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Economic trends

Freight demand
Freight recovery could be longest in history because capacity rebound won't be quick
A regulatory push targeting noncompliant carriers and unqualified drivers is squeezing available truck capacity, accelerating rate rebounds that may only go up from here.
August 12, 2026
Adobe Stock 1162594155 (2)
Indicators
EPA rules, sold-out build slots slow surging Class 8 truck orders
Preliminary July North American Class 8 net orders surged up to 75% year over year as near-capacity 2026 build slots and pending EPA regulations constrained new order volume.
August 7, 2026
Img 1826
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August 6, 2026
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Freight demand
Landstar tightens carrier vetting as SCOTUS ruling and nuclear verdicts redefine broker liability
Following the Supreme Court’s Montgomery decision, Landstar System is aggressively tightening its carrier vetting standards and attracting independent freight brokers seeking shelter from escalating litigation risks.
August 7, 2026
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Freight demand
PAMT lands first rate hike in three years as market shifts, but financial losses mount
Tontitown-based carrier PAMT Corp. grew second-quarter revenue by 8.9% to $164.7 million while securing its first sequential freight rate increase in over three years.
August 5, 2026
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Freight demand
Volatile freight market drives rates up in second quarter as qualified capacity shrinks
A shrinking pool of qualified carriers and tighter regulatory enforcement drove up spot rates across all major equipment modes in the second quarter of 2026, according to TA Services' latest trendline report.
August 4, 2026
Adobe Stock 2109201128
Freight demand
'Driver constrained' market leading rate rebound, Schneider exec says
Powered by an accelerated squeeze in driver supply and internal cost cuts, Schneider National reported a 38% jump in second-quarter adjusted earnings and raised its full-year outlook.
August 3, 2026
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Freight demand
Covenant faces 'disappointing' trucking costs thanks to insurance settlements, maintenance
A spike in legal claim settlements and maintenance expenses pulled Covenant Logistics' adjusted operating income down 19%.
August 3, 2026
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Freight demand
Back in black: Heartland Express returns to profitability
Heartland Express returned to profitability in the second quarter of 2026, driven by operational cost cuts, improved freight pricing, and ongoing debt reduction.
August 3, 2026
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Freight demand
Freight demand forecast gets 1.7% bump despite fragile market
Breakthrough's May freight index grew just 0.2% as 4.2% inflation, energy costs, and shifting consumer demand impact truckload capacity.
July 31, 2026
Is The Freight Recession Over
Freight demand
Saia hits Q2 revenue record thanks to rate increases, pricing discipline
Saia achieved record second-quarter 2026 revenue of $956.5 million and a 31.5% profit jump, propelled by strategic rate increases, disciplined pricing, and network expansion that helped offset rising labor and fuel costs.
July 30, 2026
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CCJ Top 250
Pricing power drives Old Dominion’s Q2 rebound
Old Dominion Freight Line reported a 30.5% surge in second-quarter net income to $350.6 million.
July 29, 2026
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Freight demand
ABF: Capacity squeeze driving heavier shipments, volume back to LTL
Tightening truckload capacity, rising carrier costs, and legal pressures are driving shippers to move heavier, more complex freight back into less-than-truckload networks.
July 29, 2026
18120582961412201467
Indicators
Werner CEO: Still in 'early innings' of carrier exits
Driven by regulatory crackdowns, legal risks, and rising costs that are tightening overall market capacity, Werner Enterprises reported a 24% increase in second-quarter 2026 revenue to $933.9 million as shippers shift business toward established, asset-backed carriers.
July 29, 2026
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Freight demand
Spiking truckload rates signal relief for volatile LTL market
Rising truckload shipping rates are outpacing less-than-truckload prices for the first time since 2022, signaling a potential turn in freight volume back toward LTL networks.
July 26, 2026
Adobe Stock 3611236
CCJ Top 250
Marten Transport: 'We're getting higher pricing from our customers'
Marten Transport reported a 25.8% drop in second-quarter net income to $5.3 million compared to last year, despite a 286.3% sequential surge over the first quarter as management signaled an emerging freight market recovery.
July 24, 2026
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Economic trends
Truck tonnage held mostly flat in June
ATA's Truck Tonnage Index rose by 0.1% in June over May but declined 0.1% from June 2025. Also: NYC expands CDL training program for formerly incarcerated; Pennsylvania ups fines for unauthorized CDL schools; 8 Peterbilts, Kenworths recalled, fixed.
July 22, 2026
Tonnage Dispatch June26
Economic trends
The capacity that drove the freight recovery could hinder it down the line
FTR Transportation Intelligence attributes the recent freight rate highs to shrinking capacity and a construction boom around AI data centers. But the regulatory enforcements driving further capacity decline could cause problems later when the market rebounds enough to demand it.
July 16, 2026
Adobe Stock 428581942 65e3f573e92c6
Economic trends
Trucking cost per mile sets new record high
Trucking costs have jumped in three of the last four years and they outpaced inflation last year.
July 15, 2026
Adobe Stock 751716103
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Top Stories
Adobe Stock 1162594155 (2)
Freight demand
Freight recovery could be longest in history because capacity rebound won't be quick
A regulatory push targeting noncompliant carriers and unqualified drivers is squeezing available truck capacity, accelerating rate rebounds that may only go up from here.
Img 1826
Indicators
EPA rules, sold-out build slots slow surging Class 8 truck orders
Adobe Stock 335391349 Editorial Use Only
Trucks
DTNA building new 'largest truck plant in the U.S.' after exiting Portland production facility
Built on an evolved Next Generation Vehicle platform, the International LT features a slightly narrower interior door-to-door width than its competing Class 8 models.
Class 7-8
International poised to revamp 'quite old' cab around its new powertrain
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CCJ Top 250
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