Three companies moved more than 10% against plan this quarter. The other eleven are within range and are covered in the appendix.
Revenue was 14% below plan after the loss of one regional carrier contract.1 Net leverage closed at 3.9x against the 4.5x covenant.
EBITDA was 11% below plan on inbound freight costs.3 Interest cover was 2.1x against the 2.0x minimum: passing, but tight.2
Revenue was 18% ahead of plan because the payer contract started a quarter early.4



