View ValuationYellow 将来の成長Future 基準チェック /06現在、 Yellowの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Transportation 収益成長13.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Major Estimate Revision • May 10Consensus EPS estimates fall by 129%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.94b to US$4.64b. Losses expected to increase from US$1.44 per share to US$3.30. Transportation industry in the US expected to see average net income decline 8.4% next year. Consensus price target down from US$3.00 to US$2.75. Share price fell 23% to US$1.42 over the past week.Major Estimate Revision • Feb 21Consensus estimates of losses per share improve by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$4.85b to US$4.91b. EPS estimate increased from -US$1.18 per share to -US$0.98 per share. Transportation industry in the US expected to see average net income decline 15% next year. Consensus price target of US$3.50 unchanged from last update. Share price was steady at US$2.78 over the past week.Price Target Changed • Nov 17Price target decreased to US$5.50Down from US$8.00, the current price target is an average from 2 analysts. New target price is 63% above last closing price of US$3.37. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.89 next year compared to a net loss per share of US$2.15 last year.Price Target Changed • Nov 04Price target decreased to US$6.00Down from US$8.00, the current price target is provided by 1 analyst. New target price is 96% above last closing price of US$3.06. Stock is down 72% over the past year. The company posted a net loss per share of US$2.15 last year.Price Target Changed • Oct 06Price target decreased to US$8.00Down from US$9.50, the current price target is an average from 2 analysts. New target price is 61% above last closing price of US$4.97. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.53 next year compared to a net loss per share of US$2.15 last year.Price Target Changed • Jul 09Price target decreased to US$6.75Down from US$9.50, the current price target is an average from 2 analysts. New target price is 102% above last closing price of US$3.34. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$2.15 last year.すべての更新を表示Recent updatesお知らせ • Jun 20Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of certain assets of Yellow Corporation on June 18, 2025. The debtor has been authorized to sell its certain assets to GardenWell Incorporated for $2.6 million, 170 Canal Street, LLC for $2.8 million, S&S Properties of Tupelo, LLC for $0.3 million and 956 Highway 190 W, LLC for $1.2 million. The debtors’ assets include 1212 Hilton Rd., Knoxville, TN, 130 Canal Street, Southington, CT, 2226 McCullough Blvd., Tupelo, MS and 956 Hwy 190 West, Port Allen, LA.お知らせ • Mar 12Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of the certain assets of Yellow Corporation on march 11, 2025. The debtor has been authorized to sell its certain assets to ABF Freight System, Inc. for a purchase price of $4.5 million. The debtor’s assets include One Leased Property 19604 84th Avenue South, Kent, WA 98032, and 14700 Smith Road, Aurora, CO 80011. The buyer is represented by Michael Gibson, Steven Abramowitz, Steven Zundell of Vinson & Elkins L.L.P. as their legal counsel and debtor is represented by Allyson Smith, Steve Toth, John Caruso, Aaron Metviner, Dan Daines of Kirkland & Ellis LLP as its legal counsel.お知らせ • Feb 21Motion for Asset Sale Filed by Yellow Corporationyellow Corporation filed a motion in the US Bankruptcy Court for the sale of certain assets on February 19, 2025. The debtor seeks the Court’s approval for the sale of certain assets to ABF Freight System, Inc. for a purchase price of $11.5 million in cash pursuant to the asset purchase agreement, dated February 18, 2025. The debtor’s assets include One Leased Property 19604 84th Avenue South, Kent, WA 98032, and 14700 Smith Road, Aurora, CO 80011. good-faith deposit in the amount of 5% of the bid price.お知らせ • Nov 21+ 1 more updateSecond Amended Joint Liquidation Plan & Disclosure Statement Filed by Yellow CorporationYellow Corporation, along with its affiliates, filed its second amended joint plan of liquidation with related disclosure statement in the US Bankruptcy Court on November 20, 2024. As per the amended plan filed, Employee PTO/Commission Claims name change to Employee PTO/Commission Full Pay GUC Claims shall be paid in full in cash. Allowed Other Priority Claim of $130 million - $275 million, Employee PTO/Commission Full Pay GUC Claims of $30 million to $40 million, Allowed Convenience Class of $12 million to $25 million, General Unsecured Claim of $2,300.0 - $4,700.0, and Withdrawal Liability Claims of $1,300.0— $2,700.0 shall receive its pro rata share of the GUC liquidating trust interests and as a beneficiary shall receive, on the applicable distribution date, its pro rata share of distributable proceeds derived from the liquidating trust assets available for distribution. There is no other change in the treatment of claims.お知らせ • Sep 13Fourth Motion for Exclusivity Period Extension Approved For Yellow CorporationThe US Bankruptcy Court granted an order for the extension of the exclusivity period for Yellow Corporation on September 11, 2024. As per the order, the debtor’s exclusivity period to solicit votes on its plan has been extended by 60 days i.e. up to December 30, 2024.お知らせ • Sep 03Joint Liquidation Plan & Disclosure Statement Filed by Yellow CorporationYellow Corporation, filed a joint plan of liquidation with related disclosure statement in the US Bankruptcy Court on September 2, 2024. As per the plan filed, General Administrative Claims, Professional Fee Claims, Priority Tax Claims, Secured Tax Claims, Other Secured Claims, and Other Priority Claims shall be paid full in cash. Employee PTO/Commission Claims and Convenience Class Claims will either be satisfied in full, in Cash, or otherwise receive treatment consistent with the provisions of section 1129(a)(9) of the Bankruptcy Code. General Unsecured Claims shall receive its pro rata share of the GUC Liquidating Trust Interests and as a beneficiary shall receive, on the applicable distribution date, Intercompany Claims and Intercompany Interests, shall, at the election of the applicable Debtor, be (a) Reinstated, (b) converted to equity, (c) otherwise set off, settled, distributed, contributed, cancelled, or released, or (d) otherwise addressed at the option of the Liquidating Trustee without any distribution. Interests in Yellow Corporation shall receive its Pro Rata share of the Equity Liquidating Trust Interests and as a Beneficiary shall receive, on the applicable Distribution Date, their Pro Rata share of Distributable Proceeds derived from the Liquidating Trust Assets available for distribution on each such Distribution Date as provided under the Plan and Liquidating Trust Agreement. Section 510(b) Claims shall be canceled, released, and extinguished as of the Effective Date. The plan shall be funded through cash in hand, and sale of assets.