Fast Lane: Edge Case Assures AUR AV Safety, UPS Considers Outsourcing in UK, CHRW Acquires DeSpir Logistics

研报英文原文证据摘录

Fast Lane: Edge Case Assures AUR AV Safety, UPS Considers Outsourcing in UK, CHRW Acquires DeSpir Logistics

Update

June 29, 2026 04:01 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Fast Lane: Edge Case Assures Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

AUR AV Safety, UPS Considers Madison J Pasterchick

Madison.Pasterchick@morganstanley.com +1 212 761-3787

Outsourcing in UK, CHRW

Freight Transportation

North America

Industry View AttractiveAcquires DeSpir Logistics

Please see links below to other research we

Last week, AUR announced the approaching commercial launch published last week:

of its fully driverless AV fleet, UPS began exploring an FedEx Corporation: FDXF Files the Nest but Still

outsourcing strategy in UK, and CHRW acquired DeSpir Logistics. a Work in Progress (25 June 2026)

Truck Stop/TLSS: Half-Time Break (24 June

AUR recently announced its plan to launch its new, second generation, fully 2026)

driverless truck platform in the coming weeks. This announcement marks another FedEx Corporation: A Noisy Transition Ahead

significant milestone in AUR's commercial deployment, amidst growing regulatory (24 June 2026)

momentum, new strategic partnerships (see here and here), and early success Truck Stop/TLFI: Taking a Break (17 June 2026)

across 10 US driverless routes. CEO Chris Urmson also noted how partnering with

Roush will help AUR meet customer demand while prioritizing commercial

scalability and safety. We look for an update on the official launch within the

following weeks. Additionally, AUR partnered with Edge Case to assess AUR's

Safety Case, creating a new benchmark for independent validation in the