Stephens Research works with the following sub-industries within
the Transportation category: airfreight and logistics, less than
truckload, maritime, transportation suppliers, trucking and
truckload.
| Stephens Weekly Rail Update (02/10/2012) |
| Transportation: Weekly Comparative Valuation (02/06/2012) |
| Stephens Weekly Rail Update (02/03/2012) |
| Transportation: Weekly Comparative Valuation (01/30/2012) |
| Stephens Weekly Rail Update (01/27/2012) |
| Tweaking Estimates as a Strong Holiday Season Sets Stage for Meet-to-Beat Qtr (01/24/2012) |
| Transportation: Weekly Comparative Valuation (01/23/2012) |
| Stephens Weekly Rail Update (01/20/2012) |
| Introducing FY13 Estimates and Updating 4Q11 Expectations for the Class I Rails (01/17/2012) |
| Transportation: Weekly Comparative Valuation (01/17/2012) |
| Morning Brief - Jan 13 2012 (Intermodal, HUBG) (01/13/2012) |
| Intermodal in 2012; Expectations for Another Year of Transformational Growth (01/12/2012) |
| Stephens Weekly Rail Update (01/12/2012) |
| Truckload Industry 2011 Year in Review: A Year to Be Forgotten? (01/11/2012) |
| Morning Brief - Jan 11 2012 (FTK, Truckload Industry) (01/11/2012) |
| Weekly Comparative Valuation TL & LTL (01/09/2012) |
| Stephens Weekly Rail Update (01/05/2012) |
| Weekly Comparative Valuation TL & LTL (01/03/2012) |
| Stephens Weekly Rail Update (12/30/2011) |
| First Look at the Final HOS Rules From the FMCSA (12/23/2011) |
| Stephens Weekly Rail Update (12/22/2011) |
| Weekly Comparative Valuation TL & LTL (12/19/2011) |
| Stephens Weekly Rail Update (12/15/2011) |
| TL & LTL Weekly Comparative Valuation (12/12/2011) |
| Stephens Weekly Rail Update (12/08/2011) |
| TL & LTL Comparative Valuation (12/05/2011) |
| Could a Strong Holiday Shipping Season Drive a Catch Up Trade For the Truckers? (12/05/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (12/05/2011) |
| Stephens Weekly Rail Update (12/02/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (11/28/2011) |
| Weekly Comparative Valuation TL & LTL (11/28/2011) |
| Stephens Weekly Rail Update (11/25/2011) |
| Weekly Comparative Valuation TL & LTL (11/22/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (11/20/2011) |
| Stephens Weekly Rail Update (11/18/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (11/14/2011) |
| Weekly Comparative Valuation - TL & LTL (11/14/2011) |
| Stephens Weekly Rail Update (11/11/2011) |
| Weekly Comparative Valuation TL & LTL (11/07/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (11/07/2011) |
| Stephens Weekly Rail Update (11/03/2011) |
| Weekly Comparative Valuation TL & LTL (10/31/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (10/31/2011) |
| Stephens Weekly Rail Update (10/27/2011) |
| Weekly Comparative Valuation TL & LTL (10/24/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (10/24/2011) |
| Stephens Weekly Rail Update (10/24/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (10/17/2011) |
| Weekly Comparative Valuation TL & LTL (10/17/2011) |
| Stephens Weekly Rail Update (10/14/2011) |
| Tempering Outlook for the Class I Rails in the Current Demand Environment (10/13/2011) |
| Adjusting TL Estimates to Reflect a 0% GDP Growth Environment (10/12/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (10/10/2011) |
| Weekly Comparative Valuation TL & LTL (10/10/2011) |
| Is the Market Predicting an LTL Environment That Cannot Realistically Exist? (10/10/2011) |
| Stephens Weekly Rail Update (10/07/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (10/03/2011) |
| Weekly Comparative Valuation TL & LTL (10/03/2011) |
| Revisiting the Trailer / Tractor Outlook (10/03/2011) |
| Stephens Weekly Rail Update (09/30/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (09/26/2011) |
| Weekly Comparative Valuation TL & LTL (09/26/2011) |
| Stephens Weekly Rail Update (09/22/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (09/19/2011) |
| Weekly Comparative Valuation TL & LTL (09/19/2011) |
| Stephens Weekly Rail Update (09/16/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (09/12/2011) |
| Weekly Comparative Valuation - TL & LTL (09/12/2011) |
| Dropping Coverage of PTSI and UACL (09/08/2011) |
| Stephens Weekly Rail Update (09/08/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (09/06/2011) |
