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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