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    Reed Seay

    Research Analyst at Stephens Inc.

    Reed Seay is an Equity Research Associate at Stephens Inc., specializing in the Transportation sector with prior experience covering Automotive, Hardlines, and Leisure Products. He actively covers companies such as ArcBest Corp, Covenant Logistics Group, and other public firms in the transport industry, contributing to Stephens’ research output, though documented performance metrics or third-party rankings are not publicly available. Seay began his career at Stephens in 2022 after graduating from Wake Forest University with a B.A. in economics and a minor in chemistry. He holds professional credentials as an Investment Adviser and Broker registered with FINRA (CRD# 7386880), underscoring his credentials in equity research and regulatory compliance.

    Reed Seay's questions to KIRBY (KEX) leadership

    Reed Seay's questions to KIRBY (KEX) leadership • Q2 2025

    Question

    Reed Seay of Stephens Inc. inquired about the demand drivers behind the recent softness in the inland marine spot market and asked for an update on July pricing. He also questioned whether the strong Q2 power generation revenue was from deliveries or down payments.

    Answer

    CEO David Grzebinski confirmed a pullback in chemical volumes in July but noted Q3 utilization is still guided to the low 90% range. COO Christian O’Neil added color on seasonal factors and shifting refinery crude slates. On power generation, Grzebinski stated the revenue was from actual deliveries as supply chains improved, highlighting that the backlog still grew 15-20% in the quarter.

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    Reed Seay's questions to RYDER SYSTEM (R) leadership

    Reed Seay's questions to RYDER SYSTEM (R) leadership • Q1 2025

    Question

    Reed Seay, on for Daniel Imbro of Stephens Inc., asked about recent activity in Ryder's warehousing and distribution management business and its potential implications for truckload demand. He also inquired about the competitive landscape and pricing environment in the Dedicated segment.

    Answer

    Steve Sensing, President of SCS and DTS, reported that warehousing volumes in CPG and omnichannel increased during the quarter, though the sales pipeline is relatively flat. In the Dedicated segment, he acknowledged a competitive environment with decision delays and some lost business in non-specialized areas due to price competition, but affirmed that Ryder maintains price discipline. CEO Robert Sanchez added that Ryder's focus on specialized dedicated provides a different pricing dynamic than standard dry van dedicated.

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