Jon Chappell
Analyst
Evercore ISI
Equibles does not estimate personal net worth.
About Jon Chappell
Jon Chappell is recorded as Analyst at Evercore ISI. Jon Chappell has spoken on 5 earnings calls across 3 companies, most recently for Norfolk Southern Corp on January 25, 2023. Those appearances were for Union Pacific Corp (UNP), Teekay Tankers Ltd. (TNK) and Norfolk Southern Corp (NSC). The companies whose calls Jon Chappell spoke on are classified in the Industrials and Energy sectors.
Jon Chappell on recent calls
“I mean the identifiable headwinds of fuel and accessory unwinds are very clear. It sounds like you think the core can still offset a lot of that, which has been really Norfolk's bread and butter for the last several years.”
“Kenny, I think, at the beginning of this year, there was a lot of optimism on the intermodal side, adding Swift, adding Schneider next year, improved supply chain, tight truck market, et cetera.”
“Maybe a bit of a quantitative follow-up to the last question and answers, the $150 million in reduced productivity expectations for this year is completely understandable given everything you've just laid out, whether it's macro or the bridge and the wildfires.”
“Kevin, just a big picture one maybe simple, maybe complicated. Where to from here? Two years ago, you laid out this path in your Investor Day; a heck of a lot changed in that period.”
“Kevin, first question: you mentioned second half asset values are up 20% and it seems like the disconnect between asset values and the actual market itself is widening almost by the week.”
Affiliation history
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Evercore ISI
Analyst
Source not stated
Current