ARCB
Trucking · Industrials
Analyst
Stifel
Equibles does not estimate personal net worth.
Bruce Chan is recorded as Analyst at Stifel. Bruce Chan has spoken on 19 earnings calls across 9 companies, most recently for Arcbest Corp on November 4, 2026. Those appearances were for Arcbest Corp (ARCB), Proficient Auto Logistics, Inc (PAL), Forward Air Corp (FWRD), C. H. Robinson Worldwide, Inc. (CHRW), Saia Inc (SAIA) and 4 other companies. The companies whose calls Bruce Chan spoke on are classified in the Industrials sector.
“I think there's been some focus on labor costs this earning season, and Seth, you mentioned that you're seeing inflation in the businesses.”
“Maybe you want to start out by following up on some of your comments about the market. You know, certainly understand the, you know, margin pressure from the tightening capacity.”
“You know, a lot to talk about, so maybe just want to start with the reported yield numbers.”
“Good to see the OR progress in some of the newer terminals. And I know, Fritz, you talked about, you know, leaning a bit more into the local account density is the kind of next leg of improvement there.”
“You know, we just wanted to get at some of the mixed impact questions from a different angle here. I don't know if you can just remind us of what the dynamic mix looks like versus the core LTL volume and whether there's any target that you want to manage to.”
Stifel
Analyst
Source not stated
ARCB
Trucking · Industrials
Integrated Freight & Logistics · Industrials
FWRD
Integrated Freight & Logistics · Industrials
Integrated Freight & Logistics · Industrials
SAIA
Trucking · Industrials
LSTR
Integrated Freight & Logistics · Industrials
FDX
Integrated Freight & Logistics · Industrials
RXO
Trucking · Industrials