Business mix
- It operates through two segments: rail and trucking. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations.
- It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment.
- In addition, the company provides intermodal services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments.
- It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks.
Current key questions
- Can orders, backlog, aftermarket demand, and end-market capital spending support growth in railroads?
- How do pricing, input costs, supply chain execution, and utilization affect margins?
- Does capital allocation strengthen the company's competitive position across cycles?
