Stephens Research works with the following sub-industries within
the Transportation category: airfreight and logistics, less than
truckload, maritime, transportation suppliers, trucking and
truckload.
| Fundamentals Near Inflection Point; Significant EPS Power Ahead (SLIDES) (05/16/2013) |
| April Asian Airfreight Data Shows Y/Y Gains (05/08/2013) |
| Transportation: Weekly Comparative Valuation (05/07/2013) |
| Stephens Weekly Rail Update (05/02/2013) |
| Stephens Weekly Rail Update (04/26/2013) |
| Hong Kong Channel Checks Confirm Our Cautious Stance on Airfreight (04/23/2013) |
| Transportation: Weekly Comparative Valuation (04/22/2013) |
| Transportation: Weekly Comparative Valuation (04/15/2013) |
| Stephens Weekly Rail Update (04/11/2013) |
| March HACTL Tonnage Declines 6.7% Y/Y (04/09/2013) |
| Truckload 1Q'13 Earnings Preview (04/09/2013) |
| 2013 Shipper Survey Results: Rate Expectations and Capacity Concerns Lower (04/03/2013) |
| Morning Brief - Apr 3 2013 (CVTI,CXPO,GPN, Trucking) (04/03/2013) |
| Rail Equip: Will the Tank Car Tide Turn in 2H13? More Broad-Based Demand Ahead (04/01/2013) |
| Stephens Weekly Rail Update (04/01/2013) |
| Morning Brief - Apr 1 2013 (ARII, Rail Suppliers) (04/01/2013) |
| Transportation: Weekly Comparative Valuation (04/01/2013) |
| Transportation: Weekly Comparative Valuation (03/25/2013) |
| Stephens Weekly Rail Update (03/21/2013) |
| 2013 Shipper Survey: Results Support Our Positive Long-Term Thesis on the Rails (03/12/2013) |
| Morning Brief - Mar 12 2013 (ENSG, Payments, Processing and Information Services, Railroads) (03/12/2013) |
| 2013 Rail Preview: Positive LT Outlook; Eastern Rails Poised For a Rebound (01/16/2013) |
| Stephens Weekly Rail Update (12/13/2012) |
| Transportation: Weekly Comparative Valuation (12/10/2012) |
| Stephens Weekly Rail Update (12/06/2012) |
| Transportation: Weekly Comparative Valuation (12/03/2012) |
| Stephens Weekly Rail Update (11/29/2012) |
| Transportation: Weekly Comparative Valuation (11/26/2012) |
| Stephens Weekly Rail Update (11/23/2012) |
| Transportation: Weekly Comparative Valuation (11/19/2012) |
| Stephens Weekly Rail Update (11/15/2012) |
| Transportation: Weekly Comparative Valuation (11/12/2012) |
| Stephens Weekly Rail Update (11/08/2012) |
| Transportation: Weekly Comparative Valuation (11/06/2012) |
| Stephens Weekly Rail Update (11/02/2012) |
| Examining the Impact of Hurricanes on Trucking Stocks (10/31/2012) |
| Transportation: Weekly Comparative Valuation (10/29/2012) |
| Stephens Weekly Rail Update (10/26/2012) |
| Transportation: Weekly Comparative Valuation (10/22/2012) |
| Stephens Weekly Rail Update (10/18/2012) |
| Transportation: Weekly Comparative Valuation (10/15/2012) |
| Stephens Weekly Rail Update (10/11/2012) |
| Transportation: Weekly Comparative Valuation (10/08/2012) |
| Stephens Weekly Rail Update (10/04/2012) |
| Transportation: Weekly Comparative Valuation (10/01/2012) |
| TL: Lowering Outlook as Weak Macro and Rising Fuel Imply Soft 2H12 (10/01/2012) |
| Morning Brief - Oct 1 2012 (APL, CPNO, MWE, PAA, Truckload) (10/01/2012) |
| LTL: The Least Ugly Houses on an Ugly Block (09/28/2012) |
| Stephens Weekly Rail Update (09/28/2012) |
| Morning Brief - Sep 28 2012 (GPN, TPX, Banks & Thrifts, Trucking: LTL) (09/28/2012) |
| Transportation: Weekly Comparative Valuation (09/24/2012) |
| Stephens Weekly Rail Update (09/21/2012) |
| Transportation: Weekly Comparative Valuation (09/18/2012) |
| Stephens Weekly Rail Update (09/14/2012) |
| Transportation: Weekly Comparative Valuation (09/10/2012) |
| Stephens Weekly Rail Update (09/06/2012) |
| Transportation: Weekly Comparative Valuation (09/04/2012) |
| Stephens Weekly Rail Update (08/30/2012) |
| Transportation: Weekly Comparative Valuation (08/27/2012) |
| Stephens Weekly Rail Update (08/23/2012) |
| Transportation: Weekly Comparative Valuation (08/20/2012) |
| Stephens Weekly Rail Update (08/17/2012) |
| Transportation: Weekly Comparative Valuation (08/13/2012) |
| Stephens Transportation Field Trip (August 2012) (08/09/2012) |
| Stephens Weekly Rail Update (08/09/2012) |
| What We Learned From 2Q12 Earnings Season for the Truckload Space (08/06/2012) |
| Transportation: Weekly Comparative Valuation (08/06/2012) |
| Stephens Weekly Rail Update (08/02/2012) |
| Transportation: Weekly Comparative Valuation (07/30/2012) |
| Stephens Weekly Rail Update (07/26/2012) |
| Transportation: Weekly Comparative Valuation (07/24/2012) |
| Stephens Weekly Rail Update (07/19/2012) |
| Transportation: Weekly Comparative Valuation (07/16/2012) |
