Scott Group

when you guys talk about demonstrable market share growth, is this sort of high single-digit spread versus CAS what you have in mind

any color you can give us on NAST and forwarding trends and to start Q3 or any way how to think about just normal seasonality

the $660 million, is this a good run rate? Or is there more opportunity to go on sort of fixing this PS&O line

low single-digit revenue growth for the year any just sort of rough thoughts on volume versus yield in that

is this cost opportunity Can we get back to a better pricing algorithm? Or are you just thinking more of a volume growth and operating leverage kind of story

Is there any way to like think about like the exit cost run rate relative to the average cost rate

do you think we grow operating income this year or is that I get down a lot in the first quarter

about a point of the revenue growth in Q3 was from MRO, maybe a little help from cargo. Is that sort of sustainable into Q4?

as others expand their premium product and some mix changes like bag fees and things like that. How do you think about the risks

I don't think we're seeing this anywhere else in freight world. Like, I guess, I don't really understand why

Any way you can sort of break down that $600 million into the three buckets you laid out and maybe how much of that's in Q3

Can you clarify how much of the $1 billion this year is Drive versus Network 2.0

wondering if you want to share any thoughts on some of the puts and takes to think about for fiscal '26

can you just clarify what you're trying to communicate around Q3 expectations? And then on the LTL spend

when intermodal pricing does start to turn, do you typically see it first in the East and transcon lags

how much of that do you think is the cost side of what you're talking about versus the yield side

do you think are we at a point now where year over year intermodal margins can start improving or at least being flat

do you have any, I know it'll be an estimate, but any sort of rough estimate of what percent of intermodal at some point originates overseas

are we at least confident we are getting some degree of pricing increases

the industry -- this is the first sort of like big fuel spike where you guys aren't hedged and that's, sort of, helping the industry pass through fuel quicker

am I looking at this right that you're implying closer to like 4% capacity growth in the fourth quarter?

you've had months now to gather feedback. Anything that gives you more confidence in approval?

anything from the STB process or rejection of the application, anything in there actually concern you as it relates to sort of ultimate merger approval odds?

The merchandise yields up 4% ex-fuel is that more about mix? Or is that sort of core price accelerating

if we wake up and volumes are down 5% or something like do you think you can reduce head count and costs

any color on how to think about the mix of volume versus yield

Are you seeing that typical -- any of that typical spill from truckload back into LTL? And do you think a supply tightening in truckload means it's any different of a cycle

Can you have a do you have a sense of of what's driving that? Is it are we starting to see some of the truckload stuff spill back?

bigger picture, like how are you balancing like long-term pricing discipline versus what's going on with network density?

Does that -- does the duration of this change your thoughts at all in any way?

the OR commentary you gave for Q2. I missed what the revenue assumption was. Were you saying that that's if revenue is basically flat from Q1 to Q2?

last quarter, you sort of gave us a range of revenue outcomes. I don't know for the for Q4, right? I don't know if you have a similar thought around Q1

do you have a sense on the buy part of it—how much is fleet growth plans versus pent-up replacement

do you have a sense is this more replacement, or is there any growth

the tariff surcharges effectively going to go away. But core pricing could should continue to move higher

Is that a good way to think about one? Q as we hit run rate as rebates, kind of offset some of the tariff costs

where are we on the order book for '25? When do you Think you -- when do you open up '26

can you just maybe try and quantify what the impact was in Q2

is this Q2 a timing issue was suggested earlier of full cost impact of tariffs, but timing and ability to price it

do you have any just directional color by region you can give

75% sold for the first quarter, half full for the second quarter. Just do you have any sort of context does that sort of about right

help us think about price, costs this year given the momentum you've got right now

what percentage of the EBITDA is it today? I just want to get a sense of the base

I didn't hear anything today about JetBlue and Blue Sky. Maybe just how you view that sort of driving your longer-term views

is there any way to quantify maybe how much of the 6-point improvement you're talking about is tied to Newark and how much is just broadly?

what gives you the confidence in the duration part of the story? I guess what's the risk in your mind that as domestic pricing turns positive

Does the fact that we are taking this long. Does this give you any more or less confidence

your degree of confidence and approval here changed in in any way

like do you think that rail opposition matters today, given all the other sort of puts and takes as it relates to this merger

any thoughts on second half operating ratio, second half price/mix as you sort of think about the business

the pricing starting to become accretive to margin, is that -- does that start right away in Q1

consistent with attaining the long-term CAGR that seems carefully chosen language, just so we're all on the same page

like should we assume that there is some sort of profit benefit from the higher fuel environment

Help us think about where that can go over the next couple of years?

Is that number changing at all, bigger or smaller? And as we think about like the next wave of Amazon volume to come out, is it any different in terms of mix

of the $3.5 billion, how much has been realized to date in Q1? And then, when I look at Q1, margins domestically improved 110 basis points

When you say similar to 1Q, what you're talking about the $270 million or more like the $250 million

how much, if any, is just assuming backlog of some of the acquisitions? Or is this all sort of net new orders?

this shift to more new, how do we think about the net impact to margins for that business and I guess bottom line?

can you just kind of go through that bit about the cash conversion and the guidance change and just the rationale there?

do you think those can go over the next couple of years?

what quarter would you say is like the peak gross impact of tariff?