UBS·2026-09-19SectorNeutral → Buy▲Transport Takes: What We Learned: Feedback-UNP U G; Ocean Rate Tailwind; JBHT Message to Shippers?
Bernstein·2026-09-14SectorBernstein's Transport & Airline Hot Shots: Crude through $100; Diesel above $6; UP-NS conditions compete, with timing still the risk
Bernstein·2026-06-12SectorAirfreight & Surface Transportation Game of Rails: Supply constraints and higher oil prices swing modal advantage back to rail (revisiting the rail industry's TAM)
Bernstein·2026-10-23SectorOutperform$347Global Logistics Supply Chain Pulse Check: Strong freight markets, rising capacity concerns
Bernstein·2026-09-25SectorOutperform$346Global Logistics: Supply Chain Pulse Check: Demand defies macro headwinds