Optimal Dynamics Raises $40 Million Fresh round of funding for AI-driven software firm positions it for further growth.
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.
Diesel Decline Appears Long-Term Diesel is down for four weeks in a row and shows no sign of going back up. A recent report from U.S. EIA predicts $62 oil for the rest of the year, followed by a drop to $59 in 2026.
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.
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.