| Truckload and LTL Weekly Comparative Valuation (09/06/2011) |
| Stephens Weekly Rail Update (09/01/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (08/29/2011) |
| Weekly Comparative Valuation TL & LTL (08/29/2011) |
| Stephens Weekly Rail Update (08/26/2011) |
| Mid QTR Freight Update: Some Slowing But Not to the Degree The Market Suggests (08/23/2011) |
| Weekly Comparative Valuation TL & LTL (08/22/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (08/22/2011) |
| Stephens Weekly Rail Update (08/19/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (08/15/2011) |
| TL & LTL Comparative Valuation (08/15/2011) |
| Stephens Weekly Rail Update (08/12/2011) |
| Weekly Comparative Valuation TL & LTL (08/08/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (08/08/2011) |
| Stephens Transportation Field Trip (August 2011) (08/08/2011) |
| Stephens Weekly Rail Update (08/04/2011) |
| Weekly Comparative Valuation TL & LTL (08/01/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (08/01/2011) |
| Stephens Weekly Rail Update (07/28/2011) |
| Weekly Comparative Valuation Maritime (07/26/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (07/26/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (07/25/2011) |
| Weekly Comparative Valuation TL & LTL (07/25/2011) |
| Stephens Weekly Rail Update (07/21/2011) |
| Weekly Comparative Valuation Maritime (07/19/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (07/19/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (07/18/2011) |
| Weekly Comparative Valuation TL & LTL (07/18/2011) |
| Stephens Weekly Rail Update (07/14/2011) |
| Strong 2nd Half of 2Q11 Sets Stage for “Meet or Beat” Quarter for the Truckers (07/14/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (07/11/2011) |
| Weekly Comparative Valuation TL & LTL (07/11/2011) |
| TL & LTL Weekly Comparative Valuation (07/07/2011) |
| Stephens Weekly Rail Update (07/07/2011) |
| Weekly Comparative Valuation Maritime (07/05/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (07/05/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (07/05/2011) |
| Stephens Weekly Rail Update (06/30/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (06/28/2011) |
| Weekly Comparative Valuation Maritime (06/28/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (06/27/2011) |
| Weekly Comparative Valuation TL & LTL (06/27/2011) |
| Stephens Weekly Rail Update (06/24/2011) |
| Weekly Valuation Maritime (06/21/2011) |
| Weekly Valuation Airfreight & Logistics (06/21/2011) |
| Weekly Comparative Valuation TL & LTL (06/20/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (06/20/2011) |
| Weekly Comparative Valuation Maritime (06/14/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (06/14/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (06/13/2011) |
| Weekly Comparative Valuation TL & LTL (06/13/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (06/07/2011) |
| Weekly Comparative Valuation Maritime (06/07/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (06/06/2011) |
| Weekly Comparative Valuation TL & LTL (06/06/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (05/31/2011) |
| Weekly Comparative Valuation TL & LTL (05/31/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (05/24/2011) |
| Weekly Comparative Valuation Maritime (05/24/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (05/23/2011) |
| TL & LTL Weekly Comparative Valuation (05/23/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (05/16/2011) |
| TL & LTL Weekly Comparative Valuation (05/16/2011) |
| Weekly Comparative Valuation Maritime (05/10/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (05/10/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (05/09/2011) |
| Weekly Comparative Valuation TL & LTL (05/09/2011) |
| Current Industry Dynamics Bode Well for Forwarders (05/04/2011) |
| Comparative Valuation (05/02/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (05/02/2011) |
| Weekly Comparative Valuation Maritime (04/26/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (04/26/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (04/25/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (04/19/2011) |
| Weekly Comparative Valuation Maritime (04/19/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (04/18/2011) |
