** Truist raises price target on logistics and transportation firms such as Old Dominion ODFL.O, J B Hunt Transport JBHT.O, Expeditors International of Washington EXPD.N, XPO XPO.N ,and GXO Logistics GXO.N
** Brokerage says freight conditions may stabilize or improve modestly in the second half of 2025 despite current softness
** Says there are signs of inventory normalization amd potential restocking in late 2025, which could drive volume recovery
** Says that despite volume weakness, revenue per shipment has shown resilience; logistics firms are maintaining pricing discipline, which supports margin stability in a low-volume environment
** As of last close , S&P 500 Transportation Index (Industry Group).SPLRCTRN up 3.6% YTD
Company | New PT | Old PT |
Old Dominion | $180 | $175 |
J.B. Hunt | $140 | $130 |
Expeditors International | $110 | $105 |
XPO | $135 | $125 |
GXO Logistics | $48 | $40 |
(Reporting by Apratim Sarkar)
((Apratim.Sarkar@thomsonreuters.com))
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。