Private Fleets
Amazon Makes A Big Move
The build out of rural warehousing networks by the retail giant has significant ramifications for trucking and logistics providers.
Drew Ryder
Financials
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.
Freight
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
Financials
LTL Financial Health Report
LTL fleets are taking on more debt after a difficult first quarter
Indexes
LTL Cost Trend Report
Labor and equipment costs continue rising for LTL fleets. Expect extended trade cycles and slower hiring in the coming months
Financials
Knight-Swift Ekes Out Revenue and Income Gains
Knight-Swift Transportation had a reasonable first quarter thanks to freight rate gains on the truckload side. The LTL division did not perform as well.
Financials
Old Dominion Coasts Through Q1
National LTL carrier Old Dominion Freight Lines sees some deterioration in revenue and income YoY, but it still maintains a very healthy operating ratio
Freight
Warehouse Space is Tightening
The latest data on industrial real estate points to tightening in warehousing space. Here are some key things to watch in the next quarter as the impact of tariffs becomes more apparent
Financials
J.B. Hunt Weathers The Storm
J.B. Hunt Transport management had a steady hand at the wheel during a stormy first quarter for the freight market
Financials
Marten Has A Rough Quarter
Not a lot of good news to report from Mondovi, WI based carrier as it continues to struggle with depressed freight rates
Safety
FMCSA Approves Additional Flashing Brake Light Exemptions
With mounting evidence that pulsing brake lights can reduce rear-end collisions significantly, the FMCSA is granting more exemptions for their use
Freight
Truckload Deadhead Rates Edging Up
Empty miles have been increasing at truckload fleets, but we expect that to change in 2025 with increased freight and wider use of AI-driven load matching tools