Latest news with #logistics
Yahoo
2 hours ago
- Business
- Yahoo
1 Industrial Stock Down 45% to Buy Right Now
Written by Jitendra Parashar at The Motley Fool Canada Sometimes, the market simply overreacts. That's especially common in cyclical sectors like industrials, where earnings can fluctuate based on macro trends. And that's exactly the kind of situation TFI International (TSX:TFII) seems to be in right now. The stock currently trades 45% below its 52-week high at $120.87 per share with a market cap of $10.1 billion. At this market price, it offers a 2% annualized dividend yield. While it's true the past year hasn't been easy for the Saint-Laurent-based transportation and logistics firm, its long-term fundamental outlook remains intact, which could help it rebound. In this article, I'll explain why this industrial stock might be one of the better recovery bets available right now and why long-term investors may want to consider it today. TFI is one of North America's largest transportation and logistics firms, operating across Canada, the U.S., and Mexico. It manages over 100 subsidiaries, which offer services in less-than-truckload (LTL), truckload, and logistics segments. It's worth noting that the broader freight and logistics industry has been under pressure in recent quarters due to weaker demand across markets. But the good part is, the recent pullback in TFI stock has little to do with the company's long-term fundamentals. In the first quarter, the company's revenue rose 5% YoY (year-over-year) to US$2 billion with the help of new business acquisitions. However, its adjusted quarterly net profit fell sharply to US$64.2 million. This decline came mostly from volume softness in end markets, which also weighed on TFI's profitability in its LTL and logistics segments. Interestingly though, its truckload segment was a bright spot. Thanks to TFI's recent Daseke acquisition, the segment's revenue jumped 61% YoY, and operating profit rose 18%. Also, the company managed to increase free cash flow by 40% from a year ago to US$191.7 million, a positive sign that it's still efficient at turning operations into cash even in a slow patch. While the logistics industry has faced challenges in recent years, TFI has been actively preparing for the next growth phase. And that's what makes it a top industrial stock to buy right now. During the first quarter, it returned US$94.4 million to shareholders, with US$38.2 million paid as dividends and another US$56.2 million used for share buybacks. The company also hiked its quarterly dividend by 13% over last year's payout. Moves like these reflect confidence in its future cash flow, even while the freight market goes through a rough patch. TFI is also balancing its cost discipline with smart growth. For example, the company has increased its focus on operating efficiencies and making targeted acquisitions that could improve its scale. Just after the first quarter ended, it acquired two more businesses, Basin Transportation and Veilleux Transit, which are expected to strengthen its truckload segment. And with access to nearly US$1 billion in revolving credit, TFI has enough room to act quickly when opportunities pop up. Overall, this industrial stock may be down, but its long-term strategy is solid. For investors hunting for a value stock in industrials, it's definitely worth considering at current levels. The post 1 Industrial Stock Down 45% to Buy Right Now appeared first on The Motley Fool Canada. Before you buy stock in Tfi International, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Tfi International wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $24,927.94!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 30 percentage points since 2013*. See the Top Stocks * Returns as of 6/23/25 More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Jitendra Parashar has no position in any of the stocks mentioned. The Motley Fool recommends TFI International. The Motley Fool has a disclosure policy. 2025
Yahoo
9 hours ago
- Business
- Yahoo
Texas Supreme Court Reverses $90 Million Judgment Against Werner Enterprises
OMAHA, Neb., June 27, 2025--(BUSINESS WIRE)--Werner Enterprises, Inc. ("Werner") (Nasdaq: WERN), a premier transportation and logistics provider, today announced the Texas Supreme Court has ruled in Werner's favor in reversing and dismissing the landmark $90 million truck accident verdict from 2018. The case centered on a tragic 2014 accident in Texas, where a vehicle traveling in the opposite direction on a divided interstate highway lost control, crossed a median and struck a Werner tractor-trailer. Plaintiffs alleged Werner and its driver were at fault, despite the fact that Werner's driver was traveling well below the posted speed limit, remained in his lane of traffic for the entirety of the incident and was braking before