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Ivan Nguyen

Research Analyst at Wolfe Research

Ivan Nguyen is an Equity Research Analyst at Wolfe Research, specializing in coverage of the industrials and machinery sectors with a focus on key companies such as Caterpillar, Deere & Company, and United Rentals. Known for delivering insightful investment analysis, Nguyen has maintained a high success rate of over 67% on investment recommendations and is consistently ranked among the top industrials analysts on platforms like TipRanks, where his average return per rating exceeds 9%. He began his career in equity research covering capital goods and joined Wolfe Research in 2019 after previous roles at leading investment firms. Nguyen holds FINRA Series 7, 63, and 86/87 licenses, underscoring his professional qualifications and regulatory compliance.

Ivan Nguyen's questions to CSX (CSX) leadership

Ivan Nguyen's questions to CSX (CSX) leadership • Q1 2025

Question

Ivan Nguyen, on behalf of Scott Group, asked what percentage of CSX's volume or revenue is tied to China and whether there is material exposure outside of the international intermodal segment.

Answer

EVP and CCO Kevin Boone stated that CSX's exposure to China is not as significant as others due to its East Coast network focus. He confirmed that the exposure is primarily concentrated in the intermodal business that originates on the West Coast before moving onto the CSX system.

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