Americas Transportation_ Recession-Sensitivity Analysis; Where Could EPS_EBITDA Bottom-Out, and What is Priced In_

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 25 March 2025 | 2:21AM EDT Americas Transportation Recession-Sensitivity Analysis; Where Could EPS/EBITDA Bottom-Out, and What is Priced In? Bottom Line: The purpose of this report is to assess the potential earnings, valuation and share price sensitivity to transports should economic conditions deteriorate and potentially move into recessionary territory - something we are not forecasting or take a view on, but given investor inquiries as to where earnings could get to shoul ...