David Vernon
Analyst, Bernstein
Earnings-call appearances
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Aurora Innovation, Inc. Q1 FY2026 Earnings Call2026-05-06
Aurora Innovation, Inc. (AUR)
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United Parcel Service Inc Q1 FY2026 Earnings Call2026-04-28
United Parcel Service Inc (UPS)
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Norfolk Southern Corp Q1 FY2026 Earnings Call2026-04-24
Norfolk Southern Corp (NSC)
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Union Pacific Corp Q1 FY2026 Earnings Call2026-04-23
Union Pacific Corp (UNP)
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Canadian National Railway Co Q1 FY2026 Earnings Call2026-03-31
Canadian National Railway Co (CNI)
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Fedex Corp Q3 FY2026 Earnings Call2026-03-19
Fedex Corp (FDX)
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Norfolk Southern Corp Q4 FY2025 Earnings Call2026-01-29
Norfolk Southern Corp (NSC)
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Canadian Pacific Kansas City Ltd/Cn Q4 FY2025 Earnings Call2026-01-28
Canadian Pacific Kansas City Ltd/Cn (CP)
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United Parcel Service Inc Q4 FY2025 Earnings Call2026-01-27
United Parcel Service Inc (UPS)
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Union Pacific Corp Q4 FY2025 Earnings Call2026-01-27
Union Pacific Corp (UNP)
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Csx Corp Q4 FY2025 Earnings Call2026-01-22
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q4 FY2025 Earnings Call2026-01-20
United Airlines Holdings, Inc. (UAL)
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Delta Air Lines, Inc. Q4 FY2025 Earnings Call2026-01-13
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q4 FY2025 Earnings Call2025-12-31
Canadian National Railway Co (CNI)
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Fedex Corp Q2 FY2026 Earnings Call2025-12-18
Fedex Corp (FDX)
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Aurora Innovation, Inc. Q3 FY2025 Earnings Call2025-10-28
Aurora Innovation, Inc. (AUR)
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United Parcel Service Inc Q3 FY2025 Earnings Call2025-10-28
United Parcel Service Inc (UPS)
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Norfolk Southern Corp Q3 FY2025 Earnings Call2025-10-23
Norfolk Southern Corp (NSC)
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Union Pacific Corp Q3 FY2025 Earnings Call2025-10-23
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q3 FY2025 Earnings Call2025-10-23
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q3 FY2025 Earnings Call2025-09-30
Canadian National Railway Co (CNI)
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Fedex Corp Q1 FY2026 Earnings Call2025-09-18
Fedex Corp (FDX)
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Delta Air Lines, Inc. Q2 FY2025 Earnings Call2025-07-10
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q2 FY2025 Earnings Call2025-06-30
Canadian National Railway Co (CNI)
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United Parcel Service Inc Q1 FY2025 Earnings Call2025-04-29
United Parcel Service Inc (UPS)
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Union Pacific Corp Q1 FY2025 Earnings Call2025-04-24
Union Pacific Corp (UNP)
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Csx Corp Q1 FY2025 Earnings Call2025-04-16
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q1 FY2025 Earnings Call2025-04-15
United Airlines Holdings, Inc. (UAL)
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Canadian National Railway Co Q1 FY2025 Earnings Call2025-03-31
Canadian National Railway Co (CNI)
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Fedex Corp Q3 FY2025 Earnings Call2025-03-20
Fedex Corp (FDX)
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United Parcel Service Inc Q4 FY2024 Earnings Call2025-01-30
United Parcel Service Inc (UPS)
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Union Pacific Corp Q4 FY2024 Earnings Call2025-01-23
Union Pacific Corp (UNP)
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Csx Corp Q4 FY2024 Earnings Call2025-01-23
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q4 FY2024 Earnings Call2025-01-21
United Airlines Holdings, Inc. (UAL)
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Canadian National Railway Co Q4 FY2024 Earnings Call2024-12-31
Canadian National Railway Co (CNI)
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Fedex Corp Q2 FY2025 Earnings Call2024-12-19
Fedex Corp (FDX)
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Aurora Innovation, Inc. Q3 FY2024 Earnings Call2024-10-30
Aurora Innovation, Inc. (AUR)
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Union Pacific Corp Q3 FY2024 Earnings Call2024-10-24
