DSV Panalpina reported 43.0% year over year revenue growth in Q2, a full 10% points better than analysts’ expectations. The outperformance has been a common theme in the logistics sector with similar delivery from UPS and C.H. Robinson, with an average “beat” across the sector of 6.0%. DSV Panalpina also expects a “gradual improvement of the global freight markets over the third and fourth quarters as markets reopen and with no material disruptions of global supply chains.” That’s yet to become apparent in U.S. seaborne imports, with shipments linke...