impact, but without sufficient time to avoid collision. The company has asserted from the beginning that the accident was non-preventable and that its driver acted appropriately. Werner appealed the original 2018 verdict and, after more than seven years of appeals, the Texas Supreme Court has now reversed the decision and fully dismissed the lawsuit. The Texas Supreme Court ruled that Werner and its driver were "a mere happenstance of place and time," and that "the sole proximate cause of this accident and these injuries (the sole substantial factor to which the law permits assignment of liability) was the sudden, unexpected hurtling of the victims' vehicle into oncoming highway traffic, for which Werner and its driver bore no responsibility." "This is a long-awaited win for Werner," said Werner's President and Chief Legal Officer, Nathan Meisgeier. "After seven years navigating the appellate process, we are thankful the Texas Supreme Court reached the same conclusion as law enforcement – that the Werner drivers and our company did nothing wrong. A different outcome would have had far-reaching implications beyond the transportation industry." Meisgeier emphasized, "We have not and will not lose sight of the tragic loss the Blake family suffered because of this accident. Our continued thoughts and prayers are with the Blake family." About Werner Enterprises Werner Enterprises, Inc. delivers superior truckload transportation and logistics services to customers across the United States, Mexico and Canada. With 2024 revenues of $3.0 billion, an industry-leading modern truck and trailer fleet, nearly 13,000 talented associates and our innovative Werner EDGE® technology, we are an essential solutions provider for customers who value the integrity of their supply chain and require safe and exceptional on-time service. Werner® provides Dedicated and One-Way Truckload services as well as Logistics services that include truckload brokerage, freight management, intermodal and final mile. Werner embraces inclusion as a core value and manages key risks and opportunities through a balanced sustainability strategy. View source version on Contacts Jill Samuelson, Associate Vice President – Marketing and CommunicationsWerner Enterprises, Inc.(D) 402.819.5319press@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10 hours ago
- Business
- Yahoo
Geodis returns solutions aim for streamlined reverse logistics
Geodis has unveiled two innovative returns solutions designed to streamline the increasingly complex world of reverse logistics. As e-commerce continues its rapid expansion, the volume of product returns has surged, presenting significant challenges for retailers. Geodis's new offerings, a returns workflow automation module and a returns management module, aim to address these demands by enhancing efficiency and optimizing the entire returns cycle. While best leveraged in tandem, these modules can also function independently, offering flexibility to Geodis's diverse clientele, the company said in a release. The returns workflow automation module is a consumer-centric, self-service portal that simplifies the initiation of returns or exchanges. This user-friendly interface allows end consumers to generate return shipping labels, removing the need for direct shipper involvement. This automatic label generation serves as an advanced shipping notice for Geodis, eliminating the manual creation of entries within the warehouse management system. The technology is engineered to improve speed, reduce cycle times, and optimize costs, benefiting both Geodis customers and their end consumers. Built as a cloud-native solution, this module integrates seamlessly with popular e-commerce platforms such as Shopify, BigCommerce, WooCommerce, and Magento, providing comprehensive visibility from the moment a return is created through product disposition and refund. Geodis clients can personalize the portal with their own branding, including logos, colors, fonts, and messaging. The highly customizable solution also empowers clients to tailor returns policies to their specific requirements, ensuring consistency in the customer experience. Furthermore, it offers advanced and configurable reporting capabilities, and multilingual support for English, Spanish, and Portuguese, for a localized returns experience for consumers in the United States, Canada, and Latin America. On the release, Pal Narayanan, executive vice president and chief information officer at Geodis in the Americas, noted the business-critical nature of returns optimization. He emphasized that the new modules were designed for adaptability and scalability, catering to an array of client needs to bolster their reverse logistics strategies in a quickly evolving environment. The returns management module focuses on optimizing the reverse logistics process within the