unterbewerteter US-Transportgigant!
JANUARY 12, 2012, 1:23 P.M. ET
EARNINGS PREVIEW: US Transports Did Better Than Expected
YRC Worldwide Inc. (YRCW) - reporting date to be announced
Wall Street Expectations: Analysts expect a per-share loss of $4.98 on revenue of $1.21 billion. Last year, the less-than-truckload carrier reported a profit of 49 cents a share on revenue of $1.09 billion. The year-ago period included a $52 million benefit from a tax settlement.
Key Issues: The struggling trucking company has been streamlining its operations to simplify its portfolio and to allow its regional units to operate more freely. Revenue in the company's national and regional businesses have improved in recent quarters, though operating expenses have also been rising. YRC has said it expects fourth-quarter freight volume to rise from the year-ago period, continuing a trend seen of late. YRC, saddled with debt, has been fending off a bankruptcy protection filing since late 2009. Chief Executive James Welch was hired in July after the company closed its latest restructuring to keep it afloat.
-By Nathalie Tadena, Dow Jones Newswires; 212-416-3287; nathalie.tadena@dowjones.com
http://online.wsj.com/article/BT-CO-20120112-711738.html
Wirtschaft geht in den USA voran !!!
http://finance.yahoo.com/news/...de-gap-widens-biggest-133301447.html
YRC Worldwide Reports Third Quarter 2011 Results
- YRC National tons per day up 4.2%, revenue per hundredweight up 7.5%, operating revenue up 11.5%
- Regional tons per day up 5.6%, revenue per hundredweight up 8.2%, operating revenue up 14.3%
- New leadership at YRC National; organization changes at parent company and shared services
in einen Monat sich alles dramatisch verändert hat?
hmm XX% mehr umsatzt plus verkauf der nicht mehr benötigte gebäude dürfte eine hübsche Summe zusammenkommen..
Vorsichtig ausgedrük eine halbe Millarde US Dollars..
Aber keine Panik alles zu seiner Zeit..
Lassen wir uns einfach überraschen..
YRC Worldwide Reports Third Quarter 2011 Results
- YRC National tons per day up 4.2%, revenue per hundredweight up 7.5%, operating revenue up 11.5%
- Regional tons per day up 5.6%, revenue per hundredweight up 8.2%, operating revenue up 14.3%
- New leadership at YRC National; organization changes at parent company and shared services
OVERLAND PARK, Kan., Nov. 4, 2011 /PRNewswire/ -- YRC Worldwide Inc. (NASDAQ: YRCW) today reported financial results for the third quarter of 2011.
Consolidated operating revenue for the third quarter of 2011 was $1.276 billion, up 12.3% over 2010, and consolidated operating loss was $24 million, which included $12 million of restructuring professional fees and a $15 million non-cash charge for union employee equity awards. As a comparison, the company reported consolidated operating revenue of $1.137 billion for the third quarter of 2010 and a consolidated operating loss of $19 million, which included $7 million of restructuring professional fees.
The company also reported positive operating cash flow for the third quarter of 2011 of $9 million and gross capital expenditures of $14 million resulting in free cash flow usage of $5 million, which included $12 million of restructuring professional fees. As a comparison, the company generated free cash flow for the third quarter of 2010 of $3 million which included $7 million of restructuring professional fees.
As previously announced, Jeff Rogers, formerly president of Holland, was named president of YRC, Mike Naatz, formerly chief customer officer of YRC Worldwide, has been named president of Holland, and Jamie Pierson has been named executive vice president and chief financial officer of YRC Worldwide. The enterprise-wide shared services functions, largely supporting YRC, now report directly to Jeff Rogers as we have redeployed the specific shared services resources supporting the regional companies back to each operating company. This change in organization structure is designed to dramatically improve the alignment of critical sales and marketing, human resources, customer service and operational support functions with each operating company's delivery of services to customers and provide greater autonomy for each operating company. The streamlined parent company will consist primarily of the traditional corporate financial and legal functions.
"I wish to express my personal thanks to Jeff Rogers for leading the Holland recovery, and look forward to his leadership impact at YRC," said James Welch, chief executive officer of YRC Worldwide. "We are pleased with the continued year-over-year growth in business volumes as we seek to change the culture of the company and transition to new leadership. The leadership changes at the parent company and YRC, together with the redeployment of our shared services functions, are all designed to position the company for improved operating results from an increased focus on the delivery of consistently reliable service to our customers," stated Welch.
At September 30, 2011, the company's cash and cash equivalents were $163 million and availability under its new multi-year, $400 million asset-based loan (‘ABL') was $116 million for total liquidity of $279 million. As a comparison, the company's cash, cash equivalents and unrestricted availability under its lending facilities was $173 million at June 30, 2011.
