Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Sector Summary: Industrials trade higher than the broader market; United Continental (UAL) reports Q4 EPS beat<p>The Industrials sector (<strong>XLI</strong>) is trading 0.5% higher today, higher than the broader market (<strong>SPY</strong> +0.1%). In the industrial sector, United Continental (<strong>UAL</strong> +0.4%) and CSX (<strong>CSX</strong> -2.4%) report Q4 results, Icahn Enterprises (<strong>IEP</strong> +0.5%) extends tender offer for Federal-Mogul (<strong>FDML</strong> +1.2%) to midnight tonight. </p><p>Notable airlines moving today: <strong>DAL</strong> -0.2% <strong>LUV</strong> -0.3% <strong>AAL</strong> +2% <strong>ALK</strong> -0.26% <strong>JBLU</strong> -0.3% <strong>SAVE</strong> +0.94% <strong>HA</strong> +0.8%<br/> <br/> <strong>Earnings/Guidance</strong></p><ul><li>CSX (<strong>CSX</strong> -2.4%) reports Q4 earnings of $0.49 per share, in-line with the consensus of $0.49; revenues rose 2.8% year/year to $2.86 bln (excluding the extra week, $3.04 bln including it) vs the $2.86 bln consensus.<ul><li>Comparable (excluding the extra week) volume down 1% (-2% intermodal, +3% coal, -2% merchandise).</li><li>Q1 EPS growth expected to be low-to-mid teens year-over-year in-line with consensus +13.5% to $0.42/share.</li></ul></li><li>United Continental (<strong>UAL</strong> +0.4%) reports Q4 earnings of $1.78 per share vs. $1.73 consensus; revenues rose 0.2% year/year to $9.05 bln vs the $9.04 bln consensus.<ul><li>Passenger revenue per available seat mile (PRASM) decreased 1.6% and consolidated yield decreased 1.2%. This outperformance versus the co's initial guidance (raised guidance to down 1.25-1.75% from down 3-4% on Jan 10) was due to stronger close-in bookings and yields in November and December. For the full-year 2016, consolidated PRASM declined 5.4% compared to the prior year driven by factors including a strong U.S. dollar, lower surcharges, reductions from energy-related corporate travel, and declining yields.</li><li>Sees Q1 PRASM -1% to +1%; adj. pre-tax margin 0.5-2.5%; capacity +1-2%</li><li>Sees FY17 capacity +1-2%; unit costs +3.5-4.5%, cap-ex $4.2-4.4 bln. </li><li>Mgmt notes that unit revenue visibility is inherently low — performance is on par with Delta (<strong>DAL</strong> %) — after analyst suggested UAL was lagging in unit rev trends.</li></ul></li><li>Fastenal (<strong>FAST</strong> +5.8%) reports Q4 earnings of $0.40 per share vs. the $0.38 consensus; revenues rose 2.7% year/year to $947.9 mln vs the $951.83 mln consensus.</li></ul><p><strong>News</strong></p><ul><li>Federal-Mogul (<strong>FDML</strong> +1.2%): Icahn Enterprises (<strong>IEP</strong> +0.5%) extends tender offer to tonight at midnight. </li><li>EnerNOC (<strong>ENOC</strong> +0.9%) signs a 4-year multi-mln dollar demand response contract with FirstEnergy (<strong>FE</strong> -0.2%). </li></ul><p><strong>Broker Research</strong></p><p> </p><p><strong>Upgrades</strong></p><ul><li>TransUnion (<strong>TRU</strong> +0.9%) upgraded to Overweight from Equal-Weight at Morgan Stanley.</li><li>Volvo (<strong>VLVLY</strong> -0.2%) upgraded to Buy from Hold at Jefferies</li></ul><p><strong>Downgrades</strong></p><ul><li>Equifax (<strong>EFX</strong> -0.9%) downgraded to Equal-Weight from Overweight at Morgan Stanley</li><li>Verisk Analytics (<strong>VRSK</strong> -0.9%) downgraded to Equal-Weight from Overweight at Morgan Stanley.</li><li>Fortress Transportation and Infrastructure (<strong>FTAI</strong> -1.3%) downgraded to Outperform from Strong Buy at Raymond James.</li></ul><p><strong>Other</strong></p><ul><li>Ampco-Pittsburgh Corp. (<strong>AP</strong> -0.7%) initiated with a Neutral at Janney.</li><li>Union Pacific (<strong>UNP</strong> +0.8%) initiated with a Neutral at Buckingham Research.</li><li>KC Southern (<strong>KSU</strong> +1%) initiated with a Buy at Buckingham Research.</li><li>Norfolk Southern (<strong>NCS</strong> +0.8%) initiated with a Neutral at Buckingham Research. </li><li>Scorpio Bulkers (<strong>SALT</strong> +5%) upgraded to Buy from Hold at Evercore.</li></ul></td> </tr></table>"