What’s News in Earnings: How Logistics Operators Are Navigating Trade War Turmoil

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  Hey listeners, it's Friday, August 1st.

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  I'm Liz Young for The Wall Street Journal.

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  This is What's News in Earnings,

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  our look at the broad themes that stood out in the latest earnings season.

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  Today we're taking a look at the logistics industry,

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  those behind-the-scenes companies you may not think much about,

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  but that are responsible for delivering you the goods you use every day.

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  One of the biggest headlines of this earnings season has been the news that two railroad giants plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history.

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  The deal would tie together the networks of Union Pacific,

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  which operates to the west of the Mississippi River,

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  and Norfolk Southern, which has lines to the east.

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  Beyond the railroads, companies such as warehouse operator Prologis, trucking giant J.B.

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  Hunt and parcel carrier United Parcel Service have been navigating rapid shifts in freight demand due to President Trump's trade war.

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  Importers have rushed in goods to beat tariffs and slowed orders when duties have increased.

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  At the same time,

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  the logistics sector continues to grapple with a years-long slump in freight demand following the pandemic.

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