お知らせ • Feb 23Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of certain assets of Yellow Corporation on February 22, 2024. The debtor has been authorized to sell its certain assets to Knight-Swift Transportation, Inc. for a purchase price of $2.14 million in cash. The debtor’s assets include 10 leased properties.お知らせ • Jan 10PITT OHIO, LLC acquired 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) for approximately $19.3 million.PITT OHIO, LLC acquired 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) for approximately $19.3 million on January 9, 2024. PITT OHIO, LLC completed the acquisition of 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) on January 9, 2024.お知らせ • Dec 22+ 1 more updateNotice of Successful Bidders Filed by Yellow CorporationYellow Corporation filed a notice for the selection of Successful Bidder in the US Bankruptcy Court for the sale of its certain assets on December 20, 2023. As a result of the auction conducted on November 28, 2023, Estes Express Lines, Fedex, RAMAR Land Corporation, Saia Motor Freight Line, LLC, ArcBest Property Management, LLC, and Knight-Swift Transportation Holdings Inc. have been selected as the winning bidders for the sale of debtor’s certain assets for an aggregate purchase price of $82.89 million. The debtor’s assets include 23 Remaining Leased Properties.お知らせ • Nov 14Yellow Corporation announced delayed 10-Q filingOn 11/13/2023, Yellow Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Oct 31First Motion for Exclusivity Period Extension Filed by Yellow CorporationYellow Corporation filed a motion in the US Bankruptcy Court seeking the extension of its exclusivity periods on October 30, 2023. As per the motion, the debtor seeks to extend its exclusivity periods for both, to file a plan and to solicit votes on a plan, by 90 days i.e. up to March 4, 2024 and May 2, 2024, respectively. The debtor’s current exclusivity period and solicitation period would expire on December 4, 2023 and February 2, 2024, respectively.お知らせ • Sep 22Yellow Corporation Files Form 15Yellow Corporation has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's common stock was $0.01 per share.お知らせ • Sep 13Yellow Announces Board AppointmentsOn September 5, 2023, the Board of Directors (the “Board”) of Yellow Corporation (the “Company”) increased the Board size from nine (9) to eleven (11) directors and elected Mary Nell Browning and Thomas Knott to fill the Board vacancies as independent directors. The Company’s largest shareholder and participant in its debtor-in-possession financing, MFN Partners, LP, requested that the Board add two directors with significant prior experience in restructuring transactions to maximize the value of the Company for stakeholders, and specifically recommended Ms. Browning and Mr. Knott who possess said experience. Ms. Browning and Mr. Knott each meet the independence requirements under the Company’s independence standards and there are no transactions between the Company and Ms. Browning or Mr. Knott that would require disclosure under Item 404(a) of Regulation S-K.お知らせ • Sep 08Nasdaq To Delist the Common Stock of Yellow CorporationNasdaq announced that it will delist the common stock of Yellow Corporation. Yellow Corporation’s securities were suspended on August 16, 2023, and have not traded on Nasdaq since that time.お知らせ • Aug 26MFN Management Sends a Letter to Yellow CorporationOn August 23, 2023, MFN Management announced that it sent a letter to Yellow Corporation requesting that the Company fill the 2 vacancies on its board of directors by appointing 2 new directors who possess deep and relevant experience in structuring, implementing, and/or overseeing value-maximizing transactions in special situations to the Board. MFN Management has suggested one such qualified individual to fill one vacancy and intends to suggest a second individual in the near future to fill the other vacancy. MFN Management also requested that the Company consider and implement a key employee incentive and retention program. Additionally, on August 23, 2023 MFN Management sent a letter to the Office of the United State Trustee for the District of Delaware (the U.S. Trustee) requesting that the U.S. Trustee appoint an official committee of equity security holders pursuant to section 1102(a)(1) of the title 11 of the United States Code.お知らせ • Aug 17Yellow Corporation(OTCPK:YELL.Q) dropped from NASDAQ Transportation IndexYellow Corporation has been dropped from NASDAQ Transportation Index .お知らせ • Aug 11Yellow Corporation announced delayed 10-Q filingOn 08/10/2023, Yellow Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Aug 10+ 2 more updatesNasdaq Commences Proceedings to Delist the Common Stock of Yellow CorporationOn August 7, 2023, Yellow Corporation was notified by the Listing Qualifications Staff (the Staff) of the Nasdaq Stock Market LLC (Nasdaq) that it commenced proceedings to delist the common stock of the Company, par value $0.01 (the Common Stock) pursuant to Nasdaq Listing Rules 101, 5110(b) and IM-5101-1, and has determined that the Common Stock will be delisted from the Nasdaq due to the Company's filing of a voluntary cases under Chapter 11 of the Bankruptcy Code. The Company does not intend to appeal the determination and, therefore, it is expected that its Common Stock will be delisted, which would not affect any actions it may take in bankruptcy and does not change its reporting requirements under the rules of the Securities and Exchange Commission (the SEC). Trading of the Common Stock will be suspended by Nasdaq at the opening of business on August 16, 2023.お知らせ • Aug 07Yellow Corporation Filed for BankruptcyYellow Corporation, along with its 23 affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the District of Delaware on August 6, 2023. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by Laura Davis Jones of Pachulski Stang Ziehl & Jones LLP, Kirkland & Ellis LLP and Kirkland & Ellis International LLP as its legal counsels. The debtor also hired Ducera Partners LLC as its investment banker, Alvarez & Marsal North America, LLC as its chief restructuring advisor and Epiq Bankruptcy Solutions LLC as its claims and noticing agent. Matthew A. Doheny is acting as chief restructuring officer.