<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>圖片來源：Unsplash</em></p>
<p>Zacks 運輸 - 設備與租賃行業目前正面臨一個充滿挑戰的宏觀經濟環境。該行業因持續的通貨膨脹、關税相關的緊張局勢以及持續的供應鏈中斷而面臨挑戰。地緣政治問題進一步增加了挑戰。</p>
<p>儘管宏觀經濟條件嚴峻，<strong>Wabtec Corporation</strong>（WAB - 免費報告）、<strong>AerCap Holdings N.V.</strong>（AER - 免費報告）和 <strong>Herc Holdings Inc.</strong>（HRI - 免費報告）等行業參與者因其穩健的投資者友好舉措而脱穎而出。值得注意的是，持續的股東友好舉措，如分紅支付或股票回購，表明設備與租賃行業公司具有強大的財務實力。這些舉措增強了投資者的信心，並對公司業績產生積極影響。</p>
<h3><strong>行業概述</strong></h3>
<p>Zacks 運輸 - 設備與租賃行業包括提供設備融資、租賃和供應鏈管理服務的公司。該行業包括飛機、鐵路貨車和多式聯運集裝箱的出租公司。其中一些公司甚至提供物流和運輸解決方案，如車輛、司機、管理和行政服務。大多數行業參與者提供車隊管理解決方案，服務於從小型企業到大型國際企業的客户。客户來自多個行業，其中最重要的包括汽車、電子、運輸、雜貨、木材和木製品、餐飲服務以及家居用品。一些公司還向貨運鐵路和客運交通行業提供機車和基於技術的設備、系統和服務。</p>
<h3><strong>決定行業前景的因素</strong></h3>
<p><strong><em>股東的強勁財務回報</em></strong>：隨着經濟活動從疫情低谷中恢復，越來越多的公司將其不斷增加的現金儲備通過分紅和回購來回饋長期受苦的股東。這突顯了它們的財務實力和對業務的信心。在運輸 - 設備與租賃行業的參與者中，Ryder 的董事會於 2025 年 7 月 10 日批准了 12% 的分紅增長，將其季度現金分紅從 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）宣佈了 25% 的分紅增長，將其季度現金分紅從每股 20 美分提高至 25 美分。</p>
<p><strong><em>經濟不確定性依然存在</em></strong>：關税緊張局勢導致全球貿易問題加劇。這些關税引發的經濟不確定性對行業參與者不利。隨着通貨膨脹持續成為一個問題，經濟放緩和地緣政治緊張局勢帶來的風險抑制了這一行業股票的前景。經濟增長緩慢和通貨膨脹問題可能會使市場在未來幾天更加波動。持續的經濟不確定性對行業參與者不利。</p>
<p><strong><em>供應鏈中斷與疲軟的貨運費率</em></strong>：儘管經濟活動從疫情陰霾中回升，但持續的供應鏈中斷仍在影響行業股票。增加的運營成本也限制了底線增長。由於供應鏈問題，未來成本可能仍將高企。低迷的貨運費率也在損害行業的前景。根據 Cass 貨運出貨指數，11 月份貨運需求同比下降了 7.6%。這一指標在過去七個月中每個月都同比惡化，確認了整體下降趨勢。</p>
<h3><strong>Zacks 行業排名顯示前景黯淡</strong></h3>
<p>Zacks 運輸 - 設備與租賃行業，隸屬於更廣泛的 Zacks 運輸部門，目前的 Zacks 行業排名為#187。這個排名將其置於 250 多個 Zacks 行業的底部 22%。</p>
<p>該組的 Zacks 行業排名，基本上是所有成員股票的 Zacks 排名的平均值，表明短期前景黯淡。我們的研究顯示，排名前 50% 的 Zacks 行業的表現超過後 50% 的行業，比例超過 2 比 1。</p>
<p>覆蓋該行業公司的賣方分析師已降低了他們的預期。在過去一年中，該行業對當前年度的共識盈利預期下降了 3.3%。</p>
<p>在我們介紹一些投資者可以持有的股票之前，考慮到它們的增長前景，讓我們先看看該行業最近的股市表現和當前估值。</p>
<h3><strong>行業表現落後於 S&amp;P 500 和行業</strong></h3>
<p>Zacks 運輸 - 設備與租賃行業在過去一年中表現不及 Zacks S&amp;P 500 綜合指數以及更廣泛的行業。</p>
<p>在此期間，該行業下降了 17.8%，而 S&amp;P 500 指數則上漲了 17.8%。更廣泛的行業增長了 0.2%。</p>
<h3><strong>一年價格表現</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>行業當前估值</strong></h3>
<p>根據前 12 個月的市盈率（P/E-F12M），這是評估設備和租賃股票的常用倍數，該行業目前的交易市盈率為 14.24 倍，而 S&amp;P 500 的市盈率為 23.21 倍。它也低於行業的市盈率（F12）比率 13.78 倍。</p>
<p>在過去五年中，該行業的市盈率最高曾達到 15.65 倍，最低為 8.42 倍，中位數為 11.66 倍，如下圖所示。</p>
