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    Paul Stoddard

    US Transportation Analyst at Goldman Sachs

    Paul Stoddard is a US Transportation Analyst at Goldman Sachs Global Investment Research, specializing in coverage of publicly traded transportation companies and providing market insights for investors. He is recognized for his analytical contributions to reports focused on sectors such as freight, shipping, and logistics, with data and charts cited in recent Goldman Sachs industry analyses. Stoddard began his finance career after graduating from Calvin University with concentrations in finance, marketing, and philosophy, accepting a position at Goldman Sachs in Utah where he has developed investor research focused on market trends and stock movements within the transportation space. He holds a business degree and demonstrates significant expertise in the field, applying deep market and philosophical knowledge to support investment decision-making.

    Paul Stoddard's questions to TFI International (TFII) leadership

    Paul Stoddard's questions to TFI International (TFII) leadership • Q3 2024

    Question

    Paul Stoddard, on for Jordan Alliger, asked for the U.S. LTL operating ratio outlook for the fourth quarter of 2024. He also inquired about other cost-takeout initiatives in the segment beyond service improvements.

    Answer

    CEO Alain Bedard projected that the Q4 U.S. LTL OR will show improvement from Q3 and be closer to Q2 levels, but will not fall below 90% for the full year. Beyond service, he highlighted two key cost-saving initiatives for 2025: implementing a new billing system to improve accuracy and customer satisfaction, and realizing savings from fleet maintenance consolidation and a younger fleet.

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