Loading…
Loading…
There's this growing narrative that broker technologies enabling owner-operator carriers to stay around longer and that may be a key behind the overcapacity issue
What would you say you're in, in terms of inning for both of those? Is it more like seventh inning for enterprise
We've seen smaller parcel carriers taking share in the parcel market, names like LaserShip, SpeedX, some big economy carriers
when do you expect to fully lap those costs on the trade lane shifts? And with your total investments in infrastructure in the rest of Southeast Asia
Do you get a sense that they should normally convert to organic growth in, say, roughly 1 to 2 quarters?
Can you talk to cadence of organic revenue expectations through the rest of '26 to meet your mid-single digits
Should we see that step back down to $18 billion for the longer term going back to the last several years average?
Can you give a similar kind of view on the cadence of that 2026?
the implied 4Q EPS would be at $2.08 below consensus at $2.12. Is that due to below the line items?
can we maybe hone in on how pricing is trending as part of that gross margin growth?