Ariel Rosa

just an update on the M&A situation. Last year, we heard a lot of concern that a transcon merger could leave CSX

how are you preparing for the storm? And how do we get confidence

is there anything that you see kind of doing differently versus kind of what is already been in place

if you could just talk about what you're doing differently that drove the improvement in service

you mentioned some of the lost customer contracts. I was just hoping, maybe you could quantify that

Maybe you could talk about the impact of tightening truck capacity and what's usually the lag in terms of where we would expect to see that

I was hoping you could speak about the impact of the Iran conflict. I understand, obviously, we're only a few weeks in

what does that mean in terms of the margin profile for facilities or kind of the cost structure per package

is there a way to segment how much of the 4% to 6% is driven -- is organic versus kind of new business wins

how you see the separation playing out? Just if you could talk about what are the things that kind of need to be done

to what extent we might have seen pull forward of volume in fourth quarter, given some of the strong intermodal results

How are they kind of contextualizing some of this volume weakness?

I'm wondering how you think about your ability to outperform normal sequential trends, I guess, as we move into the back half of the year

I wanted to ask about inflationary cost pressures. Maybe you could just discuss kind of what you're seeing across the board, particularly insurance

is there any dimension in you worry that, that could slow down actually some of that that progress

Is there anything that concerns you where the STB might say, just given the size of the railroads

is there any kind of level of deterioration in the macro that would cause you to either reassess your synergy targets for the NS

what constraints you think UP has from kind of a structural network perspective that inhibit its growth

That is not specifically a target for 2025 to be up high single digits high single digits to low double digits. Just wanted to clarify that point

Just wanted to understand a little bit more what gives you confidence in that target

I'm wondering how you think about that normalizing? And when we get to a more normal level, what that can look like

if we think about normalized CPP run rate, how we should think about that? And then as we think about the improvement in revenue quality and the kind of shift in mix, does that assume kind of a hig...

I was hoping you could talk about how you think about kind of the sustainable level of free cash flow after some of these cost-cutting initiatives occur

you mentioned this objective of being less dependent on labor going forward. I think there was a headline we saw the other day that you were testing out robotics

maybe you could give us some color on how you see kind of the TAM of those growth areas, whether it's healthcare, SMB