お知らせ • Aug 01Yellow Corporation May File for BankruptcyYellow Corporation may file for bankruptcy, as of August 1, 2023. The company is shutting down and is headed for a bankruptcy. Company has halted its operations and will lay off all 30,000 of its workers.お知らせ • Jun 30Unity Software Inc. May File for BankruptcyUnity Software Inc. may file for bankruptcy, as of June 28, 2023. The company may file for bankruptcy in the next two years due to its poor business operations and it is in distress zone as of now.New Risk • Jun 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$18m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$18m free cash flow). Negative equity (-US$437m). Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$122m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$83.2m market cap).Major Estimate Revision • May 10Consensus EPS estimates fall by 129%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.94b to US$4.64b. Losses expected to increase from US$1.44 per share to US$3.30. Transportation industry in the US expected to see average net income decline 8.4% next year. Consensus price target down from US$3.00 to US$2.75. Share price fell 23% to US$1.42 over the past week.Reported Earnings • May 04First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$1.06 loss per share (further deteriorated from US$0.54 loss in 1Q 2022). Revenue: US$1.16b (down 8.1% from 1Q 2022). Net loss: US$54.6m (loss widened 99% from 1Q 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Transportation industry in the US are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.16, the stock trades at a trailing P/E ratio of 5.1x. Average forward P/E is 16x in the Transportation industry in the US. Total returns to shareholders of 37% over the past three years.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$2.23, the stock trades at a trailing P/E ratio of 5.3x. Average forward P/E is 14x in the Transportation industry in the US. Total returns to shareholders of 23% over the past three years.Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockDarren Hawkins intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$2.43, it would amount to US$113k. For the year to December 2016, Darren's total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2022, Darren has owned 427.60k shares directly. Company insiders have collectively bought US$564k more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Feb 21Consensus estimates of losses per share improve by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$4.85b to US$4.91b. EPS estimate increased from -US$1.18 per share to -US$0.98 per share. Transportation industry in the US expected to see average net income decline 15% next year. Consensus price target of US$3.50 unchanged from last update. Share price was steady at US$2.78 over the past week.分析記事 • Feb 16Yellow's (NASDAQ:YELL) Earnings Are Of Questionable QualityDespite announcing strong earnings, Yellow Corporation's ( NASDAQ:YELL ) stock was sluggish. We think that the market...Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: US$0.42 (up from US$2.15 loss in FY 2021). Revenue: US$5.24b (up 2.4% from FY 2021). Net income: US$21.8m (up US$130.9m from FY 2021). Profit margin: 0.4% (up from net loss in FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 56%. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27Yellow Corporation to Report Q4, 2022 Results on Feb 09, 2023Yellow Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023Price Target Changed • Nov 17Price target decreased to US$5.50Down from US$8.00, the current price target is an average from 2 analysts. New target price is 63% above last closing price of US$3.37. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.89 next year compared to a net loss per share of US$2.15 last year.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: US$0.093 (down from US$0.16 in 3Q 2021). Revenue: US$1.36b (up 4.5% from 3Q 2021). Net income: US$4.80m (down 42% from 3Q 2021). Profit margin: 0.4% (down from 0.6% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 04Price target decreased to US$6.00Down from US$8.00, the current price target is provided by 1 analyst. New target price is 96% above last closing price of US$3.06. Stock is down 72% over the past year. The company posted a net loss per share of US$2.15 last year.Reported Earnings • Nov 04Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: US$0.093 (down from US$0.16 in 3Q 2021). Revenue: US$1.36b (up 4.5% from 3Q 2021). Net income: US$4.80m (down 42% from 3Q 2021). Profit margin: 0.4% (down from 0.6% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Seeking Alpha • Oct 14Yellow nears 52-week low after Vertical Research downgrades rating to holdYellow (NASDAQ:YELL) is trading 8.7% down to $3.9 after Vertical research analyst Jeffrey Kauffman downgraded to Hold from Buy with a price target of $7, down from $13. Stock is trading close to its 52-week low price of $2.82. Stock is down 67% YTD.Price Target Changed • Oct 06Price target decreased to US$8.00Down from US$9.50, the current price target is an average from 2 analysts. New target price is 61% above last closing price of US$4.97. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.53 next year compared to a net loss per share of US$2.15 last year.分析記事 • Oct 04Yellow (NASDAQ:YELL) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Recent Insider Transactions • Aug 16Chief Accounting Officer recently sold US$273k worth of stockOn the 9th of August, James Faught sold around 37k shares on-market at roughly US$7.46 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$1.5m more than they sold in the last 12 months.Recent Insider Transactions • Aug 12Chief Accounting Officer recently sold US$273k worth of stockOn the 9th of August, James Faught sold around 37k shares on-market at roughly US$7.46 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$1.5m more than they sold in the last 12 months.Reported Earnings • Aug 04Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$1.17 (up from US$0.18 loss in 2Q 2021). Revenue: US$1.42b (up 8.4% from 2Q 2021). Net income: US$60.0m (up US$69.4m from 2Q 2021). Profit margin: 4.2% (up from net loss in 2Q 2021). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 180%. Over the next year, revenue is forecast to grow 2.4%, compared to a 13% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 24% per year.Seeking Alpha • Aug 03Yellow GAAP EPS of $1.15, revenue of $1.42BYellow press release (NASDAQ:YELL): Q2 GAAP EPS of $1.15. Revenue of $1.42B (+8.4% Y/Y). Adjusted EBITDA of $145.9M in second quarter 2022, a $63.0M increase compared to $82.9M in the prior year comparable quarter. The operating ratio for second quarter 2022 was 93.0 compared to 97.9 in second quarter 2021. "For 2022, we expect our total investments in capital expenditures to be in the range of $250 million to $300 million compared to the previous range of $325 million to $400 million."Price Target Changed • Jul 09Price target decreased to US$6.75Down from US$9.50, the current price target is an average from 2 analysts. New target price is 102% above last closing price of US$3.34. