Ac t i o n | 09 Jul 2026 05:56:42 ET │ 85 pages North America Transportation 2Q26 Transports Earnings Preview: Favorable 2Q earnings setup, but upside likely modest; upgrade on recent pull-back CITI'S TAKE Transports 2Q earnings are likely to be among the strongest in years, as companies benefit from significantly tighter capacity conditions coupled with moderately improving demand. We expect solid y-y EPS gains reflecting higher truckload rates and margin recovery with robust outlooks signaling continued s ...