Jason Seidl
Analyst
Cowen
Equibles does not estimate personal net worth.
About Jason Seidl
Jason Seidl is recorded as Analyst at Cowen. Jason Seidl has spoken on 7 earnings calls across 3 companies, most recently for Union Pacific Corp on July 21, 2022. Those appearances were for Union Pacific Corp (UNP), XPO, Inc. (XPO) and C. H. Robinson Worldwide, Inc. (CHRW). The companies whose calls Jason Seidl spoke on are classified in the Industrials sector.
Jason Seidl on recent calls
“I wanted to talk a little bit more on the domestic intermodal side. You mentioned, Kenny, I think that, you are keeping a close eye on sort of declining spot truckload rates and maybe the impacts it might have on domestic intermodal.”
“Appreciate the time, wanted to focus a little bit on the outlook and the supply chain congestion. What happens if the congestion doesn't recover as quickly as possible?”
“I hate to go back to LTL here, but I'm going to give it a go. Just wanted to think about sort of 3Q to 4Q. You sort of laid out some of your OR targets. I'm surprised we're not going to see, I think, a little bit more sequential improvement, only because you are pulling up your GRI, which is 5.9%.”
“You're doing a great job and showing fantastic revenue growth. As we look to the back half of the year, what scenarios can we see for revenue growth versus falling off because of difficult comps?”
“I wanted to focus a little bit more on the supply chain disruptions as you seem to be one of the main carriers impacted, given your exposure to L.A. and Long Beach.”
Affiliation history
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Cowen
Analyst
Source not stated
Current
Company network
XPO, Inc.
XPO
Trucking · Industrials
3 appearances
Latest appearance 2021-11-02
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Integrated Freight & Logistics · Industrials
1 appearance
Latest appearance 2021-10-26
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