TL stocks take wild ride into, out of Q4 earnings season
Truckload stocks have been on a wild ride after signs of an improving spot market were amplified by positive manufacturing data, and then slightly doused by the threat of AI upheaval.
Truckload stocks have been on a wild ride after signs of an improving spot market were amplified by positive manufacturing data, and then slightly doused by the threat of AI upheaval.
The Trump administration is reassessing portions of last year’s steel and aluminum tariffs and weighing targeted exemptions.
The day after, an analysis of why logistics stocks sold off so hard Thursday.
RXO has seen its debt rating cut by Moody’s to a non-investment grade level.
The House of Representatives voted to lift tariffs on Canadian goods amid rising concerns over costs, freight volumes and North American trade stability.
FedEx unveiled its four-year growth strategy on Thursday, setting a goal of 14% profit growth by 2029.
While supply chains have poured investment into transportation and warehouse technology, yard and dock operations remain one of the most manual and least visible parts of the network, a gap that is increasingly difficult to manage as volumes fluctuate and labor tightens. While the C3 State of Yard and Dock Management 2026 survey is underway, […]
Recent enforcement actions show criminal networks targeting shipments, warehouses, border crossings and international exports.
QXO is making its second big purchase in the building products field.
GXO Logistics expects North American freight demand to remain stable in 2026, guiding for flat volumes while leaning on new contract wins.
A first look at Ryder’s earnings.
An EEOC lawsuit over the failure of a company to hire a deaf driver has ended with a settlement.
GXO’s revenue increased to $13.2 billion in 2025 amid a confident outlook tied to outsourcing, e-commerce and automation trends.
Reelables, a London-based logistics technology company, has launched a new Smart Label Indoor Tracking solution designed to deliver real-time indoor location visibility with accuracy down to 10 centimeters. The company says the platform is the first to combine real-time location system (RTLS) capabilities with printable smart shipping labels, offering warehouse operators a lower-cost alternative to […]
Less-than-truckload carrier Saia missed fourth-quarter expectations on Tuesday but said the recent period could mark the trough for margins.
Proficient’s stock price suffered a big decline Tuesday after its earnings were released a day earlier.
Trimble’s transportation and logistics business posted mid-single-digit organic growth in the fourth quarter amid a challenging freight environment.
Hapag-Lloyd container volumes increased on robust trade growth but diverted voyages away from the Red Sea hurt average freight rates.
UPS is preparing a second voluntary buyout offer for parcel delivery drivers. The Teamsters union has gone to court to force UPS to withdraw the program on the grounds that it doesn’t adequately compensate drivers and undermines the union.
Midmo used Manifest 2026 to introduce a new suite of Edge Intelligence modules, marking its latest move to push real-time visibility and decision-making closer to the physical operations of the supply chain. Tech solutions aren’t just aimed at operations as there is a growing shift across logistics technology toward intelligence that operates directly at docks, […]
Warehouse operations can make or break an organization. That problem is at the heart of Gather AI’s latest funding round. The Pittsburgh-based startup announced it has raised $40 million in Series B financing, led by Smith Point Capital Management, the firm founded by former Salesforce co-CEO Keith Block. The raise brings Gather AI’s total funding […]
Less-than-truckload carrier Saia missed fourth-quarter expectations ahead of the market open on Tuesday.
Business Roundtable is urging the Trump administration to extend the USMCA trade pact, citing strong job and export gains in states like Texas and California.
Radiant Logistics beat fiscal second quarter expectations as customers are “growing increasingly bullish.”
Logistics has long depended on tribal knowledge, the unwritten rules and hard-earned judgment held by a small group of experienced operators. They know which carriers actually perform on certain lanes, how specific customers expect exceptions to be handled, and what worked the last time a shipment went wrong. That knowledge has powered freight networks for […]
Samsara’s Super Bowl ad features Jesse Love.
The freight market has spent the better part of two years grinding along the bottom, offering little relief to brokers operating on thin margins and tighter credit. But as early signals suggest the cycle may finally be inflecting upward, recent earnings calls from RXO and C.H. Robinson offer a timely warning: a rising market does […]
Connected vehicles, ADAS safety tech, autonomous advancements and software-defined vehicles drive innovation
Paladin Capital’s Chapter 11 filing ties together recent truck carrier shutdowns at Robert Bearden Inc. and Quickway Transportation.
