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    Brady Lierz • Stephens Inc.

    Brady Lierz's questions to Hub Group Inc (HUBG) leadership

    Brady Lierz's questions to Hub Group Inc (HUBG) leadership • Q2 2025

    Question

    Brady Lierz, on behalf of Daniel Imbro at Stephens Inc., asked how Hub Group is balancing its increased $50 million cost savings target with the need to maintain flexibility for a market upturn. He also inquired about the Dedicated segment's performance and strategy, and requested monthly intermodal volumes for the quarter.

    Answer

    President & CEO Phillip Yeager explained that the cost savings target was raised due to identified efficiencies, such as warehouse consolidation, that do not hinder growth flexibility. He noted the Dedicated segment faced headwinds but has a strong service-based pipeline. CFO Kevin Beth added that investments in IT were maintained to drive efficiency. Mr. Yeager provided monthly intermodal volumes: April up 6%, May up 1%, June flat, and July month-to-date up 1%.

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    Brady Lierz's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership

    Brady Lierz's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership • Q2 2025

    Question

    Brady Lierz, sitting in for Daniel Imbro of Stephens Inc., asked about the potential for other regulatory shifts, such as automation or zero-to-zero initiatives, in light of potential rail mergers. He also inquired about the drivers behind the Transit segment's strong performance and its future margin potential.

    Answer

    CEO Rafael Santana highlighted progress with the FRA on technologies like Trip Optimizer zero-to-zero and expects a continued regulatory focus on safety and innovation. Regarding the Transit segment, he attributed its success to footprint simplification, portfolio optimization, and a selective approach to growth, stating the team is committed to expanding margins beyond the mid-teens.

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    Brady Lierz's questions to Matson Inc (MATX) leadership

    Brady Lierz's questions to Matson Inc (MATX) leadership • Q4 2024

    Question

    Brady Lierz of Stephens Inc. asked for the primary drivers behind the strong Q1 EBIT outlook, clarification on sequential freight rate trends from Q4 to Q1, and an update on long-term capital allocation opportunities beyond share repurchases.

    Answer

    EVP and CFO Joel M. Wine explained that the 'meaningfully higher' Q1 outlook is driven primarily by elevated China freight rates compared to the prior year, with domestic and logistics performance remaining steady. Chairman and CEO Matthew Cox added that while rates stepped down from Q4 after the seasonal peak surcharge was removed, they remain strong. Regarding capital allocation, Joel M. Wine noted that while ocean transport M&A is unlikely, the company continues to evaluate niche, defensible M&A opportunities in the logistics space.

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