Forward Air Corp at Raymond James Institutional Investors Conference Transcript

Mar 07, 2022 / 07:15PM GMT
Tyler Brown - Raymond James - Analyst

Okay. Let's go ahead and get started with the next presentation. So for those of you that don't know me, I'm Tyler Brown, the senior analyst here at Raymond James. I cover both the transportation as well as the environmental services sector. So this afternoon, I am extremely excited to have Forward Air with us. Presenting today is the company's CEO, Tom Schmitt; joining him is also the recently appointed CFO, Ms. Rebecca Garbrick.

So I think some of you may have heard -- we've talked about it, maybe our salesforce -- this is one of our more interesting ideas in transportation. Forward has really -- we've seen a big change with them over the last few quarters. There's been a real opportunity for them to lean in and really reshape their freight book, that we think really will improve -- obviously improve near-term operating results, but actually often to the future as well.

So we have a whole new slide deck, or at least some new slides in here. We're going to kind of go through the story, because, at times, I still think that the market kind of

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