Ravi Shankar
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Ravi Shankar
Ravi Shankar is recorded as Analyst at Morgan Stanley. Ravi Shankar has spoken on 30 earnings calls and 1 other investor event across 14 companies, most recently for Knight-Swift Transportation Holdings Inc. on October 21, 2026. Those appearances were for Knight-Swift Transportation Holdings Inc. (KNX), RXO, Inc. (RXO), Frontier Group Holdings, Inc. (ULCC), Schneider National, Inc. (SNDR), Allegiant Travel CO (ALGT) and 9 other companies. The companies whose calls Ravi Shankar spoke on are classified in the Industrials and Consumer Cyclical sectors.
Ravi Shankar on recent calls
“Adam, you did a great job in prepared remarks. So I hope you feel better soon. But if I can shoot a question your way, just to follow up on your comments on demand there, potentially record peak season notwithstanding, are you concerned about demand at all and kind of what you're seeing out there?”
“Again, we can debate the timing and the slope of the curve, but it's very clear that the trucking industry is changing.”
“I think you said that expedited was up like 30% or something. Does that blow up a result kind of point to a pull forward of demand here? Because it feels like this is the very early innings of the demand recovery, but expediters usually ramped only towards the end of the demand cycle.”
“Plenty to unpack on the call, But if I can just follow up on the pilot situation with your competitor kind of, you know, taking some of your junior pilots, can you expand on that a little bit?”
“Please go ahead uh great thanks morning um this may be a two-parter as well uh second uh first for you uh can you just unpack the trigger for the action the restructuring actions right now uh on the cusp of the cycle and especially focus on the the vox retirement because i know that was a big initiative for you guys…”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
RXO
Trucking · Industrials
ALGT
Airlines · Industrials
ARCB
Trucking · Industrials
CSX
Railroads · Industrials
Rental & Leasing Services · Industrials
JBLU
Airlines · Industrials
XPO
Trucking · Industrials