"With our 12.3% revenue increase, our working capital continues to be well managed as demonstrated by the 38.5 days-sales-outstanding for consolidated receivables, which is about one day better than third quarter a year ago," stated Jamie Pierson, chief financial officer of YRC Worldwide. "The unused availability from the new $400 million ABL facility provides important liquidity to support our working capital needs which are driven by seasonality and our year-over-year revenue growth."
In addition, the company reported a net loss of $120 million for the third quarter of 2011. The third quarter 2011 net loss includes a $79 million non-cash charge related to fair value adjustments for the derivative instruments embedded in the $140 million Series A notes and $100 million Series B notes due 2015 (‘2015 convertible notes'). As a comparison, the company reported a net loss of $62 million for the third quarter of 2010.
Key Segment Information
Third quarter 2011 compared to the third quarter of 2010:
- YRC National Transportation operating revenues up 11.5% to $841.6 million, adjusted operating ratio improved by 70 basis points to 100.9, tons per day up 4.2%, shipments per day up 5.5%, revenue per hundredweight up 7.5% and revenue per shipment up 6.2%.
- Regional Transportation operating revenues up 14.3% to $404.8 million, adjusted operating ratio improved by 180 basis points to 95.2, tons per day up 5.6%, shipments per day up 3.6%, revenue per hundredweight up 8.2% and revenue per shipment up 10.4%.
http://investors.yrcw.com/releasedetail.cfm?ReleaseID=620997
YRCW Analyst Opinion..
Nov 4, 2011 Stifel Nicolaus From Sell To Hold
http://finance.yahoo.com/q/ao?s=YRCW+Analyst+Opinion
Ob das was bringt wird die Zeit zeigen, positiv ist es schon mal..
kleiner Prinz die Zuwächse von yrcw im dritten Quartal sind schon längst bekannt. Die werden im 4. Quartal noch starker sein !!!
Baubranche zieht an, Einzelhandel ieht an, Dienstleistungindex USA ist auf einem guten kurz im Gegensatz zu Europa. Hoffe das bald ne Preoserhöhung kommt von UPS / Fedex und YRCW ca. 5 % wäre ideal. Neue Dienstleistungen biete yrcw ja ständig an. Und wenn jetzt die Immobilien verkauft werden bedeutet das cash ich würde jetzt nicht mehr short gehen.
Ausserdem hat yrcw die lezten 4. Quartale eine fettte Steuerrückzahlung aus NOL bekommen. Das dazugeführt hat das das 4. Quartal positiv war.
kleiner Prinz die Zuwächse von yrcw im dritten Quartal sind schon längst bekannt. Die werden im 4. Quartal noch starker sein !!!
Baubranche zieht an, Einzelhandel ieht an, Dienstleistungindex USA ist auf einem guten kurz im Gegensatz zu Europa. Hoffe das bald ne Preoserhöhung kommt von UPS / Fedex und YRCW ca. 5 % wäre ideal. Neue Dienstleistungen biete yrcw ja ständig an. Und wenn jetzt die Immobilien verkauft werden bedeutet das cash ich würde jetzt nicht mehr short gehen.
Ausserdem hat yrcw die lezten 4. Quartale eine fettte Steuerrückzahlung aus NOL bekommen. Das dazugeführt hat das das 4. Quartal positiv war.
schon vorsichtigt ausgedrück etwas freuen..
für die Shortis wird es langsam sehr eng werden..
Total Shares Out Standing (millions): 7
davon sind alleine sind 3 Mill. so zu sagen in festen händen
85 Institutional Holders
2,827,482 Total Shares Held
http://www.nasdaq.com/symbol/yrcw/institutional-holdings
Short Interest vom 12/30/2011
420,533 stk
...hier treiben sich ja immer noch welche rum. Daran, dass Armin die jeweils aktuell anstehenden Quartalsergebnisse zum x-ten Mal als Silberstreif am Horizont deutet, ist ja nichts Neues, oder?
Ob´s diesmal kracht, glaub ich ja eher nicht, da auch unsere amerikanischen Freunde(hall Borusse) mit einem bangen und einem wachen Auge auf Good Old Europe schielen, um dessen Zusammenbruch nicht zu verpassen.
Die US-Indizes entwickeln sich seit Jahresbeginn eher verhalten, während DAX und Co. stramm vor sich hin marschieren. Die Großen der US-Wirtschaft wie American Express, Google, Intel, IBM und Microsoft kommen diese Woche mit ihren Zahlen, aber mit Raketenergebnissen wird nicht gerechnet.
Wird YRC einen Raketenstart hinlegen? Ich glaub´s nicht, denn steuerbereinigt positive Earnings hatten wir schonmal. Darauf wird eher nicht angestoßen - warum auch.
