Deutsche Bank
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News
Q&A: Trucking’s back half and beyond with Deutsche Bank’s Amit Mehrotra
As freight markets enter the second year of peaklike conditions, FreightWaves caught up with Amit Mehrotra, Deutsche Bank’s transportation analyst, to talk about how this…
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News
The XPO-GXO spinoff saga: `See you at the crossroads’
Can Brad Jacobs lift the conglomerate’s discount off of XPO’s back and still maintain its non-LTL businesses?
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News
Old Dominion wants truckload freight to spill over onto someone else
Truckload carriers’ “spillover” freight ties up LTL capacity during unprecedented times, Old Dominion executives said.
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News
Old Dominion shatters record with 72.3% operating ratio in Q2
The key profitability metric comes in 550 basis points below the company’s 2020 results.
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News
Wall Street finds cloud in UPS’ clear sky, sends shares lower
Strong second-quarter results give way to second-half volume growth concerns. An analyst calls the share sell-off “overdone."
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News
Giving transportation stocks some love — Great Quarter, Guys
Hear from Deutsche Bank’s Amit Mehrotra about his current favorite stocks in the transportation industry on this episode of Great Quarter, Guys.
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News
UPS mulling same-day delivery service with contracted drivers — CEO
The company’s investor day focuses on modest projections for domestic package-delivery margins through 2023.
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Economics
Seller’s market for transport services may last through 2023, mega-bull Mehrotra says
Truckload shippers are accepting double-digit rate hikes in 2021 and further increases in 2022, Deutsche Bank’s lead transport analyst says.
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Company earnings
UPS to boost weekend ground deliveries
The move comes as the company reports terrific first-quarter results and its shares soar.
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Rail
5 Wall Street impressions about proposed CP-KCS merger
Canadian Pacific wants to acquire Kansas City Southern. Here are five thoughts from Wall Street transportation analysts about the transaction.
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