of September.
Focused

Con-way: XPO to Acquire CNW For $3 billion

Worth Watching: 09 Sep 2015, 9:06 PM ET

July 2015 Sector Update: Industrials

Sector Weightings: 06 Aug 2015, 1:34 PM ET - Our July sector overview provides the latest monthly performance data for the Industrials sectors.  Additionally, this month features a discussion of the sector level impacts of rising interest rates.
Focused

Con-way 2Q15: Industrial Demand Softens

Earnings Note: 29 Jul 2015, 11:38 PM ET - Freight revenue per hundredweight ex-fuel surcharges gained 5.5%.  Freight tonnage declines reflected weaker demand from industrial customers but also CNW efforts to improve pricing and network density.

Final N.A. Tank Car Rules Issued

Sector Analysis: 03 May 2015, 11:16 PM ET - The rules are more benign than feared.  They primarily apply to crude and ethanol (not all flammable materials), and there is ample time for GATX to retrofit or replace its proportionately small crude and ethanol fleet.
Focused

Con-Way 1Q15: Pricing “Stable” and Economy “Solid”

Earnings Note: 30 Apr 2015, 12:43 PM ET - CNW described the pricing environment (mid-single digit price increases on renewals) as “stable” and the economy “solid”.  However, CNW expects 2Q15 economic conditions to be solid but not as strong as 2Q14. 

Riding the Rails: 1Q15 Preview

Sector Outlook: 13 Apr 2015, 4:26 AM ET - 1Q15 revenue grows a CreditSights-estimated 3.0% YoY on 2.7% more volume 0.3% stronger revenue per unit. Lower fuel surcharges dampen top-line growth by 3.3 percentage points. Mix remains a drag. Core price gains continue.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.
Focused

Con-way: 2015 Margin, Revenue, and Tonnage Growth

Earnings Note: 05 Feb 2015, 2:51 PM ET - CNW expects mid-single digit Freight tonnage growth, similar or better pricing than 2014’s 4.5%, and margin strengthening. 

Freight/Rail/Logistics: 2015 Outlook

Sector Outlook: 13 Jan 2015, 12:15 AM ET - The FRL group performs well in a risk off environment. The rails have strong balance sheets with pension and lease-adjusted net debt to EBITDA of 1.7x.  They are solid cash generators, with predictable earnings and below-average event risk.
Focused

Con-way: Buy Backs Return; Should Remain Manageable

Earnings Note: 31 Oct 2014, 12:23 AM ET - CNW repurchased shares for the first time since 2007, and the pace is likely to increase.  CreditSights expects shareholder rewards to remain manageable and decline if operating conditions deteriorate.
Focused

Con-way: Another Freight Wage Increase

Worth Watching: 30 Sep 2014, 9:56 PM ET
Focused

Con-way 2Q14: Margin Initiatives Offset Add'l Costs

Earnings Note: 31 Jul 2014, 2:59 PM ET - Like other motor carriers, CWN feels cost pressures associated with driver shortages, but its margin improvement efforts more than offset these headwinds. 

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