Analyst
TD Cowen
Equibles does not estimate personal net worth.
Jason Seidel is recorded as Analyst at TD Cowen. Jason Seidel has spoken on 21 earnings calls across 16 companies, most recently for Csx Corp on October 21, 2026. Those appearances were for Arcbest Corp (ARCB), Csx Corp (CSX), XPO, Inc. (XPO), GXO Logistics, Inc. (GXO), Saia Inc (SAIA) and 11 other companies. The companies whose calls Jason Seidel spoke on are classified in the Industrials sector.
“I wanted to look at GXOIQ a little bit closer. I mean, obviously you guys are going to have 50 sites by the end of this year. maybe you can sort of give us an update for some of what you're seeing in terms of the early gains and then maybe go into what do you think 27 is going to bring in terms of number of sites?”
“Team, nice job in the quarter and sort of impressive outlook here. A couple questions. You know, given the better trends that you're seeing in terms of the demand side, and if we extrapolate them for 3Q and 4Q, where are you guys going to exit the year in terms of available capacity?”
“I wanted to focus on two different things. One, I guess I want to talk to Eric a little bit about operations, guys doing a great job out there.”
TD Cowen
Analyst
Transcript header (unverified)
ARCB
Trucking · Industrials
CSX
Railroads · Industrials
XPO
Trucking · Industrials
Integrated Freight & Logistics · Industrials
SAIA
Trucking · Industrials
Integrated Freight & Logistics · Industrials
Integrated Freight & Logistics · Industrials
LSTR
Integrated Freight & Logistics · Industrials
RXO
Trucking · Industrials
FDX
Integrated Freight & Logistics · Industrials
