<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1586206670130-4c6d8e646c9a/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1586206670130-4c6d8e646c9a/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>Zacks 运输 - 设备与租赁行业目前正面临一个充满挑战的宏观经济环境。该行业因持续的通货膨胀、关税相关的紧张局势以及持续的供应链中断而面临挑战。地缘政治问题进一步增加了挑战。</p>
<p>尽管宏观经济条件严峻，<strong>Wabtec Corporation</strong>（WAB - 免费报告）、<strong>AerCap Holdings N.V.</strong>（AER - 免费报告）和 <strong>Herc Holdings Inc.</strong>（HRI - 免费报告）等行业参与者因其稳健的投资者友好举措而脱颖而出。值得注意的是，持续的股东友好举措，如分红支付或股票回购，表明设备与租赁行业公司具有强大的财务实力。这些举措增强了投资者的信心，并对公司业绩产生积极影响。</p>
<h3><strong>行业概述</strong></h3>
<p>Zacks 运输 - 设备与租赁行业包括提供设备融资、租赁和供应链管理服务的公司。该行业包括飞机、铁路货车和多式联运集装箱的出租公司。其中一些公司甚至提供物流和运输解决方案，如车辆、司机、管理和行政服务。大多数行业参与者提供车队管理解决方案，服务于从小型企业到大型国际企业的客户。客户来自多个行业，其中最重要的包括汽车、电子、运输、杂货、木材和木制品、餐饮服务以及家居用品。一些公司还向货运铁路和客运交通行业提供机车和基于技术的设备、系统和服务。</p>
<h3><strong>决定行业前景的因素</strong></h3>
<p><strong><em>股东的强劲财务回报</em></strong>：随着经济活动从疫情低谷中恢复，越来越多的公司将其不断增加的现金储备通过分红和回购来回馈长期受苦的股东。这突显了它们的财务实力和对业务的信心。在运输 - 设备与租赁行业的参与者中，Ryder 的董事会于 2025 年 7 月 10 日批准了 12% 的分红增长，将其季度现金分红从 81 美分（年化 3.24 美元）提高至 91 美分（年化 3.64 美元）。Wabtec（在 2025 年 2 月 7 日）宣布了 25% 的分红增长，将其季度现金分红从每股 20 美分提高至 25 美分。</p>
<p><strong><em>经济不确定性依然存在</em></strong>：关税紧张局势导致全球贸易问题加剧。这些关税引发的经济不确定性对行业参与者不利。随着通货膨胀持续成为一个问题，经济放缓和地缘政治紧张局势带来的风险抑制了这一行业股票的前景。经济增长缓慢和通货膨胀问题可能会使市场在未来几天更加波动。持续的经济不确定性对行业参与者不利。</p>
<p><strong><em>供应链中断与疲软的货运费率</em></strong>：尽管经济活动从疫情阴霾中回升，但持续的供应链中断仍在影响行业股票。增加的运营成本也限制了底线增长。由于供应链问题，未来成本可能仍将高企。低迷的货运费率也在损害行业的前景。根据 Cass 货运出货指数，11 月份货运需求同比下降了 7.6%。这一指标在过去七个月中每个月都同比恶化，确认了整体下降趋势。</p>
<h3><strong>Zacks 行业排名显示前景黯淡</strong></h3>
<p>Zacks 运输 - 设备与租赁行业，隶属于更广泛的 Zacks 运输部门，目前的 Zacks 行业排名为#187。这个排名将其置于 250 多个 Zacks 行业的底部 22%。</p>
<p>该组的 Zacks 行业排名，基本上是所有成员股票的 Zacks 排名的平均值，表明短期前景黯淡。我们的研究显示，排名前 50% 的 Zacks 行业的表现超过后 50% 的行业，比例超过 2 比 1。</p>
<p>覆盖该行业公司的卖方分析师已降低了他们的预期。在过去一年中，该行业对当前年度的共识盈利预期下降了 3.3%。</p>
<p>在我们介绍一些投资者可以持有的股票之前，考虑到它们的增长前景，让我们先看看该行业最近的股市表现和当前估值。</p>
<h3><strong>行业表现落后于 S&amp;P 500 和行业</strong></h3>
<p>Zacks 运输 - 设备与租赁行业在过去一年中表现不及 Zacks S&amp;P 500 综合指数以及更广泛的行业。</p>
<p>在此期间，该行业下降了 17.8%，而 S&amp;P 500 指数则上涨了 17.8%。更广泛的行业增长了 0.2%。</p>
<h3><strong>一年价格表现</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg"/></p>
<h3><strong>行业当前估值</strong></h3>
<p>根据前 12 个月的市盈率（P/E-F12M），这是评估设备和租赁股票的常用倍数，该行业目前的交易市盈率为 14.24 倍，而 S&amp;P 500 的市盈率为 23.21 倍。它也低于行业的市盈率（F12）比率 13.78 倍。</p>
<p>在过去五年中，该行业的市盈率最高曾达到 15.65 倍，最低为 8.42 倍，中位数为 11.66 倍，如下图所示。</p>
<h3><strong>市盈率（前 12 个月）</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg"/></p>
<h3><strong>3 只值得关注的运输设备租赁股票</strong></h3>
<p>我们正在介绍三只在短期内有良好增长潜力的股票。</p>
<p><strong>Aercap</strong>：总部位于爱尔兰都柏林，Aercap 从事美国、中国及国际市场的商业飞行设备的租赁、融资、销售和管理。该公司的股东友好举措，如分红支付和股票回购，应该会增强投资者信心，并对公司业绩产生积极影响。Aercap 拥有稳健的盈利意外历史。在过去四个季度中，该公司的盈利均超出 Zacks 共识预期，平均超出幅度为 31.57%。在过去 90 天内，Aercap 2025 年的盈利 Zacks 共识预期已上调 14.1%。AER 预计 2025 年的盈利增长率为 22.81%。AER 的 Zacks 排名为 #1（强烈买入）。</p>
<h3><strong>价格与共识：AER</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/aer.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/aer.jpg"/></p>
