CSX Corp at TD Cowen Global Transportation Conference Transcript

Sep 06, 2023 / 01:10PM GMT
Jason H. Seidl - TD Cowen, Research Division - MD & Senior Research Analyst

Good morning, everybody. I'm Jason Seidl. I want to welcome you to TD Cowen's 16th Annual Global Transport Conference. I'm the senior transport analyst based here in the U.S. and thrilled today, I have Joe Hendricks from CSX. I've been following CSX now, I think, 25 years. It been a long time. And Joe, we want to kick things off. I mean, you got some time under your belt here now as CEO, and the railroad, I mean knock on wood someplace, has been running pretty well on your service metrics. So give us an update on some of the business trends that you last talked to investors?

Questions and Answers:

Joseph R. Hinrichs - CSX Corporation - President, CEO & Director

Yes. So I would say, at the market level, the message continues to be somewhat mixed. It has all year really. If you think about it, some parts of our business have been strong, autos, minerals, metals, coal, especially in that coal but the areas that all year have been somewhat slow, chemicals, forest products,
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