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$2.15 last year.分析記事 • Jun 13Yellow's (NASDAQ:YELL) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • May 18Yellow Corporation: Recent Developments Suggest The Picture Is Improving, But Risks RemainYellow Corporation saw its share price surge after news broke that four top executives bought a sizable amount of the company's stock. This move, combined with recent upbeat financial performance, suggests the picture for the business might be improving. Risks still remain, though, and investors should tread cautiously moving forward.Recent Insider Transactions • May 17CEO & Director recently bought US$102k worth of stockOn the 13th of May, Darren Hawkins bought around 26k shares on-market at roughly US$3.92 per share. This was the largest purchase by an insider in the last 3 months. This was Darren's only on-market trade for the last 12 months.Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: US$0.54 loss per share (up from US$1.26 loss in 1Q 2021). Revenue: US$1.26b (up 5.2% from 1Q 2021). Net loss: US$27.5m (loss narrowed 57% from 1Q 2021). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 3.7%, compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Price Target Changed • Apr 27Price target decreased to US$12.50Down from US$15.00, the current price target is an average from 2 analysts. New target price is 198% above last closing price of US$4.20. Stock is down 53% over the past year. The company is forecast to post earnings per share of US$0.68 next year compared to a net loss per share of US$2.15 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Apr 03Yellow Corporation: Still Risky Despite The 40% Drop Since Mid-DecemberYELL is now profiting from favorable pricing, but expenses in the freight industry are quickly increasing, which could limit the company's potential to improve profits. YELL reached a record amount of debt in the last quarter, which comes at a hawkish turning point in monetary policy, which adds another layer of risk for shareholders. I believe the company has limited potential to outperform the market over the next couple of months and could be an interesting short idea.Reported Earnings • Feb 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$2.15 loss per share (down from US$1.28 loss in FY 2020). Revenue: US$5.12b (up 14% from FY 2020). Net loss: US$109.1m (loss widened 104% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 51%. Over the next year, revenue is forecast to grow 5.7%, compared to a 20% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Dec 19Yellow Corporation Is Not A Buy-And-Hold InvestmentYELL performed very well in the last months, but the current valuation doesn't provide a margin of safety in my opinion. YELL has benefited from the disruptions caused by the supply chain issue, but I do not expect the recent trends in LTL revenue to persist. The company is now in the middle of a turnaround that can improve profitability. However, there are still many uncertainties surrounding this plan and its results.分析記事 • Dec 07Be Wary Of Yellow (NASDAQ:YELL) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Recent Insider Transactions • Dec 04Insider recently bought US$135k worth of stockOn the 1st of December, Douglas Carty bought around 10k shares on-market at roughly US$13.51 per share. In the last 3 months, there was an even bigger purchase from another insider worth US$408k. Insiders have collectively bought US$820k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 11Independent Chairman recently bought US$278k worth of stockOn the 8th of November, Matthew Doheny bought around 25k shares on-market at roughly US$11.10 per share. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.16 (vs US$0.041 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.30b (up 10.0% from 3Q 2020). Net income: US$8.30m (up US$10.3m from 3Q 2020). Profit margin: 0.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Price Target Changed • Oct 09Price target increased to US$8.00Up from US$7.00, the current price target is an average from 3 analysts. New target price is 13% above last closing price of US$7.10. Stock is up 42% over the past year. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Yellow は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測OTCPK:YELL.Q - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20234,846-80-7292N/A3/31/20235,143-5-18167N/A12/31/20225,24522-70121N/A9/30/20225,353-7-73122N/A6/30/20225,294-4-16460N/A3/31/20225,184-73-31616N/A12/31/20215,122-109-48710N/A9/30/20214,977-83-51923N/A6/30/20214,859-93-566-104N/A3/31/20214,562-121-23199N/A12/31/20204,514-53-18123N/A9/30/20204,509-5044117N/A6/30/20204,582-64168265N/A3/31/20204,839-51-7548N/A12/31/20194,871-104-12222N/A9/30/20194,959-71-8480N/A6/30/20195,006-52-46124N/A3/31/20195,060-1432187N/A12/31/20185,0922079225N/A9/30/20185,053-527152N/A6/30/20185,001-5-1992N/A3/31/20184,9350-3081N/A12/31/20174,891-11-4361N/A9/30/20174,831-11-1284N/A6/30/20174,8010597N/A3/31/20174,7488N/A91N/A12/31/20164,69822N/A104N/A9/30/20164,6926N/A135N/A6/30/20164,71611N/A157N/A3/31/20164,76610N/A156N/A12/31/20154,8321N/A148N/A9/30/20154,90730N/A146N/A6/30/20154,98512N/A115N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: YELL.Qの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: YELL.Qの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: YELL.Qの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: YELL.Qの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: YELL.Qの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: YELL.Qの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 02:56終値2026/05/07 00:00収益2023/06/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yellow Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Jon LangenfeldBairdAmit MehrotraDeutsche BankThomas WadewitzJ.P. Morgan9 その他のアナリストを表示
Major Estimate Revision • May 10Consensus EPS estimates fall by 129%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.94b to US$4.64b. Losses expected to increase from US$1.44 per share to US$3.30. Transportation industry in the US expected to see average net income decline 8.4% next year. Consensus price target down from US$3.00 to US$2.75. Share price fell 23% to US$1.42 over the past week.
