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    Joe Enderlin

    Senior Research Associate at Stephens

    Joe Enderlin is a Senior Research Associate at Stephens, specializing in coverage of the Transportation sector with a particular focus on companies such as J.B. Hunt Transport Services Inc. He has contributed to detailed earnings previews and sector analysis, demonstrating analytical depth in modeling performance metrics like intermodal volume and earnings per share forecasts. Enderlin began his career after graduating from the University of Arkansas Sam M. Walton College of Business in 2021 and joined Stephens in August 2021 following prior roles at Whiting Systems, Pleasant Valley POA, and Fayetteville Athletic Club. He holds FINRA Series 7TO, 66, 86, 87, and SIE licenses, with registration in Arkansas and Texas and over 20 years of total industry experience.

    Joe Enderlin's questions to Schneider National (SNDR) leadership

    Joe Enderlin's questions to Schneider National (SNDR) leadership • Q2 2025

    Question

    Joe Enderlin of Stephens Inc. inquired about Schneider's path to its long-term truckload margin target of 12-16%, asking for the current performance of dedicated versus network segments and the outlook for peak season demand.

    Answer

    CEO Mark Rourke stated that the dedicated business is performing resiliently near the low end of the target range, but the network business requires significant rate recovery. CFO Darrell Campbell added that they are seeing year-over-year pricing improvements. EVP Jim Filter noted that intermodal peak surcharges are already in place, earlier than usual, and truckload peak season conversations are underway, with management expecting seasonal opportunities despite some potential demand pull-forward.

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    Joe Enderlin's questions to WERNER ENTERPRISES (WERN) leadership

    Joe Enderlin's questions to WERNER ENTERPRISES (WERN) leadership • Q4 2024

    Question

    Joe Enderlin from Stephens inquired about Werner's strategy for its Dedicated segment, specifically how it balances fleet growth with rate discipline, and asked for an update on the pace of One-Way pricing increases.

    Answer

    CEO Derek Leathers explained that the company is selective, focusing on 'true Dedicated' opportunities that are sticky and long-term, noting the new business pipeline is very robust. CFO Chris Wikoff added that One-Way rates increased over 3% year-over-year for the second consecutive quarter, and early bid season results are consistent with expectations for low-to-mid single-digit rate increases.

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