Sign in

You're signed outSign in or to get full access.

Brandon Oglendski

Director and Senior Equity Analyst at Barclays PLC

Brandon Oglenski is a Director and Senior Equity Analyst at Barclays PLC, specializing in North American airlines, transportation, and logistics companies. He covers approximately 34 publicly traded firms including leaders such as Delta Air Lines, United Airlines, and CSX, and holds a strong performance record with a TipRanks-rated average return per recommendation of 2.10% and a 45-51% success rate, including a standout 327% return on his top-rated call. Oglenski began his equity research career at Lehman Brothers in 2006 before joining Barclays in 2008, following earlier experience at advisory firm MergeGlobal, and holds a B.S. in Urban Policy Studies with a concentration in Aviation and Transportation Management from Georgia State University as well as an FAA commercial pilot's license. He is recognized for his industry knowledge and consistent performance in equity research, often cited by platforms such as TipRanks and MarketBeat.

Brandon Oglendski's questions to FEDEX (FDX) leadership

Question · Q2 2026

Brandon Oglenski asked about the dynamics driving FedEx's incremental volume share and pricing upside in the U.S. domestic package business, specifically inquiring about B2C and B2B contributions and future yield gain potential.

Answer

EVP and Chief Customer Officer Brie Carere highlighted strong profitable market share and 100 basis points of incremental margin expansion at FEC, attributing it to a focused B2B strategy, a pivot in sales compensation, and effective rate discipline with surcharge capture. She emphasized the goal to continue acquiring B2B market share.

Ask follow-up questions

Fintool

Fintool can predict FEDEX logo FDX's earnings beat/miss a week before the call

Brandon Oglendski's questions to JETBLUE AIRWAYS (JBLU) leadership

Question · Q3 2025

Brandon Oglendski from Barclays PLC sought clarification on the term "modest capital" for next year, asking for a ballpark figure for the incremental capital needed. He also questioned whether the cost structure for next year's growth is already in place, or if incremental scaling of crews and other infrastructure will be necessary.

Answer

Ursula Hurley, CFO of JetBlue Airways, clarified that "modest" implies a figure significantly lower than a $1-1.5 billion ballpark. She explained that the capital raise would primarily support 10+ new aircraft deliveries and a $325 million convertible debt maturity, while closely monitoring fuel prices and the macro demand environment. Hurley affirmed that next year's capacity growth will be efficient and will not require excessive hiring, serving as a unit cost tailwind. Joanna Geraghty, CEO of JetBlue Airways, added that crew members have adapted through voluntary programs and reduced hours, emphasizing responsible, capital-light growth focused on returns and unit cost control.

Ask follow-up questions

Fintool

Fintool can predict JETBLUE AIRWAYS logo JBLU's earnings beat/miss a week before the call