Transportation Ex-Airlines Sector Stats 01/13/16

Transportation 01-13-16

The Q4-15 dividend is used for yield calculations. All companies have fiscal years that match calendar years - with the one exception of FDX - which starts in June. The change in the price, price + dividend, 2015 EPS projection and target is the change since market's close of 12-31-14. The last three years average dividend growth is calculated by dividing the total dividend growth from Q4-12 to Q4-15 divided by three. On 9-09 it was announced that XPO Logistics acquired Con-way for $47.60 - and it is no longer trading.

		12-31-15	Current	Dividend	Current	Div/EPS	Percent Change				Div Growth
Company		Price	Price	/Quarter	Yield	Ratio	Price	Pr+Div	16 EPS	Target	LTM	3 yrs
ArcBest Corporation	ARCB	21.39	17.74	0.08	1.80%	16%	-17.06	-17.06	-5.51	-12.77	33.33	55.56
CH Robinson Worldwide, Inc.	CHRW	62.02	62.69	0.38	2.42%	43%	1.08	1.08	0.00	-0.35	0.00	2.86
Canadian National Railway	CNI	55.88	50.77	0.24	1.87%	22%	-9.14	-9.14	-0.42	-2.55	8.45	8.66
Canadian Pacific Railway	CP	127.60	104.82	0.27	1.01%	10%	-17.85	-17.85	-0.43	-3.91	-11.96	-8.31
CSX Corp.	CSX	25.95	22.35	0.18	3.22%	36%	-13.87	-13.87	-3.43	-3.24	12.50	9.52
Expeditors International	EXPD	45.10	42.62	0.18	1.69%	30%	-5.50	-5.50	0.00	-1.60	12.50	9.52
FedEx Corporation	FDX	148.99	130.29	0.25	0.77%	11%	-12.55	-12.55	0.09	-1.00	25.00	26.19
Forward Air Corp.	FWRD	43.01	40.98	0.12	1.17%	23%	-4.72	-4.72	0.38	1.35	0.00	6.67
GATX Corp.	GMT	42.55	36.25	0.38	4.19%	29%	-14.81	-14.81	0.00	-1.08	15.15	8.89
JB Hunt Transport	JBHT	73.36	65.73	0.21	1.28%	23%	-10.40	-10.40	-0.25	-1.47	5.00	16.67
Kansas City Southern	KSU	74.67	68.36	0.33	1.93%	30%	-8.45	-8.45	-1.05	-5.30	17.86	23.08
Knight Transportation Inc.	KNX	24.23	20.99	0.06	1.14%	17%	-13.37	-13.37	-0.68	-0.90	0.00	0.00
Landstar System, Inc.	LSTR	58.65	54.40	0.08	0.59%	9%	-7.25	-7.25	-0.56	-2.44	14.29	11.11
Matson, Inc.	MATX	42.63	37.02	0.18	1.94%	26%	-13.16	-13.16	0.00	0.00	5.88	6.67
Norfolk Southern Corp.	NSC	84.59	71.44	0.59	3.30%	45%	-15.55	-15.55	-1.57	-2.51	3.51	6.00
Ryder System. Inc.	R	56.83	49.97	0.41	3.28%	26%	-12.07	-12.07	-1.62	-4.99	10.81	10.75
Trinity Industries Inc.	TRN	24.02	19.96	0.11	2.20%	9%	-16.90	-16.90	0.00	0.00	10.00	33.33
Union Pacific Corp.	UNP	78.20	73.85	0.55	2.98%	39%	-5.56	-5.56	-1.17	-3.31	10.00	27.78
United Parcel Service, Inc	UPS	96.23	90.61	0.73	3.22%	55%	-5.84	-5.84	0.00	-0.58	8.96	9.36
Westinghouse Air Brake	WAB	71.12	61.65	0.08	0.52%	8%	-13.32	-13.32	-0.22	-1.50	33.33	73.33
Average					2.03%	25%	-10.81	-10.81	-0.82	-2.41	10.73
The ^DJT or Dow Jones Transportation Average has changed -10.49% year to date.
The IYT or iShares Transportation Average - with unreinvested dividends - has changed -10.46% year to date.
The SPY or S&P 500 EFT has changed -7.38% year to date.
The SPY or S&P 500 EFT - with unreinvested dividends - has changed -7.38% year to date.
With the 10 Treasury at 2.06% and the sector average yield on Q4 Dividends at 2.03% - the spread is 33 basis points.
The number for the first dividend change is for the last twelve months and not year to date. The second change is a 3 year average.