Union Pacific Corp (UNP)
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United Parcel Service Inc Q3 FY2024 Earnings Call2024-10-24
United Parcel Service Inc (UPS)
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Norfolk Southern Corp Q3 FY2024 Earnings Call2024-10-22
Norfolk Southern Corp (NSC)
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Csx Corp Q3 FY2024 Earnings Call2024-10-16
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q3 FY2024 Earnings Call2024-10-15
United Airlines Holdings, Inc. (UAL)
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Delta Air Lines, Inc. Q3 FY2024 Earnings Call2024-10-10
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q3 FY2024 Earnings Call2024-09-30
Canadian National Railway Co (CNI)
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Csx Corp Q2 FY2024 Earnings Call2024-08-05
Csx Corp (CSX)
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Union Pacific Corp Q2 FY2024 Earnings Call2024-07-25
Union Pacific Corp (UNP)
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United Parcel Service Inc Q2 FY2024 Earnings Call2024-07-23
United Parcel Service Inc (UPS)
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Hunt J B Transport Services Inc Q2 FY2024 Earnings Call2024-07-16
Hunt J B Transport Services Inc (JBHT)
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Canadian National Railway Co Q2 FY2024 Earnings Call2024-06-30
Canadian National Railway Co (CNI)
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Fedex Corp Q4 FY2024 Earnings Call2024-06-25
Fedex Corp (FDX)
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Aurora Innovation, Inc. Q1 FY2024 Earnings Call2024-05-08
Aurora Innovation, Inc. (AUR)
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Core Natural Resources, Inc. Q1 FY2024 Earnings Call2024-05-07
Core Natural Resources, Inc. (CNR)
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Union Pacific Corp Q1 FY2024 Earnings Call2024-04-25
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q1 FY2024 Earnings Call2024-04-25
American Airlines Group Inc. (AAL)
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Norfolk Southern Corp Q1 FY2024 Earnings Call2024-04-24
Norfolk Southern Corp (NSC)
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United Parcel Service Inc Q1 FY2024 Earnings Call2024-04-23
United Parcel Service Inc (UPS)
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Hunt J B Transport Services Inc Q1 FY2024 Earnings Call2024-04-16
Hunt J B Transport Services Inc (JBHT)
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Delta Air Lines, Inc. Q1 FY2024 Earnings Call2024-04-10
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q1 FY2024 Earnings Call2024-03-31
Canadian National Railway Co (CNI)
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Surf Air Mobility Inc. Q4 FY2023 Earnings Call2024-03-28
Surf Air Mobility Inc. (SRFM)
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Fedex Corp Q3 FY2024 Earnings Call2024-03-21
Fedex Corp (FDX)
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Core Natural Resources, Inc. Q4 FY2023 Earnings Call2024-02-06
Core Natural Resources, Inc. (CNR)
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C. H. Robinson Worldwide, Inc. Q4 FY2023 Earnings Call2024-01-31
C. H. Robinson Worldwide, Inc. (CHRW)
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United Parcel Service Inc Q4 FY2023 Earnings Call2024-01-30
United Parcel Service Inc (UPS)
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American Airlines Group Inc. Q4 FY2023 Earnings Call2024-01-25
American Airlines Group Inc. (AAL)
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Union Pacific Corp Q4 FY2023 Earnings Call2024-01-25
Union Pacific Corp (UNP)
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United Airlines Holdings, Inc. Q4 FY2023 Earnings Call2024-01-22
United Airlines Holdings, Inc. (UAL)
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Hunt J B Transport Services Inc Q4 FY2023 Earnings Call2024-01-18
Hunt J B Transport Services Inc (JBHT)
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Delta Air Lines, Inc. Q4 FY2023 Earnings Call2024-01-12
Delta Air Lines, Inc. (DAL)
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Norfolk Southern Corp Q4 FY2023 Earnings Call2023-12-31
Norfolk Southern Corp (NSC)
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Canadian National Railway Co Q4 FY2023 Earnings Call2023-12-31
Canadian National Railway Co (CNI)
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Fedex Corp Q2 FY2024 Earnings Call2023-12-19
Fedex Corp (FDX)
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C. H. Robinson Worldwide, Inc. Q3 FY2023 Earnings Call2023-11-01
C. H. Robinson Worldwide, Inc. (CHRW)
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Core Natural Resources, Inc. Q3 FY2023 Earnings Call2023-10-31
