company earnings

Schneider National beat first-quarter expectations and reiterated its full-year earnings outlook.

Self-help initiatives at XPO are being met with better demand, pushing the less-than-truckload carrier’s financial results meaningfully higher.

Less-than-truckload carrier Saia’s margins appear to be turning the corner following a multiyear expansion.

XPO saw improving trends in its less-than-truckload unit during the first quarter, with margin improvement outpacing normal seasonal patterns.

Amazon’s first quarter revenues rises 17% during the first quarter to $181.5 billion, boosted by e-commerce sales across North America and Europe.

Old Dominion Freight Line said the less-than-truckload demand picture is improving.

Old Dominion Freight Line exceeded first-quarter estimates, noting freight demand improved as the quarter progressed.

Broker Landstar System said Tuesday that the truckload market is in the early stages of an upcycle, noting revenue per load is trending well ahead of normal seasonal patterns.

Werner’s Q1 results highlight early signs of a freight recovery, with rising rates and shrinking capacity setting up stronger earnings in the second half.

ArcBest is seeing some positive signs as carriers gain the upper hand in negotiations.

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.