Research Library
Below is our complete library of daily research listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. The buttons on the side will filter our catalogue to show longer full length reports, past conference call replays, our interactive doh! scenario models, and iFreight, our daily transport blog with real-time updates on transportation topics throughout the day. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact to request our PDF decryption plug-in.
UPS: U.S. Postal Service Impact Interactive doh! Model
Plug in your estimates for USPS market share losses across domestic air, ground and international market competitive products then how that could split between FDX and UPS to see the potential EPS impact for each company.
UPS: Share Repurchase Accretion Interactive doh! Model
Plug in your revenue and OR assumptions for the next three years and see the potential impact to cash flow and potential share repurchases, the model will project the corresponding EPS accretion.
AAWW: M-ATV Contribution Interactive doh! Model
Plug in your estimates to analyze the potential EPS accretion from flying new Mine Resistant Ambush Protected (MRAP) All Terrain Vehicles (M-ATVs) manufactured by Oshkosh Corporation to Bagram Air Base in Afghanistan.
ABFS: Wage and Pension Concession Interactive doh! Model
Plug in your expectations for potential hourly wage and pension concessions from ABFS's unions and possible equity concession, and the model will project the expected cost savings and EPS impact.
This model was previously updated on 09/17/09.
YRCW: Liquidation Value Interactive doh! Model
Plug in your estimates for YRCW's average tractor, trailer and facility values, as well as liquidation periods and discount rates to estimate a present value of YRCW's assets in a potential liquidation scenario.
Ryder: Used Truck Residual Interactive doh! Model
Plug in your expectation for the next six quarters' following Ryder's 2Q:09 earnings used truck pricing and the model projects the impact on five-year average depreciated residual values.
This model was previously updated on 09/08/08.
FDX: FDX F10 Guidance Interactive doh! Model
Plug in your assumptions based on FDX's 10-K guidance to drive different implied EPS guidance scenarios.
YRCW: Revenue and Tonnage Share Shifts on Potential Closure Interactive doh! Model
Plug in your assumptions for how much of YRCW's long-haul and regional revenue and tonnage its competitors would receive in a potential shut down scenario. Default assumptions reflect June 2009 YRCW customer survey results.
This model was previously updated on 02/10/09.
EXPD: Volume and Gross Yield Assumptions Interactive doh! Model
Plug-in your volume and Gross Yield assumptions for Air and Ocean to see each's leverage to EPS.
YRCW: Cumulative EBITDA Interactive doh! Model
Plug-in your assumptions for tonnage, pricing, and OR for YRCW's National, Regional and Other segments to compare EBITDA forecasts to its EBITDA requirement covenant from its amended credit agreement.
This model was previously updated on 02/10/09.