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Tom Wadowitz

Managing Director and Senior Equity Research Analyst at UBS

Thomas Wadewitz is a Managing Director and Senior Equity Research Analyst at UBS, specializing in the transportation and industrials sectors with a focus on trucking, logistics, and air freight. He covers specific companies including FedEx, UPS, Old Dominion Freight Line, XPO, Delta Air Lines, TFI International, CH Robinson Worldwide, Saia, ArcBest, Union Pacific, and Expeditors International, achieving a 49% success rate on 315 ratings with an average return of +5.10% per rating over one year, and ranking #1,891 out of 9,444 Wall Street analysts on TipRanks. Wadewitz has been with UBS for over a decade, issuing ratings since at least 2010, with prior experience reflected in his long-term coverage of key transportation names. He holds professional credentials as a registered Wall Street analyst with FINRA oversight in securities research.

Tom Wadowitz's questions to ARCBEST CORP /DE/ (ARCB) leadership

Question · Q4 2025

Tom Wadowitz asked about the current pricing dynamic in the LTL market, specifically if the competitive environment remains stable or has become tougher, and sought Mac Pinkerton's high-level thoughts on how Asset-Light competes, its market fit, and growth leverage.

Answer

Chief Commercial Officer Eddie Sorg characterized the LTL pricing discipline as rational and stable over the last year, noting a positive sign in less bid activity from customers. COO of Asset-Light Logistics Mac Pinkerton highlighted the Managed Solutions business's growth outpacing the market, built on a strong foundation. He noted different stages of journey for LTL brokerage, truckload brokerage, intermodal, and global forwarding, and expressed confidence in the SMB space investments, which are exceeding expectations for productivity and contributed to achieving break-even in 2025.

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Fintool can predict ARCBEST CORP /DE/ logo ARCB's earnings beat/miss a week before the call

Tom Wadowitz's questions to NORFOLK SOUTHERN (NSC) leadership

Question · Q4 2025

Tom Wadowitz asked about Norfolk Southern's volume and revenue outlook for 2026, inquiring about the strategy for growth given the weak freight backdrop and competitive shifts like the J.B. Hunt business moving to CSX. He questioned whether the company would aggressively pursue volume growth or maintain service and react to market conditions.

Answer

President and CEO Mark George and Chief Commercial Officer Ed Elkins explained the challenging demand environment and a 1% revenue headwind from increased competition. They emphasized maintaining cost control within guidance, leveraging existing capacity for growth with strong incrementals, and actively fighting for quality revenue in merchandise, while expecting continued softness in intermodal and limited support from coal prices in the near term.

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Fintool

Fintool can predict NORFOLK SOUTHERN logo NSC's earnings beat/miss a week before the call

Question · Q4 2025

Tom Wadowitz inquired about Norfolk Southern's 2026 volume and revenue outlook, specifically asking about the company's strategy for volume growth amidst a weak freight backdrop and competitive shifts, including the impact of J.B. Hunt business moving to CSX.

Answer

President and CEO Mark George noted a tough demand environment and a 1% revenue headwind from competition, emphasizing cost control and capacity for growth. Chief Commercial Officer Ed Elkins highlighted continued merchandise momentum but anticipated sluggish Intermodal and soft coal markets, expecting first-half softness.

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