FDX
Integrated Freight & Logistics · Industrials
Analyst
UBS
Equibles does not estimate personal net worth.
Tom Waterwitz is recorded as Analyst at UBS. Tom Waterwitz has spoken on 12 earnings calls and 2 other investor events across 9 companies, most recently for Hunt J B Transport Services Inc on October 15, 2026. Those appearances were for Fedex Corp (FDX), Schneider National, Inc. (SNDR), Hunt J B Transport Services Inc (JBHT), Old Dominion Freight Line, Inc. (ODFL), Csx Corp (CSX) and 4 other companies. The companies whose calls Tom Waterwitz spoke on are classified in the Industrials sector.
“I wanted to ask about the intermodal dynamic in the West. You know, you did see that kind of lower 1% growth. I think you had referred maybe earlier this year to competitive dynamic in the West that was kind of constraining things.”
“So, Adam and Marty, I wanted to get your thoughts on, you know, maybe what's happening with service and capacity in the market.”
“I wanted to ask a bit about on the pricing side, there's been a pretty, you know, pretty substantial and rapid tightening in the spot market in truck, and I think contract rates going up quite a bit too.”
“So I wanted to get your thoughts about the kind of potentially tighter air freight market. You know, I think the events in the Middle East and just how would you potentially see some benefit come through in your international?”
“I wanted to, I guess, get a sense of kind of how much FEC margin improvement are you looking at? And in kind of calendar year 26, you know, kind of what's the base look like?”
UBS
Analyst
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FDX
Integrated Freight & Logistics · Industrials
Integrated Freight & Logistics · Industrials
CSX
Railroads · Industrials
XPO
Trucking · Industrials
ARCB
Trucking · Industrials
JBLU
Airlines · Industrials