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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. 

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.

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.

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.

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.

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.

Riding the Rails: 2Q14 Preview

Sector Outlook: 14 Jul 2014, 10:01 PM ET - 2Q14 rail revenue will increase a CreditSights-estimated 9.3% on 7.3% more volume and 2.5% better revenue per unit.   Operating ratios are likely to strengthen further as volume gains continue to outpace headcount growth

NA Class 8 Trucks: Favorable Production Outlook

Worth Watching: 17 Jun 2014, 9:34 PM ET

Riding The Rails: 1Q14 Preview

Sector Outlook: 15 Apr 2014, 10:02 AM ET - Rail revenue should increase 4.3% on 1.5% more volume and 2.8% better revenue per unit.  EBITDA will grow an estimated 5.6%. 

Freight Transportation: 2014 Outlook

Sector Outlook: 14 Jan 2014, 10:54 PM ET - 2014 rail financial performance should strengthen.  Event risk is generally low, but watch competitive access rules, longshoremen contract talks, and tank car regulation. 

Riding The Rails: 3Q13 Preview

Sector Outlook: 15 Oct 2013, 9:25 AM ET - 3Q13 rail revenue will grow an estimated 5.3% YoY on 2.0% more volume and 3.3% stronger revenue per unit.  Steady headcount and modest volume growth should allow for further margin improvement.

Riding The Rails: 2Q13 Preview

Sector Outlook: 15 Jul 2013, 10:55 PM ET - Rail revenue stands to increase 4.3% YoY on 1.8% more volume and 2.5% better revenue per unit.  Core pricing gains should continue for most.  Export coal will likely remain a drag on overall pricing for CSX and NSC.

Riding The Rails: 1Q13 Preview

Sector Outlook: 16 Apr 2013, 9:54 AM ET - 1Q13 rail revenue should grow 4.2% YoY on 1.6% more volume and 2.6% better revenue per unit, according to CreditSights estimates.  EBITDA is likely increase 5.4% on average given further operating ratio improvement.

UPS: Pulls the Trigger on TNT Bid

Company Analysis: 19 Feb 2012, 9:25 PM ET - UPS pulled the trigger and made a €9 per share bid for TNT Express. We believe UPS can easily absorb the acquisition, which would also provide a means for Post NL to finally divest its stake in TNTE.

2012 Rail Outlook: Weaker Vol. Growth But On Track

Sector Outlook: 17 Jan 2012, 10:43 PM ET - Overweight rail exposure, as a modest tightening at the long-end will help this long-duration sector outperform.   Within the group, CNR, KSU, and UNP are likely to outperform, while BNSF, CP, CSX, and NSC are more likely to underperform.

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