Cost ManagementThe stronger cost performance in Q2/F25 and improved visibility into a positive inflection in Intermodal and Dedicated segment results in H2/F25 and into F2026, partly supported by a new $100m cost savings plan, further de-risk near-term earnings and reinforce our conviction.
Intermodal GrowthIntermodal and JB Hunt are expected to benefit from potential transcontinental rail mergers due to share potential from service gains.
Rail PartnershipsBNSF partnerships and collaborations can deliver benefits much sooner than a transcontinental merger, with less regulatory risk and maintaining flexibility to listen to what shippers want.