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Ariel Luis Rosa

Senior Analyst at Citigroup Inc.

Ariel Luis Rosa is a Senior Analyst at Citigroup Inc., specializing in equity research on the industrial sector with a focus on leading transport and logistics companies, including XPO, Old Dominion Freight Line (ODFL), Saia, and FTAI Aviation. Widely recognized for his strong performance, Rosa maintains a 65% success rate on stock recommendations with an average return of 14% per rating and is ranked among the top 7% of Wall Street analysts according to TipRanks. He has been tracking these sectors and generating above-average results since joining Citi, with a career milestone highlighted by a +321.6% return on FTAI. Rosa holds key securities industry credentials and is regularly cited for in-depth corporate research and market insights.

Ariel Luis Rosa's questions to Knight-Swift Transportation Holdings (KNX) leadership

Question · Q3 2025

Ariel Luis Rosa (Citigroup Inc.) inquired about the progress of Knight-Swift's cost-cutting initiatives across all segments, seeking clarity on the extent to which these efforts are already impacting results and their potential to drive future margin improvement independent of rate changes.

Answer

CFO Andrew Hess detailed a multi-pronged approach to cost management, emphasizing significant and permanent reductions in fixed costs (equipment, G&A, overhead) through analytical equipment lifecycle management, asset utilization improvements, and lean/technology initiatives. He also addressed variable costs like driver pay, maintenance, insurance, and fuel, highlighting strategies for each, including improved DOT crash performance. Hess stated that while efforts have been earnest for the past year, it still feels like early stages, with significant technology-enabled efficiencies largely ahead, expected to impact the business more substantially in 2026. CEO Adam Miller added that intermodal cost improvements include chassis investments and network balancing.

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