CHRW

- C.H. Robinson Worldwide recently drew investor focus ahead of its September 2026 quarter results, with expectations pointing to higher earnings on increased revenue and a Zacks Rank of #2. - The gap between a slightly higher consensus EPS estimate and a lower Most Accurate Estimate highlights growing scrutiny of how C.H. Robinson Worldwide converts freight volumes and Lean AI productivity gains into earnings. - We will look at how C.H. Robinson Worldwide's investment narrative is affected by shifting earnings expectations ahead of the upcoming quarterly report. Compare C.H. Robinson Worldwide's setup with a curated group of transport and logistics peers by running your filters through list of solid balance sheet and fundamentals (26 results) To own C.H. Robinson Worldwide, you need to believe its Lean AI model and large data set can keep squeezing more productivity out of NAST, Global Forwarding and LTL while freight demand moves through normal cycles. The near term catalyst is whether the September 2026 quarter shows that higher shipment activity and automation benefits are still flowing through to operating income. The biggest risk remains legal and insurance exposure, including the prior US$604 million jury award, which could affect costs or carrier behavior if broader legal standards shift. The upcoming report does not materially change that legal overhang, but it may clarify how much margin headroom exists if insurance or compliance costs rise. Recent commentary around Lean AI driven productivity, with reported gains above 60% in areas like NAST and Global Forwarding, is the clearest operational backdrop for this earnings setup. Higher expected revenue in the September 2026 quarter puts that model under the microscope, because investors will be watching how much incremental freight can run across roughly similar staffing levels. If C.H. Robinson Worldwide continues rolling these automation tools into the US$3b LTL operation and Global Forwarding, the mix of higher value services and self serve digital tools could remain a central catalyst. The flip side is execution risk. Any stumble in rolling out automation, or any need to add more headcount than planned, could narrow the margin trajectory that many shareholders are focused on right now. C.H. Robinson Worldwide's narrative projects US$20.4b revenue and US$953.9m earnings by 2029. That path assumes 6.2% yearly revenue growth and an earnings increase of about US$320.6m from US$633.3m today. Discover why C.H. Robinson Worldwide's fair value indicates a 37% potential upside to its current price, which could narrow quickly. One alternate view on C.H. Robinson Worldwide zooms in on broker consolidation as the key catalyst. Some analysts highlighted this before the latest earnings setup, estimating revenue of about US$22.6b and roughly US$1.1b in earnings by 2029. That outlook is far more optimistic than consensus, and the new results could lead both narratives to adjust. Explore 2 other C.H. Robinson Worldwide fair value estimates, including one that suggests up to 37% upside from the current price. Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your C.H. Robinson Worldwide research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. - See our latest analysis for C.H. Robinson Worldwide. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate C.H. Robinson Worldwide's overall financial health at a glance. If the C.H. Robinson Worldwide setup has sharpened your thinking, use that momentum to build a broader watchlist. A few focused screens can quickly surface other businesses that match the balance of quality, risk and income you are looking for. - For investors who want resilient balance sheets and solid fundamentals, start with a list of solid balance sheet and fundamentals (26 results) that may better align with your risk tolerance. - If value is your priority, use the 29 high quality undervalued stocks to spot candidates where fundamentals and pricing appear out of sync. - Income focused readers can scan for consistent cash return potential by reviewing a curated set of 6 dividend fortresses that meet your yield and quality filters. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CHRW. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

C.H. Robinson Worldwide, Inc. CHRW is scheduled to release third-quarter 2026 results on Oct. 28, before the market opens. The company exits the September-end quarter amid elevated truckload spot costs, pressure on contractual margins and a still-soft freight demand environment. Higher insurance-related expenses and continued volatility across global freight markets may also have weighed on profitability. The Zacks Consensus Estimate for the third-quarter 2026 earnings has been revised upward by 4.24% over the past 60 days to $1.72 per share. The consensus mark indicates a 22.86% increase from the third-quarter 2025 actuals. The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $4.96 billion, indicating a 9.84% increase from third-quarter 2025 actuals. C.H. Robinson has an encouraging earnings surprise history. The company's earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 8.11%. C.H. Robinson Worldwide, Inc. price-eps-surprise | C.H. Robinson Worldwide, Inc. Quote Elevated Truckload Spot Costs: Rising carrier costs are likely to have remained a key headwind. In the second quarter, truckload linehaul cost per mile increased 29% year over year, outpacing the 25.5% rise in customer pricing. Management also noted that spot rates were expected to have remained elevated during the third quarter. Pressure on Contractual Margins: Higher spot-market costs are likely to have continued to squeeze margins on contractual truckload business. C.H. Robinson was actively repricing its contractual portfolio to reflect changing market conditions, but management acknowledged that margin pressure typically persists while pricing catches up with rising carrier costs. Soft Freight Demand: The broader freight market remained in the trough of the demand cycle entering the quarter. Although CHRW continued to gain share, overall freight activity was still subdued, which is likely to have limited volume-driven upside. The company noted that the Cass Freight Shipment Index had declined year over year for 15 consecutive quarters. Higher Insurance Costs: Insurance expenses may also have pressured results. Management indicated that insurance costs were expected to rise in the second half of 2026, representing another operating-cost headwind even as productivity initiatives continued to offset inflation elsewhere. Our proven model does not conclusively predict an earnings beat for C.H. Robinson this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. CHRW has an Earnings ESP of -0.58% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. C.H. Robinson reported solid second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Quarterly earnings were $1.61 per share, up 24.8% year over year. The figure beat the Zacks Consensus Estimate of $1.53 by 5.2%. Revenues rose 19.3% year over year to $4.93 billion and surpassed the consensus mark of $4.42 billion by 11.7%. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. United Parcel Service UPS has an Earnings ESP of +0.95% and a Zacks Rank #3 at present. You can see the complete list of today's Zacks #1 Rank stocks here. UPS is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has remained flat at $1.63 per share over the past 60 days. UPS' earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 12.4%. Kirby Corporation KEX has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and missed the mark on the other occasion. The average beat is 2.86%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report United Parcel Service, Inc. (UPS) : Free Stock Analysis Report Kirby Corporation (KEX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The market expects Schneider National (SNDR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This trucking company is expected to post quarterly earnings of $0.29 per share in its upcoming report, which represents a year-over-year change of +141.7%. Revenues are expected to be $1.58 billion, up 9.1% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Schneider National, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.58%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that Schneider National will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Schneider National would post earnings of $0.22 per share when it actually produced earnings of $0.29, delivering a surprise of +31.82%. Over the last four quarters, the company has beaten consensus EPS estimates two times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Schneider National appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Transportation - Services industry, C.H. Robinson Worldwide (CHRW), is soon expected to post earnings of $1.72 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +22.9%. Revenues for the quarter are expected to be $4.96 billion, up 19.8% from the year-ago quarter. The consensus EPS estimate for C.H. Robinson has been revised 1.3% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.58%. When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that C.H. Robinson will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Schneider National, Inc. (SNDR) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

C.H. Robinson Worldwide (CHRW) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This trucking company is expected to post quarterly earnings of $1.72 per share in its upcoming report, which represents a year-over-year change of +22.9%. Revenues are expected to be $4.96 billion, up 19.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.25% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For C.H. Robinson, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.58%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination makes it difficult to conclusively predict that C.H. Robinson will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that C.H. Robinson would post earnings of $1.53 per share when it actually produced earnings of $1.61, delivering a surprise of +5.23%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. C.H. Robinson doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

