Yellow Corporation, grosser Turnaround oder grosser Flop? (Seite 2)

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Yellow Corporation
Thu, August 4, 2022 at 3:01 AM
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YELL
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Yellow Q2 Revenue $1.424 Billion
Yellow Corporation
Yellow Corporation
Strong Results Include a 93.0% Operating Ratio and Earnings Per Share of $1.17

NASHVILLE, Tenn., Aug. 03, 2022 (GLOBE NEWSWIRE) -- Yellow Corporation (NASDAQ: YELL) reported results for the second quarter ended June 30, 2022. Operating revenue was $1.424 billion and operating income was $99.2 million, which included a $3.2 million net gain on property disposals. In comparison, operating revenue in the second quarter of 2021 was $1.313 billion and operating income was $27.0 million.

Net income for second quarter 2022 was $60.0 million, or $1.17 per share, compared to net loss of $9.4 million, or $0.18 per share, in the second quarter of 2021.

On a non-GAAP basis, the Company generated Adjusted EBITDA of $145.9 million in second quarter 2022, a $63.0 million increase compared to $82.9 million in the prior year comparable quarter (as detailed in the reconciliation below). The last twelve months Adjusted EBITDA as of June 30, 2022, was $406.7 million compared to $216.0 million as of June 30, 2021 (as detailed in the reconciliation below).

“Strong yield and efforts to manage the use of purchased transportation helped Yellow achieve its highest quarterly operating income in 15 years,” said Darren Hawkins, chief executive officer. “Elevated demand for LTL capacity continued during the quarter which drove the favorable pricing environment. On the cost side, purchased transportation expense was down to 14.5% of revenue in the second quarter compared to 16% a year ago.

“We remain focused on integrating the four operating company networks into a single LTL network with national coverage, servicing regional and long-haul lanes. We expect to execute the integration of phase one in the western U.S. this summer with the transformation of the entire network to be completed around the end of the year. When this transformation is completed, our customers will benefit by interacting with North America’s second largest super-regional LTL network for both regional and long-haul shipments. We expect the network transformation to also lead to improved asset utilization, enhanced network efficiencies, cost savings and create capacity without the need to add new terminals.

[ooy]

Was fuer Megazahlen!!

Yellow Corporation (YELL)
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4.7100+0.1600 (+3.52%)
At close: 04:00PM EDT
6.3900 +1.68 (+35.67%)
After hours: 07:59PM EDT

[ooy]

Yellow Corporation Provides Quarter-To-Date Operating Data for Second Quarter 2022
Yellow Corporation
Fri, June 10, 2022, 3:01 AM
In this article:

YELL
-5.09%
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Yellow Corporation
Yellow Corporation
NASHVILLE, Tenn., June 09, 2022 (GLOBE NEWSWIRE) -- Yellow Corporation (NASDAQ: YELL) reported certain operating metrics for the first two months of second quarter 2022.

For Yellow less-than-truckload (LTL), the percent change 2022 from 2021 were:



Shipments per
Workday

Weight per
Shipment

Tonnage per
Workday

Revenue per
Hundredweight(a)

Revenue per
Shipment(a)

April

(14.3)%

(3.2)%

(17.0)%

30.0%

25.9%

May

(16.2)%

(1.2)%

(17.2)%

28.8%

27.2%

QTD

(15.3)%

(2.2)%

(17.2)%

29.4%

26.6%

(a) Includes fuel surcharge

“The quarter-to-date operating metrics for the second quarter are consistent with our expectations as we work to ensure the optimal level of freight is moving through the network,” said Darren Hawkins, chief executive officer. “With continued steady demand for LTL capacity and a consistent favorable pricing environment, our financial results for the first two months of the quarter have outperformed our historical sequential improvement from Q1.

“Our plan is to grow the business and we are confident that our transformation to One Yellow positions us for long-term tonnage growth. The integration of our four operating company networks into a single network with super-regional service remains on schedule. Phase one in the western U.S. is scheduled to be executed this summer with the entire network expected to be completed around the end of the year. We expect the One Yellow network transformation to enhance customer service, lead to greater efficiencies and cost savings and add capacity to the network,” concluded Hawkins.

[ooy]

Jetzt wieder interessant, oder was meint Ihr?
Danke...

[ooy]

Antwort auf Beitrag Nr.: 67.421.450 von SmallCapTrade am 11.03.21 18:20:39

Bin laenger dabei, gebe aber momentan Etwas ab.

[SmallCapTrade]

Und wieder 10% nach oben inkl. hohem Volumen. Da geht was:-).

Sind hier sonst noch Anleger dabei?
Frisch eingestiegen oder noch aus der YRCW Zeit?

Viel Erfolg
SmallCap

[SmallCapTrade]

Hallo zusammen

Interessant wie sich YELL in den letzten Monaten entwickelt hat. Klar war die Covid-Staatshilfe im Herbst 2020 wegweisend und Gold wert. Allerdings sehe ich mittlerweile auch noch weitere positive Anzeichen:

https://finance.yahoo.com/news/yellow-corporation-provides-q…

Zudem wurde der Name geändert, man kann somit die leidige Geschichte etwas vergessen. Aus meiner Sicht sprechen vor allem die stark erhöhten Fracht-Margen sehr für diesen Titel mit einer Market Cap von nur 435 Mio USD. Der Umsatz pro Jahr beträgt immerhin rund 4 Mrd USD. Sollte sich die Margen also weiter erhöhen, könnte man evtl. endlich genug verdienen um einen Teil der Schulden abzubauen.

Für mich ist dies hier eine klare Turnaround Story. Langfristig ist dies wohl nichts für mich da ich nicht davon ausgehe, dass sich YELL stark mit neuen Technologien wie Drohnen etc. befassen kann (aus Kostengründen).

Trotzdem finde ich dies hier ein spannendes Investment für die nächsten zwei-drei Jahre da ich zusätzlich noch mit einer kommenden Inflation rechne und Transportfirmen in solchen Phasen evtl. weitere Margenerhöhung durchbringen können falls sie gut geführt werden (YELL hat ja hoffentlich aus der Vergangenheit gelernt).

Alles nur meine Meinung
Viel Erfolg
SmallCap