Analyst
Stiefel
Equibles does not estimate personal net worth.
Bruce Chan is recorded as Analyst at Stiefel. Bruce Chan has spoken on 6 earnings calls across 6 companies, most recently for RXO, Inc. on August 6, 2026. Those appearances were for RXO, Inc. (RXO), Old Dominion Freight Line, Inc. (ODFL), FedEx Freight Holding Company, Inc. (FDXF), United Parcel Service Inc (UPS), Fedex Corp (FDX) and 1 other company. The companies whose calls Bruce Chan spoke on are classified in the Industrials sector.
“And you already gave us some good color on the spot mix, which seems pretty significant, but maybe want to dig a little bit deeper there. One of your peers commented that they're still more focused on contractual volumes because they think it's more sustainable.”
“With respect to the stronger volume that you've highlighted and the super seasonal trends, curious if you're seeing this uptick sort of broad-based across the book, or is it still concentrated in a handful of red markets?”
“Team, John Marshall, team, congrats on the milestone here. This is Matt, my last going for Bruce.”
“I don't know if you've discussed it in the past, but I'm just curious if maybe you can talk about the selection process for which facilities were automated in 25 versus what's ahead in 26.”
“So kudos to your network planning folks. Certainly plenty to keep them busy, including, you know, what might be an imminent Supreme Court ruling on the tariffs.”
Stiefel
Analyst
Transcript header (unverified)
RXO
Trucking · Industrials
Integrated Freight & Logistics · Industrials
Integrated Freight & Logistics · Industrials
FDX
Integrated Freight & Logistics · Industrials
