JBLU
Airlines · Industrials
Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Scott Group is recorded as Analyst at Wolfe Research. Scott Group has spoken on 109 earnings calls and 7 other investor events across 35 companies, most recently for Csx Corp on October 21, 2026. Those appearances were for Jetblue Airways Corp (JBLU), Ryder System Inc (R), Fedex Corp (FDX), Allegiant Travel CO (ALGT), Arcbest Corp (ARCB) and 30 other companies. The companies whose calls Scott Group spoke on are classified in the Industrials and Consumer Cyclical sectors.
“So, Steve, I think in the past you've said that you don't plan for growth. But this is going to be our third year in a row of volume growth, which I actually don't think has ever happened at CSX before, at least back to the 90s. So, I guess, what's the sustainability of this in your mind?”
“I'm guessing you saw the slide earlier showing the total cost of ownership savings. I'm just curious each of your perspectives, what you're seeing, and then maybe, Dara, if you think this is best as a middle-mile application, does that change in any way the savings opportunity?”
“Like, any – what thoughts or steps are you guys thinking about, you know, given the balance sheet and at least, like, potential for nuclear verdicts to come? Like, what steps are you thinking about to shore up the balance sheet?”
“So just to pop on that last point on the customer, so the $150 million in revenue was in 25. Can you give us some sense of, like, where that's trending, tracking in 26, just because, you know, we'll build our 27 mile off of 26.”
Wolfe Research
Analyst
Source not stated
JBLU
Airlines · Industrials
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