Core Natural Resources, Inc. (CNR)
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United Parcel Service Inc Q3 FY2023 Earnings Call2023-10-26
United Parcel Service Inc (UPS)
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Canadian Pacific Kansas City Ltd/Cn Q3 FY2023 Earnings Call2023-10-25
Canadian Pacific Kansas City Ltd/Cn (CP)
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Norfolk Southern Corp Q3 FY2023 Earnings Call2023-10-25
Norfolk Southern Corp (NSC)
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Csx Corp Q3 FY2023 Earnings Call2023-10-19
Csx Corp (CSX)
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Union Pacific Corp Q3 FY2023 Earnings Call2023-10-19
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q3 FY2023 Earnings Call2023-10-19
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q3 FY2023 Earnings Call2023-09-30
Canadian National Railway Co (CNI)
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United Parcel Service Inc Q2 FY2023 Earnings Call2023-08-08
United Parcel Service Inc (UPS)
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Core Natural Resources, Inc. Q2 FY2023 Earnings Call2023-08-08
Core Natural Resources, Inc. (CNR)
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C. H. Robinson Worldwide, Inc. Q2 FY2023 Earnings Call2023-08-02
C. H. Robinson Worldwide, Inc. (CHRW)
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Norfolk Southern Corp Q2 FY2023 Earnings Call2023-07-27
Norfolk Southern Corp (NSC)
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Union Pacific Corp Q2 FY2023 Earnings Call2023-07-26
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q2 FY2023 Earnings Call2023-07-20
American Airlines Group Inc. (AAL)
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Csx Corp Q2 FY2023 Earnings Call2023-07-20
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q2 FY2023 Earnings Call2023-07-19
United Airlines Holdings, Inc. (UAL)
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Hunt J B Transport Services Inc Q2 FY2023 Earnings Call2023-07-18
Hunt J B Transport Services Inc (JBHT)
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Canadian National Railway Co Q2 FY2023 Earnings Call2023-06-30
Canadian National Railway Co (CNI)
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Aurora Innovation, Inc. Q1 FY2023 Earnings Call2023-05-03
Aurora Innovation, Inc. (AUR)
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American Airlines Group Inc. Q1 FY2023 Earnings Call2023-04-27
American Airlines Group Inc. (AAL)
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C. H. Robinson Worldwide, Inc. Q1 FY2023 Earnings Call2023-04-26
C. H. Robinson Worldwide, Inc. (CHRW)
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Norfolk Southern Corp Q1 FY2023 Earnings Call2023-04-26
Norfolk Southern Corp (NSC)
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United Parcel Service Inc Q1 FY2023 Earnings Call2023-04-25
United Parcel Service Inc (UPS)
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Csx Corp Q1 FY2023 Earnings Call2023-04-20
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q1 FY2023 Earnings Call2023-04-18
United Airlines Holdings, Inc. (UAL)
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Hunt J B Transport Services Inc Q1 FY2023 Earnings Call2023-04-17
Hunt J B Transport Services Inc (JBHT)
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Delta Air Lines, Inc. Q1 FY2023 Earnings Call2023-04-13
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q1 FY2023 Earnings Call2023-03-31
Canadian National Railway Co (CNI)
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Aurora Innovation, Inc. Q4 FY2022 Earnings Call2023-02-15
Aurora Innovation, Inc. (AUR)
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United Parcel Service Inc Q4 FY2022 Earnings Call2023-01-31
United Parcel Service Inc (UPS)
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Norfolk Southern Corp Q4 FY2022 Earnings Call2023-01-25
Norfolk Southern Corp (NSC)
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Csx Corp Q4 FY2022 Earnings Call2023-01-25
Csx Corp (CSX)
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Canadian National Railway Co Q4 FY2022 Earnings Call2022-12-31
Canadian National Railway Co (CNI)
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Core Natural Resources, Inc. Q3 FY2022 Earnings Call2022-11-01
Core Natural Resources, Inc. (CNR)
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United Parcel Service Inc Q3 FY2022 Earnings Call2022-10-25
United Parcel Service Inc (UPS)
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Union Pacific Corp Q3 FY2022 Earnings Call2022-10-20
Union Pacific Corp (UNP)
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Delta Air Lines, Inc. Q3 FY2022 Earnings Call2022-10-13
