Analyst
Citi
Equibles does not estimate personal net worth.
Ari Rosa is recorded as Analyst at Citi. Ari Rosa has spoken on 8 earnings calls and 1 other investor event across 6 companies, most recently for Arcbest Corp on November 4, 2026. Those appearances were for Arcbest Corp (ARCB), Schneider National, Inc. (SNDR), Union Pacific Corp (UNP), Csx Corp (CSX), GXO Logistics, Inc. (GXO) and 1 other company. The companies whose calls Ari Rosa spoke on are classified in the Industrials sector.
“So, it seems like a lot of nice progress here, and you spoke about Something of an improving macro backdrop. I'm curious to get your updated thoughts on how you're thinking about mid-cycle margin potential across both asset base and asset light.”
“So I'm curious, a number of your peers talked about just the particularly difficult driver hiring environment. I was hoping you could speak to that and what kind of inflationary cost pressures you might be seeing there.”
“Well, Jim, I know you're signed up for many more years ahead, so it's good to hear. I'm sure a lot of folks will be encouraged by that.”
“Hi, Mary, Claire, I was hoping you could talk about the intermodal opportunity, maybe staying on the idea of available capacity. Now that Howard Street is open, obviously the trucking market has tightened a lot, especially in the east, and we heard JB Hunt speak to that.”
“Patrick, I was hoping you could comment just for some context, because obviously the market feels confused and we saw the stock get a bit hit, obviously, on the Amazon threat.”
Citi
Analyst
Transcript header (unverified)
ARCB
Trucking · Industrials
CSX
Railroads · Industrials
Integrated Freight & Logistics · Industrials
