Zacks Market Edge Highlights Delta Air Lines, Ryder and Wabtec as Hot Transportation Stocks

Zacks Investment Research··Read original
2▲2 ▼1Impact / 5
Summary · why it matters

Zacks Market Edge podcast host Tracey Ryniec discussed three transportation stocks for investors to consider adding to their short lists. Delta Air Lines is expected to see earnings fall 5.2% this year due to the Iran War and higher jet fuel prices, but analysts forecast a 36.8% rebound in 2027, with shares up 30.6% year-to-date and trading at a forward P/E of 15.7. Ryder System, a logistics and transportation company with a $10 billion market cap, is projected to grow earnings 14.7% in 2026 and 17.5% in 2027, with shares up 252.6% over five years and a forward P/E of 17.8. Wabtec, a 155-year-old rail equipment provider, is expected to increase earnings 18.3% in 2026 and 14.9% in 2027, with shares up 226.4% over five years and a forward P/E of 25.4.

Impact on assets 3

Industrials± Mixed · 3 stocks
Delta Air Lines Inc
DAL
▼ NegativeGeopoliticsrelevance

Iran War and higher jet fuel prices expected to cause 5.2% earnings decline this year.

Ryder System Inc
R
▲ PositiveCapitalrelevance

Projected earnings growth of 14.7% in 2026 and 17.5% in 2027, with strong historical share performance.

© 2026 MarketIVNews