Delta Air Lines, Inc. (DAL)
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American Airlines Group Inc. Q3 FY2022 Earnings Call2022-10-11
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q3 FY2022 Earnings Call2022-09-30
Canadian National Railway Co (CNI)
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Fedex Corp Q1 FY2023 Earnings Call2022-09-15
Fedex Corp (FDX)
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Core Natural Resources, Inc. Q2 FY2022 Earnings Call2022-08-04
Core Natural Resources, Inc. (CNR)
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Aurora Innovation, Inc. Q2 FY2022 Earnings Call2022-08-03
Aurora Innovation, Inc. (AUR)
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Southwest Airlines Co Q2 FY2022 Earnings Call2022-07-28
Southwest Airlines Co (LUV)
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Norfolk Southern Corp Q2 FY2022 Earnings Call2022-07-27
Norfolk Southern Corp (NSC)
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United Parcel Service Inc Q2 FY2022 Earnings Call2022-07-26
United Parcel Service Inc (UPS)
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Union Pacific Corp Q2 FY2022 Earnings Call2022-07-21
Union Pacific Corp (UNP)
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Csx Corp Q2 FY2022 Earnings Call2022-07-20
Csx Corp (CSX)
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Delta Air Lines, Inc. Q2 FY2022 Earnings Call2022-07-13
Delta Air Lines, Inc. (DAL)
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American Airlines Group Inc. Q2 FY2022 Earnings Call2022-07-12
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q2 FY2022 Earnings Call2022-06-30
Canadian National Railway Co (CNI)
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Aurora Innovation, Inc. Q1 FY2022 Earnings Call2022-05-04
Aurora Innovation, Inc. (AUR)
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Core Natural Resources, Inc. Q1 FY2022 Earnings Call2022-05-03
Core Natural Resources, Inc. (CNR)
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Norfolk Southern Corp Q1 FY2022 Earnings Call2022-04-27
Norfolk Southern Corp (NSC)
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United Parcel Service Inc Q1 FY2022 Earnings Call2022-04-26
United Parcel Service Inc (UPS)
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Csx Corp Q1 FY2022 Earnings Call2022-04-20
Csx Corp (CSX)
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Delta Air Lines, Inc. Q1 FY2022 Earnings Call2022-04-13
Delta Air Lines, Inc. (DAL)
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American Airlines Group Inc. Q1 FY2022 Earnings Call2022-04-12
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q1 FY2022 Earnings Call2022-03-31
Canadian National Railway Co (CNI)
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Aurora Innovation, Inc. Q4 FY2021 Earnings Call2022-02-16
Aurora Innovation, Inc. (AUR)
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Core Natural Resources, Inc. Q4 FY2021 Earnings Call2022-02-08
Core Natural Resources, Inc. (CNR)
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United Parcel Service Inc Q4 FY2021 Earnings Call2022-02-01
United Parcel Service Inc (UPS)
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Norfolk Southern Corp Q4 FY2021 Earnings Call2022-01-26
Norfolk Southern Corp (NSC)
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American Airlines Group Inc. Q4 FY2021 Earnings Call2022-01-20
American Airlines Group Inc. (AAL)
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Csx Corp Q4 FY2021 Earnings Call2022-01-20
Csx Corp (CSX)
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Union Pacific Corp Q4 FY2021 Earnings Call2022-01-20
Union Pacific Corp (UNP)
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United Airlines Holdings, Inc. Q4 FY2021 Earnings Call2022-01-19
United Airlines Holdings, Inc. (UAL)
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Delta Air Lines, Inc. Q4 FY2021 Earnings Call2022-01-13
Delta Air Lines, Inc. (DAL)
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United Parcel Service Inc Q3 FY2021 Earnings Call2021-10-26
United Parcel Service Inc (UPS)
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Union Pacific Corp Q3 FY2021 Earnings Call2021-10-21
Union Pacific Corp (UNP)
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Delta Air Lines, Inc. Q3 FY2021 Earnings Call2021-10-13
Delta Air Lines, Inc. (DAL)
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American Airlines Group Inc. Q3 FY2021 Earnings Call2021-10-12
American Airlines Group Inc. (AAL)
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Canadian National Railway Co Q3 FY2021 Earnings Call2021-09-30
Canadian National Railway Co (CNI)
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Fedex Corp Q1 FY2022 Earnings Call2021-09-21
Fedex Corp (FDX)
