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Old Dominion Freight Line reported a modest earnings miss for the second quarter on Wednesday as volume declines were only partially offset by higher yields.
ArcBest missed analysts’ expectations for the second quarter.
Spot broker Landstar System pointed to some positive signs after the market closed on Tuesday but noted that the truckload market largely remains challenging.
First Look: Werner’s bottom line numbers for the quarter were impacted by its big win in a nuclear verdict case.
UPS’s stock price slid Tuesday after it reported lower parcel volumes and difficulty cutting costs as it works to right-size its delivery network.
The sequential numbers at TFI in the second quarter were taken as positive by the investment community.
Key metrics are down at TFI but Bedard, in earnings call, touts higher margin.
Pamt Corp. booked another net loss in the second quarter with its truckload unit recording a 112.5% operating ratio.
Less-than-truckload carrier Saia reported better-than-expected results for the second quarter and outlined a path to improved margins.
Used vehicle prices have always played a significant role at profitability for Ryder System as well as providing guidance on where the broader market stands. The company’s second quarter earnings report was no different. With Ryder (NYSE: R) taking a conservative outlook in making its outlook for the remainder of the year–its forecast is earnings […]
Universal Logistics Holdings reported a decline in second quarter earnings and revenue due to lower volumes and demand.
Less-than-truckload carrier Saia saw a step in the right direction during the second quarter.
Universal Logistics Holdings reported a 15% decrease in revenue to $393.8 million in the second quarter.
Covenant Logistics Group sees a potential gradual freight market recovery later this year.
Union Pacific saw record results in the fourth quarter as coal shipments led gains across business segments.
Widebody aircraft received in the Hawaiian Airlines acquisition have allowed Alaska Airlines to increase domestic and international cargo capacity and cargo revenue as the company continues to integrate the two operations.
Union Pacific reported higher profits on improved freight volumes and a one-time tax gain.
Ryder’s profits were higher in the second quarter, but revenue growth was slow.
Profits at CSX fell in the second quarter as weaker merchandise traffic outweighed improvement in intermodal volumes.
Knight-Swift is controlling the controllable as it awaits a more meaningful market turn.
Knight-Swift Transportation modestly beats second-quarter expectations and provides an inline outlook for the third quarter.
Covenant Logistics Group’s second-quarter revenue increased 5% year-over-year to $302.85 million.
CSX said weaker coal, merchandise traffic hit second quarter profit despite higher pricing and intermodal volume.
Growth in cloud revenue is a highlight; new sales opportunities due to ‘unification’ are helping to grab new business.
Tariff and trade uncertainty led CN to cut its outlook for the full year even as lower costs helped improve income amid declining revenues.
Canadian rail carrier CN said cost controls helped boost operating income as tariff and other economic factors muted revenues.
Triumph Financial wrapped up a quarter where lots happened with the company beyond its bottom line.
Marten’s second quarter showed some measures of improvement even as it acknowledged the tough freight market.
Logistics real estate landlord Prologis said demand continues to build as concerns over tariffs abate.
Logistics real estate landlord Prologis upped its full-year 2025 outlook in conjunction with a better-than-expected second-quarter report.
J.B. Hunt Transport Services’ second quarter comes with few surprises as the multimodal transportation provider navigates the bottom of the cycle.
J.B. Hunt Transport Services reported a largely inline second quarter on Tuesday.
Supply chain software provider E2open held an analyst-free earnings call, likely to be its last.
FedEx has named more executives to lead the divestment of the Freight subsidiary and run it as an independent company.
FedEx said its newly streamlined air cargo network helped it adjust to tariff-induced demand fluctuations and make a profit during its latest quarter.
As tariff talk cools, intermodal carriers are becoming more upbeat.
Easy comps and dynamic pricing have ArcBest back in growth mode, but yields are now lagging.
Less-than-truckload carrier Saia reported a decline in tonnage for the first time since Yellow Corp. closed.
Supply chain SaaS provider Descartes said a 7% reduction in head count is prudent given uncertainty in the market.
Proficient Auto Logistics saw its stock plummet for a while on Wednesday, possibly due to an investor presentation.
BMO’s second-quarter earnings did not suggest a turnaround in credit conditions for trucking.
Financially-battered supply chain software company e2open is being acquired by an Australian company.
Zim Integrated Shipping Services Ltd. said better volumes and freight rates boosted profit in the first quarter.
April data from Cass Information Systems showed some stabilization on the freight industry’s path to recovery.
Morgan Stanley kept its rating on Heartland Express intact despite the company’s recent poor performance.
Truckload carrier Pamt Corp. has announced the resignation of its CEO.
Freight broker Landstar System reported a messy first quarter, dragged down by insurance costs, fraud and stolen cargo.
Radiant Logistics reported better-than-expected results for its fiscal third quarter ended March 31.
The U.S. Postal Service continues to face challenges erasing its losses.
C.H. Robinson CFO Damon Lee sat down with FreightWaves to discuss the company’s turnaround.