Major Estimate Revision • Feb 21Consensus estimates of losses per share improve by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$4.85b to US$4.91b. EPS estimate increased from -US$1.18 per share to -US$0.98 per share. Transportation industry in the US expected to see average net income decline 15% next year. Consensus price target of US$3.50 unchanged from last update. Share price was steady at US$2.78 over the past week.
Price Target Changed • Nov 17Price target decreased to US$5.50Down from US$8.00, the current price target is an average from 2 analysts. New target price is 63% above last closing price of US$3.37. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.89 next year compared to a net loss per share of US$2.15 last year.
Price Target Changed • Nov 04Price target decreased to US$6.00Down from US$8.00, the current price target is provided by 1 analyst. New target price is 96% above last closing price of US$3.06. Stock is down 72% over the past year. The company posted a net loss per share of US$2.15 last year.
Price Target Changed • Oct 06Price target decreased to US$8.00Down from US$9.50, the current price target is an average from 2 analysts. New target price is 61% above last closing price of US$4.97. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.53 next year compared to a net loss per share of US$2.15 last year.
Price Target Changed • Jul 09Price target decreased to US$6.75Down from US$9.50, the current price target is an average from 2 analysts. New target price is 102% above last closing price of US$3.34. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$2.15 last year.
お知らせ • Jun 20Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of certain assets of Yellow Corporation on June 18, 2025. The debtor has been authorized to sell its certain assets to GardenWell Incorporated for $2.6 million, 170 Canal Street, LLC for $2.8 million, S&S Properties of Tupelo, LLC for $0.3 million and 956 Highway 190 W, LLC for $1.2 million. The debtors’ assets include 1212 Hilton Rd., Knoxville, TN, 130 Canal Street, Southington, CT, 2226 McCullough Blvd., Tupelo, MS and 956 Hwy 190 West, Port Allen, LA.
お知らせ • Mar 12Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of the certain assets of Yellow Corporation on march 11, 2025. The debtor has been authorized to sell its certain assets to ABF Freight System, Inc. for a purchase price of $4.5 million. The debtor’s assets include One Leased Property 19604 84th Avenue South, Kent, WA 98032, and 14700 Smith Road, Aurora, CO 80011. The buyer is represented by Michael Gibson, Steven Abramowitz, Steven Zundell of Vinson & Elkins L.L.P. as their legal counsel and debtor is represented by Allyson Smith, Steve Toth, John Caruso, Aaron Metviner, Dan Daines of Kirkland & Ellis LLP as its legal counsel.
お知らせ • Feb 21Motion for Asset Sale Filed by Yellow Corporationyellow Corporation filed a motion in the US Bankruptcy Court for the sale of certain assets on February 19, 2025. The debtor seeks the Court’s approval for the sale of certain assets to ABF Freight System, Inc. for a purchase price of $11.5 million in cash pursuant to the asset purchase agreement, dated February 18, 2025. The debtor’s assets include One Leased Property 19604 84th Avenue South, Kent, WA 98032, and 14700 Smith Road, Aurora, CO 80011. good-faith deposit in the amount of 5% of the bid price.
お知らせ • Nov 21+ 1 more updateSecond Amended Joint Liquidation Plan & Disclosure Statement Filed by Yellow CorporationYellow Corporation, along with its affiliates, filed its second amended joint plan of liquidation with related disclosure statement in the US Bankruptcy Court on November 20, 2024. As per the amended plan filed, Employee PTO/Commission Claims name change to Employee PTO/Commission Full Pay GUC Claims shall be paid in full in cash. Allowed Other Priority Claim of $130 million - $275 million, Employee PTO/Commission Full Pay GUC Claims of $30 million to $40 million, Allowed Convenience Class of $12 million to $25 million, General Unsecured Claim of $2,300.0 - $4,700.0, and Withdrawal Liability Claims of $1,300.0— $2,700.0 shall receive its pro rata share of the GUC liquidating trust interests and as a beneficiary shall receive, on the applicable distribution date, its pro rata share of distributable proceeds derived from the liquidating trust assets available for distribution. There is no other change in the treatment of claims.
お知らせ • Sep 13Fourth Motion for Exclusivity Period Extension Approved For Yellow CorporationThe US Bankruptcy Court granted an order for the extension of the exclusivity period for Yellow Corporation on September 11, 2024. As per the order, the debtor’s exclusivity period to solicit votes on its plan has been extended by 60 days i.e. up to December 30, 2024.
