From Nasdaq: 2025-04-23 10:24:00

The Zacks Transportation sector is expected to see a 7.9% year-over-year improvement in earnings for the first quarter of 2025, with revenues estimated to rise by 3.4%. Despite challenges like weak freight demand and supply chain disruptions, companies like Expeditors, GXO, and JetBlue are expected to report better-than-expected earnings.

Factors like the downward movement of oil prices, efforts to control costs, and the continued strength of e-commerce are likely to have contributed to the sector participants’ performance in the first quarter of 2025. For U.S. airline companies, while domestic air travel demand may have slowed, international passenger revenues are expected to have increased.

Expeditors International of Washington, GXO Logistics, and JetBlue Airways are set to report their first-quarter 2025 results in early May. Expeditors has an Earnings ESP of +3.76%, GXO has an Earnings ESP of +1.18%, and JetBlue has an Earnings ESP of +2.33%. These companies have strategies in place to navigate challenges and deliver strong results.

Investors can use a combination of Earnings ESP and a Zacks Rank to identify stocks with a high likelihood of delivering positive surprises in their earnings announcements. Expeditors, GXO, and JetBlue have demonstrated resilience and potential for outperformance in the transportation sector. Consider these factors when making investment decisions in the industry.



Read more at Nasdaq:: 3 Transportation Stocks Poised to Surpass Q1 Earnings Estimates