company earnings

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.