Rental & Leasing Services · Industrials
Bascome Majors
Analyst
Stevens
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About Bascome Majors
Bascome Majors is recorded as Analyst at Stevens. Bascome Majors has spoken on 9 earnings calls across 9 companies, most recently for Ryder System Inc on October 22, 2026. Those appearances were for Ryder System Inc (R), Norfolk Southern Corp (NSC), Knight-Swift Transportation Holdings Inc. (KNX), Hunt J B Transport Services Inc (JBHT), Schneider National, Inc. (SNDR) and 4 other companies. The companies whose calls Bascome Majors spoke on are classified in the Industrials sector.
Bascome Majors on recent calls
“John, just under two months ago i believe you guys commissioned a investor perception study of of analysts and shareholders and um i know that's probably not complete yet but if you could share any early findings that you've had from that engagement uh what surprised you what hasn't and and how is the board and…”
“When you originally framed the the cost to run the business this time last year, I think that was a helpful framework. And you know, it's certainly played out where you've had the capacity to grow and largely maintain service levels on the network.”
“Can we go back to the all other and the warehousing and independent contractor services, the trajectory from 3Q to 4Q, and just how to think about that business and the cadence off of the 4Q guidance you gave as we get into next year with some of the investments you're making?”
“But Darren and Shelly, I wanted to follow up kind of to comments that you both made here. I mean, you've talked about the 30% change price cap to contractual truckload and intermodal and obviously prioritizing getting the price that you've earned to restore margin.”
“Look at the public data that we can follow. 2Q was a sea of frenetic activity and spot rates and tender rejection rates escalating at pretty much unprecedented levels, despite the stable demand drop you talked about.”
Affiliation history
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Stevens
Analyst
Transcript header (unverified)
Current
Company network
1 appearance
Latest appearance 2026-10-22
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Integrated Freight & Logistics · Industrials
1 appearance
Latest appearance 2026-10-15
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Kirby Corp
KEX
Marine Shipping · Industrials
1 appearance
Latest appearance 2026-07-29
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Landstar System Inc
LSTR
Integrated Freight & Logistics · Industrials
1 appearance
Latest appearance 2026-07-28
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