warehouse. Upon receiving a return, the module swiftly assesses the product and its value, categorizing it for reintroduction into inventory, refurbishment, or disposal due to damage. Retailers can customize how items are classified and processed, aligning with their individual returns strategies. This module also delivers real-time visibility into inventory levels, alongside robust reporting features. These include SKU-level insights that identify frequently returned products, pinpointing potential issues. The reporting capabilities can enhance overall retail operations, including sustainability efforts, by uncovering consumer return patterns and trends. For instance, data-driven insights can help retailers stock more efficiently, determine which returns are suitable for re-entry into inventory to reduce unnecessary disposal, and identify product issues to lower the likelihood of future returns, reducing associated emissions and packaging materials. Both the returns workflow automation module and the returns management module are now accessible to Geodis contract logistics and transportation customers across the Americas region. Find more articles by Stuart Chirls here. Warehouse automation surging ahead despite predicted slowdown FedEx to close 30% of package facilities as network integration ramps up Teamsters complain UPS slow to deploy air-conditioned vehicles DHL Express Canada, striking workers tentatively agree on labor deal The post Geodis returns solutions aim for streamlined reverse logistics appeared first on FreightWaves. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
10 hours ago
- Automotive
- Forbes
How IAG's Home-Grown AI Could Save Airlines Millions
AI and technology enhancing aircraft maintenance In an industry where operational efficiency is measured in minutes and margins, the potential of artificial intelligence to streamline airline maintenance logistics is more than an optimization exercise, it's a necessity. That's why the International Airlines Group (IAG) developed its new AI-powered Engine Optimisation System. Designed in-house and now implemented with Aer Lingus, the system is poised to roll out across IAG's other airlines British Airways, Iberia, Vueling, and LEVEL by year's end. Turning a Complex Problem into an AI Challenge The system, built within IAG's London and Barcelona-based AI Labs, is engineered to solve a particularly complex problem: how to schedule engine maintenance in a way that simultaneously satisfies regulatory mandates, part availability, labor constraints, and operational continuity. Every commercial jet engine must meet strict regulatory intervals while also fitting around flight schedules, parts inventory and shop capacity. Planners juggle thousands of variables, yet one late part or an unexpected route change can unwind months of work. By running millions of 'what-if' scenarios every day, IAG's new system re-plans in minutes instead of weeks, helping the airline avoid Aircraft On Ground emergencies serious enough to ground the airplane until it's fixed and maintenance-related passenger delays. The system is designed to update maintenance schedules dynamically, adapting in real time as new data flows in. 'By applying advanced algorithms, we're making our engine maintenance programme more efficient. We are avoiding unnecessary maintenance delays to ensure that our fleet is available and in service,' explains Ben Dias, IAG's chief AI scientist. 'The system gives our people the data and tools they need for smarter planning and better teamwork.' An In-House Approach to AI System Development Many organizations license predictive-maintenance dashboards from OEMs or software vendors. IAG chose a different path: keep the data, keep the code and tune the algorithms to its own mixed fleet. Dias' team started with the workhorse CFM56 engine, a common type in narrow-body aircraft, to prove the concept before moving to other engine families. Owning the intellectual property matters for two reasons. First, IAG can refine the model as its network, fleet mix and shop capacity change. Second, the group avoids vendor lock-in, critical when an engine swap between BA and Iberia can hinge on data portability. AI Making an Increasing Impact in the Airline Industry IAG's efforts align with similar changes happening in aviation. Lufthansa Technik uses its Aviatar platform for predictive diagnostics that spots repetitive fault codes and suggests fixes, part of a suite used by 100-plus airlines. Delta Air Lines' APEX engine-health system crunches real-time sensor data; the carrier claims parts-demand accuracy has jumped from 60% to 90%. Air France-KLM is working with Google Cloud to layer generative-AI tools onto its existing 'Prognos' analytics stack for both maintenance and network planning. Where IAG differs is its focus on prescriptive optimization. The