Drilling Deep EP23 The last mostly "normal" quarter in trucking is in the books

Published: May 14, 2020, 1 a.m.

The numbers are in: earnings for the quarter have been reported by all the trucking and other freight-related companies for the three months that ended March 31. And what a quarter it was, finishing up in the middle of a radically-changed scenario that nobody could have ever modeled for. \xa0\nOn this week's Drilling Deep podcast, host John Kingston talks with Todd Fowler, the transportation equity analyst at KeyBank. Todd sat in on all the main earnings calls for the quarter--and followed up with the management of many of them after the calls--so he's got lots of perspective of how companies fared and where they're going for the rest of the year.\nJohn will also talk diesel prices, noting how oil prices are climbing in international markets but diesel at the pump isn't. It's a nice situation that a lot of people don't think can.\n\xa0\nMore FreightWaves podcasts\nApple Podcasts\nSpotify\n\nLearn more about your ad choices. Visit megaphone.fm/adchoices