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Lucas de Servera

Vice President at Truist Financial Corporation

Lucas de Servera is a Vice President at Truist Securities, Inc., specializing in equity research and analysis within the transportation and logistics sectors. He covers companies such as RXO Inc., United Parcel Service (UPS), GXO Logistics, XPO, Old Dominion Freight Line, Expeditors International of Washington, and Landstar System Inc., and his recommendations have achieved a success rate of 41.4% with an average return of -0.9% over the past year. De Servera began his career after completing his undergraduate degree at The Pennsylvania State University and joined Truist Securities prior to 2025, having built a track record in the freight and logistics equity arena. He holds an undergraduate degree from The Pennsylvania State University and, as a registered Vice President at Truist Securities, adheres to standard industry credentials and regulatory standards.

Lucas de Servera's questions to RXO (RXO) leadership

Lucas de Servera's questions to RXO (RXO) leadership • Q1 2025

Question

Lucas de Servera asked about where future long-term productivity improvements could originate and whether the strong Q1 last-mile performance was due to a pull-forward from consumers.

Answer

CSO Jared Weisfeld explained that productivity gains will come from accelerating technology roadmaps by integrating the best of both RXO's and Coyote's systems, particularly in leveraging digital capabilities for covering freight with larger fleets. CEO Drew Wilkerson stated the 24% last-mile stop growth was driven by share gains with new and existing customers in new markets, not a pull-forward.

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