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Keith Schoonmaker

Keith Schoonmaker, CFA, is director of industrials equity research for Morningstar.

More From Keith Schoonmaker

We've trimmed our near-term growth expectations for international operations and moderated our margin improvement expectations for Express.

Margins should improve thanks to additional capacity and continued acquisition integration during the season of robust freight and parcel demand.

The narrow-moat company improved value and pricing during the quarter, and we expect margins to improve.

Shareholders overwhelmingly approved the CEO's rich compensation package, despite his undisclosed health condition.

The narrow-moat company showed progress on TNT integration and restoring Ground margins, but we're skeptical on the value of the Freight segment.

New CEO Hunger Harrison is the low-risk, high-potential leader for this wide-moat railroad in need of margin improvement.

We're trimming our estimate after law enforcement agencies executed a search and seizure warrant at three of the company's facilities.

More About Keith Schoonmaker

Keith Schoonmaker, CFA, is director of industrials equity research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2012, he was an equity analyst covering the transportation industry.

Prior to joining Morningstar in 2007, Schoonmaker worked for more than a decade in product development and consulting in the paper industry.

Schoonmaker holds a bachelor’s degree in chemistry from Wheaton College and a master’s degree in business administration from Northwestern University’s Kellogg School of Management. He also holds the Chartered Financial Analyst® designation. In 2011, he ranked first in the industrial transportation industry in The Wall Street Journal’s annual “Best on the Street” analysts survey.

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