TL capacity
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News
Knight-Swift crushes Q3 expectations; all segments’ revenue, margins up
A look at how Knight-Swift Transportation blew past third-quarter expectations and raised its full-year guidance.
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Truckload: Higher rates drive OR improvement despite labor headwinds
Carriers have overcome notable cost inflation and disruption to post better-than-expected results so far in the third-quarter earnings season.
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‘Unprecedented’ freight demand, labor challenges next year, Heartland Express says
Heartland Express beats expectations in the third quarter with the help from gains on sale.
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September Cass data underscores stalled shipments; expenditures surge
Supply chain constraints are keeping a lid on freight volumes while rates continue to reach new highs, according to September data from Cass Information Systems.
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Rate guidance should drive TL estimates higher, Morgan Stanley says
Morgan Stanley analyst Ravi Shanker believes rate expectations of truckload management teams haven’t been reflected in 2022 earnings estimates yet.
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Pride Transport announces 3rd driver pay increase
Driver pay increases continue to roll in as a strong macroeconomic environment shows little signs of slowing.
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Up 5% may not be enough for truckload rates in 2022
More trucking heads weigh in on rate expectations for 2022. Following a sizable rate bump this year, it appears that rates could move considerably higher…
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Rates red-hot in August, shipments high but capacity constrained
August data from Cass shows freight expenditures extend their torrid pace. Freight demand remains high but a lack of capacity is constraining shipment growth.
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Early 2022 TL rate predictions pointing higher again
Rate predictions for the truckload market are coming in earlier than in past years. High consumer demand along with a lack of drivers and equipment…
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Q&A: Trucking’s back half and beyond with Deutsche Bank’s Amit Mehrotra
As freight markets enter the second year of peaklike conditions, FreightWaves caught up with Amit Mehrotra, Deutsche Bank’s transportation analyst, to talk about how this…
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