9 days ago
Bellevue, Washington-based Expeditors International of Washington, Inc. (EXPD) provides logistics services in the Americas and internationally. The company has a market cap of $23.9 billion and offers air freight services, such as air freight consolidation and forwarding, and ocean freight services, including ocean freight consolidation, direct ocean forwarding, order management, and more.
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#company #forwarding
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#company #forwarding
27 days ago
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets of human intelligence may become less valuable economically, while other skills become more important. The author emphasizes that despite AI's expanding capabilities in information collection and basic modeling, qualities like sound judgment, good taste, patience, original thinking, strategic skepticism, and the ability to recognize significance will continue to hold their value. Despite the excitement around A.I., fundamental investment principles remain unchanged. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its second-quarter 2026 investor letter, Vltava Fund highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 2, 2026, Visa Inc. (NYSE:V) closed at $351.08 per share. One-month return of Visa Inc. (NYSE:V) was 11.92%, and its shares gained 0.91% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $688.68 billion.
Vltava Fund stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:
"We bought shares in Visa Inc. (NYSE:V) and Kaspi.kz. Visa probably needs little introduction. Nevertheless, I'll describe the company briefly, as people are often surprised by just how complex and sophisticated its business is. Visa is not a "card company" in the simple sense of the word. It is a global technology infrastructure for electronic payments that connects banks, merchants, consumers, payments processors, governments, and companies. Its main role is to ensure that payments between two parties are processed quickly, securely, reliably, and with minimal risk without regard to the country, currency, bank, card type, or sales channel involved.
The sophistication of Visa's business lies in the fact that it is not just about forwarding the payment itself. Visa operates an extensive payment network full of rules, technologies, and security standards. It also handles transaction authorization, fraud prevention, settlement, tokenization, data ***** ytics, and risk management. Every payment looks simple to the customer. A person taps with a card or clicks in an online store, but behind all of this lies a highly complex system coordinating among many participants in the financial ecosystem…" (Click here to read the full text)
In its second-quarter 2026 investor letter, Vltava Fund highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 2, 2026, Visa Inc. (NYSE:V) closed at $351.08 per share. One-month return of Visa Inc. (NYSE:V) was 11.92%, and its shares gained 0.91% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $688.68 billion.
Vltava Fund stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor letter:
"We bought shares in Visa Inc. (NYSE:V) and Kaspi.kz. Visa probably needs little introduction. Nevertheless, I'll describe the company briefly, as people are often surprised by just how complex and sophisticated its business is. Visa is not a "card company" in the simple sense of the word. It is a global technology infrastructure for electronic payments that connects banks, merchants, consumers, payments processors, governments, and companies. Its main role is to ensure that payments between two parties are processed quickly, securely, reliably, and with minimal risk without regard to the country, currency, bank, card type, or sales channel involved.
The sophistication of Visa's business lies in the fact that it is not just about forwarding the payment itself. Visa operates an extensive payment network full of rules, technologies, and security standards. It also handles transaction authorization, fraud prevention, settlement, tokenization, data ***** ytics, and risk management. Every payment looks simple to the customer. A person taps with a card or clicks in an online store, but behind all of this lies a highly complex system coordinating among many participants in the financial ecosystem…" (Click here to read the full text)
27 days ago
Ocean shipping and logistics conglomerate CMA CGM late Wednesday named former FedEx executive Patrick Moebel to lead Ceva Logistics, the fifth largest third-party logistics provider in the world by gross revenue, after earlier announcing an agreement to buy FedEx Corp. 's warehousing and distribution business.
Moebel replaces Matthieu Friedberg, who was appointed executive vice president, transformation, at CMA CGM Group.
Ceva Logistics is an $18.3 billion company, with 110,000 employees and operations in 170 countries. It specializes in contract logistics, freight management and value-added services, with a big market share in automotive logistics.
Moebel has served as president of FedEx Logistics (NYSE: FDX), the integrator's international freight forwarding and customs clearance unit, for nearly six years. Prior to that he was president of the Americas for France-based freight forwarder Geodis for nearly a dozen years.
CMA CGM, headquartered in Marseilles, France, has been on a buying spree for the past decade as it transforms itself from a pure ocean carrier and port terminal operator into an end-to-end logistics provider. After acquiring Ceva Logistics in 2019, it has continued to grow by folding other companies into Ceva, including France-based Bolloré Logistics and Gefco, and Ingram Micro's commerce and lifestyle services business. Last year it took over Borusan Tedarik in Turkey. Ceva has also made numerous tuck-in acquisitions, including the 2023 purchase of last-mile delivery company Colis Privé Group, and initiated joint ventures to accelerate its growth in key geographies or market sectors. CMA CGM also launched its own cargo airline four years ago.
Moebel replaces Matthieu Friedberg, who was appointed executive vice president, transformation, at CMA CGM Group.
Ceva Logistics is an $18.3 billion company, with 110,000 employees and operations in 170 countries. It specializes in contract logistics, freight management and value-added services, with a big market share in automotive logistics.
Moebel has served as president of FedEx Logistics (NYSE: FDX), the integrator's international freight forwarding and customs clearance unit, for nearly six years. Prior to that he was president of the Americas for France-based freight forwarder Geodis for nearly a dozen years.
CMA CGM, headquartered in Marseilles, France, has been on a buying spree for the past decade as it transforms itself from a pure ocean carrier and port terminal operator into an end-to-end logistics provider. After acquiring Ceva Logistics in 2019, it has continued to grow by folding other companies into Ceva, including France-based Bolloré Logistics and Gefco, and Ingram Micro's commerce and lifestyle services business. Last year it took over Borusan Tedarik in Turkey. Ceva has also made numerous tuck-in acquisitions, including the 2023 purchase of last-mile delivery company Colis Privé Group, and initiated joint ventures to accelerate its growth in key geographies or market sectors. CMA CGM also launched its own cargo airline four years ago.
1 month ago
C.H. Robinson Worldwide, Inc. (CHRW) is a global logistics company headquartered in Eden Prairie, Minnesota. As a non-asset-based provider, it manages freight brokerage for truckload and intermodal shipments, as well as air and ocean forwarding. CHRW has a market capitalization of $21.81 billion, which classifies it as a "large-cap" stock.
Its shares reached a 52-week high of $203.34 on Feb. 6, but are down 9% from that level. Over the past three months, CHRW's stock has gained 8.4%, while transportation stocks, as shown by the State Street SPDR S&P Transportation ETF (XTN), have gained 27.3% over the same period.
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Its shares reached a 52-week high of $203.34 on Feb. 6, but are down 9% from that level. Over the past three months, CHRW's stock has gained 8.4%, while transportation stocks, as shown by the State Street SPDR S&P Transportation ETF (XTN), have gained 27.3% over the same period.
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