TL spot rates

Knight-Swift Transportation said the truckload market has fundamentally shifted with little help from demand.

Monthly data from Cass Information Systems showed a volume recovery could be in store for an already supply-constrained freight market.

The freight market saw capacity and pricing extremes in March unparalleled since the pandemic, according to a monthly query of supply chain executives.

Fuel price hikes and poor weather overhung the first quarter, but supply-side tailwinds along with improving demand could spell the end of earnings degradation for truckload carriers.

February’s Logistics Managers’ Index showed a freight market recovery that is in “full-swing.”

Freight broker RXO said the truckload market is seeing “the biggest structural change” since deregulation in 1980.

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.

The Cass Freight Index showed truckload rates advanced again in January even as volumes fell.

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.

The freight market tightened again in January, with transportation prices seeing the fastest growth rate since April 2022.

Broker Landstar System’s fourth quarter was negatively impacted by one prior and two recent tragic accidents.

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.

Cass’ Truckload Linehaul Index has been up on a year-over-year comparison in every month of 2025.

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.

Truckload broker RXO said 2025 is likely to end quietly but outlined several catalysts that could produce “freight rate volatility” next year.

Truckload broker Landstar System called out some positive catalysts on its third-quarter call with analysts on Tuesday.

The truckload market took share for a second straight month in September, but overall freight fundamentals remain weak, according to a report from Cass Information Systems.

The September Logistics Managers’ Index signaled a negative freight inversion for the second month in a row.

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.

Sentiment among supply chain managers regarding transportation capacity and pricing signaled a cooling freight market in August.

June data from Cass Information Systems showed a decline in shipments but expenditures continued to rise.

May data from Cass Information Systems shows continued pressure on freight demand, but carriers are experiencing some pricing relief.

Various transportation metrics maintained recent growth trajectories in May, according to a monthly survey of supply chain managers.

North America’s third-largest full truckload broker, RXO, believes spot rates will continue to step higher.

Executives at some of the nation’s largest truckload transportation providers are seeing incrementally positive signs that the market is turning.

The Cass Freight Index showed an increase in truckload linehaul rates for the first time since December 2022.

Werner Enterprises highlights some favorable trends for the new year after a messy fourth quarter.

Sentiment around transportation prices surged in January, a monthly supply chain survey showed.

Landstar System sees the truckload market as still in a transition period.

Landstar System missed fourth-quarter consensus on Wednesday and issued first-quarter guidance well shy of expectations.

December data from Cass was mixed, with volumes falling notably but truckload rates moving higher.

Freight shipments and expenditures remained depressed in June, Monday data from Cass Information Systems showed.

First-quarter earnings estimates for truckload carriers have been reeled in again as the industry awaits a meaningful turn in the cycle.

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.

Transportation shipments and rates back up during March, according to Cass Information Systems.

A report from Cass Information Systems suggests the current softness in freight markets is likely to hang around for “several more months.”

Shippers are seeing relief in freight costs for the first time in more than two years, according to the December Cass Freight Index.

Management from Landstar System is predicting “another great year” even as spot market fundamentals loosen.

Cowen analyst lowers earnings estimates for truckers as data showing a loosening market mounts.

March data from Cass shows a deceleration in shipment growth and a higher chance of a freight recession, although “it is too early to call.”

Concerns on declining demand and falling freight rates prompted Bank of America to issue ratings downgrades for multiple transportation stocks.

Higher diesel prices also mean higher costs for empty miles.

The Cass Freight Index recovered some of the January volume decline tied to omicron absenteeism throughout the supply chain.