Transportation Stocks Delivering Explosive Earnings Growth

Wall St. Watchdog uncovered companies in the Transportation sector that have increased their earnings per share the most of all companies in the sector, in percentage terms.  Criteria for the screen are:

  • EPS Change for the year over year period, in percentage terms, is greater than 1%.
  • The exchange is not over the counter (also known as the pink sheets).
  • The stock trades on an American exchange.
  • The company operates in the Transportation sector.
  • The company’s market capitalization is greater than $500 million.

Note that a company that has two consecutive years of negative earnings per share can appear in this list, if its “improvement” (i.e., a lower loss) for the year over year period is sufficiently high to warrant inclusion in this list.

Following are the top 20 companies in this sector:

  • China Eastern Airlines Corp. Ltd. (ADR) (NYSE:CEA): This company grew its basic earnings per share by 1596.00% for the year over year period. It earned $0.07 per share over the past year, and earned $0.00 per share for the year prior. The company generated $11,419,026,356 in revenue for the most recent fiscal year, which represents a change of 89.29% for the year over year period. The shares last traded at $23.33, and its market capitalization is $7,742,387,402. About the company: China Eastern Airlines Corporation Limited provides passenger and cargo airline services.
  • DryShips Inc. (NASDAQ:DRYS): This company grew its basic earnings per share by 577.82% for the year over year period. It earned $0.64 per share over the past year, and earned ($0.13) per share for the year prior. The company generated $859,745,000 in revenue for the most recent fiscal year, which represents a change of 4.87% for the year over year period. The shares last traded at $4.05, and its market capitalization is $1,497,082,000. About the company:  DryShips Inc. owns and operates drybulk carriers. Commodities transported by the Company consist of major bulks, which include iron ore, coal, and grain, and minor bulks such as bauxite, phosphate and steel products. The Company also owns Ultra Deep Water Rigs.
  • Alexander + Baldwin, Inc. (NYSE:ALEX): This company grew its basic earnings per share by 549.23% for the year over year period. It earned $1.43 per share over the past year, and earned $0.29 per share for the year prior. The company generated $1,646,000,000 in revenue for the most recent fiscal year, which represents a change of 17.82% for the year over year period. The shares last traded at $50.15, and its market capitalization is $2,085,812,000. About the company:  Alexander & Baldwin, Inc., through its subsidiaries, is involved in ocean transportation, property development and management, and food products businesses. The Company carries freight, primarily between various United States Pacific Coast ports, Hawaii ports, and Guam. Alexander also develops real property in Hawaii and on the mainland, as well as grows sugar cane and coffee.
  • Southwest Airlines Co. (NYSE:LUV): This company grew its basic earnings per share by 359.93% for the year over year period. It earned $0.62 per share over the past year, and earned $0.13 per share for the year prior. The company generated $12,104,000,000 in revenue for the most recent fiscal year, which represents a change of 16.95% for the year over year period. The shares last traded at $10.49, and its market capitalization is $8,307,646,000. About the company:  Southwest Airlines Co. is a domestic airline that provides primarily short-haul, high-frequency, point-to-point service. The Company offers flights throughout the United States.
  • US Airways Group, Inc. (NYSE:LCC): This company grew its basic earnings per share by 269.35% for the year over year period. It earned $3.11 per share over the past year, and earned ($1.54) per share for the year prior. The company generated $11,908,000,000 in revenue for the most recent fiscal year, which represents a change of 13.86% for the year over year period. The shares last traded at $6.90, and its market capitalization is $1,117,784,000. About the company:  US Airways Group, Inc. is an air carrier that transports passengers, property, and mail. The Company provides regularly scheduled service at airports in the United States, Canada, Europe, the Caribbean, and Latin America.
  • Forward Air Corporation (NASDAQ:FWRD): This company grew its basic earnings per share  by 225.51% for the year over year period. It earned $1.11 per share over the past year, and earned $0.34 per share for the year prior. The company generated $483,939,000 in revenue for the most recent fiscal year, which represents a change of 15.94% for the year over year period. The shares last traded at $34.27, and its market capitalization is $1,006,731,000. About the company:  Forward Air Corporation provides transportation services to air freight forwarders, air cargo carriers, and domestic and international airlines. The Company also operates a truckload business that is an irregular route, high service-level carrier that transports a wide range of commodities in both interstate and intrastate commerce.
