I was referring to the CR numbers. I thought that was the subject at the time.
That is really not surprising at all, because how important CR is for specific operations is more of apolitical decision, and as we know politics is different even in different parts of the US. That is typically reflected in the differences in CR of various local operations.
Also the notion of CR really applies to units of business, and the business overall. Even extremely profitable businesses with huge cash flows (and I am familiar with a few, being intimately involved with one) internally have units that by design have terrible or no CR per se. They serve support functions by design. Usually they are not reported on individually, but as part of a larger unit that covers that sin completely. If such was not done there would not be any new product development ever, for example.
The question to ask then is what role does transportation play and how it should be packaged organizationally and accounted for, knowing that some fundamental support functions will have low CR. Afterall freight railroads get it and are able to report reasonable CRs, some smaller ones with considerable external financial inputs. OTOH the highways do not really produce in measurable CR at all in the classical sense and certainly are in an enormous hole if all required maintenance issues are accounted for. Some fuel tax hocus pocus makes some of it look almost palatable though, mind you, using a tax that was originally meant to address the "debt problem" not just the highways..