View Future GrowthYellow 과거 순이익 실적과거 기준 점검 0/6지난 몇 년간 Yellow 의 실적에 대한 데이터가 부족합니다.핵심 정보n/a순이익 성장률n/a주당순이익(EPS) 성장률Transportation 산업 성장률15.63%매출 성장률n/a자기자본이익률n/a순이익률n/a최근 순이익 업데이트30 Jun 2023최근 과거 실적 업데이트Reported 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.분석 기사 • 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.공시 • 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, 2023Reported 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.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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Aug 17Yellow Corporation(OTCPK:YELL.Q) dropped from NASDAQ Transportation IndexYellow Corporation has been dropped from NASDAQ Transportation Index .공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.매출 및 비용 세부 내역Yellow가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이OTCPK:YELL.Q 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비30 Jun 234,846-800031 Mar 235,143-50031 Dec 225,245220030 Sep 225,353-70030 Jun 225,294-40031 Mar 225,184-730031 Dec 215,122-1090030 Sep 214,977-830030 Jun 214,859-930031 Mar 214,562-1210031 Dec 204,514-530030 Sep 204,509-500030 Jun 204,582-640031 Mar 204,839-510031 Dec 194,871-1040030 Sep 194,959-710030 Jun 195,006-520031 Mar 195,060-140031 Dec 185,092200030 Sep 185,053-50030 Jun 185,001-50031 Mar 184,93500031 Dec 174,891-110030 Sep 174,831-110030 Jun 174,80100031 Mar 174,74880031 Dec 164,698220030 Sep 164,69260030 Jun 164,716110031 Mar 164,766100031 Dec 154,83210030 Sep 154,907300030 Jun 154,9851200양질의 수익: YELL.Q가 고품질 수익을 갖고 있는지 판단하기에는 데이터가 부족합니다.이익 마진 증가: 지난 1년 동안 YELL.Q의 이익률이 개선되었는지 판단하기에 데이터가 부족합니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 지난 5년 동안 YELL.Q의 연간 수익 성장률이 양(+)이었는지 판단하기에 데이터가 부족합니다.성장 가속화: YELL.Q의 지난해 수익 성장률을 5년 평균과 비교하기에 데이터가 부족합니다.수익 대 산업: YELL.Q의 지난 해 수익 증가율이 Transportation 업계 평균을 상회했는지 판단하기에 데이터가 부족합니다.자기자본이익률높은 ROE: YELL.Q는 현재 수익성이 없으므로 자본 수익률이 음수(0%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 22:57종가2026/05/21 00:00수익2023/06/30연간 수익2022/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yellow Corporation는 12명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jon LangenfeldBairdAmit MehrotraDeutsche BankThomas WadewitzJ.P. Morgan9명의 분석가 더 보기
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.
분석 기사 • 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.
공시 • 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
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.
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Aug 17Yellow Corporation(OTCPK:YELL.Q) dropped from NASDAQ Transportation IndexYellow Corporation has been dropped from NASDAQ Transportation Index .
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.