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
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Trucking Stocks Continue to Lag
Trucking stocks have been oversold since the tariff "Liberation Day." Current pricing is disconnected from their true value, particularly for LTL carrier stocks.
Truckload Fleets Cutting Expenses
A big drop in fuel prices helped mitigate cost increases in labor, insurance, and maintenance at truckload fleets.
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.