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Can you just give us a little more color there on quantity and timing of those items?
is that still the right template to think about earnings growth in the long term when macro is normal
Did you say that you already seeing opportunities because of the merger
was there anything in 2Q that surprised the upside kind of towards the end of the quarter
Can you just remind us of the updated coal contracts if there's a floor to pricing on the benchmark price
were your conversations with customers like on some of these bottlenecks? And are they understanding? Is there a risk of share shift
do you have any indication that there's been maybe some pent-up demand from 3Q or 4Q? That's now coming on maybe in corporate or international which may, you know, which may kind of maybe question ...
what was the rationale for that aircraft versus the 350 or maybe some others?
The dollar is not as favorable right now. But are you from what you can see right now, do you see European strength continuing into 1Q 26 similar to what you saw coming into this?
Can you help us understand how you're thinking about 1Q network planning just given all the continual noise that continues to be out there?
Can you elaborate on that a little bit more and give us your thoughts on industry capacity in 3Q and 4Q? Do you think we are at a point that we were last summer where demand and supply came into ba...
can you just give us a little more color on the cabin segmentation? Again, how that's being received, what that means for premium cabin, and also there's speculation that you guys may launch a new ...
can you just help us with what the anatomy of a downturn usually looks like? And is it normal to have growth slow to stalled growth and then flip to a decline
can you remind us what percentage of your Transatlantic is European point of origin
just this kind of unusual strength in 1Q, you elaborated on that a little bit. But are you confident that this is not pulling forward from later in the summer
how do we think about the pricing algorithm between the main cabin, mid-cabin, and the front of the plane
kind of what has been the customer reaction to the expiry of the rule? And do you think that is a new normal going forward
what percentage of your revenues comes from customers who typically use de minimis rule for shipping their products
How are your customers thinking about using JBT ICS to meet their incremental capacity
can you talk about kind of what you guys are working on right now? What that technology capital envelope looks like
Intermodal and dedicated, EBIT have kind of converged a little bit and probably are the closest they've been maybe ever right now
have you seen any change there that's worth calling out in particular
if you looked at your earnings for the year, ex fuel on both cost and revenue. So let's say, you were to use Feb 28 assumptions
I think you said that it's going better than expected. A, can you confirm that? And b, can you -- do you guys know if both the incoming revenues and the book away are higher than expected
I believe you recently broadly polled your customer base on your recent initiatives. Can you share kind of what feedback you got from that poll
do you expect to see tariff tailwinds before that, kind of what are you hearing on potentially shippers restocking
I'm a little bit surprised that kind of you're not pointing to maybe doing better than the normal seasonality just given some of the positive trends
now that TL rates have been pretty tight for a couple of months, are you starting to see that come back? And what do you think is the cadence of that coming back to the cycle?
do you have a sense that the kind of big step down from September to October is something transitory, maybe related to the government shutdown?
How can you guys tell if there is something bigger and more structural going on with the LTL space here rather than just a cycle?
can you help us understand kind of how much of the CapEx got is just purely related to macro versus maybe idiosyncratic to ODFL
Is there anything more you guys can do from a balance sheet deployment standpoint to maybe kind of do more of that in-house?
Just on fuel, it appears -- the debate appears to be moving from fuel inflation to fuel availability. Just trying to get a sense of what kind of visibility you guys might have
Do you see any structural share gain opportunities in transatlantic or even longer haul from some of those challenges?
what can we expect next in terms of like when do we get the next set of long-term targets from you guys?
is this as conservative as it usually is? Or do you see reasons to make it kind of even more conservative for '26?
If you can just help quantify what you're seeing out there? What are some of the puts and takes in terms of the range of outcomes and whether that is your active guard building your guidance for th...
how do you think that evolves if we do get, you know, probably the first broad-based consumer recession we've had since 2008
Any thoughts on kind of rolling that out? How much of a differentiator do you think that will be, what the initial performance has been like
To what extent have you been effectively asked by your shipper customers to see if you can put together something like a transcon railroad
the reports that you and your peer have applied for tariff refunds through the portal
how do you think we should think about that long-term earnings growth trajectory and where kind of normalized EPS is at this time kind of in your view?
The union is saying that kind of you guys have committed to net job increases through the course of the contract. So how do you see that playing out
you said that the Amazon glide down is proceeding for the most part as planned. Can you share some light on what is not going as planned?
Can you quantify what percentage of the U.S. domestic volumes are Amazon because I think that's pretty important stat