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How is Global Forwarding in terms of the AI deployment? Or is it still all brokerage
In dropping the 12% of employees or a little bit less year-over-year, does that -- is there any -- maybe walk through that process
maybe delve into the $6 potential for '26 that you talked about
how do you balance that, I guess, with the spot? We've seen spot really come in given the weakness in the market
Dave, I guess earlier you talked about the AGP deceleration rate, so from 14% in January down to minus 2% in March
Can you talk about given how far, I guess, maybe the squeeze we've already seen on rates and then what, I guess, could happen
maybe just talk about timing and scalability of when the double stacking is going to be fully launched and loaded
can you maybe talk dollar amounts for buckets so we can, I don't know, track something
what at CSX you see that needs to be changed. Is it the culture? Operations
How is the consumer doing? And then the Howard Street Tunnel, it sounded like 2Q '26 is when you expect that to open
I presume that's longer term, or are you suggesting that there are things near term that can kind of offset that
did you say met coal at these levels, the 191, is that down 3% sequentially? Is that based on these levels or does it go lower
salaries and benefits up 13% year-over-year at FEC. John, you mentioned some of the incentive comp, purchase trends
is that the leftover $200 million is that due to weakening demand
if I look at the incremental margin growth of 4% to 5% -- 4% to 6%, yet the incremental operating gains are not keeping pace
is there any initial volume loss or added costs such as software rollout that needs to be done, or do you need to
You talked a little bit about peak season here and how it's shifting into third quarter.
you noted in the past about 30% excess capacity in intermodal. I do not know where that—maybe an update on where that stands now
Are we seeing that sustainably? Are you seeing that in terms of the capacity come out? And stay out as we now move into the New Year
Is that what's driving kind of spot rates up the last few weeks? Is that capacity removal already being seen in the market
now you're ending the 7% down comps from a year ago. So maybe can you describe the market backdrop now
you're talking about losing some business on price. Does that mean you're not pushing hard enough on price
you didn't think you'd get back to 1.8 to 2 turns per month, but it looked like utilization of boxes improved
let's just start up with the operating ratio, just given the strong performance on the cost savings
Was that all volumes then you see yields fairly balanced and so it's all a volume commentary
Those truckload volumes you're talking about, are they good-quality freight or a -- I'm always confused if that's stuff you want
your thoughts on headcount down 6%. Shipments down almost 10%. So we're seeing a bit of a decoupling. Is there more opportunity as you think about the cost cycle?
is it consistent? Is it -- did something fall off rapidly?
Are we getting a more competitive environment that just consistently is beating this market while we're in a decelerated market?
You talked about accelerating in the revenue a hundredweight up to 5%, 5.5%. Maybe just talk about what's driving that
just sounds like a deceleration in the market if you're saying you're maintaining share volumes down seven percent, eight percent
any reason you switch the language to reported outlook from adjusted in you're calling out merger costs
just a quick one just to clarify that the base rate your mid single digit growth, is that the 11.98% reported
Can you talk to the puts and takes? You mentioned the favorable equipment settlements, the lower mix impact, your revenue thoughts
You're at a 58.1%. Maybe can you talk about where you think you can still take this railroad in terms of operating ratio efficiency
do we have to see outsized seasonal performance given, I don't know, whether it's the LEAP day and fuel impact you were talking about
Maybe can you delve into what happened in the fourth quarter? I think you mentioned the bad debt expense
your competitor noted it posted the strongest quarter of profitable U.S. share gain in 20 years
I think you threw out there that it was going to be low single digit for domestic. Your thought on how this should trend for core rate, both domestic and international?
Just trying to understand your view on maybe the potential for accelerating that cost-cutting benefits above normal trend as we not only enter fourth quarter
the concept, is the volume still on target with as you expected? Or it sounded like this quarter was a little lighter in terms of fading away
the de minimis impact, and kind of the flow-through, and then maybe the sensitivity. Carol, you mentioned kind of the postponing of shipments
Can you qualify what Amazon revenues were for the full year, I know this was the first time you gave a mid-year at 11.5%
talk about the impact. We've got a lot of questions over the last few days, the impact that you see on the business
you've taken the midpoint up about $0.20. I guess you had a huge tax benefit this quarter
what was in the backlog and what is new when you think about those recent announcements?
were half of those already in the backlog as of last quarter? Is it all new?
how should we think about the two upcoming acquisitions? And then organic growth after that
we're not seeing maybe as much of the margin impact. John, you kind of mentioned that in prepared remarks
the stock's bid down 8% this morning. Think there's a concern on the mid-single digit revenue growth outlook versus what you've been generating
I want to talk about the 2025 outlook, not the five year, which I think you've delved into a bunch. But maybe the upside downside given the range