Trotzdem allen Investierten viel Glück.
P.S. Und die Prinzenrolle mit seinen "topaktuellen" Veröffentlichungen habt Ihr gegen den Borussen getauscht?
Nun gut.
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da geb ich dir recht im 3 Quartal lag ich vollkommen daneben. Aber das operative Ergebnis sah anders aus. Aber was fakt ist die Wirtschaft zieht an und yrcw lebt noch wie oft wurde von chapter 11 gesprochen davon redet niemand mehr. Die 63 Immobilien die yrcw abstossen möchte haben locker einen Wert von 400 Mio USD. Und Welsh stosst alles ab was Geld kostet,. Das hätte Zollar längst machen sollen. An dem Tag als er Aktoen gekauft hatte ging der Kurs nur noch runter. Denke er hat alle verarscht und mit denen die auf short gesetzt haben gemeinsame Sache gemacht. Und seit Welsh dran ist regt sich auch mal was was die Presse angeht. letztes Jahr haben schon einge Analysten gesagt das Welsh mit der Strategie yrcw aus dem Drck zieht lassen wir uns überraschen.
Hoffe das ich im 4 Quartal recht habe. Das Weihnachtsgeschäft in den USA lief wahnsinnig
nicht persönlich werden. Du kennst die Regeln oder muss ich sie extra für dich erklären?
Es ist belegbar das ungefähr jedes 10 männliche Wesen eine rot-grün Schwäche mit sich herum trägt.
Schön ist das nicht.
YRC Worldwide Appoints Michelle A. Russell as General Counsel and Secretary
OVERLAND PARK, Kan., Jan. 19, 2012 /PRNewswire/ -- YRC Worldwide Inc. (NASDAQ: YRCW) today announced that Michelle A. Russell, 42, has been appointed the company's executive vice president, general counsel and secretary effective Feb. 13, 2012. Russell recently served as general counsel at Spirit AeroSystems, Inc.
"We are very fortunate and extremely pleased to welcome Michelle back to the YRC Worldwide team," said James Welch, chief executive officer - YRC Worldwide. "Michelle knows our business thoroughly, having risen through the ranks in her earlier career at YRC Worldwide. The combination of her deep legal expertise, knowledge of the company and invaluable insight into the industry will bring immediate and lasting value."
"I want to thank Jeff Bennett for taking on the interim role as general counsel and for his tireless dedication leading the legal risk and compliance team. We are very fortunate that Jeff will remain with YRC Worldwide in his new role as deputy general counsel," added Welch.
Previously, Russell was senior vice president and general counsel at Spirit AeroSystems, Inc. Prior to holding that position, she served in a variety of roles and ultimately became vice president — legal and assistant general counsel at YRC Worldwide during her twelve-year tenure with the company. Russell earned a juris doctorate degree at the University of Kansas School of Law and is a member of multiple professional affiliations. Russell also earned bachelor's degrees in Atmospheric Science and Anthropology at the University of Kansas.
"I am excited to be a part of James' leadership team and most importantly a member of YRC Worldwide once again," said Russell. "This is a great opportunity to bring a fresh perspective from my outside role as a general counsel. I am honored the board and James have made me part of the team that will bring YRC Worldwide back to an industry leading position."
"The YRC Worldwide board and I wanted to bring in a strong individual to lead the legal, risk and compliance team. We have found that leader in Michelle and it's great to welcome her back," added Welch.
About YRC Worldwide
YRC Worldwide Inc., a Fortune 500 company headquartered in Overland Park, Kan., is a leading provider of transportation and global logistics services. It is the holding company for a portfolio of successful brands including YRC, YRC Reimer, Holland, Reddaway, and New Penn, and provides China-based services through its Jiayu and JHJ joint ventures. YRC Worldwide has one of the largest, most comprehensive less-than-truckload (LTL) networks in North America with local, regional, national and international capabilities. Through its team of experienced service professionals, YRC Worldwide offers industry-leading expertise in heavyweight shipments and flexible supply chain solutions, ensuring customers can ship industrial, commercial and retail goods with confidence. Please visit www.yrcw.com for more information.
Web site: www.yrcw.com
Follow YRC Worldwide on Twitter: http://twitter.com/yrcworldwide
Media Contact:
§
Suzanne Dawson
§
Linden, Alschuler & Kaplan
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212-329-1420
§
sdawson@lakpr.com
SOURCE YRC Worldwide Inc.
News Provided by Acquire Media
http://investors.yrcw.com/releasedetail.cfm?ReleaseID=640928
der Deck wie Du ihn bezeichnest fährt gleich bei mir in den grünen Bereich.
Ist das sensationell?
1. Kursziel $20
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