Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Brian Offenbeck is recorded as Analyst at J.P. Morgan. Brian Offenbeck has spoken on 6 earnings calls across 4 companies, most recently for XPO, Inc. on October 29, 2026. Those appearances were for XPO, Inc. (XPO), Canadian Pacific Kansas City Ltd (CP), Ryder System Inc (R) and C. H. Robinson Worldwide, Inc. (CHRW). The companies whose calls Brian Offenbeck spoke on are classified in the Industrials sector.
“So maybe just to come back to cost per shipment, inflation, XFuel at a high level. You've got yields accelerating. Mix is normalizing a little bit. You've got the extra capacity.”
“Maybe just a big-picture question for John. Just how are you thinking about the pricing opportunity going forward and balancing that with fine growth and, of course, network resources?”
“Maybe just a quick follow-up first just on the, I guess, the dedicated protection.”
“So, Keith, I want to see if you could weigh in on reciprocal switching as it's been proposed right now. Obviously, yourselves and others have kind of grown up with that in Canada.”
“Maybe just two quick ones on the demand side. Are you seeing anything from the government shutdown from a direct or indirect effect? And I know you guys talk more about grocery, and we've got the SNAP funding running out in a couple days here.”
J.P. Morgan
Analyst
Transcript header (unverified)
XPO
Trucking · Industrials
Rental & Leasing Services · Industrials
Integrated Freight & Logistics · Industrials
