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Hong Kong-based Orient Overseas Container Line saw Q1 profits decline on weaker rates despite higher container volumes.
WEX, a company with a significant position in the fleet payments business, is facing a proxy battle from an institutional shareholder.
FedEx Freight outlined financial targets and operational initiatives ahead of a June separation from parent FedEx Corp.
Fuel price hikes and poor weather overhung the first quarter, but supply-side tailwinds along with improving demand could spell the end of earnings degradation for truckload carriers.
Moody’s has increased its debt rating on Ryder, first put on the company during the pandemic.
Hapag-Lloyd said 2025 profits fell sharply and warned of a challenging year for shipping on higher costs and ongoing geopolitical risks.
Hub Group said it received a deficiency notice from Nasdaq for failing to timely submit 2025 financial results after discovering an accounting error.
FedEx Freight was again a drag on FedEx Corp.’s consolidated results, which came in ahead of expectations.
FedEx delivered strong third-quarter results, buoyed by volume and yield growth and structural cost savings.
Management from J.B. Hunt Transport Services said shipper attitudes are little changed as truck capacity leaves the market and fuel prices surge.
Universal Logistics reported sharply lower Q4 revenue and earnings as freight demand softened and losses in intermodal dragged on overall results.
Supply chain SaaS provider Descartes reported another record financial performance as tariff uncertainty pushes the top line higher.
ArcBest’s February update displayed stable results for its less-than-truckload segment, while its outlook for asset-light operations improved.
A trio of trucking companies that have weathered the storm talked about the importance of data in making it through.
Global Crossing Airlines has parked two Airbus freighter aircraft because business has dried up.
An update from Old Dominion Freight Line showed volume and revenue declines slowed in February.
Kuehne+Nagel is a bell weather for the logistics sector, which faces more uncertainty with the Middle East conflict underway. The company says it plans to cut 2,000 workers.
Less-than-truckload carrier Saia’s tonnage declines moderated in February, with volumes remaining higher on a two-year-stacked comparison.
Berkshire Hathaway’s year-end financial report revealed a challenging year for Pilot.
XPO sees tonnage return to positive territory in February.
Canada-based Cargojet is compensating for the loss of a major Chinese e-commerce shipper by concentrating on new business opportunities closer to home.
U.S. ocean line Matson said its terminal joint venture shored up fourth quarter results as container volumes fell on weaker China traffic.
Cold storage facility operator Lineage sees 2026 as a transition year now that new builds are slowing and inventory drawdowns have passed.
The BMO quarterly earnings showed a strengthening of trucking credit metrics.
Expeditors saw a drop in several financial benchmarks, driven mostly by a tough ocean freight market.
Forward Air said it is “nearing the conclusion” of a strategic review, which investors called for following the company’s controversial merger with Omni Logistics.
Capacity attrition and retooled carrier networks could present a challenging bid season for shippers.
Walmart’s e-commerce business, supported by its store-fulfillment and delivery services, grew 27% in the fourth quarter and has turned profitable.
TFI International’s estimate for first quarter earnings is reflecting a difficult ongoing quarter.
The US LTL operations at TFI International showed some signs of improvement.
Truckload carrier Pamt Corp. booked a fifth consecutive net loss on Friday.
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.
FedEx unveiled its four-year growth strategy on Thursday, setting a goal of 14% profit growth by 2029.
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.
GXO’s revenue increased to $13.2 billion in 2025 amid a confident outlook tied to outsourcing, e-commerce and automation trends.
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.
Less-than-truckload carrier Saia missed fourth-quarter expectations ahead of the market open on Tuesday.
Radiant Logistics beat fiscal second quarter expectations as customers are “growing increasingly bullish.”
Sun Country Airlines generated record cargo revenue last quarter as its Amazon flying business took off.
An accounting error at Hub Group has placed its financial statements for the first three quarters of 2025 under review.
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.
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.
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.
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.
XPO beat fourth-quarter expectations on Thursday.
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.