Price/Earnings Ratios 01-13
All companies have fiscal years that match calendar years - with the one exception of FDX - which starts in June.
Stocks with large spreads between the high and low projections have varied each of the three quarters that metric has been tracked

	EPS / Share					% EPS Growth				Price/EPS			16 EPS Range
Co.	2012	2013	2014	2015	2016	12-13	13-14	14-15	15-16	2014	2015	2016	High	Low	Range
ARCB	0.10	0.61	1.82	1.97	2.23	510.00	198.36	8.24	13.20	9.75	9.01	7.96	3.00	1.90	55.84%
CHRW	3.67	2.65	3.05	3.50	3.76	-27.79	15.09	14.75	7.43	20.55	17.91	16.67	3.93	3.46	13.43%
CNI	3.06	3.06	3.76	4.38	4.70	0.00	22.88	16.49	7.31	13.50	11.59	10.80	5.33	4.41	21.00%
CP	2.79	6.42	8.50	10.22	11.47	130.11	32.40	20.24	12.23	12.33	10.26	9.14	12.73	9.23	34.25%
CSX	1.79	1.83	1.92	2.00	1.97	2.23	4.92	4.17	-1.50	11.64	11.18	11.35	2.23	1.90	16.50%
EXPD	1.57	1.68	1.92	2.39	2.51	7.01	14.29	24.48	5.02	22.20	17.83	16.98	2.87	2.31	23.43%
FDX	6.41	6.23	6.75	8.95	10.58	-2.81	8.35	32.59	18.21	19.30	14.56	12.31	10.90	10.28	6.93%
FWRD	1.50	1.77	1.96	2.12	2.62	18.00	10.73	8.16	23.58	20.91	19.33	15.64	3.10	2.20	42.45%
GMT	2.88	3.50	4.48	5.33	5.28	21.53	28.00	18.97	-0.94	8.09	6.80	6.87	5.40	5.00	7.50%
JBHT	2.59	2.87	3.16	3.65	4.05	10.81	10.10	15.51	10.96	20.80	18.01	16.23	4.27	3.82	12.33%
KSU	3.43	3.98	4.82	4.37	4.71	16.03	21.11	-9.34	7.78	14.18	15.64	14.51	5.10	4.45	14.87%
KNX	0.80	0.86	1.25	1.44	1.47	7.50	45.35	15.20	2.08	16.79	14.58	14.28	1.70	1.30	27.78%
LSTR	2.77	2.42	3.07	3.37	3.58	-12.64	26.86	9.77	6.23	17.72	16.14	15.20	3.85	3.24	18.10%
MATX	1.22	1.39	1.63	2.81	2.84	13.93	17.27	72.39	1.07	22.71	13.17	13.04	2.95	2.63	11.39%
NSC	5.37	5.85	6.39	5.19	5.64	8.94	9.23	-18.78	8.67	11.18	13.76	12.67	6.19	5.10	21.00%
R	3.91	4.88	5.58	6.23	6.68	24.81	14.34	11.65	7.22	8.96	8.02	7.48	7.15	5.96	19.10%
TRN	1.58	2.34	4.19	4.87	3.74	48.10	79.06	16.23	-23.20	4.76	4.10	5.34	4.30	3.15	23.61%
UNP	4.13	4.71	5.75	5.60	5.93	14.04	22.08	-2.61	5.89	12.84	13.19	12.45	6.31	5.50	14.46%
UPS	0.83	4.57	4.75	5.29	5.77	450.60	3.94	11.37	9.07	19.08	17.13	15.70	6.02	5.50	9.83%
WAB	2.59	3.01	3.62	4.10	4.46	16.22	20.27	13.26	8.78	17.03	15.04	13.82	4.67	4.10	13.90%
Average						62.83	30.23	14.14	6.46	15.22	13.36	12.42