Is the freight market finally turning a corner? On today’s episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down a massive week of Q2 earnings, major rail updates, and supply chain headlines! We sit down with Josh Phelan, CVP of Operations at J.B. Hunt, to discuss driver constraints, cost inflation, contract vs. spot rate momentum, and why this cycle might look very different for carriers big and small. Plus, FreightWaves&#x27; own Todd Maiden breaks down Knight Swift’s massive Q2 earnings beat. And Paul Tonsager, CEO &amp; Founder-Integrated Multi-Modal Solutions, LLC talks industry growth. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves Today | June 23

FreightCasts

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Welcome to FreightCasts. I'm Craig Fuller here with Julie Vandekamp. Julie, this is such a news-packed time of year, time of the quarter because we get all the earnings reports. It's hard to keep track of it. We have a ton to talk about today. And we have a special guest, Josh Feldman from J.B. Hunt will be here. Todd Maiden is going to break down the Knight's Swift earnings, which everyone is concerned about. Tomorrow, we're going to break down the rail. We will talk a little bit about the rail reports.

Getting some amazing earnings reports from the railroads. Nobody should be shocked. I mean, the great thing about the railroads is that you do see, you get this regular traffic data, so you know how they're performing. They have such great business models. We're going to break that down tomorrow. We also have our virtual future of rail symposium next Tuesday. It is a jam-packed lineup of speakers. Frankly, when I was looking at this, this is the roster of who's who in the rail industry.

And these are obviously highly influential folks across the global supply chain. One of the other things that I think is really interesting is we're getting some earnings reports. And CSX had their earnings report in SUP definitely benefiting from a lot of the AI build-out. These are AI stocks, believe it or not. And maybe more attractive because they actually return capital. They generate a lot of capital. Railroads are amazing businesses.

FreightWaves Today | June 23

Read the full transcript

The candid version is on a podcast,
not the earnings call.

FreightWaves Today | June 23

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.