C.H. Robinson Worldwide (NASDAQ:CHRW) reports third-quarter results next week, and its last report set a high bar. Adjusted earnings per share rose 24.8% in the second quarter, even though the company says the freight market is still in the trough of its demand cycle. But earnings growth isn't the same as a growing business. Over the past five years, C.H. Robinson's sales have grown about 0.03% a year, so its profit gains came from earning more on the freight it already had, not from winning a lot more of it. Now it wants to acquire rival RXO to repeat the trick at a larger scale. C.H. Robinson sells truckload, less-than-truckload, air and ocean shipping to business customers. The facts support the profit gains, but the stock price already reflects them, and the RXO deal adds a risk that the company's own cost cuts never carried. For investors looking to add more logistics exposure, our list of 10 Best Logistics Stocks to Buy Right Now is worth a look. The engine is a cost program the company calls Lean AI. Average headcount fell 10.8% in the second quarter, while volume in its North American surface transportation unit rose about 1.5%, against a 3.3% drop in the Cass Freight Shipment Index. That was the 13th straight quarter the unit grew faster than the market. Adjusted gross profit rose only 6.5%, yet adjusted earnings per share rose 24.8%, because the company needed fewer people to handle the work. Pricing held up as well: gross profit on each truckload shipment stayed flat even as costs in the spot truck market rose sharply. If you're interested in AI investing, we recently compiled a report on 10 Best AI Stocks to Buy in October. CEO Dave Bozeman calls the RXO purchase a logical next step in the company's transformation. The deal is valued at $5.8 billion and paid mostly in cash that C.H. Robinson plans to borrow. Management expects about $300 million in net cost savings within two years of closing, by applying Lean AI to RXO's business. To pay for it, the company will pause share repurchases until its debt falls back to its target range, a goal it sets for the end of 2028. Cash from operations also fell sharply in the second quarter, to $35.9 million. One weak quarter isn't a trend, and the company expects the deal to add to adjusted earnings per share within nine months of closing. Still, a shareholder now owns a company that has to pay down debt before it returns more cash. That limits how fast per-share earnings can grow, but it doesn't undo the gains already made. The stock trades at about 22 times estimated 2026 earnings, against about 19 times for the sector median and a five-year average of about 22 for C.H. Robinson itself. The consensus forecast calls for 2026 earnings per share to grow 23.88%, which helps explain the premium to the sector. The multiple uses adjusted earnings, but the gap to GAAP earnings was small in the second quarter. That puts the stock right where it has usually traded, even though buybacks are set to pause. Shareholders today pay a normal price for growth that now depends on integrating a new business. If you're looking for cheaper names, check out 10 Best Undervalued Stocks to Buy in October. So can the growth last? The record shows the method works on C.H. Robinson's own operations. Whether it works on RXO won't be clear until well after the deal closes in the first half of 2027. Until then, the number to watch is cash from operations, which fell to $35.9 million in the second quarter. Next week's report will show whether the debt paydown has money behind it. While we acknowledge the risk and potential of CHRW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CHRW and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: Nvidia (NVDA): Can Paid Software Make Its Earnings Less Dependent on Hardware Sales? and Verizon (VZ): Can Fixed Wireless Grow Without Squeezing Mobile Network Returns? This article is originally published at Insider Monkey.

The third-quarter earnings season for the Zacks Transportation sector kicked off on Oct.9, with Delta Air Lines DAL missing bottom-line estimates. High fuel costs and rising non-fuel expenses hurt the bottom line. Several transportation companies are due to report their financial results shortly. Per the Earnings Outlook dated Oct. 14, while the transportation sector's earnings for third-quarter 2026 are expected to improve 9.6%, revenues are likely to grow 10.8% on a year-over-year basis. We have identified — with the help of the Zacks Stock Screener — a few transportation players that are set to outshine the Zacks Consensus Estimate with respect to the bottom line this earnings season. These include Union Pacific Corporation UNP, United Parcel Service UPS, Old Dominion Freight Line ODFL and C.H. Robinson Worldwide CHRW. Before we discuss the companies, let's take a look at the factors shaping the quarterly performance. The transportation sector demonstrated greater resilience than anticipated in the third quarter of 2026. Despite geopolitical uncertainties and persistently