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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.
Proficient’s stock climbed Wednesday and it could be that investors are looking at its strong cash flow numbers.
A first look at Proficient Auto Logistics’ third quarter earnings.
Werner Enterprises said it’s holding the line on dedicated capacity as the industry awaits a turn in the cycle.
Radiant Logistics outlined incremental revenue opportunities on a Monday quarterly call as its Navegate platform is expected to see wider customer adoption.
Universal Logistics Holdings reported a large headline net loss for the third quarter.
For the second time this year, Moody’s Investors Service has downgraded the debt rating of trailer manufacturer Wabash National. The latest move takes the company’s corporate family rating (CFR) to B2 from B1. Other changes implemented by Moody’s Wednesday were to take Wabash’s probability of default rating to B2-PD from B1-PD, and to cut its […]
How the RXO rate squeeze is sign of larger 3PL industry dynamics and affecting logistics operations,
Maersk adjusted a portion of its guidance upward for 2025 earnings after a quarter that saw higher volumes but lower profits.
First look: Negative reaction to RXO’s earnings.
Management at Forward Air announced on Wednesday, in conjunction with its quarterly report, that a strategic review, which could include the sale of the company, remains ongoing.
GXO Logistics reported record third-quarter revenue and outlined a sharpened North America growth strategy.
CEO Rob Painter said Trimble remains confident in its long-term targets heading into 2026 and 2027,
ArcBest flagged margin concerns heading into the seasonally weakest part of the year.
Expeditors stock is on a roll after earnings that beat expectations.
Cold storage warehouse operator Lineage modestly cut its full-year 2025 outlook on Wednesday as high food prices weigh on customer inventories.
ArcBest beat expectations for the third quarter but flagged significant margin deterioration in its asset-based unit in the fourth quarter.
Matson saw its shares gain as a positive outlook for China-related shipping outweighed weaker financial results in the third quarter.
TFI’s positive outlook amid revenue challenges with a focus on LTL operations and future growth.
Uber Freight revenue remained flat in the third-quarter as the company’s mobility and delivery units powered profits and growth.
Florida East Coast Railway helped owner Grupo Mexico’s transportation division increase third-quarter operating income on higher revenue despite flat freight volumes.
Heartland Express saw some sequential improvement in operations in the third quarter but said truckload market fundamentals won’t improve until next year.
XPO once again reported significant margin improvement in the third quarter, despite a soft less-than-truckload market.
Werner officials said technology investments, retail alignment and industry enforcement trends are paving the way for a freight recovery.
Amazon reported third-quarter earnings of $180.2 billion in revenue, up 13% year over year.
A first look at TFI’s earnings.
Less-than-truckload carrier Saia guided to a fourth-quarter operating ratio that would equal its worst since the pandemic.
About 2,000 unionized delivery drivers accepted a buyout offer from UPS in the third quarter, according to an estimate by Satish Jindel, a long-time parcel shipping consultant and president of ShipMatrix. UPS CEO Carol Tomé said during Tuesday’s earnings briefing that the buyouts will cost the company $175 million. The Atlanta-based parcel logistics giant has […]
Shares of Schneider National sank on Thursday after it missed third-quarter expectations and lowered its full-year 2025 outlook.
Canadian Pacific Kansas City profits increased in the third quarter on higher freight volume and revenue despite economic uncertainty and trade tensions.
Aurora’s Q3 review highlights over 100,000 driverless miles on Texas roads, a new El Paso freight lane and Phoenix expansion plans for 2026.
XPO beat third-quarter expectations as yield and operating efficiency initiatives offset a soft demand environment.
C.H. Robinson AI strategy enhances 2026 financial forecast, driving growth in logistics.
The financial performance of C.H. Robinson (NASDAQ: CHRW) continued to rip higher in the third quarter, with various levels of profitability and performance improved even as there was no sign of a market turnaround as measured by some of the company’s data. Wall Street, which already has made C.H. Robinson an investment darling–up about 30% […]
Old Dominion Freight Line remains focused on yield management and controlling costs as it awaits a reprieve from tonnage declines.
Belt tightening and higher yields helped Old Dominion Freight Line limit margin degradation in the third quarter.
