TL spot rates

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.