high fuel prices, robust air-travel demand and improving freight market conditions appear to have supported transportation companies. Consumers seem to have adjusted to elevated inflation, high interest rates and policy-related uncertainties by modifying their spending patterns accordingly. Following a prolonged period of downturn, things appear to be brightening as far as freight demand is concerned. Highlighting the brightening freight demand scenario, the Cass Freight Shipments Index improved 2.3% month on month in September 2026. This measure has improved month on month in five of the past seven months, which confirms the improving scenario. Additionally, the measure rose 1.9% year over year, marking its second consecutive annual increase following a three-and-a-half-year contraction, the longest such decline on record. Transportation companies are increasingly investing in artificial intelligence (AI) to enhance operational efficiency, lower costs and improve safety. Efforts toward cost optimization and automation are helping companies safeguard profitability. Efficiency gains stemming from cost-containment initiatives are likely to have supported bottom-line performance in the September quarter. Furthermore, the third-quarter results of most shipping companies in the sector are expected to benefit from the resilience of the dry bulk market, supported by factors such as growing Chinese demand for minor bulk commodities and high vessel utilization rates. While it is not possible to be sure about which companies are well-positioned to beat earnings estimates, our proprietary methodology — Earnings ESP — makes it relatively simple. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Earnings ESP shows the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate. Our research shows that for stocks with the above-mentioned combination, the chances of an earnings beat are as high as 70%. For investors seeking to apply this proven model to their portfolio, we have highlighted four transportation stocks that are poised to beat third-quarter earnings estimates. Headquartered in Omaha, NE, Union Pacific operates a rail network spanning 23 states across the western two-thirds of the United States, serving as a vital component of the global supply chain. The railroad operator currently has an Earnings ESP of +0.29% and a Zacks Rank of 3. You can see the complete list of today's Zacks #1 Rank stocks here. The company is scheduled to report its third-quarter 2026 results on Oct. 22. Union Pacific's efforts to reward its shareholders through dividends and share buybacks are commendable. With the freight scene on the mend, the company's performance is likely to have been aided. The company's earnings surpassed the Zacks Consensus Estimate in three of the past four quarters (missing the mark on the other occasion), with the average beat being 2.8%. Union Pacific Corporation price-eps-surprise | Union Pacific Corporation Quote United Parcel Service's third-quarter results are likely to reflect its focus on improving profitability over sheer volume. Under the cost-cutting initiatives, UPS has substantially reduced its U.S. operational workforce and closed daily operations at multiple leased and owned buildings. Moreover, United Parcel Service has been focusing on increasing automation in sorting and operations, and leveraging AI for logistics planning to boost efficiency. The shift in focus toward higher-margin areas such as small and medium-sized businesses or SMBs and healthcare logistics from low-margin volumes is expected to be reflected in UPS' third-quarter results, scheduled to be released on Oct. 27, and to aid its per-package revenues. United Parcel Service's earnings surpassed the Zacks Consensus Estimate in each of the past four quarters, with the average beat being 12.4%. The company has an Earnings ESP of +1.06% and a Zacks Rank of 3. United Parcel Service, Inc. price-eps-surprise | United Parcel Service, Inc. Quote Old Dominion Freight Line is a leading less-than-truckload or LTL company. The trucking company is based in Thomasville, NC. The company has an Earnings ESP of +0.25% and a Zacks Rank of 2. Old Dominion, whose third-quarter performance is likely to have been aided by the brightening freight environment, is scheduled to report results on Oct. 28. The company's efforts to reward its shareholders through dividends and share buybacks are commendable. Old Dominion's earnings surpassed the Zacks Consensus Estimate in each of the past four quarters, with the average beat being 6.7%. Old Dominion Freight Line, Inc. price-eps-surprise | Old Dominion Freight Line, Inc. Quote C.H. Robinson's consistent initiatives to reward its shareholders through dividends and share repurchases are encouraging. Cost-cutting efforts are expected to have aided its bottom line in the September quarter. Results are scheduled to be out on Oct. 28, 2026. C.H. Robinson currently has an Earnings ESP of +0.12 % and a Zacks Rank #2. CHRW's earnings surpassed the Zacks Consensus Estimate in each of the past four quarters, with the average beat being 8.1%. C.H. Robinson