Earnings GrowthNew rail agreements, good cost control, network alignment in the Logistics business, and the new JV with EASO should contribute to long-term earnings growth.
Industry TrendsHub Group was constructive on the broader industry trends, with capacity continuing to exit and the consumer remaining resilient while inventories have become more balanced.
Intermodal Volume GrowthThe company delivered a year-over-year improvement in adjusted operating margin in the fourth quarter and executed a strong peak season for customers, leading to Intermodal volume growth of 14% in the quarter.