| Weekly Comparative Valuation Maritime (04/12/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (04/12/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (04/11/2011) |
| With Headwinds Behind Us, LTL Outlook More Promising (04/06/2011) |
| Comparative Valuation (04/04/2011) |
| Institutional Investor Transportation Field Trip 2011 (04/04/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (04/04/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (03/28/2011) |
| Airfreight & Logistics Comparative Valuation (03/28/2011) |
| Maritime Comparative Valuation (03/28/2011) |
| Lowering TL Estimates as Fuel Rains on the Trucking Parade (03/28/2011) |
| Comparative Valuation (03/21/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (03/21/2011) |
| Maritime Weekly Comparative Valuation (03/15/2011) |
| Airfreight & Logistics Weekly Comparative Valuation (03/15/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (03/14/2011) |
| Comparative Valuation (03/14/2011) |
| A&L Weekly Comparative Valuation (03/09/2011) |
| Maritime Weekly Comparative Valuation (03/09/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (03/07/2011) |
| Comparative Valuation (03/07/2011) |
| Maritime Weekly Comparative Valuation (03/01/2011) |
| Airfreight & Logistics Weekly Comparative Valuation (03/01/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (02/28/2011) |
| Comparative Valuation (02/28/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (02/22/2011) |
| Comparative Valuation (02/22/2011) |
| Weekly Comparative Valuation Airfreight & Logistics (02/15/2011) |
| Weekly Comparative Valuation Maritime (02/15/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (02/14/2011) |
| Comparative Valuation (02/14/2011) |
| On the Verge of Change: How CSA Could Impact Shipping Trends (02/10/2011) |
| Weekly Airfreight & Logistics Comparative Valuation (02/09/2011) |
| Weekly Maritime Comparative Valuation (02/09/2011) |
| Comparative Valuation (02/07/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (02/07/2011) |
| Airfreight & Logistics Weekly Valuation Comparison (02/01/2011) |
| Maritime Weekly Valuation Comparison (01/31/2011) |
| Maritime Weekly Valuation Comparison (01/21/2011) |
| Airfreight & Logistics Valuation Comparison (01/21/2011) |
| Truckload FY11 Preview: A Whole Lot Like 2010 Only Better (01/20/2011) |
| Truckload FY11 Preview: A Whole Lot Like 2010 Only Better (01/20/2011) |
| Comparative Valuation (01/18/2011) |
| TL: Reduced Estimates to Reflect Harsh Winter Weather and Higher Fuel Prices (01/13/2011) |
| Comparative Valuation (01/11/2011) |
| LTL:More Cautious View as Valuation / Est. Risk Outweigh Improving Fundamentals (01/10/2011) |
| Weekly Comparative Valuation (01/03/2011) |
| Weekly Comparative Valuation (12/20/2010) |
| Weekly Comparative Valuation (12/13/2010) |
| Dropping Coverage of Drybulk Shipping (12/07/2010) |
| Transportation - Coverage Update (12/07/2010) |
| Weekly Comparative Valuation (12/06/2010) |
| Warming Up to TL Stocks as 2H10 Challenges Put the Squeeze on Marginal Carriers (11/29/2010) |
| Weekly Comparative Valuation (11/29/2010) |
| Weekly Comparative Valuation (11/22/2010) |
| Weekly Comparative Valuation (11/15/2010) |
| Maritime Valuation Table (11/08/2010) |
| Weekly Comparative Valuation (11/08/2010) |
| Logistics Valuation Table (11/08/2010) |
| Railroad Valuation Table (11/08/2010) |
| Valuation Table (11/01/2010) |
| Railroad Valuation Table (11/01/2010) |
| Weekly Comparative Valuation (11/01/2010) |
| Weekly Comparative Valuation (10/25/2010) |
| Railroad Valuation Table (10/25/2010) |
| Maritime Valuation Table (10/25/2010) |
| Weekly Comparative Valuation (10/18/2010) |
| Logistics Valuation Table (10/12/2010) |
| Valuation Table (10/11/2010) |
| Weekly Comparative Valuation (10/11/2010) |
| Valuation Table (10/11/2010) |
| Weekly Comparative Valuation (10/04/2010) |
| Maritime Valuation Table (10/04/2010) |
| Valuation Table (10/04/2010) |
| YRCW's Survival Plan Adds Fuel to the LTL Fire (09/30/2010) |
| Railroad Valuation Table (09/27/2010) |
| Valuation Table (09/27/2010) |
| Weekly Comparative Valuation (09/27/2010) |
| Moderating Demand & Net Fuel Headwinds Lead to Near-Term EPS Revisions (09/27/2010) |
| Maritime Valuation Table (09/21/2010) |
| Railroad Valuation Table (09/21/2010) |
| Weekly Comparative Valuation (09/20/2010) |
