Samsara won a $30.3 million arbitration award over false-advertising claims tied to AI dashcam studies, while the ITC cleared Motive of patent infringement and ended any import-ban threat. Other cases remain pending.
Universal Logistics reported sharply lower Q4 revenue and earnings as freight demand softened and losses in intermodal dragged on overall results.
Let’s start with something that sounds simple but changes everything about how you should read the freight market: retail is the engine that drives truckload freight. Not manufacturing alone. Not energy. Retail. When Americans buy things — clothes, furniture, electronics, appliances, home goods, groceries — those products move on trucks. Multiple times. From a factory […]
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.
An update from Old Dominion Freight Line showed volume and revenue declines slowed in February.
Less-than-truckload carrier Saia’s tonnage declines moderated in February, with volumes remaining higher on a two-year-stacked comparison.
XPO sees tonnage return to positive territory in February.
Cold storage facility operator Lineage sees 2026 as a transition year now that new builds are slowing and inventory drawdowns have passed.
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.
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.
GXO Logistics expects North American freight demand to remain stable in 2026, guiding for flat volumes while leaning on new contract wins.
Less-than-truckload carrier Saia missed fourth-quarter expectations on Tuesday but said the recent period could mark the trough for margins.
For most owner-operators and small carriers, the conversation about survival usually starts with rates. Fuel prices come next. Then brokers. Then regulations. But during a recent episode of The Long Haul, one reality kept surfacing over and over again: many carriers don’t fail because they can’t run freight — they fail because they never fully […]
Trimble’s transportation and logistics business posted mid-single-digit organic growth in the fourth quarter amid a challenging freight environment.
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.”
An accounting error at Hub Group has placed its financial statements for the first three quarters of 2025 under review.
Werner Enterprises is taking steps to restore its one-way unit to profitability by reducing the fleet size and eliminating unprofitable freight.
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.
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.
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.
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.
December data from Cass Information Systems showed truckload rates continued to step higher as shipments moved lower.
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.
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.
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.
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.
When Home Depot reported earnings early this week, it gave us the first real signal about how freight could shape up heading into Q1. They told us the consumer wasn’t collapsing, but they also weren’t opening their wallets like they used to. Big home projects were getting delayed. DIY was soft. And inventory levels were […]
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.
The heavy hitters in trucking just finished their Q3 calls, and what they’re saying is loud enough for small carriers to hear: things are messy, but there’s a glimmer of opportunity if you play tight. From the Covenant Logistics team seeing “all‑time high” contract bids, to Old Dominion Freight Line eyeballing shrinking tonnage, the message […]
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.
ArcBest flagged margin concerns heading into the seasonally weakest part of the year.
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.
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.
Less-than-truckload carrier Saia guided to a fourth-quarter operating ratio that would equal its worst since the pandemic.
Shares of Schneider National sank on Thursday after it missed third-quarter expectations and lowered its full-year 2025 outlook.
XPO beat third-quarter expectations as yield and operating efficiency initiatives offset a soft demand environment.
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.
Truckload carrier Pamt Corp. booked its fourth consecutive net loss in the third quarter.
Truckload broker Landstar System called out some positive catalysts on its third-quarter call with analysts on Tuesday.
The trucking industry is is seeing tightening capacity and regulatory crackdowns that will likely to set the stage for a market recovery in 2026, Covenant CEO David Parker says.
Knight-Swift Transportation’s third-quarter results and fourth-quarter outlook came in light of expectations on Wednesday.
Covenant Logistics Group reported a 30% drop in third-quarter profit amid higher operating costs and weaker truckload utilization.
Cost reductions at J.B. Hunt more than offset a soft demand environment in the third quarter.
Shares of J.B. Hunt surged in after-hours trading on Wednesday after the company posted better-than-expected third-quarter results.
Prologis sees signs that the logistics warehouse market is tightening, with the potential for rents to see outsized growth in the next upcycle.
Logistics real estate investment trust Prologis beat third-quarter consensus expectations amid “record leasing” activity.
Morgan Stanley lowered earnings expectations for publicly traded truckload and less-than-truckload carriers on Monday.
ArcBest talks up numbers at its first investor day since 2015.
Susquehanna analyst Bascome Majors cut earnings forecasts on truckload carriers for the rest of the year as fundamentals remain soft and peak-season expectations are subdued.
FedEx Freight’s spinoff is on track to be completed by June of next year.
Radiant Logistics’ fiscal fourth quarter results came in ahead of analysts’ expectations.
Less-than-truckload carrier Saia saw tonnage move back into negative territory in August as the manufacturing complex nears a third full year of contraction.
Old Dominion Freight Line reported Thursday that tonnage declines accelerated in August.
Descartes missed fiscal second-quarter expectations Wednesday after the market closed.
Less-than-truckload carrier XPO’s third-quarter update showed a notable moderation in tonnage declines during August.
Truck broker Landstar System disclosed the outcome from a Texas jury trial on Wednesday and outlined other likely charges it faces in the third quarter.
Forward Air’s second quarter came in slightly ahead of analysts’ EBITDA expectations as investors await an update on a strategic review process that could result in the company changing hands.
One AI and tech-heavy, and the other is focusing on long-term growth.
GXO Logistics’ large committed revenue book along with a healthy pipeline of opportunities position it well for an upcoming change in executive leadership.
Cold storage warehouse operator Lineage Inc. lowered its 2025 outlook on Wednesday as high food costs are constraining customer inventories.
GXO Logistics announced better-than-expected results for the second quarter and raised its full-year outlook on Tuesday.
Amazon’s second quarter earnings beat Wall Street expectations, but the company provided mixed guidance for the third-quarter.
Less-than-truckload carrier XPO sees “a massive runway ahead” for its self-help initiatives even if the broader economy doesn’t cooperate.
