Freight
LTL Revenue And Volume Holding Steady
Large LTL carriers saw positive signs with freight volume and pricing in the first part of 2025
Drew Ryder
Freight
Freight Volume and Rates Still Treading Water
The latest freight volume and rate data from Cass Information Services and ACT Research shows flat volumes and some positive movement on rates
Fuel
Crude Oil Price Drop Could Hurt Supply
Low crude prices are putting pressure on U.S. oil producers, potentially impacting future supply
Intermodal
Intermodal Volumes Edge Up
Total load volumes for intermodal fleets rose slightly in 2024, with JB Hunt still dominating the market
Freight
Intermodal Revenue Trends
Intermodal revenue per load has been slipping since 2022 but stayed above 2021 levels in 2024
Freight
Truckload Rate Trends
One-way truckload needs a significant rate recovery in 2025 to get back on stable financial footing
Financials
Fleet Debt Levels Stabilize
The balance sheets of the largest U.S. fleets have not deteriorated as much as they could have through the freight recession
Benchmarking
Best-In-Class Fleet Benchmarking
To remain competitive, all fleets should be benchmarking frequently against their true peers. We have some options.
Safety
Insurance Costs Expected to Rise
Inflationary pressure on equipment costs and repairs as well as increased accident liabilities will push insurance costs higher in 2025
Freight
Indications of Tightening Capacity
The declining number of carriers and owner-operators in the Landstar network is a positive sign for freight rates
Financials
Fleet Interest Costs Rising
Fleets bring higher borrowing costs with them into 2025. It's going to limit fleet growth in the truckload sector the most
Financials
Cash Positions Diverge
Coming into 2025, truckload carriers have dwindling cash reserves while LTL carriers are building theirs