TL capacity

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

Tightness across the freight market eased only slightly in June.

Some fleets are implementing pay raises for drivers early in the truckload market’s recovery.

Executives at J.B. Hunt Transport Services said at an investor conference this week that truckload rates are likely to increase 20% over the next two years as carriers restore margins.

Knight-Swift Transportation lowered its first-quarter outlook, citing headwinds from several nonrecurring items during the period.

Elevated diesel prices and ongoing yield improvement efforts by less-than-truckload carriers are expected to push rates to new highs in the second quarter.

Capacity attrition and retooled carrier networks could present a challenging bid season for shippers.

J.B. Hunt Transport Services said on Tuesday that demand has been slightly ahead of expectations to start the year.

Knight-Swift Transportation outlines a path to margin recovery in 2026 following a fourth quarter that was worse than expected.

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.

Transportation capacity was tight in December as companies sold through their inventory positions, a monthly supply chain report said on Tuesday.

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.

Werner Enterprises said it’s holding the line on dedicated capacity as the industry awaits a turn in the cycle.

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

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

Schneider National is hopeful for a better seasonal inflection in the fourth quarter, noting some areas of the truckload market are seeing significant capacity exits.

Knight-Swift Transportation said Wednesday it will cut costs and focus the bulk of its investments away from truckload-related offerings in the near-term.

Brent Hutto from Truckstop.com talks about expectations for the spot market at FreightWaves’ Domestic Supply Chain Summit.

Werner Enterprises’ CEO said Tuesday that the worst of the cycle is in the rearview and that he will remember which shippers stood by the company during the recent freight recession.

Schneider National beat first-quarter expectations Thursday but lowered its full-year outlook as excess capacity lingers.