lystn

Thanks to our sponsor, the NACV Show.

Outside the lines report from the field: The Falcon story just keeps on giving

Earnings Over/Under:
Eaton posts record revenue in first quarter
Genesee & Wyoming’s earnings report light of estimates, maintains 2019 outlook
Paccar posts record revenues, profits in first quarter
Ryder beats earnings and raises guidance
Oshkosh Corporation announces gainful second quarter
GWR’s lower than expected earnings due to weather, but guidance and new business pipeline intact
Hub Group posts record per-share earnings in quarter, raises full-year estimates
C.H. Robinson scrapes out an earnings beat on 4.4 percent lower revenue
Wabash sees solid demand for trailers after record first-quarter sales
Saia Inc. reports increases in revenue, operating income in the first quarter
Atlas Air reports earnings ahead of expectations, maintains guidance
XPO shows operational strength in first quarter
Schneider focuses on lower guidance

In other news:
Amazon disintermediation story further analysis