model does not simply predict when an engine might need service, it chooses the slot that minimises ground time across a 700-aircraft portfolio. Taking a broader look, the financial upside becomes clear. With the industry set to spend over $100 billion annually on maintenance, repair and overhaul (MRO) by 2030 according to Strategic Market Research's Aircraft MRO Market Size & Forecast report, even single-digit gains have massive implications. McKinsey estimates AI-driven maintenance could cut costs by 20% and eliminate up to half of unscheduled repairs. There's also a sustainability edge. By reducing last-minute swaps and repositioning flights, the system can lower emissions, helping airlines meet environmental targets while saving money. A smoother shop schedule reduces repositioning flights and last-minute charters, lowering fuel burn and CO₂. Obstacles on the AI Taxiway Still, there are bumps ahead. AI relies on clean, consistent data, and aviation data can be messy. Airlines still wrestle with inconsistent logbook entries, paper-based records and parts tagged under multiple naming conventions. IAG spent months cleaning historical files and standardizing schemas before training the model. Integrating these systems with existing workflows, especially under strict safety regulations, adds another layer of complexity. Change management is equally tough. Engineers used to white-board plans may bristle at a probabilistic recommendation engine. That is why the system presents its schedule, along with the factors that drove each choice, for human sign-off. Trust builds when planners can challenge the AI, tweak a variable and watch the plan update in seconds. Getting the data right, and earning trust from frontline teams, will be key to long-term success. Where the Airline Industry Is Heading AI developments in the industry could push things even further. Technicians could share anonymized model insights across member airlines in a federated-learning loop. This would allow datasets from different airlines and locations to improve each other without exposing commercially sensitive details. Longer term, this could feed the optimization layer with live flight-ops and crew-roster data so that disruption management and maintenance planning draw from a single source of truth. If that sounds ambitious, keep in mind that pilots once lugged over 30 pounds of binders to the cockpit in large black roll-aboard suitcases. The electronic flight bag (EFB), a tablet-class device that stores charts, manuals and performance calculators in digital form, changed that. Today they are table stakes. A decade from now, an AI-based scheduler that treats engines, slots and spares as a living puzzle may feel just as ordinary, and IAG will have gained a multi-year head start.
Forbes
11 hours ago
- Business
- Forbes
Why Amazon's Move Into Rural America Can't Cut Walmart's Retail Lead
SANTA FE, NEW MEXICO - APRIL 5, 2020: An Amazon Prime package delivered to a mailbox by a U.S. ... More Postal Service mailman in Santa Fe, New Mexico. (Photo by) Amazon just announced that it is expanding same-day and next-day deliveries to customers in more than 4,000 smaller cities, towns and rural communities by the end of 2025. This comes on the heels of a 30% increase in same or next-day delivery so far this year compared with same period last year. Touting speedier delivery to customers in North Padre Island, TX, Asbury, IA, Lewes, DE, Sharpton, MD, Fort Seneca, OH and other locations further afield, Amazon will invest over $4 billion to triple the size of its delivery network by the end of next year. It will transform existing rural delivery stations into hybrid hubs that will store location-specific inventory. This move will also create an average of 170 local jobs per hub, plus additional driving opportunities for independent contractors. In an unexpected twist, Amazon is copying Walmart, instead of the other way around. One of Walmart's competitive strengths is its foothold in rural America. With over 90% of Americans living within ten miles of a Walmart store, the company is now able to deliver food, general merchandise, and prescriptions to 93% of the U.S. in less than three hours. This reach has powered its e-commerce business to over 20% growth annually for the past two years. Battle For Market Share While Amazon is the undisputed leader in e-commerce, with an estimated 42% market share compared to Walmart's 9.4% in 2024, Walmart's share grew by 1.2% over the previous year, outpacing Amazon's 0.8% gain, according to BofA Global Research. And with growth in e-commerce slowing – advancing over 10% in 2021 and 2022, then subsiding to 8.1% in 2024 and 6.4% through May this year – the competition between the two giants is intensifying. Walmart has been moving aggressively to play catch-up online, but with over 4,600 stores in the U.S., it has an advantage that Amazon can't begin to match. Thanks to its physical connection with customers, it has much more room to maneuver. In effect, Walmart is playing chess and Amazon is playing checkers. Building Omnichannel Bridges Walmart's omnichannel customers shop three-times more often and spend 13% more per order. And the new Walton Goggins 'Walmart. Who Knew?' ad campaign is sure to attract more customers to engage online. Its latest iteration features Goggins in cowboy gear talking to his horse in a barn right out of Yellowstone, and it takes a not-so-subtle jab at Amazon. 