TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Earnings Preview: Johnson Controls Johnson Controls (JCI) is expected to report Q4 earnings Tuesday, October 27 before market open, with a conference call scheduled for 11am ET. GuidanceAnalysts are looking for EPS of 50c on revenue of $7.79B. The consensus range is 39c-54c for EPS, and $7.37B-$8.01B for revenue, according to First Call. On October 13, Johnson Controls gave Q4 guidance of 40c-42c versus the consensus of 38c. Possible positive drivers for Q4 include an increase in the company's mid-term automotive margins guidance to 6.7% from 5%. An increase in building efficiency sales spurred by the uptick in U.S residential construction spending could also help the company's Q4 results. Complete Story » seekingalpha.com |
US Airways Group, Inc. Q4 2009 Earnings Call Transcript US Airways Group, Inc. (LCC)Q4 2009 Earnings Call January 28, 2010 12:30 pm ETComplete Story » seekingalpha.com |
The Correlation Between Auto Accidents and the Recession Casey B. Mulligan submits: Has anyone seen time series data on automobile accident claims?Many auto insurance contracts have a specified value (e.g., blue book value) for auto accident awards, and that specified value may not immediately adjust to market conditions. Thus, IF it were true that used car prices fell during the recession, this would reduce the cost to an insured driver of having an accident that "totaled" his auto, which could increase the frequency of accidents that resulted in totaled cars.Complete Story » seekingalpha.com |
CSX Corp. Q2 2010 Earnings Conference Call CSX Corp. (CSX)Q2 2010 Earnings CallJuly 13, 2010 08:30 am ET Complete Story » seekingalpha.com |
Construction Equipment Industry Gears Up for Chinese Competition David Wolf submits: Jack Perkowski continues our serve-and-volley on the future of China’s construction equipment makers on his Managing The Dragon blog, and he brings out the Caterpillar (CAT) fanboy in me when he notes: How should Cat, Komatsu, and the other global leaders prepare for Chinese competition overseas? By far, the best way is to compete successfully with them in China. That is why the battle for the construction equipment market in China is so critically important.Complete Story » seekingalpha.com |