<h3><strong>市盈率（前 12 個月）</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 只值得關注的運輸設備租賃股票</strong></h3>
<p>我們正在介紹三隻在短期內有良好增長潛力的股票。</p>
<p><strong>Aercap</strong>：總部位於愛爾蘭都柏林，Aercap 從事美國、中國及國際市場的商業飛行設備的租賃、融資、銷售和管理。該公司的股東友好舉措，如分紅支付和股票回購，應該會增強投資者信心，並對公司業績產生積極影響。Aercap 擁有穩健的盈利意外歷史。在過去四個季度中，該公司的盈利均超出 Zacks 共識預期，平均超出幅度為 31.57%。在過去 90 天內，Aercap 2025 年的盈利 Zacks 共識預期已上調 14.1%。AER 預計 2025 年的盈利增長率為 22.81%。AER 的 Zacks 排名為 #1（強烈買入）。</p>
<h3><strong>價格與共識：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>：這家位於賓夕法尼亞州匹茲堡的公司為全球貨運鐵路和客運交通行業提供基於技術的機車、設備、系統和服務。專注於新技術以提高安全性和可靠性，以及其重組和削減成本的舉措，是其近期強勁表現的主要驅動力。其強大的自由現金流生成能力有助於分紅支付和股票回購。WAB 擁有令人印象深刻的盈利意外歷史。在過去四個季度中，Wabtec 的盈利在三季度超出 Zacks 共識預期（在剩餘一個季度未達標），平均超出幅度為 4.68%。在過去 90 天內，WAB 2025 年的盈利 Zacks 共識預期已上調 1%。WAB 預計 2025 年的盈利增長率為 18.39%。WAB 的 Zacks 排名為 #3（持有）。</p>
<h3><strong>價格與共識：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>：這家位於佛羅里達州的公司在美國及國際上作為設備租賃供應商運營。該公司租賃空中、土方、物料搬運、卡車和拖車、空氣壓縮機、壓實和照明設備。HRI 的 Zacks 排名為 #3。</p>
<p>Herc Holdings 擁有穩健的盈利意外歷史。在過去四個季度中，該公司的盈利在兩個季度超出 Zacks 共識預期（在剩餘兩個季度未達標），平均意外幅度為 0.93%。在過去 90 天內，HRI 2025 年的盈利 Zacks 共識預期保持不變。</p>
<h3><strong>價格與共識：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>更多來自此作者的文章：</em></p>
<p>投資者應該拋棄 Zillow 的股票併購買 Alphabet 嗎？</p>
<p>在盈利後買入 Broadcom 或 Oracle 股票的下跌嗎？</p>
<p>Cameco 是否準備通過 Cigar Lake 的收益來抵消 McArthur River 的損失？</p>

Herc控股

Aercap飛機租賃

西屋制動

<p>Zacks 運輸 - 設備與租賃行業面臨通貨膨脹和供應鏈中斷等宏觀經濟挑戰。儘管如此，像 Wabtec、AerCap 和 Herc Holdings 這樣的公司通過分紅和回購展現出強勁的財務健康。該行業在 Zacks 行業排名中位列較低，表明前景黯淡。在過去一年中，其表現遜色於標準普爾 500 指數和更廣泛的行業。該行業的市盈率低於標準普爾 500 指數，暗示潛在的低估。投資者應關注 Wabtec、AerCap 和 Herc Holdings 的增長前景</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>圖片來源：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 運輸 - 設備與租賃行業目前正面臨一個充滿挑戰的宏觀經濟環境。該行業因持續的通貨膨脹、關税相關的緊張局勢以及持續的供應鏈中斷而面臨挑戰。地緣政治問題進一步增加了挑戰。</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>儘管宏觀經濟條件嚴峻，<strong>Wabtec Corporation</strong>（WAB - 免費報告）、<strong>AerCap Holdings N.V.</strong>（AER - 免費報告）和 <strong>Herc Holdings Inc.</strong>（HRI - 免費報告）等行業參與者因其穩健的投資者友好舉措而脱穎而出。值得注意的是，持續的股東友好舉措，如分紅支付或股票回購，表明設備與租賃行業公司具有強大的財務實力。這些舉措增強了投資者的信心，並對公司業績產生積極影響。</p>
</div><h3><strong>Industry Overview</strong></h3>
<div class="lb-trans"><h3><strong>行業概述</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 運輸 - 設備與租賃行業包括提供設備融資、租賃和供應鏈管理服務的公司。該行業包括飛機、鐵路貨車和多式聯運集裝箱的出租公司。其中一些公司甚至提供物流和運輸解決方案，如車輛、司機、管理和行政服務。大多數行業參與者提供車隊管理解決方案，服務於從小型企業到大型國際企業的客户。客户來自多個行業，其中最重要的包括汽車、電子、運輸、雜貨、木材和木製品、餐飲服務以及家居用品。一些公司還向貨運鐵路和客運交通行業提供機車和基於技術的設備、系統和服務。</p>
