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    Michael Triano

    Research Analyst at UBS

    Michael Triano is an Equity Analyst at UBS Securities LLC, focusing on transport and logistics sectors, with coverage that has included companies like Hub Group. Known for his detailed financial insights and robust Q&A engagement with corporate management, Triano has earned recognition for timely investment calls and analysis accuracy, as reflected in industry events and media interactions. He has been with UBS for several years, building his reputation within sell-side research, though previous firm affiliations and the exact start date at UBS are not publicly documented. Triano holds relevant industry licenses and maintains a prominent profile in institutional research, though specific credentials and rankings are not widely disclosed.

    Michael Triano's questions to Hub Group (HUBG) leadership

    Michael Triano's questions to Hub Group (HUBG) leadership • Q4 2024

    Question

    Michael Triano of UBS asked if customers are showing increased interest in converting truckload freight to Intermodal due to recent market tightening. He also inquired about customer inventory levels and whether any widespread inventory builds are occurring.

    Answer

    CFO Kevin Beth confirmed that Hub Group is having constructive discussions with customers about truck-to-rail conversions, noting that the company's strong service performance during peak season is building customer confidence. Executive Phillip Yeager stated that they are not seeing widespread inventory builds, as most customers are focused on rightsizing their stock. He suggested a potential tariff situation could be an impetus for future pull-forwards, but nothing is happening yet.

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