Worldwide, Inc. price-eps-surprise | C.H. Robinson Worldwide, Inc. Quote Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Union Pacific Corporation (UNP) : Free Stock Analysis Report United Parcel Service, Inc. (UPS) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report Delta Air Lines, Inc. (DAL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Westinghouse Air Brake Technologies WAB, operating as Wabtec Corporation, is scheduled to report third-quarter 2026 results on Oct. 21, before market open. The Zacks Consensus Estimate for WAB's third-quarter 2026 earnings has remained flat at $2.72 per share over the past 60 days. The consensus mark for earnings implies a 17.24% upside from the year-ago actual. The consensus estimate for sales (currently pegged at $3.18 billion) suggests a 10.32% uptick from the year-ago actual. Image Source: Zacks Investment Research Wabtec has an encouraging earnings surprise history. The company's earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 4.18%. Image Source: Zacks Investment Research Let's see how things have shaped up for Wabtec this earnings season. We expect Wabtec's performance in the to-be-reported quarter to have been adversely affected by higher operating expenses. Persistent geopolitical tensions in the Middle East and ongoing supply-chain disruptions are likely to pressure the company's bottom line. Conversely, WAB's top-line performance in the to-be-reported quarter is expected to have benefited from stronger demand for services and components, supported by solid sales across both the aftermarket and original equipment manufacturing (OEM) channels. The Zacks Consensus Estimate for Freight revenues is pegged at $2.26 billion, implying 8.1% growth from the prior-year reported figure. The consensus mark for Transit revenues is pinned at $895 million, indicating 12.8% growth from the prior-year reported figure. Our proven model does not conclusively predict an earnings beat for Wabtec this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Wabtec has an Earnings ESP of 0.00% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Wabtec price-eps-surprise | Wabtec Quote Wabtec reported second-quarter 2026 adjusted earnings of $2.76 per share, which beat the Zacks Consensus Estimate of $2.63 by 4.9% and increased 21.6% year over year, owing to higher sales and operating margin expansion. Revenues climbed 17.5% to $3.18 billion and surpassed the consensus mark of $3.08 billion by 3.2%. Growth across Freight and Transit, supported by acquisitions and organic expansion, drove the top line. The 12-month backlog increased 11.3% to $9.14 billion. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.12% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +0.46% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 1.82% to $1.68 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Wabtec (WAB) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Knight-Swift Transportation Holdings Inc. (KNX) is scheduled to report third-quarter 2026 results on Oct. 21, after market close. Knight-Swift has an unimpressive earnings surprise history, having lagged the Zacks Consensus Estimate in two of the preceding four quarters (outpaced in one of the remaining two quarters and matched the mark in another quarter), the average miss being 0.28%. Image Source: Zacks Investment Research Let's see how things have shaped up for Knight-Swift this earnings season. The Zacks Consensus Estimate for KNX'sthird-quarter 2026 revenues is pegged at $2.12 billion, indicating a 10.06% uptick year over year. The top line is likely to have been aided by strength across the majority of its segments. The Zacks Consensus Estimate for third-quarter Truckload revenues is pegged at $1.37 billion, indicating 10.8% growth from the year-ago reported figure and above our estimate of $1.34 billion. The Zacks Consensus Estimate for third-quarter Logistics revenues is pegged at $143 million, indicating a 2.1% uptick from the year-ago reported figure and above our estimate of $139.8 million. The Zacks Consensus Estimate for third-quarter Intermodal revenues is pegged at $116 million, indicating 23.4% growth from the year-ago reported figure and slightly below our estimate of $116.9 million. The Zacks Consensus Estimate for third-quarter Less-Than-Truckload revenues is pegged at $434 million, indicating 9.8% growth from the year-ago reported figure. The consensus mark lies below our estimate of $443.1 million. On the contrary, rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have adversely affected KNX's performance in the September-end quarter. Driver availability remains tight and can limit seated capacity. The Zacks Consensus Estimate for Knight-Swift's third-quarter 2026 earnings has been revised downward by 1.32% in the past 60 days to 75 cents per share. However, the consensus mark implies an upside of more than 100 from the year-ago actual. Image Source: Zacks Investment Research Our proven model predicts an earnings beat for Knight-Swift this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Knight-Swift has an Earnings ESP of +1.31% and a Zacks Rank #3 at present. Knight-Swift Transportation Holdings Inc. price-eps-surprise | Knight-Swift Transportation Holdings Inc. Quote Knight-Swift reported second-quarter 2026 adjusted earnings of 63 cents per share, which beat the Zacks Consensus Estimate of 49 cents by 28.6% and increased 80.0% year over year. Stronger pricing and network efficiency across asset-based operations supported the improvement. Total revenues of $2.10 billion surpassed the consensus mark of $2.01 billion by 4.3% and rose 12.6% year over year. Truckload revenue per loaded mile, excluding fuel surcharge and intersegment transactions, increased 5.5%. