J.B. Hunt Transport Services, Inc. (JBHT) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Well, hello, everybody. Welcome to Deutsche Bank's Industrials Conference. I'm Richa Harnain. I am the freight transportation equity analyst here. And pleasure having you. We're here with J.B. Hunt today. We got a lot to talk about. So maybe we'll just get right into it. We got Brad Delco, Andrew Hall, Stacey Griffin, who heads up -- Brad Delco, CFO; Stacey Griffin does pricing at Intermodal; and Andrew Hall, who heads up the Investor Relations effort. So thank you all for being here. We really appreciate it.

And yes, like maybe we can just start by getting a mark-to-market and how you're feeling about the state of the cycle. The team sounded quite upbeat when we heard from you about a month ago now. You've entered what has historically been a seasonal lull low for demand. And just as you reflect on how the cycle went up to this period and the potential heading into peak, how do you feel? And I know you're going to tell me J.B. Hunt is way better than the cycle. But yes, just maybe frame how the cycle is going, and then we'll talk about how you're outperforming.

Well, first, Richa, thank you for having us. Great set of meetings thus far and great to join you here for our webcast. Excited, Stacey Griffin is joining us who -- I think this is her second conference ever.