Madison
Analyst
Morgan Stanley
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About Madison
Madison is recorded as Analyst at Morgan Stanley. Madison has spoken on 9 earnings calls and 1 other investor event across 9 companies, most recently for Frontier Group Holdings, Inc. on October 28, 2026. Those appearances were for Union Pacific Corp (UNP), Frontier Group Holdings, Inc. (ULCC), Landstar System Inc (LSTR), United Airlines Holdings, Inc. (UAL), Canadian Pacific Kansas City Ltd (CP) and 4 other companies. The companies whose calls Madison spoke on are classified in the Industrials sector.
Madison on recent calls
“Just wondering how you guys are viewing the jet fuel recovery participation across the industry, and do you think you can get to 100% recovery, and if so, when are you guys targeting that for?”
“We're just wondering how sympathetic the customers are to insurance headwinds in this inflationary environment, And I wonder how willing they are to raise rates, or is there a risk that they've moved to kind of asset-based companies in an environment like this?”
“I was just wondering, with United, it's been one of the more visible airline backers of eVTOL through its investments in Archer and EVE and conditional aircraft orders.”
“We're just wondering how you guys are thinking about capacity in your network as the upcycle comes.”
“I think we're just wondering how does fuel impact seasonality on numbers in third quarter and fourth quarter and how we should be thinking about kind of like the opportunity on OR?”
Affiliation history
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Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
LSTR
Integrated Freight & Logistics · Industrials
ALGT
Airlines · Industrials
JBLU
Airlines · Industrials
Integrated Freight & Logistics · Industrials