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.12% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +0.46% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 1.82% to $1.68 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Knight-Swift Transportation Holdings Inc. (KNX) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Southwest Airlines Co. (LUV) is scheduled to report third-quarter 2026 results on Oct. 21, after market close. Southwest Airlines has an encouraging earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters (matched the mark in the remaining quarter), delivering an average beat of 271.09%. Image Source: Zacks Investment Research Let's see how things have shaped up for Southwest Airlines this earnings season. The Zacks Consensus Estimate for LUV's third-quarter 2026 earnings has been revised downward by 11.59% in the past 60 days to 61 cents per share. However, the consensus mark implies more than 100% upside from the year-ago actual. The consensus estimate lies within the company-provided guided range of 50 cents to 75 cents. Image Source: Zacks Investment Research We expect high fuel costs to have dented LUV's bottom-line performance in the September quarter. The ongoing conflict in the Middle East has resulted in a sharp jump in oil prices. This has been naturally hurting the bottom line of airlines because fuel expenses represent a key input cost for airlines. With most U.S. carriers having abandoned fuel hedging strategies, such an oil supply disruption has left them fully exposed to price spikes. The company's outlook assumed fuel cost per gallon between $3.70 and $3.75 for the third quarter. Escalated labor and airport costs were high, which is likely to have hurt the company's bottom-line performance in the September quarter. LUV expects to continue experiencing increased cost pressure from the labor agreements and deals inked with the pilots. We expect operating costs to rise 9.1% in third-quarter 2026 from third-quarter 2025 actuals, due to a 1.5% increase in salaries and related costs. Management expects third-quarter cost per available seat mile, excluding fuel, special items and profit sharing, to rise 3.5-4%. Dependence on Boeing's delivery schedule also adds uncertainty to fleet planning and capacity execution. Despite the sharp rise in jet fuel prices, solid bookings are likely to have aided LUV's top-line performance in the September quarter. Southwest Airlines continues to benefit from network optimization, disciplined capacity, assigned and extra-legroom seating, bag fees, expanded distribution and better revenue management. The Zacks Consensus Estimate for LUV's third-quarter 2026 revenues is pegged at $8.26 billion, indicating 18.83% growth year over year. Management anticipates third-quarter 2026 unit revenues (RASM) to increase in the range of 17.5% to 19.5% on a year-over-year basis, with capacity projected to decline 1% to remain flat year over year. Our estimate for passenger revenues in the to-be-reported quarter indicates an 18.4% increase from third-quarter 2025 actual. Our proven model does not conclusively predict an earnings beat for Southwest Airlines this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Southwest Airlineshas an Earnings ESP of -4.13% and a Zacks Rank #3. Southwest Airlines Co. price-eps-surprise | Southwest Airlines Co. Quote Southwest Airlines reported second-quarter 2026 adjusted earnings of 94 cents per share, up 118.6% year over year and 80.8% above the Zacks Consensus Estimate of 52 cents. Record operating revenues of $8.43 billion rose 16.4% but missed the consensus mark of $8.58 billion by 1.7%. Results benefited from demand for enhanced products, record managed business revenues and cost discipline despite an $889 million increase in fuel expense. Adjusted unit revenues jumped 20.1%, while adjusted operating margin expanded 3.3 points to 6.7%. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.77% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with an average beat of 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +3.43% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 1.82% to $1.68 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Southwest Airlines Co. (LUV) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