The parent of Maersk, the second-largest ocean container carrier, revised its full-year box outlook, saying tariffs could cut global volumes by 1% from a year ago.
Hub Group posted an 8% year-over-year decrease in total revenue in the first quarter, to $915.2 million.
GXO Logistics said the company’s flexibility helped propel revenue to $3 billion in the first quarter.
Proficient Auto Logistics’ earnings were weak, but it came in a quarter of extreme volatility.
Cold storage real estate investment trust Americold said it has seen a significant slowdown in demand over the past 30 to 45 days.
Forward Air’s first-quarter update provides investors with little insight into an ongoing strategic review of the company.
GXO Logistics’ first-quarter revenue increased 21% year over year to $3 billion.
Trimble posted an 11.8% year-over-year decline in first-quarter revenue at $840 million.
There was barely a mention of Uber Freight in the parent company’s first-quarter earnings call or statement.
RXO management tried to accentuate the positive even in a quarter that was unprofitable for the 3PL.
The first look at RXO’s earnings, which were in the red on an operating and net income basis.
Expeditors’ earnings show how it benefited from tariff-related chaos in the first quarter.
Sun Country Airlines plans to scrap one of its Boeing 737-800 airliners to save money on parts.
Volumes by carload at Grupo Mexico’s transportation division fell 6.1% in the first quarter, including declines of 21% in automotive traffic and 20% in minerals traffic.
Amazon contract carrier Sun Country Airlines says finding parts is slightly slowing deployment of new Amazon freighter aircraft.
Pricing gains and volume growth spurred BNSF Railway to modestly higher first-quarter profits.
Most major railroads maintained their 2025 outlooks even amid worries about trade and the economy.
DHL Group is trimming some airline partners to reduce excess capacity in its air network as part of an effort to maintain growth in a turbulent market.
Amazon officials said on Thursday tariffs are creating uncertainty for global online retailers.
Canadian National saw 8% earnings growth and had an improved operating ratio in the first quarter.
Schneider National is still targeting 2025 as a growth year but not likely as robust as hoped due to trade uncertainty.
Schneider National posted a rare earnings beat in what was a tough quarter for transportation companies.
Heartland Express booked another net loss during the first quarter.
CPKC CEO Keith Creel says the railroad, which reported higher revenue and profits for the first quarter, is “off to a strong start” for the year.
It’s been a year since a turnaround at C.H. Robinson was evident in its earnings, and the first quarter did not disappoint this year.
C.H. Robinson saw less first-quarter revenue than it did a year ago, but it made more money.
Here’s a sector-by-sector breakdown of how major players are reacting to the mounting pressure of tariffs and retaliatory trade measures.
Less-than-truckload carrier XPO reiterated its outlook for margin improvement in 2025 even if the economy doesn’t cooperate.
Equipment manufacturer Wabash saw its already-falling stock decline more after it released earnings on Wednesday.
Lineage Inc. had revenue of $1.29 billion and earnings per share of 86 cents in the first quarter.
Less-than-truckload carrier XPO is one of the few transportation companies to report better-than-expected results for the first quarter.
Werner CEO Derek Leathers held court with analysts on a quarter that was historic, but not in a good way.
Werner Enterprises posted a net loss for the first quarter.
UPS is downsizing its workforce as it pulls back from delivering packages for Amazon, its largest customer.
ArcBest said it’s still seeing a rational less-than-truckload pricing environment and expects a normal seasonal uptick in demand during the second quarter.
ArcBest reported a miss for the first quarter as it balances keeping its network full with finding decently margined freight.
Broker Landstar System has delayed its first-quarter report as it further investigates what it says was fraud tied to an independent agent working under its freight forwarding operation.
Saia’s shares are getting punished as the company’s ambitious growth efforts have been derailed by a trade war.
Universal Logistics Holdings’ first-quarter revenue decreased 22.3% year over year to $382.4 million.
Less-than-truckload carrier Saia’s first quarter was much worse than analysts feared.
Universal Logistics Holdings reported a 22% decrease in revenue and an 88% drop in earnings per share in the first quarter.
Despite numbers that continue to sink, TFI CEO Alain Bedard was mostly positive about the outlook for TForce.
Covenant Logistics Group said economic uncertainties may push back freight market improvements.
Falling fuel surcharge revenue offset record freight revenue for Class I railroad Union Pacific in the first quarter.
Pamt Corp. reported a sixth straight operating loss in its truckload business during the first quarter.
Knight-Swift Transportation said some customers are delaying decision making and others are drawing down inventories as the market awaits some resolution on U.S. trade policy.
TFI’s earnings release late Wednesday didn’t have much good news for its U.S. LTL operations.
Covenant Logistics Group’s first-quarter revenue declined 3% year over year to $269.4 million.
Knight-Swift Transportation lowered its second-quarter outlook and didn’t provide third-quarter guidance due to a “fluid trade policy,” which is weighing on customer decision making.
Old Dominion Freight Line is only modestly altering near-term plans as it looks to take market share during the next less-than-truckload upswing.