Truckload carrier Heartland Express reported another net loss.
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.
Transportation and logistics provider ArcBest missed fourth-quarter consensus expectations.
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.
Another successful quarter led analysts on the C.H. Robinson earnings call to wonder what the longer-term future holds.
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.
Marten Transport saw improvement sequentially even as year-to-year comparisons remained weak.
UPS is continuing to cut down Amazon volumes and consolidate package sorting centers in a bid to improve efficiency and shipment yields.
Triumph Financial’s earnings had numerous points that showed a strengthening freight market.
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.
Freight broker Landstar System will record several accident-related charges in the fourth quarter.
Knight-Swift Transportation outlines a path to margin recovery in 2026 following a fourth quarter that was worse than expected.
Knight-Swift Transportation misses fourth-quarter expectations.
Warehouse operator Prologis said vacancies have already peaked and it now anticipates rents will improve throughout 2026.
Logistics real estate investment trust Prologis reported fourth-quarter results that were in line with analysts’ expectations.
J.B. Hunt Transport Services beat fourth-quarter expectations as cost reductions more than offset a revenue decline.
J.B. Hunt Transport Services beat fourth-quarter earnings expectations Thursday after the market closed.
Less-than-truckload rates hit a new high in the fourth quarter while the truckload market displayed “tentative signs of recovery.”
Activist investment firm Ancora Alternatives has led five separate change campaigns in the transportation industry and sees further opportunity to shake up the space.
Susquehanna said truckload’s supply side has the market set up for a recovery but demand will have to kick in at some point to prolong an upcycle.
Fleet telematics provider Motive has filed paperwork to go public, a move that could intensify competition in the freight technology market.
FedEx expects to eat $175 million in extra costs to replace capacity caused by the temporary grounding of MD-11 aircraft, but that’s a blip for a company that just reported a $1.6 billion operating income and a 19% gain in adjusted earnings per share.
Weak shipment counts have pushed profit expectations lower at FedEx Freight.
Heartland Express announced it will integrate and rebrand Contract Freighters, Inc. in an effort to stem a prolonged stretch of financial losses.
Temperature-controlled REIT Lineage projects the rollout of LinOS across approximately half of its warehouses will deliver $110 million in incremental EBITDA.
The next upturn in the trucking industry could be driven by the supply side, a pattern observed in the past three upcycles, according to a report released Monday by Morgan Stanley.
RXO credit rating faces challenges, while C.H. Robinson continues to shine.
J.B. Hunt Transport Services declined to take a stab at what next year holds at an investor conference this week, but did emphasize that it’s “set up to win” regardless of what the new year brings.
The 4Q credit metrics in BMO’s transportation sector, a major lender to trucking, were significantly worse in many areas.
Supply chain tech provider Descartes announced record quarterly results after the market closed on Wednesday.
Old Dominion Freight Line’s November update showed modest improvement from October.
Less-than-truckload carrier Saia reports tonnage improvement in November.
ArcBest reported improvement in revenue trends during November but reiterated its expectation for margin erosion in the fourth quarter.
XPO’s fourth-quarter update showed less-than-truckload trends largely in line with the company’s prior guidance.
For the second time in three months, Odyssey Logistics has seen Moody’s cut its debt rating.
A venerable name in New Jersey trucking heads the latest list of transportation/logistics companies filing chapter 11 in November.
Canada Post is essentially insolvent and says it needs another cash infusion to survive in the midst of labor unrest and rapidly shrinking parcel business.
Walmart posted strong e-commerce numbers for the third quarter and is developing digital tools to make it even easier for customers to place online orders for delivery.
After the U.S. Postal Service deemphasized last-mile delivery service for parcel consolidators, the new chief now says workshare partnerships are a path to revenue growth.
FedEx says it is prepared for the peak shipping season and has more ability to flex its network because of a major transformation initiative currently underway.
The good news is the U.S. Postal service trimmed its net loss by $500 million in FY2025. The bad news? It still lost $9 billion and operating losses increased $900 million.
