Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Robbie Schenker is recorded as Analyst at Morgan Stanley. Robbie Schenker has spoken on 4 earnings calls across 4 companies, most recently for Csx Corp on October 21, 2026. Those appearances were for Csx Corp (CSX), United Airlines Holdings, Inc. (UAL), Allegiant Travel CO (ALGT) and Arcbest Corp (ARCB). The companies whose calls Robbie Schenker spoke on are classified in the Industrials sector.
“The other revenue line was pretty strong this quarter. Just wanted to see if there were any unusual items there and kind of what do you think of the run rate of that line going forward?”
“Please go ahead. great thanks uh morning everyone uh just on a few it appears the debate appears to be moving from fuel inflation to fuel availability uh just trying to get a sense of uh what kind of visibility you guys might have especially out in asia or europe uh regarding potential fuel shortages and what the plan…”
“And maybe as a follow-up slash clarification, just on 3Q on the demand environment, are you saying that the 3Q you've guided to is essentially what a normal 3Q, like non-peak environment looks like, or do you think we're still seeing drags from what happened the first half?”
“We will see you on the investor day, but congratulations and congrats to you as well. Just kind of on that same point, if I may, just in your conversations with your customers, do these volumes you're picking up right now, do they feel sticky?”
Morgan Stanley
Analyst
Transcript header (unverified)
CSX
Railroads · Industrials
ALGT
Airlines · Industrials
ARCB
Trucking · Industrials
