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Delay Days
Tracks the number of days operations are delayed, offering a view into logistical challenges and potential impacts on service reliability and customer satisfaction.Delay days exhibit a pronounced, recurring Q1 spike tied to winter/navigation issues, and those Q1 peaks have trended higher in recent years—signaling growing sensitivity to seasonal disruptions even as utilization is strong. Management confirmed a 25% sequential Q1 increase and warned OEM engine shortages and diesel‑cost lags will front‑load delay/shipments into later quarters, so expect near‑term EPS and inland margin pressure from idle time and shifted deliveries before normalization later in the year.
Date | Delay Days |
|---|---|
Jun 30, 2026 | 2.57K |
Mar 31, 2026 | 3.26K |
Dec 31, 2025 | 2.62K |
Sep 30, 2025 | 1.44K |
Jun 30, 2025 | 3.32K |
Mar 31, 2025 | 4.03K |
Dec 31, 2024 | 2.68K |
Sep 30, 2024 | 2.06K |
Jun 30, 2024 | 3.33K |
Mar 31, 2024 | 3.51K |