| Short-Line August Carloads and Q3 Implications (09/16/2010) |
| Getting Real With the LTLs; Lowering 2H10 and FY11 Estimates (09/15/2010) |
| Weekly Comparative Valuation (09/13/2010) |
| Weekly Comparative Valuation (09/07/2010) |
| Weekly Comparative Valuation (08/30/2010) |
| Weekly Comparative Valuation (08/23/2010) |
| The State of the LTL Industry: A Realistic Outlook for 2H10 and FY11 (08/19/2010) |
| Weekly Comparative Valuation (08/16/2010) |
| Checks Suggest Decent Start to 2H10; Attractive TL Valuations After Sell-Off (08/16/2010) |
| Weekly Comparative Valuation (08/09/2010) |
| Weekly Comparative Valuation (08/02/2010) |
| Valuation Table (07/26/2010) |
| Valuation Table (07/26/2010) |
| Weekly Comparative Valuation (07/26/2010) |
| Improved Fundamentals + High Employee Utilization = Potential 2Q Upside (07/20/2010) |
| Valuation Table (07/19/2010) |
| Valuation Table (07/19/2010) |
| Weekly Comparative Valuation (07/19/2010) |
| Results From JBHT and CVTI Paint Rosy Picture for 2Q10 TL Earnings Season (07/16/2010) |
| Shipper Checks Suggest TL Rates Above Est; Concerns About 2H10 Slowdown (07/13/2010) |
| Weekly Comparative Valuation (07/12/2010) |
| Maritime Valuation Table (07/06/2010) |
| Weekly Comparative Valuation (07/06/2010) |
| Railroad Valuation Table (07/06/2010) |
| Railroad Valuation Table (06/30/2010) |
| Maritime Valuation Table (06/28/2010) |
| Posidonia Maritime Conference Recap (06/14/2010) |
| Weekly Comparative Valuation (06/14/2010) |
| Weekly Comparative Valuation (06/07/2010) |
| Weekly Comparative Valuation (05/24/2010) |
| Maritime Valuation Table (05/24/2010) |
| Railroad Valuation Table (05/24/2010) |
| Channel Checks Suggest Surprisingly Strong TL Fundamentals (05/19/2010) |
| Weekly Comparative Valuation (05/17/2010) |
| Maritime Valuation Table (05/17/2010) |
| Railroad Valuation Table (05/17/2010) |
| Weekly Comparative Valuation (05/11/2010) |
| Weekly Comparative Valuation (05/03/2010) |
| Railroad Valuation Table (04/26/2010) |
| Maritime Valuation Table (04/26/2010) |
| Institutional Investor Transportation Field Trip 2010 (04/21/2010) |
| Channel Checks Suggest TL Pricing Worm Has Turned After Soft Bid Season (04/13/2010) |
| Maritime Valuation Table (04/12/2010) |
| Railroad Valuation Table (04/12/2010) |
| Weekly Comparative Valuation (04/12/2010) |
| Maritime Valuation Table (04/05/2010) |
| Railroad Valuation Table (04/05/2010) |
| Weekly Comparative Valuation (04/05/2010) |
| Maritime Valuation Table (03/29/2010) |
| Weekly Comparative Valuation (03/29/2010) |
| Railroad Valuation Table (03/29/2010) |
| Railroad Valuation Table (03/22/2010) |
| Maritime Valuation Table (03/22/2010) |
| Examining Earnings Leverage and Valuation Multiples in the LTL Space (03/19/2010) |
| Examining Earnings Leverage and Peak Earnings Valuations in the Truckload Space (03/16/2010) |
| Railroad Valuation Table (03/15/2010) |
| Weekly Comparative Valuation (03/15/2010) |
| Maritime Valuation Table (03/15/2010) |
| Weekly Comparative Valuation (03/08/2010) |
| Maritime Valuation Table (03/01/2010) |
| Railroad Valuation Table (03/01/2010) |
| Weekly Comparative Valuation (03/01/2010) |
| TL Trends Showing Surprising Strength; Raising Ratings on KNX, WERN and PTSI (02/26/2010) |
| Weekly Comparative Valuation (02/22/2010) |
| Recent Sell-Off Creates Compelling Risk/Reward Opportunity (02/19/2010) |
| Weekly Comparative Valuation (02/16/2010) |
| Railroad Valuation Table (02/01/2010) |
| Maritime Valuation Table (02/01/2010) |
| Positive Near-Term Fundamentals, but Long-Term Supply Issues Persist (01/26/2010) |
| Weekly Comparative Valuation (01/26/2010) |
| Maritime Valuation Table (01/25/2010) |
| Conversations With Shippers Suggest Little Improvement in Truckload Bid Rates (01/25/2010) |
| Railroad Valuation Table (01/25/2010) |
| Weekly Comparative Valuation (01/19/2010) |
| Railroad Valuation Table (01/19/2010) |
| Weekly Comparative Valuation (01/12/2010) |
| Maritime Valuation Table (01/11/2010) |
| Railroad Valuation Table (01/11/2010) |
| The Bullish Case for Truckload Stocks (01/11/2010) |
| Weekly Comparative Valuation (01/04/2010) |
| Thoughts on LTL Sector Post YRCW's Successful Debt-for-Equity Exchange (01/04/2010) |
| Maritime Valuation Table (01/04/2010) |
| Railroad Valuation Table (01/04/2010) |