Two talking points dominate Class I railroads’ discussions on Q3

A photograph of containers parked at a rail yard.

With the third-quarter earnings season in the rearview mirror for the Class I railroads, two themes dominated companies’ commentaries and earnings calls: 

  • The supply chain congestion and ongoing efforts by the railroads to relieve that congestion and improve network velocity and terminal dwell.
  • The need to attract and retain employees so that there are enough crews to handle volume growth.

These themes will likely persist in the fourth quarter and into 2022, sources said.

“From my perspective,...

https://www.freightwaves.com/news/two-talking-points-dominate-class-i-railroads-discussions-on-q3

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