Industry & Services >> Analyst Interviews >> December 17, 2012

Rising Truck Costs Make Leasing More Attractive

Fowler, Todd C.
Todd C. Fowler is a Director at KeyBanc Capital Markets Inc. He has been with KeyBanc since since 2006, and he is a Equity Research Analyst focused on transportation and logistics companies, including truckload, less-than-truckload, intermodal and freight forwarders. Mr. Fowler previously worked for FTN Midwest Securities, where he was an associate analyst covering transportation and aerospace and defense companies, and has prior experience in the audit practices for Arthur Andersen and Ernst & Young. He earned a B.S. in accounting from the University of Dayton in Ohio. Mr. Fowler was recognized the Financial Times/StarMine May 2011 Best Brokerage Analysts survey as the number two earnings estimator in the airfreight and logistics sector, his third Financial Times/StarMine award. He has been quoted in publications such as The Wall Street Journal, Business Week and Reuters, and he has been interviewed on Bloomberg Radio and TV.   Profile
TWST: I know the only name that fits into this category that you cover is Ryder. In general, what’s going on in the industry at this point?

Mr. Fowler: Like you mentioned, within