Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Nancy is recorded as Analyst at Morgan Stanley. Nancy has spoken on 6 earnings calls and 2 other investor events across 3 companies, most recently for Arcbest Corp on November 4, 2026. Those appearances were for Ryder System Inc (R), Arcbest Corp (ARCB) and Kodiak AI, Inc. (KDK). The companies whose calls Nancy spoke on are classified in the Industrials and Technology sectors.
“It would be helpful to hear a bit more about Asset Light following the Montgomery litigation. How are you thinking about implications for Asset Light heading into 27?”
“It would be helpful to hear any thoughts into peak season strength across all three businesses.”
“I saw that your autonomous readiness measure was at 91%. It would be helpful if you could walk us through specifically which safety cases claims remain open or any gating factors before you can declare 100% and commence drive-load operations on highway.”
“I was curious what you would need to see in the cycle to start sizing the fleet up significantly? And then I also saw that there was pretty solid improvement year over year in truck pricing during the quarter.”
“And one more quick question on used vehicle sales. With sort of the supply side regulations cracking down, is there a risk to used vehicle sales as trucks potentially flood the market from these carriers exiting, or is there enough strength from an improving market to offset?”
Morgan Stanley
Analyst
Transcript header (unverified)
Rental & Leasing Services · Industrials
ARCB
Trucking · Industrials
KDK
Software - Infrastructure · Technology