CSX Corporation (CSX) is scheduled to report third-quarter 2026 results on Oct. 21, after market close. CSX has an encouraging earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters (missed the mark in the remaining quarter), delivering an average beat of 3.97%. Image Source: Zacks Investment Research Let's see how things have shaped up for CSX this earnings season. The Zacks Consensus Estimate for CSX's third-quarter 2026 earnings has been revised downward by 1.85% in the past 60 days to 53 cents per share. However, the consensus mark implies a 20.45% upside from the year-ago actual. Image Source: Zacks Investment Research Rail network issues from headwinds such as locomotive or crew/labor shortages and other service disruptions pose a major challenge for CSX. Network issues or supply chain constraints are likely to have to adversely impacted service levels, in turn hurting operating efficiency or volume of shipments. High labor costs and elevated operating expenses are hurting the bottom line. Management expects sequential service improvement, but sustained volume growth could continue to test network fluidity and execution. The coal business remains subject to secular pressures from greener alternatives, which is leading to the planned retirement of coal units. Management expects stable-to-positive conditions, yet the domestic market has declined over the last decade, and export coal remains volatile. The Zacks Consensus Estimate for CSX'sthird-quarter 2026 revenues is pegged at $3.96 billion, indicating a 10.35% uptick year over year. The top line is likely to have been aided by strength across the majority of its segments in coal revenues, fuel surcharge and merchandise volume. The Zacks Consensus Estimate for third-quarter Merchandise revenues is pegged at $2.45 billion, indicating 110.8% growth from the year-ago reported figure as well as above our estimate of $2.43 billion. The Zacks Consensus Estimate for third-quarter Intermodal revenues is pegged at $659 million, indicating 25% uptick from the year-ago reported figure as well as above our estimate of $640.9 million. The Zacks Consensus Estimate for third-quarter Coal revenues is pegged at $532 million, indicating 8.5% growth from the year-ago reported figure and above our estimate of $523 million. The Zacks Consensus Estimate for third-quarter Trucking revenues is pegged at $206 million, indicating a 0.5% decline from the year-ago reported figure. The consensus mark lies above our estimate of $195 million. Our proven model does not conclusively predict an earnings beat for CSX this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. CSX has an Earnings ESP of -2.23% and a Zacks Rank #3. CSX Corporation price-eps-surprise | CSX Corporation Quote CSX reported second-quarter 2026 results, with earnings per share and revenues surpassing the Zacks Consensus Estimate. Quarterly earnings per share of 54 cents surpassed the Zacks Consensus Estimate of 50 cents and increased 22.7% on a year-over-year basis. Total revenues of $3.94 billion beat the Zacks Consensus Estimate of $3.82 billion. The top line increased 10.1% year over year, driven by higher fuel surcharge revenues, volume growth and pricing across merchandise, intermodal and coal. These were partially offset by a decrease in export coal revenues, including the impact of lower benchmark rates. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.12% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +0.46% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 1.82% to $1.68 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CSX Corporation (CSX) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

United Airlines Holdings, Inc. (UAL) is scheduled to report third-quarter 2026 results on Oct. 20, after market close. United Airlines has an encouraging earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 5.79%. Image Source: Zacks Investment Research Let's see how things have shaped up for United Airlines this earnings season. The Zacks Consensus Estimate for UAL's third-quarter 2026 earnings has been revised downward by 18.54% in the past 60 days to $2.68 per share. Moreover, the consensus mark implies a 3.6% decline from the year-ago actual. The consensus estimate lies within the company provided guided range of $2.50-$3.50. Image Source: Zacks Investment Research We expect high fuel costs to have dented UAL's bottom-line performance in the September quarter. The ongoing conflict in the Middle East has resulted in a sharp jump in oil prices. This has been naturally hurting the bottom line of airlines because fuel expenses represent a key input cost for airlines. With most U.S. carriers having abandoned fuel hedging strategies, such an oil supply disruption has left them fully exposed to price spikes. The company's outlook assumed an all-in fuel price of approximately $3.69 per gallon. Labor and other nonfuel expenses remain a margin constraint. Management expects third-quarter CASM-ex to be the 2026 peak, but reduced flying keeps unit-cost pressure elevated until larger-gauge aircraft begin helping efficiency in 2027. United Airlines also plans to trim flying when fuel makes marginal routes uneconomic. Management said in September 2026 that some December flights would be removed and further