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David Vernon

Analyst

Bernstein

Equibles does not estimate personal net worth.

About David Vernon

David Vernon is recorded as Analyst at Bernstein. David Vernon has spoken on 35 earnings calls and 5 other investor events across 12 companies, most recently for Union Pacific Corp on October 22, 2026. Those appearances were for Union Pacific Corp (UNP), Delta Air Lines, Inc. (DAL), Norfolk Southern Corp (NSC), Csx Corp (CSX), Fedex Corp (FDX) and 7 other companies. The companies whose calls David Vernon spoke on are classified in the Industrials and Consumer Cyclical sectors.

David Vernon on recent calls

“And, Jennifer, congratulations and best of luck on the next chapter here. Kenny, I wonder if you could help us understand what's going on with the intermodal business in terms of profitability.”
Analyst — Bernstein, Q3 2026 Earnings Release ·
“And then we'll use that to continue to improve the balance sheet. but our focus right now is on margins all right thanks for that and then um you know the decision to to get a little closer to america on the joint venture side could you talk a little bit robert maybe about the strategic rationale for that and you know…”
Analyst — Bernstein, Q3 2026 American Airlines Group Inc Earnings Conference Call ·
“So, Ed, I wanted to talk a little bit about intermodal. When you think about the, you know, the trials and tribulations of the last 12 months, obviously losing some volume on the repositioning of some J.B. Hunt volume, how should we be thinking about the volume X that headwind?”
Analyst — Bernstein, Norfolk Southern Third Quarter 2026 Earnings Conference Call ·
“So, Mary Claire, within the carload business, back in June, you guys had turned on fuel surcharges for the car load business, I think. Can you share how much incremental fuel revenue that tariff traffic sort of generated with the introduction of those surcharges for the third quarter?”
Analyst — Bernstein, Q3 2026 CSX Corporation Earnings Conference Call ·
“Any help you can give us in terms of shaping that path on when renewals would go into effect with the new pricing that you're seeing now? That'd be helpful. Thank you.”
Analyst — Bernstein, J.B. Hunt’s 3Q 2026 Earnings Conference Call and Webcast ·

Affiliation history

  • Bernstein

    Analyst

    Source not stated

    Current

Company network

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