<p><strong>Wabtec</strong>：这家位于宾夕法尼亚州匹兹堡的公司为全球货运铁路和客运交通行业提供基于技术的机车、设备、系统和服务。专注于新技术以提高安全性和可靠性，以及其重组和削减成本的举措，是其近期强劲表现的主要驱动力。其强大的自由现金流生成能力有助于分红支付和股票回购。WAB 拥有令人印象深刻的盈利意外历史。在过去四个季度中，Wabtec 的盈利在三季度超出 Zacks 共识预期（在剩余一个季度未达标），平均超出幅度为 4.68%。在过去 90 天内，WAB 2025 年的盈利 Zacks 共识预期已上调 1%。WAB 预计 2025 年的盈利增长率为 18.39%。WAB 的 Zacks 排名为 #3（持有）。</p>
<h3><strong>价格与共识：WAB</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg"/></p>
<p><strong>Herc Holdings</strong>：这家位于佛罗里达州的公司在美国及国际上作为设备租赁供应商运营。该公司租赁空中、土方、物料搬运、卡车和拖车、空气压缩机、压实和照明设备。HRI 的 Zacks 排名为 #3。</p>
<p>Herc Holdings 拥有稳健的盈利意外历史。在过去四个季度中，该公司的盈利在两个季度超出 Zacks 共识预期（在剩余两个季度未达标），平均意外幅度为 0.93%。在过去 90 天内，HRI 2025 年的盈利 Zacks 共识预期保持不变。</p>
<h3><strong>价格与共识：HRI</strong></h3>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/hri.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/hri.jpg"/></p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>投资者应该抛弃 Zillow 的股票并购买 Alphabet 吗？</p>
<p>在盈利后买入 Broadcom 或 Oracle 股票的下跌吗？</p>
<p>Cameco 是否准备通过 Cigar Lake 的收益来抵消 McArthur River 的损失？</p>

Herc控股

Aercap飞机租赁

西屋制动

<p>Zacks 运输 - 设备与租赁行业面临通货膨胀和供应链中断等宏观经济挑战。尽管如此，像 Wabtec、AerCap 和 Herc Holdings 这样的公司通过分红和回购展现出强劲的财务健康。该行业在 Zacks 行业排名中位列较低，表明前景黯淡。在过去一年中，其表现逊色于标准普尔 500 指数和更广泛的行业。该行业的市盈率低于标准普尔 500 指数，暗示潜在的低估。投资者应关注 Wabtec、AerCap 和 Herc Holdings 的增长前景</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1586206670130-4c6d8e646c9a/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1586206670130-4c6d8e646c9a?ixid=MXwxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHw%3D&amp;ixlib=rb-1.2.1&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>The Zacks Transportation - Equipment and Leasing industry is currently navigating a challenging macroeconomic environment. The industry grapples with challenges due to persistent inflation, tariff-related tensions and lingering supply-chain disruptions. Geopolitical woes represent further challenges.</p>
<div class="lb-trans"><p>Zacks 运输 - 设备与租赁行业目前正面临一个充满挑战的宏观经济环境。该行业因持续的通货膨胀、关税相关的紧张局势以及持续的供应链中断而面临挑战。地缘政治问题进一步增加了挑战。</p>
</div><p>Despite the challenging macroeconomic conditions, industry players such as <strong>Wabtec Corporation</strong>(WAB - Free Report) , <strong>AerCap Holdings N.V.</strong>(AER - Free Report) <strong>)</strong> and <strong>Herc Holdings Inc.</strong>(HRI - Free Report) stand out for their solid investor-friendly steps. Notably, consistent shareholder-friendly initiatives in the form of dividend payouts or share buybacks imply solid financial strength of companies in the Equipment and Leasing industry. Such moves boost investors’ confidence and positively impact the bottom line.</p>
<div class="lb-trans"><p>尽管宏观经济条件严峻，<strong>Wabtec Corporation</strong>（WAB - 免费报告）、<strong>AerCap Holdings N.V.</strong>（AER - 免费报告）和 <strong>Herc Holdings Inc.</strong>（HRI - 免费报告）等行业参与者因其稳健的投资者友好举措而脱颖而出。值得注意的是，持续的股东友好举措，如分红支付或股票回购，表明设备与租赁行业公司具有强大的财务实力。这些举措增强了投资者的信心，并对公司业绩产生积极影响。</p>
</div><h3><strong>Industry Overview</strong></h3>
