doh! Model Library
Below is our list of doh! models, listed in reverse chronological order. These models provide templates that can be manipulated to change your own assumptions around specific topics to see how it impacts a company’s earnings outlook. This research is stricly limited to clients of Wolfe Trahan & Co. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact to request our PDF decryption plug-in.Auto Sales Forecast: Interactive Model
Plug in your expectations for household net worth, relative new vehicle prices, lagged one-year average oil prices, and a vehicle park adjustment factor, and the model will project future annual U.S. auto sales for the next five years.
KNX: Potential Acquisition Accretion Interactive doh! Model
Plug in your estimates for a potential KNX acquisition of a $450 million revenue TL carrier, and the model will project the potential EPS accretion/dilution.
KSU: Equity Redemption Analysis Interactive doh! Model
Plug in your estimates for the amount of debt repurchase (up to 35% of each tranche), and the model will project the potential EPS accretion.
ABFS: Wage and Pension Concession Interactive doh! Model
Plug in your expectations for potential hourly wage and pension concessions from ABFS’s unions and possible equity concession, and the model will project the expected cost savings and EPS impact.
This model was previously updated on 11/18/09 and 09/17/09.
UPS: U.S. Postal Service Impact Interactive doh! Model
Plug in your estimates for USPS market share losses across domestic air, ground and international market competitive products then how that could split between FDX and UPS to see the potential EPS impact for each company.
UPS: Share Repurchase Accretion Interactive doh! Model
Plug in your revenue and OR assumptions for the next three years and see the potential impact to cash flow and potential share repurchases, the model will project the corresponding EPS accretion.
AAWW: M-ATV Contribution Interactive doh! Model
Plug in your estimates to analyze the potential EPS accretion from flying new Mine Resistant Ambush Protected (MRAP) All Terrain Vehicles (M-ATVs) manufactured by Oshkosh Corporation to Bagram Air Base in Afghanistan.
YRCW: Liquidation Value Interactive doh! Model
Plug in your estimates for YRCW's average tractor, trailer and facility values, as well as liquidation periods and discount rates to estimate a present value of YRCW's assets in a potential liquidation scenario.
Ryder: Used Truck Residual Interactive doh! Model
Plug in your expectation for the next six quarters' following Ryder's 2Q:09 earnings used truck pricing and the model projects the impact on five-year average depreciated residual values.
This model was previously updated on 09/08/08.
FDX: FDX F10 Guidance Interactive doh! Model
Plug in your assumptions based on FDX's 10-K guidance to drive different implied EPS guidance scenarios.
