Dan Moore

“Real quick, a lot's already been covered, but one thing I'm curious about, and it's kind of a soft-touch item, But in a post-Montgomery world, it strikes me that ordinary care, while that's historically been the standard for hiring a carrier, things like collision avoidance systems, drug and alcohol testing…”

“Maybe talk a little bit about conversations and feedback you're getting from customers in beta testing for micro-channel coolers as well as PTFE laminates, and what are the gating factors between now and when you'll be in position to make some of those initial customer announcements?”

“In defense, orders are up 50% year-to-date. There seems to be prolonged conflicts developing on multiple fronts. How would you describe your outlook for growth, not necessarily for this year, but for 2027 and beyond relative to where you saw things entering this year?”

“Operating — just in terms of kind of the cadence, operating margin in Q1, essentially flat year-over-year. How should we think about the cadence of the 30 basis point to 50 basis point improvement that you expect?”

“A lot of questions have been asked and answered, but one that was not addressed yet that I think is definitely worth a little bit of time is leverage around U.S. Express.”