BBG: Bozeman on Robinson’s Ongoing Transformation (Podcast)
Sourced from BLOOMBERG, published on 17 June: In this Talking Transports podcast, David Bozeman president and ...
It’s that time of year when equity analysts start looking at their models, trim and tweak, trying to predict upside or downside for the companies they cover ahead of Q2 earnings season.
For them, in fact, it’s ’preview season’.
Toss the coin
While in a short note out yesterday, Jefferies analysts were rather bullish on the Q2 25 numbers for ’DSV + Schenker’ – their Ebit estimates for the combined entity’s debut on 31 July pointing to “+5%/+7% vs consensus in ’26/’27, likely ...
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