2 weeks Ago By GuruFocus.com
In This Article: Release Date: February 10, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript . Positive Points Negative Points Q & A Highlights Q : Can you provide more detail on the outperformance in the December quarter? Was Hurricane Milton the primary driver? A : Yes, the diversity of our service offering and our involvement in initiatives around Hurricane Milton were significant drivers of our outperformance. We also saw a modest bump from pull-forward activities in anticipation of tariffs.
However, the market remains challenging overall. - Bohn Crain, CEO Q : Could you discuss the strategic rationale behind the acquisition of TCB and its expected impact on your business? A : TCB enhances our intermodal offering, particularly in the 40-foot space, complementing our existing 53-foot services. We anticipate $2 million to $3 million in incremental EBITDA from TCB.
This acquisition aligns with our strategy to build a robust bimodal service offering. - Bohn Crain, CEO.