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United Parcel Service Inc Q2 FY2021 Earnings Call2021-07-27
United Parcel Service Inc (UPS)
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Union Pacific Corp Q2 FY2021 Earnings Call2021-07-22
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q2 FY2021 Earnings Call2021-07-22
American Airlines Group Inc. (AAL)
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Csx Corp Q2 FY2021 Earnings Call2021-07-21
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q2 FY2021 Earnings Call2021-07-20
United Airlines Holdings, Inc. (UAL)
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Hunt J B Transport Services Inc Q2 FY2021 Earnings Call2021-07-19
Hunt J B Transport Services Inc (JBHT)
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Canadian National Railway Co Q2 FY2021 Earnings Call2021-06-30
Canadian National Railway Co (CNI)
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United Parcel Service Inc Q1 FY2021 Earnings Call2021-04-27
United Parcel Service Inc (UPS)
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Union Pacific Corp Q1 FY2021 Earnings Call2021-04-22
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q1 FY2021 Earnings Call2021-04-22
American Airlines Group Inc. (AAL)
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Csx Corp Q1 FY2021 Earnings Call2021-04-20
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q1 FY2021 Earnings Call2021-04-19
United Airlines Holdings, Inc. (UAL)
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Hunt J B Transport Services Inc Q1 FY2021 Earnings Call2021-04-15
Hunt J B Transport Services Inc (JBHT)
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Delta Air Lines, Inc. Q1 FY2021 Earnings Call2021-04-15
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q1 FY2021 Earnings Call2021-03-31
Canadian National Railway Co (CNI)
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United Parcel Service Inc Q4 FY2020 Earnings Call2021-02-02
United Parcel Service Inc (UPS)
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American Airlines Group Inc. Q4 FY2020 Earnings Call2021-01-28
American Airlines Group Inc. (AAL)
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Norfolk Southern Corp Q4 FY2020 Earnings Call2021-01-27
Norfolk Southern Corp (NSC)
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Csx Corp Q4 FY2020 Earnings Call2021-01-21
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q4 FY2020 Earnings Call2021-01-20
United Airlines Holdings, Inc. (UAL)
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Union Pacific Corp Q4 FY2020 Earnings Call2021-01-08
Union Pacific Corp (UNP)
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Canadian National Railway Co Q4 FY2020 Earnings Call2020-12-31
Canadian National Railway Co (CNI)
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Fedex Corp Q2 FY2021 Earnings Call2020-12-17
Fedex Corp (FDX)
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United Parcel Service Inc Q3 FY2020 Earnings Call2020-10-28
United Parcel Service Inc (UPS)
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Union Pacific Corp Q3 FY2020 Earnings Call2020-10-22
Union Pacific Corp (UNP)
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American Airlines Group Inc. Q3 FY2020 Earnings Call2020-10-22
American Airlines Group Inc. (AAL)
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Csx Corp Q3 FY2020 Earnings Call2020-10-21
Csx Corp (CSX)
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Delta Air Lines, Inc. Q3 FY2020 Earnings Call2020-10-13
Delta Air Lines, Inc. (DAL)
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Canadian National Railway Co Q3 FY2020 Earnings Call2020-09-30
Canadian National Railway Co (CNI)
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Norfolk Southern Corp Q2 FY2020 Earnings Call2020-07-29
Norfolk Southern Corp (NSC)
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Csx Corp Q2 FY2020 Earnings Call2020-07-22
Csx Corp (CSX)
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United Airlines Holdings, Inc. Q2 FY2020 Earnings Call2020-07-21
United Airlines Holdings, Inc. (UAL)
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American Airlines Group Inc. Q2 FY2020 Earnings Call2020-07-02
American Airlines Group Inc. (AAL)
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American Airlines Group Inc. Q1 FY2020 Earnings Call2020-04-30
American Airlines Group Inc. (AAL)
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United Parcel Service Inc Q1 FY2020 Earnings Call2020-04-28
United Parcel Service Inc (UPS)
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Csx Corp Q1 FY2020 Earnings Call2020-04-22
Csx Corp (CSX)
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Delta Air Lines, Inc. Q1 FY2020 Earnings Call2020-04-22
Delta Air Lines, Inc. (DAL)