LTL yields

Less-than-truckload carrier Saia’s first quarter was much worse than analysts feared.

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.

Old Dominion Freight Line beat first-quarter expectations on Wednesday but lowered its capex budget as demand weakness lingers.

FedEx is working on several fronts to shore up its less-than-truckload business ahead of a 2026 spinoff.

ArcBest said it added more truckload freight in February to stem the volume declines at its less-than-truckload business.

Less-than-truckload carriers Old Dominion and Saia maintained their respective growth strategies in February while both await a market turn.

J.P. Morgan analyst Brian Ossenbeck warned in a research note that Amazon’s entry as a for-hire competitor poses a substantial risk to LTL stocks.

Shares of less-than-truckload carrier XPO were up 9% in midday trading on Thursday following a fifth consecutive quarter of year-over-year margin improvement.

Old Dominion Freight Line is planning for a good 2025 back half and hasn’t given up on the first half yet.

Less-than-truckload carrier Saia is looking for opportunities to raise pricing across its larger network to levels commensurate with the rest of the market.

ArcBest’s fourth-quarter results were ahead of analysts’ expectations but reflect a sluggish demand environment.

ArcBest beat fourth-quarter expectations Friday but noted that continued industrial weakness is weighing on its results.

The less-than-truckload industry needs an uptick in demand to maintain favorable pricing fundamentals.

XPO and Old Dominion reported tonnage declines in November, but both appear to be anticipating a market recovery.

Intraquarter updates from a pair of less-than-truckload carriers pushed shares of the group lower on Tuesday.

Less-than-truckload carriers continue to take general rate increases even as the overall demand picture remains murky.

ArcBest missed third-quarter expectations and is guiding to more than 500 basis points of less-than-truckload operating ratio degradation in the fourth quarter.

ArcBest sees weak trends in both its asset-based and asset-light segments during the third quarter.

Less-than-truckload carrier XPO beat third-quarter expectations and outlined a plan for outsize yield and margin growth.

Less-than-truckload carrier Saia saw a modest backup in financial results during the third quarter but reasserted confidence that it’s on the right path with its terminal growth strategy.