<div class="lb-trans"><h3><strong>行业概述</strong></h3>
</div><p>The Zacks Transportation - Equipment and Leasing industry includes companies offering equipment financing as well as leasing and supply-chain management services. The industry includes aircraft, railcar and intermodal container lessors. Some of these companies even provide logistics and transportation solutions, such as vehicles, drivers, management and administrative services. Most industry participants offer fleet management solutions and serve customers, varying from small businesses to large international enterprises. Customers range from a wide variety of industries, the most significant being automotive, electronics, transportation, grocery, lumber and wood products, food service and home furnishing. A few of these companies provide locomotives and technology-based equipment, systems and services to freight rail and passenger transit industries.</p>
<div class="lb-trans"><p>Zacks 运输 - 设备与租赁行业包括提供设备融资、租赁和供应链管理服务的公司。该行业包括飞机、铁路货车和多式联运集装箱的出租公司。其中一些公司甚至提供物流和运输解决方案，如车辆、司机、管理和行政服务。大多数行业参与者提供车队管理解决方案，服务于从小型企业到大型国际企业的客户。客户来自多个行业，其中最重要的包括汽车、电子、运输、杂货、木材和木制品、餐饮服务以及家居用品。一些公司还向货运铁路和客运交通行业提供机车和基于技术的设备、系统和服务。</p>
</div><h3><strong>Factors Deciding the Industry's Outlook</strong></h3>
<div class="lb-trans"><h3><strong>决定行业前景的因素</strong></h3>
</div><p><strong><em>Strong Financial Returns for Shareholders</em></strong>: With economic activities gaining pace from the pandemic lows, more and more companies are allocating their increasing cash pile through dividends and buybacks to pacify long-suffering shareholders. This underlines their financial strength and confidence in the business. Among the Transportation – Equipment and Leasing industry players, on July 10, 2025, Ryder'sboard of directors has approved a dividend hike of 12%, thereby raising its quarterly cash dividend to 91 cents per share ($3.64 annualized) from 81 cents ($3.24 annualized). Wabtec (on Feb. 7, 2025) announced a 25% dividend increase, thereby raising its quarterly cash dividend from 20 cents per share to 25 cents.</p>
<div class="lb-trans"><p><strong><em>股东的强劲财务回报</em></strong>：随着经济活动从疫情低谷中恢复，越来越多的公司将其不断增加的现金储备通过分红和回购来回馈长期受苦的股东。这突显了它们的财务实力和对业务的信心。在运输 - 设备与租赁行业的参与者中，Ryder 的董事会于 2025 年 7 月 10 日批准了 12% 的分红增长，将其季度现金分红从 81 美分（年化 3.24 美元）提高至 91 美分（年化 3.64 美元）。Wabtec（在 2025 年 2 月 7 日）宣布了 25% 的分红增长，将其季度现金分红从每股 20 美分提高至 25 美分。</p>
</div><p><strong><em>Economic Uncertainty Remains</em></strong>: Tariff tensions have led to escalated trade woes across the globe. These tariff-induced economic uncertainties do not bode well for industry participants. With inflation remaining a concern, risks associated with an economic slowdown and geopolitical tensions dampen the prospects of stocks belonging to this industrial cohort. Sluggish economic growth and inflationary woes are likely to make markets more volatile in the coming days. Ongoing economic uncertainty does not bode well for industry players.</p>