</div><h3><strong>Factors Deciding the Industry's Outlook</strong></h3>
<div class="lb-trans"><h3><strong>決定行業前景的因素</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>股東的強勁財務回報</em></strong>：隨着經濟活動從疫情低谷中恢復，越來越多的公司將其不斷增加的現金儲備通過分紅和回購來回饋長期受苦的股東。這突顯了它們的財務實力和對業務的信心。在運輸 - 設備與租賃行業的參與者中，Ryder 的董事會於 2025 年 7 月 10 日批准了 12% 的分紅增長，將其季度現金分紅從 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）宣佈了 25% 的分紅增長，將其季度現金分紅從每股 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>經濟不確定性依然存在</em></strong>：關税緊張局勢導致全球貿易問題加劇。這些關税引發的經濟不確定性對行業參與者不利。隨着通貨膨脹持續成為一個問題，經濟放緩和地緣政治緊張局勢帶來的風險抑制了這一行業股票的前景。經濟增長緩慢和通貨膨脹問題可能會使市場在未來幾天更加波動。持續的經濟不確定性對行業參與者不利。</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>供應鏈中斷與疲軟的貨運費率</em></strong>：儘管經濟活動從疫情陰霾中回升，但持續的供應鏈中斷仍在影響行業股票。增加的運營成本也限制了底線增長。由於供應鏈問題，未來成本可能仍將高企。低迷的貨運費率也在損害行業的前景。根據 Cass 貨運出貨指數，11 月份貨運需求同比下降了 7.6%。這一指標在過去七個月中每個月都同比惡化，確認了整體下降趨勢。</p>
</div><h3><strong>Zacks Industry Rank Indicates Gloomy Prospects</strong></h3>
<div class="lb-trans"><h3><strong>Zacks 行業排名顯示前景黯淡</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 運輸 - 設備與租賃行業，隸屬於更廣泛的 Zacks 運輸部門，目前的 Zacks 行業排名為#187。這個排名將其置於 250 多個 Zacks 行業的底部 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>該組的 Zacks 行業排名，基本上是所有成員股票的 Zacks 排名的平均值，表明短期前景黯淡。我們的研究顯示，排名前 50% 的 Zacks 行業的表現超過後 50% 的行業，比例超過 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>覆蓋該行業公司的賣方分析師已降低了他們的預期。在過去一年中，該行業對當前年度的共識盈利預期下降了 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>在我們介紹一些投資者可以持有的股票之前，考慮到它們的增長前景，讓我們先看看該行業最近的股市表現和當前估值。</p>
</div><h3><strong>Industry Lags S&amp;P 500 &amp; Sector</strong></h3>
<div class="lb-trans"><h3><strong>行業表現落後於 S&amp;P 500 和行業</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 運輸 - 設備與租賃行業在過去一年中表現不及 Zacks S&amp;P 500 綜合指數以及更廣泛的行業。</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>在此期間，該行業下降了 17.8%，而 S&amp;P 500 指數則上漲了 17.8%。更廣泛的行業增長了 0.2%。</p>
</div><h3><strong>One-Year Price Performance</strong></h3>
<div class="lb-trans"><h3><strong>一年價格表現</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>行業當前估值</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>根據前 12 個月的市盈率（P/E-F12M），這是評估設備和租賃股票的常用倍數，該行業目前的交易市盈率為 14.24 倍，而 S&amp;P 500 的市盈率為 23.21 倍。它也低於行業的市盈率（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>在過去五年中，該行業的市盈率最高曾達到 15.65 倍，最低為 8.42 倍，中位數為 11.66 倍，如下圖所示。</p>
