TD Cowen: Day 1 Transport Conference Takeaways - RailwayAge Magazine

CSX reaffirms its low single-digit growth guidance for this year, buoyed by strong performances in autos, minerals, and met coal but weakened by chemicals, forest products, and international intermodal. The potential prolonged disruptions at the Panama Canal could redirect business back to the West Coast, while CSX remains optimistic about nearshoring momentum in autos, EVs, batteries, and metals and minerals. XPO continues to bring new freight onto its network while maintaining discipline in pricing and service, with an improvement in claims as a percentage of revenue. GXO's pipeline remains robust as customers plan their outsourced logistics needs, with AI driving efficiency gains.

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