company earnings

ArcBest beat first-quarter expectations Tuesday before the market opened.

Covenant Logistics points to a tightening driver market and stronger demand as early signs of a truckload rebound.

Covenant Logistics Group Truckload sees momentum building after weather and fuel headwinds weigh on first quarter results.

Truckload carrier Heartland Express sees improving market fundamentals as a financial tailwind in the back half of this year.

Knight-Swift Transportation said the truckload market has fundamentally shifted with little help from demand.

Tesla says its long-delayed Semi will begin production this year, signaling a slow but critical ramp into the freight market.

Knight-Swift Transportation upped its rate expectations for bid season.

The maintenance cost story in trucking has been quietly telling the truth about the freight recession in a way that spot rates and load volumes never fully captured. When freight slows down, trucks run fewer miles, which means fewer service events per truck per month. The Q4 2025 Decisiv/TMC Parts and Labor Service Benchmark Report […]

If you have been running the load board for the past three years, you know what the bottom felt like. Loads sitting for hours. Brokers lowballing you on every call. Rates that barely covered fuel, let alone the truck payment. That was the freight recession — and it held from 2022 through most of 2025. […]

Warehouse operator Prologis said customer leasing intentions are undeterred as energy prices rise and interest rates remain elevated.

Knight-Swift Transportation lowered its first-quarter outlook, citing headwinds from several nonrecurring items during the period.

Management at J.B. Hunt Transport Services pointed to mounting evidence that recent tightening across the truckload market will not be a temporary blip.

Warehouse operator Prologis reported record lease signings in its logistics business during the first quarter.

J.B. Hunt Transport Services beat first-quarter expectations, reporting record volumes in its intermodal segment.

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.

Most truckers track spot rates. Some track load-to-truck ratios. A smaller number pull freight data every week. Not many are watching the pallet Producer Price Index or the American Forest & Paper Association’s monthly packaging report — which is exactly why understanding those two numbers right now puts you ahead of most of the market. […]

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.

Management from J.B. Hunt Transport Services said shipper attitudes are little changed as truck capacity leaves the market and fuel prices surge.