Key Takeaways Kirby's Q3 EPS of $1.65 topped estimates and rose 6.5% year over year on higher revenues.Coastal marine and power generation strength drove gains despite inland softness.KEX repurchased $120M in shares and generated $227.5M in operating cash flow.Kirby Corporation (KEX) reported third-quarter 2025 earnings of $1.65 per share, which surpassed the Zacks Consensus Estimate of $1.60 and improved 6.5% year over year. Total revenues of $871.2 million missed the Zacks Consensus Estimate of $888.3 mil ...

BOLTON, Ontario, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Titanium Transportation Group Inc. ("Titanium" or the "Company") (TSX:TTNM, OTCQX:TTNMF), is pleased to announce that it will issue its financial results for the quarter ended September 30, 2025 via news release on Monday, November 10, 2025 after market close. The Company will also hold a conference call for analysts and investors with Ted Daniel, President and Chief Executive Officer, Tuesday, November 11, 2025 at 8:00 a.m. Eastern Time, to discuss these r ...

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The economy retained most of its momentum from the second quarter, even though the economic data released during the third quarter was mixed. The portfolio returned 6.3% (6.2%, net) during the ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. XPO saw its financial results improve during a time when its operating ratio typically falters. That was linked to XPO’s expansion of premium services, such as grocery consolidation, transport to or from trade shows, and retail store rollouts, XPO Chief Strategy Officer Ali Faghri told Trucking Dive. “If you zoom out, we’re seeing progress across all three differen ...

Rush Enterprises (NasdaqGS:RUSH.A) FY Conference November 03, 2025 06:30 PM ET Speaker0Rusty?Speaker1Yeah.Speaker0Oh, there it is.Speaker1Except, you know, I just basically over Q and A. If I could go back to 125 stores, if only I could take the age, like it's a practice, you know, about 10 years or 8 years old, my age, I'd take it. Hey, what are you doing, hero? All right, let's just do Q and A because I didn't bring any presentations.Speaker0Yeah, just Q and A. All right, so let's, let's,Speaker1Okay.Spea ...

ACT Research’s October research is one of the first comprehensive looks at the trucking market since English Language Proficiency enforcement has been toughened, and impacts to trucking capacity are clear. What isn’t obvious, though, is whether the demand side of the market will show up. The ACT For-Hire Trucking Index depicts a landscape where for-hire trucking capacity is contracting. According to the report, the Capacity Index increased by 2.1 points month-over-month to 47.5 in September. This tells us ...

Hackers are infiltrating trucking and freight companies in a scheme to steal and sell cargo shipments, a growing campaign that could end up costing companies and consumers billions of dollars, according to new cybersecurity research.Sunnyvale, California-based Proofpoint Inc. said it has “high confidence” that the hackers are working with organized crime groups to pull off the cargo thefts. The attackers are particularly targeting trucking carriers and freight brokers, seeking to infect their computer netwo ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: Federal trade policy and inflation concerns continue to impact the truckload freight market and Landstar System’s earnings, CEO Frank Lonegro said in a Q3 earnings call. Revenue decreased 1% year over year and operating costs rose to $15.6 million in Q3 compared to $15.1 million in 2024. On the truckload side, revenue hauled via van equipment wen ...

公司业绩表现 - 在宏观经济环境充满挑战的背景下 公司第三季度营收增长2.8%至21.1亿美元 超出市场预期的20.7亿美元 [4] - 北美零担运输核心业务营收增长0.3%至12.6亿美元 欧洲运输业务营收增长6.7%至8.57亿美元 得益于在法国、西班牙和葡萄牙等市场的领先地位 [4] - 经调整营业比率改善150个基点至82.7% 优于季节性表现 是前三大零担运输承运商中唯一报告比率改善的公司 [5] 运营效率与定价能力 - 通过持续改善服务质量 如损坏控制和准点性能 公司得以提高价格 第三季度零担运输收益率增长5.9% [6] - 尽管行业需求疲软导致每日货运量下降3.5% 吨位下降6.1% 但定价能力的提升抵消了这些负面影响 [6] - 外包长途运输里程占比降至创纪录的5.9% 较上年同期下降770个基点 有助于推动盈利能力 [10] 人工智能技术应用 - 公司利用人工智能实现成本控制和效率提升 例如通过AI完全自动化其货运网络中的决策过程 移除了人工决策环节 [8] - 通过AI优化长途运输网络 生产率实现低个位数百分比的提升 预计每年可带来数千万美元的节约 [8] - AI技术正被推广至其他领域 包括取货和送货操作 装卸码头劳动力管理以及定价和称重 管理层预计未来几年将进一步推动生产率和利润率改善 [9] 行业背景与市场表现 - 受关税不确定性和制造业持续疲软影响 卡车运输行业面临挑战 多数行业股票今年下跌 [1] - 公司股票年内上涨13% 是五大主要卡车运输股票中唯一上涨的 且显著跑赢了其两个最接近的竞争对手Old Dominion Freight Line和Saia [2] - 公司当前市值约为170亿美元 当日股价波动范围在133.57美元至144.53美元之间 [11][12]

Chart of the Week:  Van Contract Rates, National Truckload Index (linehaul cost less fuel over $1.20/gal) – USA SONAR: VCRPM1.USA, NTIL12.USA Long-term (contract) rates for dry van truckload transportation (VCRPM1) have remained essentially flat over the past year, increasing roughly 1% since July 2024. Short-term spot rates  (NTIL12) which are naturally more volatile, have risen about 4% over the same period. With all the talk about capacity leaving the market at alarming rates, what does this stability ...