Integrated Freight & Logistics · Industrials
Ken Hoexter
Analyst
Bank of America
Equibles does not estimate personal net worth.
About Ken Hoexter
Ken Hoexter is recorded as Analyst at Bank of America. Ken Hoexter has spoken on 24 earnings calls across 14 companies, most recently for Canadian National Railway Co on July 24, 2026. Those appearances were for C. H. Robinson Worldwide, Inc. (CHRW), World Kinect Corp (WKC), Union Pacific Corp (UNP), Csx Corp (CSX), Arcbest Corp (ARCB) and 9 other companies. The companies whose calls Ken Hoexter spoke on are classified in the Industrials and Energy sectors.
Ken Hoexter on recent calls
“So maybe just continuing on some yield thoughts, right, up 6% in the quarter on revenue per RTM. Maybe just break down fuel and thoughts on core underlying pricing and thoughts into the second half.”
“So great job on the higher volumes, but I guess maybe just to clarify that the 350 basis point target, That includes the gain on sale, right? So what about $93 million this quarter?”
“Interesting commentary on inventories—not just the rebuild of what you would expect, but maybe some to newer areas. Have you put pen to paper on how meaningful or how long that could go out?”
“But Ali, maybe just, or Mario, you know, talk about contract renewals. You talked about, you know, strong pricing. Should we see a deceleration in core pricing given the acceleration of fuel?”
“So if you dig into the revenue per shipment ex fuel down 1.2%, Matt, you mentioned lower weight, shorter length of haul, but it also decreased sequentially. But then you noted an acceleration in the quarter.”
Affiliation history
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Bank of America
Analyst
Source not stated
Current
Company network
3 appearances
Latest appearance 2026-04-29
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Oil & Gas Refining & Marketing · Energy
3 appearances
Latest appearance 2026-04-23
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Csx Corp
CSX
Railroads · Industrials
2 appearances
Latest appearance 2026-07-22
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Arcbest Corp
ARCB
Trucking · Industrials
2 appearances
Latest appearance 2026-04-28
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Saia Inc
SAIA
Trucking · Industrials
1 appearance
Latest appearance 2026-04-30
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XPO, Inc.
XPO
Trucking · Industrials
1 appearance
Latest appearance 2026-04-30
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RXO, Inc.
RXO
Trucking · Industrials
1 appearance
Latest appearance 2025-08-07
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