| TL: Lowering Outlook for Truckload Group Due to Economic Uncertainty (07/16/2012) |
| Morning Brief - Jul 16 2012 (KKD, KS, RDEN, Truckload, Rails) (07/16/2012) |
| 2Q12 Rail Preview + Outlook for 2H12 in a Choppy Macro Environment (07/16/2012) |
| Stephens Weekly Rail Update (07/12/2012) |
| Morning Brief - Jul 10 2012 (PGI, VSAT, WDFC, Specialty Retailing, Trucking) (07/10/2012) |
| What Does a Sub-50 ISM Reading Mean For Trucking Stocks? (07/10/2012) |
| Transportation: Weekly Comparative Valuation (07/09/2012) |
| Stephens Weekly Rail Update (07/05/2012) |
| Hitting the Capacity Utilization "Sweet Spot"; Reiterate Bullish Stance on LTLs (07/02/2012) |
| Morning Brief - Jul 2 2012 (DF, Trucking) (07/02/2012) |
| Transportation: Weekly Comparative Valuation (07/02/2012) |
| Stephens Weekly Rail Update (06/28/2012) |
| Transportation: Weekly Comparative Valuation (06/25/2012) |
| Stephens Weekly Rail Update (06/21/2012) |
| Transportation: Weekly Comparative Valuation (06/15/2012) |
| Stephens Weekly Rail Update (06/14/2012) |
| Transportation: Weekly Comparative Valuation (06/11/2012) |
| Stephens Weekly Rail Update (06/07/2012) |
| Transportation: Weekly Comparative Valuation (06/04/2012) |
| Stephens Weekly Rail Update (05/31/2012) |
| Transportation: Weekly Comparative Valuation (05/29/2012) |
| Stephens Weekly Rail Update (05/25/2012) |
| Transportation: Weekly Comparative Valuation (05/21/2012) |
| Stephens Weekly Rail Update (05/18/2012) |
| Stephens Transportation Field Trip (June 2012) (05/14/2012) |
| Transportation: Weekly Comparative Valuation (05/14/2012) |
| Stephens Weekly Rail Update (05/10/2012) |
| What We Learned From 1Q12 Earnings for the Truckload Space (05/07/2012) |
| Transportation: Weekly Comparative Valuation (05/07/2012) |
| Stephens Weekly Rail Update (05/03/2012) |
| Transportation: Weekly Comparative Valuation (04/30/2012) |
| Stephens Weekly Rail Update (04/26/2012) |
| Transportation: Weekly Comparative Valuation (04/24/2012) |
| Stephens Weekly Rail Update (04/20/2012) |
| Transportation: Weekly Comparative Valuation (04/16/2012) |
| Stephens Weekly Rail Update (04/12/2012) |
| Transportation: Weekly Comparative Valuation (04/09/2012) |
| Stephens Weekly Rail Update (04/09/2012) |
| Transportation: Weekly Comparative Valuation (04/02/2012) |
| Intermodal Channel Checks Confirm Bullish Outlook; YTD Trends Remain In Line (03/30/2012) |
| Stephens Weekly Rail Update (03/29/2012) |
| Transportation: Weekly Comparative Valuation (03/26/2012) |
| Stephens Weekly Rail Update (03/23/2012) |
| Transportation: Weekly Comparative Valuation (03/20/2012) |
| Time to Start Warming Up to the LTLs; Stage Is Finally Set for Outperformance (03/19/2012) |
| Stephens Weekly Rail Update (03/16/2012) |
| Transportation: Weekly Comparative Valuation (03/12/2012) |
| Stephens Weekly Rail Update (03/08/2012) |
| Transportation: Weekly Comparative Valuation (03/06/2012) |
| Stephens Weekly Rail Update (03/02/2012) |
| Transportation: Weekly Comparative Valuation (02/27/2012) |
| Stephens Weekly Rail Update (02/23/2012) |
| Transportation: Weekly Comparative Valuation (02/21/2012) |
| Stephens Weekly Rail Update (02/16/2012) |
| Transportation: Weekly Comparative Valuation (02/13/2012) |
| 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) |
| 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) |
| TL & LTL Comparative Valuation (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 Comparative Valuation - TL & LTL (11/14/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (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 Comparative Valuation TL & LTL (10/03/2011) |
| Revisiting the Trailer / Tractor Outlook (10/03/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (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 Comparative Valuation TL & LTL (07/25/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (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 Airfreight & Logistics (04/26/2011) |
| Weekly Comparative Valuation Maritime (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) |
| Airfreight & Logistics Comparative Valuation (03/28/2011) |
| Maritime Comparative Valuation (03/28/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (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) |
| Comparative Valuation (03/07/2011) |
| Weekly Valuation - Railroads, Rail Suppliers & Truck Suppliers (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) |
| Airfreight & Logistics Valuation Comparison (01/21/2011) |
| Maritime Weekly 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) |