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    Bruce Chan • Stifel

    Bruce Chan's questions to Proficient Auto Logistics Inc (PAL) leadership

    Bruce Chan's questions to Proficient Auto Logistics Inc (PAL) leadership • Q1 2025

    Question

    In a follow-up, Bruce Chan from Stifel questioned industry capacity post-competitor exit, Proficient's equipment order book, and the potential impact of auto loan tax changes on demand.

    Answer

    President and COO Amy Rice stated that while there is some slack capacity now, the market would feel a crunch if volumes returned. She noted Proficient's new equipment orders are modest and that the exited competitor's older fleet is unlikely to return to the new vehicle market. She also said customer talks are focused on tariffs, not potential tax changes.

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    Bruce Chan's questions to ArcBest Corp (ARCB) leadership

    Bruce Chan's questions to ArcBest Corp (ARCB) leadership • Q1 2025

    Question

    Speaking on behalf of Bruce Chan, Matt Milask asked about ArcBest's overall retail exposure as a percentage of the enterprise and how much of that is tied to inbound traffic from China.

    Answer

    Chief Financial Officer Matt Beasley stated that overall retail exposure is around 10%, with a slightly lower percentage in the Asset-Based business and slightly higher in the Asset-Light business. He characterized the exposure as not significant and did not provide a specific figure for China-related traffic.

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    Bruce Chan's questions to Schneider National Inc (SNDR) leadership

    Bruce Chan's questions to Schneider National Inc (SNDR) leadership • Q4 2024

    Question

    On behalf of Bruce Chan, an analyst asked if Schneider is seeing early signs of regional backlogs or disruptions and if there has been any impact from pre-inventory building or border changes.

    Answer

    EVP and Group President Jim Filter acknowledged that recent weather events caused some temporary, localized disruptions and capacity displacement. However, CEO Mark Rourke stated there have been no significant or universal trends related to inventory pre-building or immigration policy changes at the border, with customer actions being very specific rather than widespread.

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    Bruce Chan's questions to RXO Inc (RXO) leadership

    Bruce Chan's questions to RXO Inc (RXO) leadership • Q3 2024

    Question

    Bruce Chan from Stifel asked for details on current headcount and the trajectory of productivity metrics like loads per person per day, post-Coyote integration. He also followed up on whether the spot and project business from October was continuing.

    Answer

    CSO Jared Weisfeld reported a 15% YoY productivity improvement for legacy RXO and noted a significant opportunity exists to elevate legacy Coyote's productivity by migrating to the unified RXO Connect platform. CEO Drew Wilkerson added that top-performer metrics show ample room for further gains. He also confirmed the beneficial spot and project work was concentrated in October and had not continued into November.

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