Key Takeaways EXPD's earnings benefit from cost cuts and e-commerce strength, with a 7.6% EPS estimate hike for 2026. GSL delivers a 16.8% four-quarter average earnings beat and sees a 3.1% upward revision to its 2026 EPS view. LTM's lean cost structure and travel rebound fuel earnings, with 2026 EPS estimates up 4.5%. The transportation sector in 2025 has suffered due to factors like tariff woes, supply-chain crisis and subdued freight demand. Rising geopolitical tensions and the prolonged U.S. government ...