Zacks Highlights Expeditors, C.H. Robinson, and ZTO Express as Stocks to Watch Amid Industry Headwinds

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research identifies Expeditors International of Washington, C.H. Robinson Worldwide, and ZTO Express (Cayman) as transportation-service stocks worth monitoring despite a challenging industry environment. The Zacks Transportation-Services industry faces persistent freight downturns, with the Cass Freight Shipments Index declining 1.2% year over year in May, marking nine consecutive months of deterioration. Economic uncertainty remains elevated as the Federal Reserve held rates at 3.50-3.75% and trimmed its 2026 GDP growth forecast to 2.2% from 2.4%, while the Russia-Ukraine conflict intensifies. The industry carries a Zacks Industry Rank of 161, placing it in the bottom 35% of 247 Zacks industries, and its aggregate 2026 earnings estimate has decreased 10% year over year. Expeditors sports a Zacks Rank #1 (Strong Buy) and has beaten earnings estimates in each of the past four quarters with an average surprise of 14%. ZTO Express holds a Zacks Rank #2 (Buy) with a long-term earnings growth expectation of 13.5% and 2026 parcel volume guidance of 42.37 to 43.52 billion, reflecting 10-13% year-over-year growth. C.H. Robinson carries a Zacks Rank #3 (Hold) and is leveraging AI integration to boost margins and strengthen its competitive edge.

Impact on stocks 4

Industrials± Mixed · 4 stocks
Zto Express Cayman Inc
2057
▲ PositiveDemandrelevance

2026 parcel volume guidance of 42.37-43.52 billion reflects 10-13% YoY growth, indicating strong demand for express delivery services.

ZTO Express (Cayman) Inc
ZTO
▲ PositiveDemandrelevance

2026 parcel volume guidance of 42.37-43.52 billion reflects 10-13% YoY growth, indicating strong demand for express delivery services.

CH Robinson Worldwide Inc
CHRW
▼ NegativeDemandrelevance

Freight downturn with Cass Shipments Index declining 1.2% YoY for nine consecutive months, indicating weak demand for transportation services.

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