Yellow Roadway ( YELL), which last month cut its third-quarter guidance, posted earnings Thursday that topped Wall Street's lowered estimates for the period. The Overland Park, Kan., transportation outfit had no trouble surpassing analysts' diminished view, but the company offered a fourth-quarter projection that would be essentially in line with or lower than the consensus. Investors appear to have wanted more, and the company's shares fell 35 cents, or 0.8%, to $41.90 in extended trading after finishing Thursday's regular session down $1.21 at $42.25. Yellow Roadway said it earned $85.3 million, or $1.42 a share, in the third quarter, up from $55.9 million, or $1.15 a share, a year before. Excluding special items, the company reported an adjusted profit of $1.53 a share, compared with $1.38 in the third quarter of 2004. On average, analysts were expecting EPS of $1.43, according to Thomson First Call. Revenue jumped 41% to $2.49 billion from $1.77 billion a year before and beat the $2.42 billion consensus estimate. Fuel surcharges, designed to offset the impact of high gasoline prices, helped boost revenue. Looking ahead, Yellow Roadway expects fourth-quarter earnings between $1.30 and $1.35 a share, including a penny of dilution from its contingent convertible securities. On average, analysts are forecasting earnings of $1.34.