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    Oliver Holmes

    Research Analyst at Redburn Atlantic

    Oliver Holmes is an Equity Analyst at Redburn Atlantic specializing in coverage of freight, logistics, and railroads, with specific focus on companies such as United Parcel Service (UPS), Westinghouse Air Brake Technologies (WAB), Union Pacific (UNP), and FedEx (FDX). Holmes has delivered a documented success rate of 80% over the past year, with an average return of 6.9% per recommendation according to TipRanks, ranking him in the top 15% of experts. He began his analyst career prior to 2021, joining Redburn Atlantic and quickly building expertise within the US and Canadian markets. Holmes's professional credentials are reflected through published equity research on major transport firms, though specific securities licenses or FINRA registrations are not publicly listed.

    Oliver Holmes's questions to CSX (CSX) leadership

    Oliver Holmes's questions to CSX (CSX) leadership • Q2 2025

    Question

    Oliver Holmes of Rothschild & Co Redburn asked how customer conversations have been affected by the current tariff structure and requested a sizing of the opportunity and ramp-up timeline for the CPKC partnership at Myrtlewood.

    Answer

    EVP & CCO Kevin Boone noted that tariff clarity is helpful and should support investment. Regarding the CPKC Myrtlewood interchange, he said teams are actively targeting new truck-to-rail conversions. He is encouraged by early progress and expects the pace of conversions to accelerate in the second half of the year.

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    Oliver Holmes's questions to UNION PACIFIC (UNP) leadership

    Oliver Holmes's questions to UNION PACIFIC (UNP) leadership • Q1 2025

    Question

    Oliver Holmes of Redburn Atlantic asked if a scenario exists where Asia ex-China and Mexico gain shipping share amid a trade war, mitigating tariff impacts, and if this pattern was seen in 2018-19.

    Answer

    EVP Kenny Rocker confirmed that public data indicates a freight shift from China to Southeast Asia has been occurring over recent quarters and that these volumes have remained strong. CEO Vincenzo Vena added a note of caution, stating that trade flows and tariff impacts are a moving target and take time to fully materialize.

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    Oliver Holmes's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership

    Oliver Holmes's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership • Q1 2025

    Question

    Oliver Holmes inquired about the customer reaction to pricing pass-throughs related to tariffs and whether there is a risk that customers might delay capital expenditures or extend delivery cycles in response.

    Answer

    CEO Rafael Santana reiterated that Wabtec is focused on managing supply chain shifts in a fair manner to minimize disruption. He explained that the company uses a combination of levers—including USMCA qualifications, inventory management, and internal cost actions—in addition to pricing. This multi-faceted approach helps maintain a constructive dialogue with both customers and suppliers rather than relying solely on price increases.

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