  • AMERCO (NASDAQ:UHAL): This company grew its basic earnings per share by 220.91% for the year over year period. It earned $8.80 per share over the past year, and earned $2.74 per share for the year prior. The company generated $2,241,275,000 in revenue for the most recent fiscal year, which represents a change of 11.95% for the year over year period. The shares last traded at $93.19, and its market capitalization is $1,827,250,000. About the company:  AMERCO is the holding company for U-Haul International, Inc., Amerco Real Estate Company, Republic Western Insurance Company, and Oxford Life Insurance Company. The Company, through its subsidiaries, offers rental of trucks, trailers, and self storage space, as well as property and casualty insurance and life insurance products.
  • Kansas City Southern (NYSE:KSU): This company grew its basic earnings per share by 179.42% for the year over year period. It earned $1.69 per share over the past year, and earned $0.61 per share for the year prior. The company generated $1,814,800,000 in revenue for the most recent fiscal year, which represents a change of 22.61% for the year over year period. The shares last traded at $59.06, and its market capitalization is $6,481,211,000. About the company:  Kansas City Southern, through its subsidiary, is the holding company for transportation segment subsidiaries and affiliates. The Company operates a railroad system that provides shippers with rail freight services in commercial and industrial markets of the United States and Mexico.
  • Old Dominion Freight Line (NASDAQ:ODFL): This company grew its basic earnings per share by 116.94% for the year over year period. It earned $1.35 per share over the past year, and earned $0.62 per share for the year prior. The company generated $1,480,998,000 in revenue for the most recent fiscal year, which represents a change of 18.96% for the year over year period. The shares last traded at $37.73, and its market capitalization is $2,167,337,000. About the company:  Old Dominion Freight Line, Inc. is an inter-regional and multi-regional motor carrier. The Company primarily transports less-than-truckload shipments of general commodities, such as consumer goods, textiles, and capital goods. Old Dominion serves regional markets throughout the United States.
  • The Greenbrier Companies (NYSE:GBX): This company grew its basic earnings per share by 106.31% for the year over year period. It earned $0.23 per share over the past year, and earned ($3.21) per share for the year prior. The company generated $764,450,000 in revenue for the most recent fiscal year, which represents a change of -24.92% for the year over year period. The shares last traded at $22.02, and its market capitalization is $553,994,600. About the company:  The Greenbrier Companies, Inc. supplies transportation equipment and services to the railroad and related industries. The Company’s manufacturing segment produces railcars and marine vessels. Greenbrier also provides repair and refurbishment for intermodal and conventional railcars. In addition, the Company provides complementary leasing and services activities.
  • Con-way Inc. (NYSE:CNW): This company grew its basic earnings per share by 103.21% for the year over year period. It earned $0.08 per share over the past year, and earned ($2.33) per share for the year prior. The company generated $4,952,000,000 in revenue for the most recent fiscal year, which represents a change of 15.99% for the year over year period. The shares last traded at $38.63, and its market capitalization is $2,140,875,000. About the company:  Con-way Inc. is a freight transportation and logistics company. The Company has businesses in less-than-truckload and full truckload freight services, expedite, brokerage, airfreight forwarding, logistics, warehousing, supply chain management, and trailer manufacturing.
  • Alaska Air Group, Inc. (NYSE:ALK): This company grew its basic earnings per share by 102.95% for the year over year period. It earned $7.01 per share over the past year, and earned $3.40 per share for the year prior. The company generated $3,832,300,000 in revenue for the most recent fiscal year, which represents a change of 12.72% for the year over year period. The shares last traded at $65.70, and its market capitalization is $2,353,929,000. About the company:  Alaska Air Group, Inc. is an airline holding company. The Company, through its subsidiaries, provides air service to passengers in multiple destinations. Alaska Air also provide freight and mail services, primarily to and within the state of Alaska and on the West Coast.
  • Grupo Aeroportuario del Centro Nort(ADR) (NASDAQ:OMAB): This company grew its basic earnings per share by 85.52% for the year over year period. It earned $0.12 per share over the past year, and earned $0.06 per share for the year prior. The company generated $226,900,576 in revenue for the most recent fiscal year, which represents a change of 4.50% for the year over year period. The shares last traded at $17.58, and its market capitalization is $740,575,500. About the company:  Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. operates international airports in the northern and central regions of Mexico. The airports serve Monterrey, Acapulco, Mazatlan, Zihuatanejo and several other regional centers and border cities.
