Auto Supply-chain RiskChip supply headwinds in the auto segment could reduce vehicle production, lowering freight volumes tied to auto shipments and pressuring related revenue.
Intermodal Revenue ExposureHigh exposure to auto-related intermodal shipments makes revenue vulnerable to semiconductor-driven production swings, risking sudden declines in that revenue stream.
Operational Disruption And Margin PressureSemiconductor-induced production variability may cause routing inefficiencies and congestion, increasing operating costs and squeezing margins.