Brandon Ogulinski
Analyst
Barclays
Equibles does not estimate personal net worth.
About Brandon Ogulinski
Brandon Ogulinski is recorded as Analyst at Barclays. Brandon Ogulinski has spoken on 12 earnings calls and 6 other investor events across 10 companies, most recently for Ryder System Inc on October 22, 2026. Those appearances were for Delta Air Lines, Inc. (DAL), Csx Corp (CSX), Ryder System Inc (R), United Airlines Holdings, Inc. (UAL), Jetblue Airways Corp (JBLU) and 5 other companies. The companies whose calls Brandon Ogulinski spoke on are classified in the Industrials sector.
Brandon Ogulinski on recent calls
“I guess, John, can we unpack the capital priorities just given the returns that this business is putting off now, especially maybe in regards to M&A, because we've seen some dislocation and some other, you know, competitive deals go through here recently.”
“Kevin, I know you spoke to, you know, guidance for, I guess, greater than 350 basis points improvement in the margin on the fourth quarter. But how do we think about that sequentially?”
“I guess I wonder if I could follow up on the operational reliability issues this year and the cost that you guys are adding into that baseline, especially as you think in the 2027.”
“And Andrew, maybe this is a good follow-up to that conversation there on the fleet plan. And maybe this is one from Mike as well. Just like, how do you leverage the newer and the older aircraft in the fleet?”
“So, Eric, maybe this one's for you because I think if we just translate, you know, your RASM in the fourth quarter and obviously expectations for low single-digit chasm, you know, we're getting close to that mid-teams operating margin goal that you guys have long-term. but obviously you want to hit that annually.”
Affiliation history
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Barclays
Analyst
Transcript header (unverified)
Current
Company network
CSX
Railroads · Industrials
Rental & Leasing Services · Industrials
JBLU
Airlines · Industrials
RXO
Trucking · Industrials
FDX
Integrated Freight & Logistics · Industrials