お知らせ • Sep 03Joint Liquidation Plan & Disclosure Statement Filed by Yellow CorporationYellow Corporation, filed a joint plan of liquidation with related disclosure statement in the US Bankruptcy Court on September 2, 2024. As per the plan filed, General Administrative Claims, Professional Fee Claims, Priority Tax Claims, Secured Tax Claims, Other Secured Claims, and Other Priority Claims shall be paid full in cash. Employee PTO/Commission Claims and Convenience Class Claims will either be satisfied in full, in Cash, or otherwise receive treatment consistent with the provisions of section 1129(a)(9) of the Bankruptcy Code. General Unsecured Claims shall receive its pro rata share of the GUC Liquidating Trust Interests and as a beneficiary shall receive, on the applicable distribution date, Intercompany Claims and Intercompany Interests, shall, at the election of the applicable Debtor, be (a) Reinstated, (b) converted to equity, (c) otherwise set off, settled, distributed, contributed, cancelled, or released, or (d) otherwise addressed at the option of the Liquidating Trustee without any distribution. Interests in Yellow Corporation shall receive its Pro Rata share of the Equity Liquidating Trust Interests and as a Beneficiary shall receive, on the applicable Distribution Date, their Pro Rata share of Distributable Proceeds derived from the Liquidating Trust Assets available for distribution on each such Distribution Date as provided under the Plan and Liquidating Trust Agreement. Section 510(b) Claims shall be canceled, released, and extinguished as of the Effective Date. The plan shall be funded through cash in hand, and sale of assets.
お知らせ • Feb 23Motion for Asset Sale Approved for Yellow CorporationThe US Bankruptcy Court gave an order approving the sale of certain assets of Yellow Corporation on February 22, 2024. The debtor has been authorized to sell its certain assets to Knight-Swift Transportation, Inc. for a purchase price of $2.14 million in cash. The debtor’s assets include 10 leased properties.
お知らせ • Jan 10PITT OHIO, LLC acquired 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) for approximately $19.3 million.PITT OHIO, LLC acquired 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) for approximately $19.3 million on January 9, 2024. PITT OHIO, LLC completed the acquisition of 57-acre terminal, 700 E. Rawson Ave from Yellow Corporation (OTCPK:YELLQ) on January 9, 2024.
お知らせ • Dec 22+ 1 more updateNotice of Successful Bidders Filed by Yellow CorporationYellow Corporation filed a notice for the selection of Successful Bidder in the US Bankruptcy Court for the sale of its certain assets on December 20, 2023. As a result of the auction conducted on November 28, 2023, Estes Express Lines, Fedex, RAMAR Land Corporation, Saia Motor Freight Line, LLC, ArcBest Property Management, LLC, and Knight-Swift Transportation Holdings Inc. have been selected as the winning bidders for the sale of debtor’s certain assets for an aggregate purchase price of $82.89 million. The debtor’s assets include 23 Remaining Leased Properties.
お知らせ • Nov 14Yellow Corporation announced delayed 10-Q filingOn 11/13/2023, Yellow Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Oct 31First Motion for Exclusivity Period Extension Filed by Yellow CorporationYellow Corporation filed a motion in the US Bankruptcy Court seeking the extension of its exclusivity periods on October 30, 2023. As per the motion, the debtor seeks to extend its exclusivity periods for both, to file a plan and to solicit votes on a plan, by 90 days i.e. up to March 4, 2024 and May 2, 2024, respectively. The debtor’s current exclusivity period and solicitation period would expire on December 4, 2023 and February 2, 2024, respectively.
お知らせ • Sep 22Yellow Corporation Files Form 15Yellow Corporation has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's common stock was $0.01 per share.
お知らせ • Sep 13Yellow Announces Board AppointmentsOn September 5, 2023, the Board of Directors (the “Board”) of Yellow Corporation (the “Company”) increased the Board size from nine (9) to eleven (11) directors and elected Mary Nell Browning and Thomas Knott to fill the Board vacancies as independent directors. The Company’s largest shareholder and participant in its debtor-in-possession financing, MFN Partners, LP, requested that the Board add two directors with significant prior experience in restructuring transactions to maximize the value of the Company for stakeholders, and specifically recommended Ms. Browning and Mr. Knott who possess said experience. Ms. Browning and Mr. Knott each meet the independence requirements under the Company’s independence standards and there are no transactions between the Company and Ms. Browning or Mr. Knott that would require disclosure under Item 404(a) of Regulation S-K.
お知らせ • Sep 08Nasdaq To Delist the Common Stock of Yellow CorporationNasdaq announced that it will delist the common stock of Yellow Corporation. Yellow Corporation’s securities were suspended on August 16, 2023, and have not traded on Nasdaq since that time.
お知らせ • Aug 26MFN Management Sends a Letter to Yellow CorporationOn August 23, 2023, MFN Management announced that it sent a letter to Yellow Corporation requesting that the Company fill the 2 vacancies on its board of directors by appointing 2 new directors who possess deep and relevant experience in structuring, implementing, and/or overseeing value-maximizing transactions in special situations to the Board. MFN Management has suggested one such qualified individual to fill one vacancy and intends to suggest a second individual in the near future to fill the other vacancy. MFN Management also requested that the Company consider and implement a key employee incentive and retention program. Additionally, on August 23, 2023 MFN Management sent a letter to the Office of the United State Trustee for the District of Delaware (the U.S. Trustee) requesting that the U.S. Trustee appoint an official committee of equity security holders pursuant to section 1102(a)(1) of the title 11 of the United States Code.
お知らせ • Aug 17Yellow Corporation(OTCPK:YELL.Q) dropped from NASDAQ Transportation IndexYellow Corporation has been dropped from NASDAQ Transportation Index .