Sun Country Airlines generated record cargo revenue last quarter as its Amazon flying business took off.
TravelCenters of America’s (TA) most recent charity golf tournament did more than set a fundraising record. It showed that industry support for driver health and hardship relief is not only growing, but becoming more intentional. The tournament raised more than $100,000 for the St. Christopher Truckers Relief Fund, the largest single-year contribution since the partnership […]
An accounting error at Hub Group has placed its financial statements for the first three quarters of 2025 under review.
Arrive Logistics trimmed its staff at its Toronto office as part of a strategic retooling of its Canadian operations.
RXO’s fourth quarter was tough but it is focusing on a longer-term message.
Werner Enterprises is taking steps to restore its one-way unit to profitability by reducing the fleet size and eliminating unprofitable freight.
Georgia-based regional carrier Robert Bearden Inc. has filed for Chapter 11 bankruptcy protection.
The U.S. Postal Service saw quarterly adjusted operating income tumble by nearly two-thirds as parcel volume fell by double digits and revenue contracted during the peak shipping season.
Chattanooga-based platform adds 1,000 spots in three months as major carriers embrace private parking marketplace
The first look at RXO’s fourth quarter earnings show the impact of a bad market for brokers.
Amazon said its regionalized fulfillment network and expanding same-day delivery helped boost fourth-quarter results to $213.4 billion in net sales.
Nashville-based Quickway Transportation and two of its affiliate companies have filed for Chapter 11 bankruptcy.
Werner Enterprises has begun restructuring its one-way fleet, a move announced alongside the reporting of its fourth-quarter results, which fell short of expectations.
XPO’s less-than-truckload tonnage was flat in January, breaking an 18-month stretch of declines.
With its end-2025 acquisition trifecta that brought it three factoring companies all at once, Love’s Travel Stops is likely to look for more this year to grow its factoring activities within its Love’s Financial Services division. Love’s announced the acquisition of three factoring companies–TBS Factoring Service, Saint John Capital and Financial Carrier Services–just before Christmas. […]
XPO beat fourth-quarter expectations on Thursday.
A California jury awarded $52 million to truck drivers who said Sysco retaliated against them for reporting safety and labor violations.
A driver who set Swift trailers on fire now has a second sentence for his activities.
Less-than-truckload carrier Old Dominion voiced optimism about a potential demand inflection but cautioned that this cycle has been full of false starts.
Uber Freight posted flat revenue in the fourth quarter, but achieved breakeven profitability for the first time in over three years.
Old Dominion Freight Line beat fourth-quarter expectations as cost management and yield hikes helped offset volume declines.
Persistent weakness in freight demand is driving a growing list of layoffs across trucking, logistics and manufacturing.
The U.S. Department of Transportation is launching a national strategy to modernize supply chains through multimodal data sharing, AI, and enhanced cybersecurity.
Truckload carrier Heartland Express reported another net loss.
Veho is offering e-commerce shippers a way to reduce costs so they can offer free shipping if they are willing to accept day-range certainty instead of a day-definite delivery, in effort to differentiate themselves from other independent parcel carriers.
Machine tool orders are upstream of manufacturing activity.
A long-running lawsuit by drivers against Werner has been settled, and the size of the payout pool revealed.
NFI CEO Brown, whose criminal indictment was tossed last year in New Jersey, saw that decision affirmed on appeal.
GenLogs bridges the gap between carrier data and real world conditions.
Carriers are rejecting more than 13% of tendered truckload shipments.
A federal lawsuit by Vantage Carrier alleges R&R Family of Companies affiliates failed to pay more than $1 million in freight invoices, adding to mounting carrier and creditor claims following the company’s collapse.
ArcBest is cutting costs and improving processes as the market looks to shake off a prolonged downturn.
Covenant Logistics reported a Q4 net loss, but told analysts it is seeing early signs of pricing power and improving freight fundamentals heading into 2026.
Maersk Air Cargo is giving up on Boeing 767 freighters for trans-Pacific service and cutting ties with partner airline Amerijet as it transitions to the use of larger, more economical 777 jets.
Transportation and logistics provider ArcBest missed fourth-quarter consensus expectations.
Are ELP out-of-service violations actually effective law enforcement?
