Schneider National

Truckload rates surged in July even as demand remained squishy, monthly data from Cass Information Systems showed.

The transportation market remained very tight in July, despite a modest slowdown from a seasonally stronger June.

Truckload carrier Schneider National raised its full-year earnings outlook by 18% after easily beating second-quarter expectations.

Schneider National announced additional leadership changes and promotions on Monday as part of a previously announced succession plan.

Some shippers are being forced to reprice their entire book as contractual truckload rates set just a couple of months ago are no longer being honored.

Truckload carriers appearing at an investor conference this week laid out the thesis for a sustained period of rate recovery.

Industry participants say asset-based carriers are likely the winners following the Supreme Court’s landmark ruling on freight broker liability.

The speculation has started on what the Montgomery case will mean for the brokerage industry.

Schneider National said price renewals are currently at the highest levels since 2021 and that it expects to capture mid- to high-single-digit increases on one-way contracts this year.

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

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.

Schneider National’s stock was down 16% in after-hours trading on Thursday following a worse-than-expected earnings report.

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.

Large carriers didn’t have the appetite for big M&A in 2025, instead focusing on cost cutting and doing more with less.

Shares of Schneider National sank on Thursday after it missed third-quarter expectations and lowered its full-year 2025 outlook.

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.

Truckload carrier Werner Enterprises said it’s seeing “positive momentum” in its dedicated and logistics businesses at an investor conference this week.

While Union Pacific and Norfolk Southern have agreed to consolidate, intermodal heavyweights will have to reassess their links to the major railroads.

Schneider National said Thursday it needs more information before weighing in on the potential fallout from a Union Pacific–Norfolk Southern merger.

Schneider National announced improved transit times on its cross-border intermodal service with Canadian Pacific Kansas City.