お知らせ • Aug 11Yellow Corporation announced delayed 10-Q filingOn 08/10/2023, Yellow Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Aug 10+ 2 more updatesNasdaq Commences Proceedings to Delist the Common Stock of Yellow CorporationOn August 7, 2023, Yellow Corporation was notified by the Listing Qualifications Staff (the Staff) of the Nasdaq Stock Market LLC (Nasdaq) that it commenced proceedings to delist the common stock of the Company, par value $0.01 (the Common Stock) pursuant to Nasdaq Listing Rules 101, 5110(b) and IM-5101-1, and has determined that the Common Stock will be delisted from the Nasdaq due to the Company's filing of a voluntary cases under Chapter 11 of the Bankruptcy Code. The Company does not intend to appeal the determination and, therefore, it is expected that its Common Stock will be delisted, which would not affect any actions it may take in bankruptcy and does not change its reporting requirements under the rules of the Securities and Exchange Commission (the SEC). Trading of the Common Stock will be suspended by Nasdaq at the opening of business on August 16, 2023.
お知らせ • Aug 07Yellow Corporation Filed for BankruptcyYellow Corporation, along with its 23 affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the District of Delaware on August 6, 2023. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by Laura Davis Jones of Pachulski Stang Ziehl & Jones LLP, Kirkland & Ellis LLP and Kirkland & Ellis International LLP as its legal counsels. The debtor also hired Ducera Partners LLC as its investment banker, Alvarez & Marsal North America, LLC as its chief restructuring advisor and Epiq Bankruptcy Solutions LLC as its claims and noticing agent. Matthew A. Doheny is acting as chief restructuring officer.
お知らせ • Aug 01Yellow Corporation May File for BankruptcyYellow Corporation may file for bankruptcy, as of August 1, 2023. The company is shutting down and is headed for a bankruptcy. Company has halted its operations and will lay off all 30,000 of its workers.
お知らせ • Jun 30Unity Software Inc. May File for BankruptcyUnity Software Inc. may file for bankruptcy, as of June 28, 2023. The company may file for bankruptcy in the next two years due to its poor business operations and it is in distress zone as of now.
New Risk • Jun 12New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$18m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$18m free cash flow). Negative equity (-US$437m). Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable next year (US$122m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$83.2m market cap).
Major Estimate Revision • May 10Consensus EPS estimates fall by 129%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.94b to US$4.64b. Losses expected to increase from US$1.44 per share to US$3.30. Transportation industry in the US expected to see average net income decline 8.4% next year. Consensus price target down from US$3.00 to US$2.75. Share price fell 23% to US$1.42 over the past week.
Reported Earnings • May 04First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$1.06 loss per share (further deteriorated from US$0.54 loss in 1Q 2022). Revenue: US$1.16b (down 8.1% from 1Q 2022). Net loss: US$54.6m (loss widened 99% from 1Q 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Transportation industry in the US are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.16, the stock trades at a trailing P/E ratio of 5.1x. Average forward P/E is 16x in the Transportation industry in the US. Total returns to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$2.23, the stock trades at a trailing P/E ratio of 5.3x. Average forward P/E is 14x in the Transportation industry in the US. Total returns to shareholders of 23% over the past three years.
Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockDarren Hawkins intends to sell 47k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$2.43, it would amount to US$113k. For the year to December 2016, Darren's total compensation was 52% salary and 48% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2022, Darren has owned 427.60k shares directly. Company insiders have collectively bought US$564k more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Feb 21Consensus estimates of losses per share improve by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$4.85b to US$4.91b. EPS estimate increased from -US$1.18 per share to -US$0.98 per share. Transportation industry in the US expected to see average net income decline 15% next year. Consensus price target of US$3.50 unchanged from last update. Share price was steady at US$2.78 over the past week.
分析記事 • Feb 16Yellow's (NASDAQ:YELL) Earnings Are Of Questionable QualityDespite announcing strong earnings, Yellow Corporation's ( NASDAQ:YELL ) stock was sluggish. We think that the market...
Reported Earnings • Feb 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: US$0.42 (up from US$2.15 loss in FY 2021). Revenue: US$5.24b (up 2.4% from FY 2021). Net income: US$21.8m (up US$130.9m from FY 2021). Profit margin: 0.4% (up from net loss in FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 56%. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27Yellow Corporation to Report Q4, 2022 Results on Feb 09, 2023Yellow Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023
Price Target Changed • Nov 17Price target decreased to US$5.50Down from US$8.00, the current price target is an average from 2 analysts. New target price is 63% above last closing price of US$3.37. Stock is down 76% over the past year. The company is forecast to post earnings per share of US$0.89 next year compared to a net loss per share of US$2.15 last year.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: US$0.093 (down from US$0.16 in 3Q 2021). Revenue: US$1.36b (up 4.5% from 3Q 2021). Net income: US$4.80m (down 42% from 3Q 2021). Profit margin: 0.4% (down from 0.6% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 04Price target decreased to US$6.00Down from US$8.00, the current price target is provided by 1 analyst. New target price is 96% above last closing price of US$3.06. Stock is down 72% over the past year. The company posted a net loss per share of US$2.15 last year.
Reported Earnings • Nov 04Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: US$0.093 (down from US$0.16 in 3Q 2021). Revenue: US$1.36b (up 4.5% from 3Q 2021). Net income: US$4.80m (down 42% from 3Q 2021). Profit margin: 0.4% (down from 0.6% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Seeking Alpha • Oct 14Yellow nears 52-week low after Vertical Research downgrades rating to holdYellow (NASDAQ:YELL) is trading 8.7% down to $3.9 after Vertical research analyst Jeffrey Kauffman downgraded to Hold from Buy with a price target of $7, down from $13. Stock is trading close to its 52-week low price of $2.82. Stock is down 67% YTD.