<div class="lb-trans"><p><strong><em>经济不确定性依然存在</em></strong>：关税紧张局势导致全球贸易问题加剧。这些关税引发的经济不确定性对行业参与者不利。随着通货膨胀持续成为一个问题，经济放缓和地缘政治紧张局势带来的风险抑制了这一行业股票的前景。经济增长缓慢和通货膨胀问题可能会使市场在未来几天更加波动。持续的经济不确定性对行业参与者不利。</p>
</div><p><strong><em>Supply-Chain Disruptions &amp; Weak Freight Rates:</em></strong> Although economic activities picked up from the pandemic gloom, lingering supply-chain disruptions continue to dent stocks in the industry. Increased operating costs are also limiting bottom-line growth. Due to supply-chain troubles, costs will likely continue to be steep going forward. Below-par freight rates are also hurting the industry’s prospects. Highlighting the weak freight demand, the Cass Freight Shipments Index declined 7.6% year over year in November. This measure has deteriorated year over year in each of the past seven months, which confirms the overall declining trend.</p>
<div class="lb-trans"><p><strong><em>供应链中断与疲软的货运费率</em></strong>：尽管经济活动从疫情阴霾中回升，但持续的供应链中断仍在影响行业股票。增加的运营成本也限制了底线增长。由于供应链问题，未来成本可能仍将高企。低迷的货运费率也在损害行业的前景。根据 Cass 货运出货指数，11 月份货运需求同比下降了 7.6%。这一指标在过去七个月中每个月都同比恶化，确认了整体下降趋势。</p>
</div><h3><strong>Zacks Industry Rank Indicates Gloomy Prospects</strong></h3>
<div class="lb-trans"><h3><strong>Zacks 行业排名显示前景黯淡</strong></h3>
</div><p>The Zacks Transportation - Equipment and Leasing industry, housed within the broader Zacks Transportation sector, currently carries a Zacks Industry Rank #187. This rank places it in the bottom 22% of more than 250 Zacks industries.</p>
<div class="lb-trans"><p>Zacks 运输 - 设备与租赁行业，隶属于更广泛的 Zacks 运输部门，目前的 Zacks 行业排名为#187。这个排名将其置于 250 多个 Zacks 行业的底部 22%。</p>
</div><p>The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.</p>
<div class="lb-trans"><p>该组的 Zacks 行业排名，基本上是所有成员股票的 Zacks 排名的平均值，表明短期前景黯淡。我们的研究显示，排名前 50% 的 Zacks 行业的表现超过后 50% 的行业，比例超过 2 比 1。</p>
</div><p>The sell-side analysts covering the companies in this industry have been decreasing their estimates. Over the past year, the industry’s consensus earnings estimate for the current year has decreased 3.3%.</p>
<div class="lb-trans"><p>覆盖该行业公司的卖方分析师已降低了他们的预期。在过去一年中，该行业对当前年度的共识盈利预期下降了 3.3%。</p>
</div><p>Before we present a few stocks that investors can retain, given their growth prospects, let’s take a look at the industry’s recent stock market performance and current valuation.</p>
<div class="lb-trans"><p>在我们介绍一些投资者可以持有的股票之前，考虑到它们的增长前景，让我们先看看该行业最近的股市表现和当前估值。</p>
</div><h3><strong>Industry Lags S&amp;P 500 &amp; Sector</strong></h3>
<div class="lb-trans"><h3><strong>行业表现落后于 S&amp;P 500 和行业</strong></h3>
</div><p>The Zacks Transportation - Equipment and Leasing industry has underperformed the Zacks S&amp;P 500 Composite index as well as the broader sector over the past year.</p>
<div class="lb-trans"><p>Zacks 运输 - 设备与租赁行业在过去一年中表现不及 Zacks S&amp;P 500 综合指数以及更广泛的行业。</p>
</div><p>Over this period, the industry has declined 17.8% compared with the S&amp;P 500 Index’s northward movement of 17.8%. The broader sector has gained 0.2%.</p>