Covenant Logistics posted a Q4 loss, while highlighting fleet rationalization and balance-sheet discipline as key priorities for 2026.
Schneider National’s stock was down 16% in after-hours trading on Thursday following a worse-than-expected earnings report.
Partnership targets key U.S. corridors with first locations opening in summer 2026
Jacksonville-based AGX Freight Group has suspended operations after a lender dispute restricted access to working capital.
Charles Gracey is coming to FreightWaves.
Another successful quarter led analysts on the C.H. Robinson earnings call to wonder what the longer-term future holds.
DHL Global Forwarding is taking a creative approach with a truck-air service that aims to give shippers a reliable, cost-effective alternative to ocean and air transport.
Filter to succeed Rourke.
For the first time in Tesla’s history revenues fell year over year, as officials point to the Semi truck as a key future growth lever.
Broker Landstar System’s fourth quarter was negatively impacted by one prior and two recent tragic accidents.
The first look at C.H. Robinson’s earnings that investors applauded.
A Texas lawsuit filed by Jimenez Logistics alleges R&R Express and RFX failed to pay $264K in freight invoices.
U.S. Chamber of Commerce, National Retail Federation among those supporting C.H. Robinson in the brief.
Werner Enterprises announced it has acquired FirstFleet, making it the fifth-largest dedicated truckload provider in the U.S.
As long-haul carriers outgrow legacy TMS platforms, unified operating systems built around AI and financial intelligence are starting to take over The Chicago-based Datatruck recently raised a $12 million Series A round led by Avenue Growth Partners. This highlights a broader shift across North American trucking. Carriers are increasingly replacing legacy TMS platforms with AI-native […]
Marten Transport saw improvement sequentially even as year-to-year comparisons remained weak.
Oversubscribed round led by Khosla and G2 catapults Toronto startup into robotaxi race with massive Uber deal
UPS is continuing to cut down Amazon volumes and consolidate package sorting centers in a bid to improve efficiency and shipment yields.
Autonomous truck tech company achieves commercial milestone with revenue-generating operations in multiple states
Nike is laying off 775 U.S. distribution center workers as it accelerates automation and restructures its supply chain.
American Eagle Outfitters is closing down Quiet Logistics and Office Depot is cutting its logistics service subsidiary Veyer, demonstrating that sidelight businesses can be distractions from core retail execution.
Lenders urged R&R Family of Companies to wind down operations in December as carriers went unpaid, according to a new lawsuit.
Smith System’s new Trainer Center platform aims to help trucking fleets run more consistent driver training programs.
Triumph Financial’s earnings had numerous points that showed a strengthening freight market.
A court refused to grant an order forcing California to resume granting CDL renewals.
FedEx Freight has its first rating from a credit agency and it’s less than FedEx.
M&A advisory firm Tenney Group is calling for a spike in transportation and logistics deal activity in the fourth quarter.
Missed pickups have long been an accepted cost of doing business in less-than-truckload shipping. They’re frustrating, inefficient and expensive, but for an industry built on shared capacity and tight scheduling, they’ve often felt unavoidable. C.H. Robinson is betting that doesn’t have to be the case. The logistics provider has rolled out a new set of […]
CEO David Liu outlines path to 2026 trading debut, leadership additions
The first operational group at Alaska Airlines to completely sync up with Hawaiian Airlines is cargo, paving the way for growth opportunities in international markets.
Artificial intelligence has already made its way into procurement. It shows up in sourcing tools, analytics dashboards, and supplier platforms, often quietly embedded in day-to-day workflows. And yet, most procurement leaders still hesitate to say they are ready for it. That contradiction sits at the center of ProcureAbility’s 2026 CPO Report, which found that while […]
As global trade tensions persist, Misumi has turned to digital manufacturing leader Dave Evans to guide its Americas growth strategy.
Last-mile delivery technology platform FarEye has partnered with Amazon Key to address costly delivery failures stemming from access issues at gated communities and apartment buildings.
Former employees shed light on Pittsburgh-based R&R Family of Companies shutdown earlier this month.
Many fleets are losing money in ways they can’t easily measure, whether it’s through driver behavior, equipment failures, or incomplete complete dispatch data. RoutMate approaches fleet management from a fundamentally different angle: maximum control equals maximum revenue growth