Price Target Changed • Oct 06Price target decreased to US$8.00Down from US$9.50, the current price target is an average from 2 analysts. New target price is 61% above last closing price of US$4.97. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.53 next year compared to a net loss per share of US$2.15 last year.
分析記事 • Oct 04Yellow (NASDAQ:YELL) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Recent Insider Transactions • Aug 16Chief Accounting Officer recently sold US$273k worth of stockOn the 9th of August, James Faught sold around 37k shares on-market at roughly US$7.46 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$1.5m more than they sold in the last 12 months.
Recent Insider Transactions • Aug 12Chief Accounting Officer recently sold US$273k worth of stockOn the 9th of August, James Faught sold around 37k shares on-market at roughly US$7.46 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$1.5m more than they sold in the last 12 months.
Reported Earnings • Aug 04Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$1.17 (up from US$0.18 loss in 2Q 2021). Revenue: US$1.42b (up 8.4% from 2Q 2021). Net income: US$60.0m (up US$69.4m from 2Q 2021). Profit margin: 4.2% (up from net loss in 2Q 2021). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 180%. Over the next year, revenue is forecast to grow 2.4%, compared to a 13% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 24% per year.
Seeking Alpha • Aug 03Yellow GAAP EPS of $1.15, revenue of $1.42BYellow press release (NASDAQ:YELL): Q2 GAAP EPS of $1.15. Revenue of $1.42B (+8.4% Y/Y). Adjusted EBITDA of $145.9M in second quarter 2022, a $63.0M increase compared to $82.9M in the prior year comparable quarter. The operating ratio for second quarter 2022 was 93.0 compared to 97.9 in second quarter 2021. "For 2022, we expect our total investments in capital expenditures to be in the range of $250 million to $300 million compared to the previous range of $325 million to $400 million."
Price Target Changed • Jul 09Price target decreased to US$6.75Down from US$9.50, the current price target is an average from 2 analysts. New target price is 102% above last closing price of US$3.34. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$0.73 next year compared to a net loss per share of US$2.15 last year.
分析記事 • Jun 13Yellow's (NASDAQ:YELL) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Seeking Alpha • May 18Yellow Corporation: Recent Developments Suggest The Picture Is Improving, But Risks RemainYellow Corporation saw its share price surge after news broke that four top executives bought a sizable amount of the company's stock. This move, combined with recent upbeat financial performance, suggests the picture for the business might be improving. Risks still remain, though, and investors should tread cautiously moving forward.
Recent Insider Transactions • May 17CEO & Director recently bought US$102k worth of stockOn the 13th of May, Darren Hawkins bought around 26k shares on-market at roughly US$3.92 per share. This was the largest purchase by an insider in the last 3 months. This was Darren's only on-market trade for the last 12 months.
Reported Earnings • May 11First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: US$0.54 loss per share (up from US$1.26 loss in 1Q 2021). Revenue: US$1.26b (up 5.2% from 1Q 2021). Net loss: US$27.5m (loss narrowed 57% from 1Q 2021). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 3.7%, compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Apr 27Price target decreased to US$12.50Down from US$15.00, the current price target is an average from 2 analysts. New target price is 198% above last closing price of US$4.20. Stock is down 53% over the past year. The company is forecast to post earnings per share of US$0.68 next year compared to a net loss per share of US$2.15 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Apr 03Yellow Corporation: Still Risky Despite The 40% Drop Since Mid-DecemberYELL is now profiting from favorable pricing, but expenses in the freight industry are quickly increasing, which could limit the company's potential to improve profits. YELL reached a record amount of debt in the last quarter, which comes at a hawkish turning point in monetary policy, which adds another layer of risk for shareholders. I believe the company has limited potential to outperform the market over the next couple of months and could be an interesting short idea.
Reported Earnings • Feb 05Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: US$2.15 loss per share (down from US$1.28 loss in FY 2020). Revenue: US$5.12b (up 14% from FY 2020). Net loss: US$109.1m (loss widened 104% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 51%. Over the next year, revenue is forecast to grow 5.7%, compared to a 20% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Javier Evans was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Dec 19Yellow Corporation Is Not A Buy-And-Hold InvestmentYELL performed very well in the last months, but the current valuation doesn't provide a margin of safety in my opinion. YELL has benefited from the disruptions caused by the supply chain issue, but I do not expect the recent trends in LTL revenue to persist. The company is now in the middle of a turnaround that can improve profitability. However, there are still many uncertainties surrounding this plan and its results.
分析記事 • Dec 07Be Wary Of Yellow (NASDAQ:YELL) And Its Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Recent Insider Transactions • Dec 04Insider recently bought US$135k worth of stockOn the 1st of December, Douglas Carty bought around 10k shares on-market at roughly US$13.51 per share. In the last 3 months, there was an even bigger purchase from another insider worth US$408k. Insiders have collectively bought US$820k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 11Independent Chairman recently bought US$278k worth of stockOn the 8th of November, Matthew Doheny bought around 25k shares on-market at roughly US$11.10 per share. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.16 (vs US$0.041 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.30b (up 10.0% from 3Q 2020). Net income: US$8.30m (up US$10.3m from 3Q 2020). Profit margin: 0.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Price Target Changed • Oct 09Price target increased to US$8.00Up from US$7.00, the current price target is an average from 3 analysts. New target price is 13% above last closing price of US$7.10. Stock is up 42% over the past year.