Core Insights - Wabash has expanded its partnership with Excel Trailer Group to enhance service offerings and extend its dealer network across the Southeast, specifically into North and South Carolina [1][2][5] Group 1: Partnership Expansion - The expanded partnership aims to improve customer access to trailers, parts, and services throughout the United States, thereby strengthening Wabash's dealer network in the Southeast [2][5] - Excel Truck Group operates 12 locations across Virginia, North Carolina, and South Carolina, including established service hubs and a new dealership in Rock Hill, SC [3][7] Group 2: Service and Support - Excel Trailer will provide sales and service support for Wabash's complete truck body and trailer portfolio, enhancing customer access to Wabash trailers and genuine parts [4][5] - The partnership emphasizes the importance of exceptional customer service and scalable infrastructure, which are critical for reducing downtime and maintaining smooth operations for customers [4][5] Group 3: Company Profiles - Wabash combines physical and digital technologies to deliver innovative supply chain solutions across transportation, logistics, and infrastructure markets, with a focus on optimizing operations [6] - Excel Truck Group is a family-run dealership network that offers a wide range of trailer and truck solutions, serving various industries including transportation, construction, and logistics [7]

Hub Group Overview - Hub Group is a leading supply chain solutions provider, offering Intermodal transportation and Logistics services[7] - The company's FY 2024 total revenue was $4 billion, with Intermodal & Transportation Solutions contributing 45% and Logistics contributing 55%[14] - In FY 2024, adjusted operating income was $157 million, with Intermodal & Transportation Solutions contributing 62% and Logistics contributing 38%[14] Q2 2025 Performance - Hub Group's Q2 2025 revenue was $906 million[33] - Adjusted diluted earnings per share (EPS) for Q2 2025 was $0.45[33] - Adjusted operating income for Q2 2025 was $37 million, representing 4.1% of revenue[33] - Intermodal & Transportation Solutions revenue in Q2 2025 was $528 million, with operating income of $14 million (2.7% of revenue)[40, 41] - Logistics revenue in Q2 2025 was $404 million, with adjusted operating income of $23 million (5.6% of revenue)[46, 47] Financial Position - As of June 30, 2025, Hub Group had a cash balance of $164 million[33, 54] - Net Debt/Adjusted EBITDA was 0.3x, well below the leverage target of 0.75 to 1.25x[33] 2025 Guidance - Hub Group projects 2025 revenue to be between $3.6 to $3.8 billion[67] - The company anticipates 2025 EPS to be between $1.80 to $2.05 per share[67]

Core Viewpoint - Sysco Corporation will host a conference call and webcast to discuss its fourth quarter and fiscal year 2025 financial results on July 29, 2025 [1] Company Overview - Sysco is the global leader in selling, marketing, and distributing food and related products to customers who prepare meals away from home, including restaurants, healthcare facilities, and educational institutions [4] - The company operates 340 distribution centers across 10 countries, employing 76,000 colleagues and serving approximately 730,000 customer locations [4] - Sysco generated sales of over $78 billion in fiscal year 2024, which ended on June 29, 2024 [4] Investor Relations - Interested parties can listen to the conference call and webcast online at investors.sysco.com, where a news release and slide presentation will also be posted [2] - Sysco uses its investor relations website as the primary channel for public disclosure of key information, which may include material and previously non-public information [3]