</div><h3><strong>P/E Ratio (Forward 12-Month)</strong></h3>
<div class="lb-trans"><h3><strong>市盈率（前 12 個月）</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 只值得關注的運輸設備租賃股票</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>我們正在介紹三隻在短期內有良好增長潛力的股票。</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>：總部位於愛爾蘭都柏林，Aercap 從事美國、中國及國際市場的商業飛行設備的租賃、融資、銷售和管理。該公司的股東友好舉措，如分紅支付和股票回購，應該會增強投資者信心，並對公司業績產生積極影響。Aercap 擁有穩健的盈利意外歷史。在過去四個季度中，該公司的盈利均超出 Zacks 共識預期，平均超出幅度為 31.57%。在過去 90 天內，Aercap 2025 年的盈利 Zacks 共識預期已上調 14.1%。AER 預計 2025 年的盈利增長率為 22.81%。AER 的 Zacks 排名為 #1（強烈買入）。</p>
</div><h3><strong>Price and Consensus: AER</strong></h3>
<div class="lb-trans"><h3><strong>價格與共識：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>：這家位於賓夕法尼亞州匹茲堡的公司為全球貨運鐵路和客運交通行業提供基於技術的機車、設備、系統和服務。專注於新技術以提高安全性和可靠性，以及其重組和削減成本的舉措，是其近期強勁表現的主要驅動力。其強大的自由現金流生成能力有助於分紅支付和股票回購。WAB 擁有令人印象深刻的盈利意外歷史。在過去四個季度中，Wabtec 的盈利在三季度超出 Zacks 共識預期（在剩餘一個季度未達標），平均超出幅度為 4.68%。在過去 90 天內，WAB 2025 年的盈利 Zacks 共識預期已上調 1%。WAB 預計 2025 年的盈利增長率為 18.39%。WAB 的 Zacks 排名為 #3（持有）。</p>
</div><h3><strong>Price and Consensus: WAB</strong></h3>
<div class="lb-trans"><h3><strong>價格與共識：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>：這家位於佛羅里達州的公司在美國及國際上作為設備租賃供應商運營。該公司租賃空中、土方、物料搬運、卡車和拖車、空氣壓縮機、壓實和照明設備。HRI 的 Zacks 排名為 #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 擁有穩健的盈利意外歷史。在過去四個季度中，該公司的盈利在兩個季度超出 Zacks 共識預期（在剩餘兩個季度未達標），平均意外幅度為 0.93%。在過去 90 天內，HRI 2025 年的盈利 Zacks 共識預期保持不變。</p>
</div><h3><strong>Price and Consensus: HRI</strong></h3>
<div class="lb-trans"><h3><strong>價格與共識：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>
<hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多來自此作者的文章：</em></p>
</div><p>Should Investors Ditch Zillow's Stock And Buy Alphabet's?</p>
<div class="lb-trans"><p>投資者應該拋棄 Zillow 的股票併購買 Alphabet 嗎？</p>
</div><p>Buy The Drop In Broadcom Or Oracle Stock After Earnings?</p>
<div class="lb-trans"><p>在盈利後買入 Broadcom 或 Oracle 股票的下跌嗎？</p>
</div><p>Is Cameco Prepared To Offset McArthur River Losses With Cigar Lake Gains?</p>
<div class="lb-trans"><p>Cameco 是否準備通過 Cigar Lake 的收益來抵消 McArthur River 的損失？</p>
</div>

來自運輸設備和租賃行業的 3 只值得關注的股票