TL pricing
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News
J.B. Hunt blows past Q4 expectations
J.B. Hunt’s fourth quarter comes in ahead of consensus as the intermodal, brokerage and truckload divisions see notable year-over-year improvements.
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Why track revenue per loaded mile excluding fuel surcharges?
AskWaves takes a look at which rate-per-mile metrics to use out of the information public carriers disclose quarterly.
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Landstar ‘executing on all cylinders’; strength to carry through H1 ’22
Landstar reports record third-quarter results and calls for a similar performance in the fourth and potentially beyond.
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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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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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Schneider raises 2021 outlook; finding capacity, equipment challenging
Schneider National sees several favorable catalysts through the remainder of 2021 that are supportive of its guidance raise. Finding equipment and drivers will be the…
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P.A.M. Transportation sees turnaround in Q1
P.A.M. Transportation Services posted a profit in the first quarter of 2021. The bulk of the improvement came on the nonoperating line.
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Headline beat for Knight-Swift; 2021 to see mid-teen jump in contract rates
Knight-Swift Transportation posted a large headline earnings beat in the first quarter but it was less impressive by comparison when excluding nonoperating income. The company…
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Analysts all in on transportation; spending on services no threat
Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.
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‘Improved’ inventories still lagging sales growth; tailwind for trucking
Several of the nation’s largest retailers say inventory positions are improving. However, retail sales continue to outpace efforts to stock up, suggesting trucking demand could…
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