The numbers are in – earnings for the quarter have been reported by all the trucking and other freight-related companies for the three months that ended March 31. And what a quarter it was, finishing up in the middle of a radically changed scenario that nobody could have ever modeled for.
On this week’s Drilling Deep podcast, host John Kingston talks with Todd Fowler, the transportation equity analyst at KeyBank. Todd sat in on all the main earnings calls for the quarter – and followed up with the management of many of them after the calls – so he has a great deal of perspective on how companies fared and where they’re going for the rest of the year.
John will also talk about diesel prices, noting how oil prices are climbing in international markets but diesel at the pump isn’t. It’s a nice situation that many people didn’t think could happen…but it is.
Supply Chain AI Symposium
Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain.
F3: Future of Freight Festival
Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain.
The Old Post • Chicago, IL Register NowIndustry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.
The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now