<div class="lb-trans"><p>在此期间，该行业下降了 17.8%，而 S&amp;P 500 指数则上涨了 17.8%。更广泛的行业增长了 0.2%。</p>
</div><h3><strong>One-Year Price Performance</strong></h3>
<div class="lb-trans"><h3><strong>一年价格表现</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg"/></p>
<div class="lb-trans"><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/pp(7).jpg"/></p>
</div><h3><strong>Industry's Current Valuation</strong></h3>
<div class="lb-trans"><h3><strong>行业当前估值</strong></h3>
</div><p>On the basis of the forward 12-month price-to-earnings (P/E- F12M), a commonly used multiple for valuing equipment and leasing stocks, the industry is currently trading at 14.24X, compared with the S&amp;P 500’s 23.21X. It is also below the sector’s P/E (F12) ratio of 13.78X.</p>
<div class="lb-trans"><p>根据前 12 个月的市盈率（P/E-F12M），这是评估设备和租赁股票的常用倍数，该行业目前的交易市盈率为 14.24 倍，而 S&amp;P 500 的市盈率为 23.21 倍。它也低于行业的市盈率（F12）比率 13.78 倍。</p>
</div><p>Over the past five years, the industry has traded as high as 15.65X, as low as 8.42X and at the median of 11.66X, as the chart below shows.</p>
<div class="lb-trans"><p>在过去五年中，该行业的市盈率最高曾达到 15.65 倍，最低为 8.42 倍，中位数为 11.66 倍，如下图所示。</p>
</div><h3><strong>P/E Ratio (Forward 12-Month)</strong></h3>
<div class="lb-trans"><h3><strong>市盈率（前 12 个月）</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg"/></p>
<div class="lb-trans"><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sp(17).jpg"/></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg"/></p>
<div class="lb-trans"><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/sec(15).jpg"/></p>
</div><h3><strong>3 Transport Equipment Leasing Stocks to Watch Now</strong></h3>
<div class="lb-trans"><h3><strong>3 只值得关注的运输设备租赁股票</strong></h3>
</div><p>We are presenting three stocks that are well-positioned to grow in the near term.</p>
<div class="lb-trans"><p>我们正在介绍三只在短期内有良好增长潜力的股票。</p>
</div><p><strong>AerCap</strong>: Headquartered in Dublin, Ireland, AerCap engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company’s shareholder-friendly initiatives in the form of dividend payments and share repurchases should boost investor confidence and positively impact the bottom line. AerCap has a solid earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 31.57%. The Zacks Consensus Estimate for AerCap’s 2025 earnings has been revised 14.1% upward in the past 90 days. AER has an expected earnings growth rate of 22.81% for 2025. AER carries a Zacks Rank #1 (Strong Buy).</p>
<div class="lb-trans"><p><strong>Aercap</strong>：总部位于爱尔兰都柏林，Aercap 从事美国、中国及国际市场的商业飞行设备的租赁、融资、销售和管理。该公司的股东友好举措，如分红支付和股票回购，应该会增强投资者信心，并对公司业绩产生积极影响。Aercap 拥有稳健的盈利意外历史。在过去四个季度中，该公司的盈利均超出 Zacks 共识预期，平均超出幅度为 31.57%。在过去 90 天内，Aercap 2025 年的盈利 Zacks 共识预期已上调 14.1%。AER 预计 2025 年的盈利增长率为 22.81%。AER 的 Zacks 排名为 #1（强烈买入）。</p>
</div><h3><strong>Price and Consensus: AER</strong></h3>
<div class="lb-trans"><h3><strong>价格与共识：AER</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/aer.jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/aer.jpg"/></p>
