Revenue and margin gains are slowing for many of the industry's top transportation and logistics companies during the first half of 2014, although growth remains positive. Looking forward to the next twelve months, disciplined capital investment, rising equipment and maintenance costs, truckload driver shortages, numerous regulatory headwinds, and deferred infrastructure spending, among other factors, will continue to limit capacity in the wider domestic transportation and logistics marketplace. The combined impact of these issues should drive continued pricing growth among carriers. Our financial expert provides his overview of 2014 Q1 and Q2 financial growth and the forecast for 2015.
| SPEAKER: | David G. Ross, CFA Managing Director, Global Transportation & Logistics | Stifel Nicolaus |