  • Lan Airlines S.A. (ADR) (NYSE:LFL): This company grew its basic earnings per share by 81.08% for the year over year period. It earned $1.24 per share over the past year, and earned $0.68 per share for the year prior. The company generated $4,390,502,000 in revenue for the most recent fiscal year, which represents a change of 24.76% for the year over year period. The shares last traded at $28.64, and its market capitalization is $9,685,680,000. About the company:  Lan Airlines S.A. provides domestic and international passenger and cargo air services. The Company operates in Chile, the United States, the South Pacific, Europe, and Latin America.
  • Arkansas Best Corporation (NASDAQ:ABFS): This company grew its basic earnings per share by 74.61% for the year over year period. It earned ($1.30) per share over the past year, and earned ($5.12) per share for the year prior. The company generated $1,657,864,000 in revenue for the most recent fiscal year, which represents a change of 12.56% for the year over year period. The shares last traded at $25.91, and its market capitalization is $658,681,100. About the company:  Arkansas Best Corporation is a diversified holding company involved in motor carrier transportation and intermodal transportation operations. The Company transports a variety of goods around the world.
  • Teekay LNG Partners L.P. (NYSE:TGP): This company grew its basic earnings per share by 74.10% for the year over year period. It earned $1.48 per share over the past year, and earned $0.85 per share for the year prior. The company generated $374,008,000 in revenue for the most recent fiscal year, which represents a change of 9.02% for the year over year period. The shares last traded at $37.42, and its market capitalization is $2,200,524,000. About the company:  Teekay LNG Partners LP transports liquified natural gas, compressed natural gas, and crude oil via its carriers and oil tankers.
  • Swift Transportation Company (NYSE:SWFT): This company grew its basic earnings per share by 72.68% for the year over year period. It earned ($1.98) per share over the past year, and earned ($7.25) per share for the year prior. The company generated $2,929,723,000 in revenue for the most recent fiscal year, which represents a change of 13.94% for the year over year period. The shares last traded at $12.82, and its market capitalization is $1,788,083,000. About the company:  Swift Transportation Co. provides transportation and logistics services. The Company offers dry van, dedicated, temperature controlled, flat bed, cross border, and intermodal transport services. Swift also provides customs brokerage services. Swift serves customers throughout the United States and Mexico.
  • AMR Corporation (NYSE:AMR): This company grew its basic earnings per share by 71.67% for the year over year period. It earned ($1.41) per share over the past year, and earned ($4.99) per share for the year prior. The company generated $22,170,000,000 in revenue for the most recent fiscal year, which represents a change of 11.31% for the year over year period. The shares last traded at $4.92, and its market capitalization is $1,640,631,000. About the company:  AMR Corporation operates an airline that provides scheduled passenger, freight, and mail service throughout North America, the Caribbean, Latin America, Europe, and the Pacific. The Company also provides connecting service throughout the United States, Canada, and the Caribbean. In addition, AMR provides aviation services, call center management services, and investment advisory services.
  • Seacor Holdings, Inc. (NYSE:CKH): This company grew its basic earnings per share by 71.18% for the year over year period. It earned $11.43 per share over the past year, and earned $7.21 per share for the year prior. The company generated $2,649,368,000 in revenue for the most recent fiscal year, which represents a change of 54.81% for the year over year period. The shares last traded at $105.47, and its market capitalization is $2,284,254,000. About the company:  SEACOR Holdings Inc. and its subsidiaries operate a diversified fleet of offshore support vessels. The Company services oil and gas exploration and development activities in the US Gulf of Mexico, the North Sea, West Africa, Asia, Latin America, and other regions. SEACOR also provides environmental services, as well as inland river and offshore aviation services.
  • UTi Worldwide Inc. (NASDAQ:UTIW): This company grew its basic earnings per share by 68.75% for the year over year period. It earned $0.70 per share over the past year, and earned $0.41 per share for the year prior. The company generated $4,549,773,000 in revenue for the most recent fiscal year, which represents a change of 27.53% for the year over year period. The shares last traded at $17.10, and its market capitalization is $1,755,316,000. About the company:  UTI Worldwide, Inc. is a global, non-asset-based supply chain management business providing supply chain logistics services and planning and optimization solutions. The Company’s services include freight forwarding, customs brokerage, and warehousing services such as the coordination of shipping and the storage of raw materials, supplies, components, and finished goods.

(Note: Selected financial data are sourced from screener.co.  All data are assumed to be accurate.)

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