Yellow Corporation · OTC:YELLQ
Yellow — Yellow Roadway — Bear Stearns Global Transportation Conference 2005
11 slides from Yellow's conference presentation, May 11, 2005
Slide 1: Yellow Roadway Corporation, Bear Stearns Global Transportation Conference
Exhibit 99.1 ® Yellow Roadway Corporation Bear Stearns Global Transportation Conference May 12, 2005
Slide 2: Yellow Roadway Corporation at a glance
Yellow We Over Nearly All Making 2 dedicated offer 50,000 800 18,000 70,000 Roadway global our locations employees clients totrailers trucks commerce the Corporation is worldwide aYellow expansive $7 550billion work technology Roadway resources: by transportation connecting core professionals purpos
Slide 3: Transformation
Yellow Transformation YELL 75 74 73 00 0 1. BigCharts.com Volume Millions 2. 3. Making 3 520 1981 1989 2000 76 01 104002 77 15 Monthly Roadway –60 global 78 03 20 1988 1999 now 8079 04 25New commerce A 80 05 Post to 5/06/05 30decade Corporation a81 35 management, global deregulation 82 4083 of 45 wo
Slide 4: Strong first quarter results
Yellow Strong $41.8 (in (pro 1Q03 Adjusted 1Q05 1Q04 Consolidated 2004 *Adjustments Making 4 millions) forma) Record 1Q04 $34.4 Earnings Roadway global Operating EPS* 1Q05 $0.27 performance operating were commerce Growth Corporation $0.38 related Income* income in $0.92 work atto the each property F
Slide 5: Our Significant Growth Opportunities
Yellow Our Significant Growth Leverage Continued Capture Substantial Making 5 Focus Roadway global synergies our investments for resources, synergy strong the commerce Corporation Future opportunities brands capabilities in our workdistinct byare and connecting unique brands marketto Operate reach p
Slide 6: Roadway Synergies
Yellow Synergies 2005 $100 $50 (in Full New Run 2004 Purchasing 2005+ Network Common Making 6 millions) year rate 2005 Synergies synergies synergy Roadway global of optimization benefit technology from synergies leverage $200M commerce initiatives: captured: the of Corporation Roadway as 2004 Duplic
Slide 7: Strategic Rationale for Combined USF Acquisition
Yellow Strategic Combined Scale 25,000 Comprehensive Services 4+ 3 2 Next Making 7 Days Days Day trucks 22% 29% Roadway global 20% Rationale 29% revenue and commerce next Corporation 90,000 in for day excess USF services trailers work Acquisition of $9 bywith nationwide billion connecting over$61,00
Slide 8: About USF Synergies: Strategic Rationale (continued)
Yellow Strategic About Synergies Longer-term Area Corporate/Back Exchange Technology Develop Procurement Use Making 8 ofOpportunity $40 advanced Roadway global common Rationale best million Consolidate synergy ??Capture practices commerce Office systems Corporation applications expected forpotential
Slide 9: Summary of Amended USF Announcement
Yellow Summary Announcement Cash/stock Fixed Cash YRC Taxable Expected *Agreement Making 9 price election shareholder exchange Roadway global toYRC closing USF USF $45.00 allocation was feature commerce Acquisition stock Amended* shareholders ratio amended on Corporation vote $45.00 May repurchase .
Slide 10: USF Timeline
Yellow USF Timeline Making 10 Shareholder Roadway global commerce Corporation vote scheduled work byforconnecting Monday, May people, 23 places Expectand to close information acquisition on Tuesday, May 24 Investor & analyst meeting in New York on Tuesday, May 24
Slide 11: Forward-Looking Statements
Forward-Looking This amended, intended and Yellow uncertainties more limitation, transaction the availability obligations wage parties’ accretion factors these actual synergies of date occurrence each Making 11 Operations” transaction services; hereof. presentation party’s difficult, expectations, r
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