first-quarter 2027 adjustments were possible if fuel stayed elevated. These reductions protect cash generation but can limit near-term revenue capture while fixed costs are spread across fewer seat miles. Despite the sharp rise in jet fuel price, solid bookings are likely to have aided UAL's top-line performance in the September quarter. United Airlines continues to benefit from resilient demand, a richer premium and loyalty mix, and customer investments that support pricing. Given this encouraging backdrop, the Zacks Consensus Estimate for UAL's third-quarter 2026 revenues is pegged at $17.84 billion, indicating 17.2% growth year over year. Our proven model does not conclusively predict an earnings beat for United Airlines this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. United Airlines has an Earnings ESP of +0.17% and a Zacks Rank #5 (Strong Sell). United Airlines Holdings Inc price-eps-surprise | United Airlines Holdings Inc Quote United Airlines reported second-quarter 2026 adjusted earnings of $1.99 per share, down 48.6% year over year but above the Zacks Consensus Estimate of $1.92 by 3.7%. Operating revenues rose 16% to $17.67 billion and were essentially in line with the $17.68-billion consensus mark. A 12.1% increase in total revenue per available seat mile, or TRASM, and broad-based gains across premium, loyalty and cargo revenues supported the top line despite sharply higher fuel costs. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.77% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +3.43% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 1.82% to $1.68 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report United Airlines Holdings Inc (UAL) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Alaska Air Group ALK is scheduled to report third-quarter 2026 results on Oct. 20, after market close. The Zacks Consensus Estimate for ALK's third-quarter 2026 earnings per share has been revised downward by 51.4% in the past 60 days to 35 cents. The consensus mark implies a 66.7% decline from the year-ago actuals. The Zacks Consensus Estimate for ALK's third-quarter 2026 revenues is pegged at $4.31 billion, indicating 14.5% growth year over year. ALK has a mixed earnings surprise history, having outperformed the Zacks Consensus Estimate in two of the preceding four quarters and missing twice in the remaining two, delivering an average beat of 71.6% Alaska Air Group price-eps-surprise | Alaska Air Group Quote We expect ALK's performance in the to-be-reported quarter to have been boosted by an uptick in total revenues, driven by high passenger revenues, as domestic air-travel demand stabilizes. Strong passenger traffic despite high fuel costs is likely to have supported top-line growth in the to-be-reported quarter. Our model projects passenger revenues to increase 10.2% year over year in the third quarter of 2026. Additionally, we estimate cargo and other revenues at $284.13 million, representing a 100.2% increase from the prior-year period. On the contrary, geopolitical uncertainty, tariff-related pressures and persistent inflation are likely to have weighed on ALK's operations. These headwinds might have caused volatility in passenger traffic and, in turn, limited the airline's ability to maintain strong yields and consistent revenue growth. Our proven model does not conclusively predict an earnings beat for ALK this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that's not the case here. ALK has an Earnings ESP of +4.35% and a Zacks Rank #4 (Sell) at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Alaska Air Group reported a second-quarter 2026 adjusted loss of 92 cents per share, narrower than the Zacks Consensus Estimate of a 97-cent loss, with an average surprise of 5.2%. The company had posted adjusted earnings of $1.78 per share a year earlier. Operating revenues increased 9.7% year over year to $4.07 billion but missed the consensus mark of $4.10 billion. Revenue per available seat mile rose 8.6%, while an 85% increase in economic fuel cost weighed heavily on profitability. Passenger revenues increased 9% year over year to $3.64 billion. Loyalty program other revenues climbed 23% to $258 million, while cargo and other revenues advanced 17% to $163 million, reflecting strength across the company's diversified revenue streams. Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. Old Dominion Freight Line ODFL has an Earnings ESP of +0.46% and a Zacks Rank #2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. ODFL's earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%. C.H. Robinson Worldwide CHRW has an Earnings ESP of +0.12% and a Zacks Rank #2 at present. CHRW is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 3.6% to $1.71 per share over the past 60 days. CHRW's earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 8.11%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alaska Air Group, Inc. (ALK) : Free Stock Analysis Report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Old Dominion Freight Line, Inc. (ODFL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research