'They don't know the first thing about you or Walmart Plus.' Walmart+ is its answer to Amazon Prime. For $98 per year, Walmart+ members get free shipping on all Walmart orders, as well as free direct delivery from the local store on orders of $35 or more, with deliveries scheduled to meet the customer's timeline. However, there is no minimum on delivery for pharmacy orders. Walmart+ stands behind members with free online pet services through Pawp and free flat tire repair and road hazard warranty for customers who purchase and install a set of tires at Walmart. Members also get Walmart cash rebates on travel services. Other benefits include gasoline discounts at over 13,000 stations nationwide, including Exxon, Mobil and Walmart, and a 25% discount at Burger King and a free Whopper with any purchase every three months. While Walmart+ can't match Amazon Prime's entertainment offerings, it does provide streaming services from Paramount+ and ad-free content with Pluto TV. Membership Shortfall Amazon Prime is way out in front when it comes to memberships, with an estimated 85.7 members and according to Capital One, memberships grew from 76.6 million in 2022 even after Prime memberships went up to $139 per year. Walmart+ has a long way to go to catch up. Morgan Stanley estimates its membership between 17.2 million to 24.6 million based on results of a consumer survey. The company does not release membership figures, though the company has commented that memberships are growing at high double-digit rates. However, Amazon has been pushing Prime far longer. It launched in 2005 and Walmart+ a mere five years ago. Best Of Both World's Increasingly, consumers are opting for both membership plans. Pyments found nearly 25% of consumers have memberships in both plans as of April 2025 with dual memberships highest among Millennials at 37%. Overall, about 30% of U.S. consumers have yet to sign on to either service, based upon a survey same of 2,000 adults. The highest non-participation rate is among Baby Boomers at 42%. These nones are the prime battleground – pun intended – for both competitors. Interestingly, Pyments found brand loyalty strongest among Walmart+ members. Some 11% of Amazon Prime-only members made their last retail purchase from Walmart, while no Walmart+ members returned the favor. While Amazon takes the lead in general merchandise purchases, accounting for some 73% of gross merchandise value, Walmart is catching up. Speaking at a recent Oppenheimer investor conference, CFO John David Rainey shared that about half of its GMV growth in general merchandise has been from its marketplace business. Overall Walmart's marketplace revenues grew 34% in the last fiscal year and Marketplace Pulse estimates there are 150,000 sellers on the platform. Dominating Grocery Walmart's dominance is most pronounced in grocery. Overall 60% of its e-commerce gross merchandise value is credited to grocery, whereas grocery accounts for only about 5% of Amazon's GMV. In Pyment's survey, only 1% of consumers surveyed who purchased groceries within the last 30 days, made their last purchase with Amazon, compared to 30% who bought from Walmart. And the rate of most recent grocery purchases among Walmart+ members reached nearly 60% and among nones, some 24% purchased groceries from Walmart. Amazon has yet to crack the code in grocery, not for lack of trying with its new grocery subscription offering and acquisition of Whole Foods. It's an advantage that Walmart will continue to capitalize on. 'If you can attract a customer to come into your website or your store to buy groceries, it's so much easier to sell them other things, whether a T-shirt, furniture, whatever it is,' shared CFRA investment analyst Arun Sundaram with Investor's Business Daily. That's why Walmart is going to stay in the lead against Amazon. Even while Amazon dominates in e-commerce, that channel accounts for only about 30% of retail sales and online sales growth is slowing. Walmart operates where consumers still overwhelmingly shop – in physical stores. And it offers digital experiences that are catching up to Amazon's and are even better for online grocery customers far and wide. Walmart is truly an omnichannel retailer and Amazon can hardly say the same.