<p><strong>Wabtec</strong>: This Pittsburgh, PA-based company offers technology-based locomotives, equipment, systems, and services for the freight rail and passenger transit industries worldwide. Focus on new technologies to improve safety and reliability, together with its restructuring actions and cost-cutting actions, are the main drivers of its strength lately. Its strong free cash flow generating ability helps in dividend payments and share buybacks. WAB has an impressive earnings surprise history. Wabtec's earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters (missed the mark in the remaining quarter), delivering an average beat of 4.68%. The Zacks Consensus Estimate for WAB’s 2025 earnings has been revised 1% upward over the past 90 days. WAB has an expected earnings growth rate of 18.39% for 2025. WAB carries a Zacks Rank #3 (Hold).</p>
<div class="lb-trans"><p><strong>Wabtec</strong>：这家位于宾夕法尼亚州匹兹堡的公司为全球货运铁路和客运交通行业提供基于技术的机车、设备、系统和服务。专注于新技术以提高安全性和可靠性，以及其重组和削减成本的举措，是其近期强劲表现的主要驱动力。其强大的自由现金流生成能力有助于分红支付和股票回购。WAB 拥有令人印象深刻的盈利意外历史。在过去四个季度中，Wabtec 的盈利在三季度超出 Zacks 共识预期（在剩余一个季度未达标），平均超出幅度为 4.68%。在过去 90 天内，WAB 2025 年的盈利 Zacks 共识预期已上调 1%。WAB 预计 2025 年的盈利增长率为 18.39%。WAB 的 Zacks 排名为 #3（持有）。</p>
</div><h3><strong>Price and Consensus: WAB</strong></h3>
<div class="lb-trans"><h3><strong>价格与共识：WAB</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg"/></p>
<div class="lb-trans"><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/wab(8).jpg"/></p>
</div><p><strong>Herc Holdings:</strong> This Florida-based company operates as an equipment rental supplier in the United States and internationally. The company rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. HRI carries a Zacks Rank #3.</p>
<div class="lb-trans"><p><strong>Herc Holdings</strong>：这家位于佛罗里达州的公司在美国及国际上作为设备租赁供应商运营。该公司租赁空中、土方、物料搬运、卡车和拖车、空气压缩机、压实和照明设备。HRI 的 Zacks 排名为 #3。</p>
</div><p>Herc Holdings has a solid earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in two of the trailing four quarters (missed the mark in the remaining two quarters), delivering an average surprise of 0.93%. The Zacks Consensus Estimate for HRI’s 2025 earnings has remained unchanged in the past 90 days.</p>
<div class="lb-trans"><p>Herc Holdings 拥有稳健的盈利意外历史。在过去四个季度中，该公司的盈利在两个季度超出 Zacks 共识预期（在剩余两个季度未达标），平均意外幅度为 0.93%。在过去 90 天内，HRI 2025 年的盈利 Zacks 共识预期保持不变。</p>
</div><h3><strong>Price and Consensus: HRI</strong></h3>
<div class="lb-trans"><h3><strong>价格与共识：HRI</strong></h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/zadmin_tuner_image/hri.jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/zadmin_tuner_image/hri.jpg"/></p>
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</div><p><em>More By This Author:</em></p>
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<div class="lb-trans"><p>投资者应该抛弃 Zillow 的股票并购买 Alphabet 吗？</p>
</div><p>Buy The Drop In Broadcom Or Oracle Stock After Earnings?</p>
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</div>

来自运输设备和租赁行业的 3 只值得关注的股票