FreightWaves NOW

Rail earning season could be more interesting than usual

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Harris Ligon - CEO - Telegraph - Chicago, IL

  1. Upcoming RR Earnings Season: I’m particularly interested to see the impact of pricing power and influence of added hiring costs on operating ratio
  2. Relocation of TTX HQ from Chicago to Charlotte: Interesting shift away from a rail-centric city to an area without a clear geographic ‘railroad draw’ - what’s really at stake here? 
  3. Inventory De-Stocking: When should we expect to see inventories reach a point where forward orders will begin to outpace fulfillment directly from distribution centers? 
  4. Chassis shortages: Despite the lack of volume why is it so challenging to find a good, serviceable chassis in some markets? 

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