Truckload Profitability Suffers
The one-way truckload fleets struggled the most in the first quarter with average operating margins slipping negative. Dedicated fleets took less of a beating.
Drew Ryder
Truckload Sector Managing Cash Tightly
Despite declining revenues and margins over the past few years, large truckload fleet balance sheets are holding up quite well. They have the borrowing capacity to expand when the time is right.
Carrier Has Sales Miss, Makes Electrification Move
Right after reporting slowing sales in the first quarter, Carrier Transicold signals commitment to electrification with acquisition of Addvolt.
Amazon Makes A Big Move
The build out of rural warehousing networks by the retail giant has significant ramifications for trucking and logistics providers.
LTL Profitability Sinks
Profitability at national LTL carriers took a big hit in Q1 2025. They will need to fight hard to keep margins from falling further the balance of the year.
LTL Freight Rates Inch Up
LTL freight rates took a promising upward turn in Q1 2025 compared to Q1 2024, even with a drop in overall tonnage
LTL Financial Health Report
LTL fleets are taking on more debt after a difficult first quarter