Ryder System Inc at Stephens Investment Conference Transcript

Nov 15, 2023 / 06:00PM GMT
Justin Trennon Long - Stephens Inc., Research Division - MD & Research Analyst

Okay. We'll go ahead and get started with the next fireside chat. For those I haven't met, I'm Justin Long with Stephens. I cover rail, intermodal and transportation equipment, and I'm excited to get started with this next fireside chat with Ryder. Joining me from the company is John Diez. He's CFO. Calene Candela with Investor Relations is in the room as well. Thank you for being here and continuing to support this event.

I'll start with some questions, and then open it up. If anyone in the room has questions, feel free to raise your hand or chime in.

Questions and Answers:

Justin Trennon Long - Stephens Inc., Research Division - MD & Research Analyst

But John, I thought an interesting way to start things off was just to take a step back. This is a year where a lot of transportation companies have missed expectations. They've guided down, this freight downcycle has lasted longer than many anticipated. But Ryder has been beating and raising. And I know a good
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