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Management attributes the 12% comparable EPS growth to the consistent execution of a balanced growth strategy designed to derisk the portfolio and shift toward less capital-intensive business models.
The business mix has successfully transitioned from being FMS-dominant in 2018 to approximately 60% ****** et-light revenue from supply chain and dedicated segments in 2026.
Operational outperformance relative to prior cycles is driven by a high-quality contractual base, with over 90% of revenue now generated by long-term contracts.
Strategic initiatives delivered $70 million in incremental benefits for 2026, focusing on lease pricing, maintenance cost savings, and omnichannel network optimization.
#operational
Management attributes the 12% comparable EPS growth to the consistent execution of a balanced growth strategy designed to derisk the portfolio and shift toward less capital-intensive business models.
The business mix has successfully transitioned from being FMS-dominant in 2018 to approximately 60% ****** et-light revenue from supply chain and dedicated segments in 2026.
Operational outperformance relative to prior cycles is driven by a high-quality contractual base, with over 90% of revenue now generated by long-term contracts.
Strategic initiatives delivered $70 million in incremental benefits for 2026, focusing on lease pricing, maintenance cost savings, and omnichannel network optimization.
#operational
3 days ago
