Transport Tracker: Issue #1230, week ending May 20: Hoexter’s 20-min calls kick off; FDX spin

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Transport Tracker: Issue #1230, week ending May 20: Hoexter’s 20-min calls kick off; FDX spin

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Transport Tracker

Issue #1230, week ending May 20:

Hoexter’s 20-min calls kick off; FDX spin

Industry Overview

Hoexter’s Thought of the Week 21 May 2026

Hoexter’s 20-Min Transport call series kicks off next week Equity

United StatesNext week, we are kicking off our 7th annual “Hoexter’s 20-minute Transport & Shipping” Transport/Infrastructure

call series with industry managements across freight transportation (truckload, less-than-

truckload, intermodal, logistics), Jones Act barging, and rail equipment (times in ET).

Tue, May 26 – 11:00am - MWPVL’s Marc Wulfraat - Preceeding the series, we are co-

hosting with Justin Post, BofA’s Internet Analyst, Mr. Wulfraat for an hour chat on Amazon

Logistics and its SCS update. At our 33rd Annual Industrials, Transportation, and Airlines

Key Leaders conference last week (see conference note), several carriers noted they have

yet to see any material signs of Amazon approaching its customers.

Wed, May 27 - 12:30pm - Knight-Swift’s (KNX) CEO Adam Miller, CFO Andrew

Hess, and IR/Treasurer Brad Stewart. We’ll talk demand and pricing trends amid

structural capacity reductions, how Montgomery ruling and Dalilah’s Law may influence

supply, liability, and competitive dynamics across asset-based and brokerage ops.

Fri, May 29 - 10:00am - Southeastern Freight Lines’ SVP Sales & Marketing

Ken Hoexter

Richard Slater (10th largest and private LTL carrier). Independent carriers’ perspective on Research Analyst

state of market mid-2Q and perspective on FedEx Freight's market activity pre-spin. BofAS

+1 646 855 1498

Tue, June 2 - 1:30 PM - TFI International’s (TFII) CFO David Saperstein. Discuss ken.hoexter@bofa.com