Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Brian Ostenbeck is recorded as Analyst at J.P. Morgan. Brian Ostenbeck has spoken on 7 earnings calls across 6 companies, most recently for Landstar System Inc on October 27, 2026. Those appearances were for Arcbest Corp (ARCB), Landstar System Inc (LSTR), Union Pacific Corp (UNP), Canadian National Railway Co (CNI), Ryder System Inc (R) and 1 other company. The companies whose calls Brian Ostenbeck spoke on are classified in the Industrials sector.
“So I guess that one follow-up on all the insurance, you know, the $8 million, I know these are accidents that happened a while ago, But given the environment that we're in right now, isn't it reasonable to believe these are more of a cost to doing business?”
“Jennifer, I'll give you also congrats, but also I know you like talking about the quarterly. Well, wait for a second here, Jim. You like talking about the quarterly OR cadence, so I know you're going to miss that.”
“Obviously, we'll have the updated merger application from UP&NS tomorrow. So, maybe Tracy can give us a little bit of thoughts and maybe some background of the things you've been posting on your website to kind of call out some of the analysis and some issues that you've found with that.”
“Just coming back to the sales in SCS, it sounded like a lot of that was just expansion of business with existing customers. I think you could share some color in terms of what verticals those would be.”
“I just wanted to see, I guess, Seth, maybe how the operations are right now after the big storm, and I guess maybe another one coming.”
J.P. Morgan
Analyst
Transcript header (unverified)
ARCB
Trucking · Industrials
LSTR
Integrated Freight & Logistics · Industrials
Rental & Leasing Services · Industrials
