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Indicators: Page 2

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

White Peterbilt semi-truck with PAM branding and number 16059 parked in industrial lot

'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

Orange Schneider semi-truck trailer driving under a modern highway overpass

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September 1, 2026

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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

Two white Covenant Transport Inc. trucks parked symmetrically in front of a curved modern building with columns

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

Fleet of white semi-trucks with red and blue striping parked in a row against a blue sky

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

Semi-truck on highway with text overlay reading 'Rates Up. Volume Flat.' depicting freight industry challenges

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

Red SAIA LTL Freight semi-truck with blue trailer parked on highway with green grass and blue sky

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

Blue Freightliner semi-truck with white trailer driving on highway at sunset

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

Two blue semi-trucks with company branding parked on concrete lot under cloudy sky

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

Blue and white Peterbilt semi-truck with refrigerated cargo trailer parked at industrial warehouse facility

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

Marten Transport white and blue semi-truck with refrigerated trailer parked on road surrounded by trees at dusk

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

ATA Truck Tonnage Index chart showing June 2026 data with 0.1% increase, tracking seasonally adjusted tonnage trends from 2022 to 2026

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

Multiple semi-trucks traveling on a highway with red and blue cargo containers under a cloudy sky

Tech boom masks consumer slump as shifting freight market hits record high

The U.S. carrier population has dropped by more than 50,000 in the past 12 months.

July 14, 2026

Red and yellow semi-truck hauling construction equipment on a multi-lane interstate highway with green trees and hills in background

White hot spot rates pass contract rates for first time in 4 years

Trucking contract rates fall behind record-breaking spot rates.

July 9, 2026

Red semi-truck loaded with metal coils in industrial warehouse facility with overhead cranes and metal storage

Economic trends

Trucking conditions hit all-time high in May | Quantix names new CEO

Prior to May, the most favorable FTR Trucking Conditions Index reading for carriers had been 16.8 in February 2021. Also: Quantix's new CEO to take over July 20; Kentucky cracking down on speeding this month; truck busted hauling cocaine in Tennessee.

July 9, 2026

White and black semi-trucks parked at warehouse loading dock with industrial building

Soaring rates give rise to new truck demand: 'We are clearly in fleet expansion territory'

Year-to-date orders have jumped 125% year over year, and the 2026 order season—spanning September 2025 to June 2026—is cumulatively pacing 36% ahead of last season.

July 8, 2026

Heavy-duty truck engine assembly on production line in industrial manufacturing facility with overhead lighting and equipment

Freight rates surge despite falling volumes as capacity tightens, U.S. Bank report shows

Contract rates are up 9% while contract volumes plummeted from 1,051,696 to 739,184.

June 30, 2026

U.S. Bank Freight Payment Index rates edition showing dry van rates and volumes from May 2025 to May 2026 with spot, contract, and fuel pricing data.

Transportation prices hit record high

Fuel prices drove U.S. inflation to 4.2% in May, squeezing carrier networks and sending warehouse holding costs to their highest levels since 2022.

June 27, 2026

Container ship loaded with colorful cargo at port terminal with cranes and trucks at sunset

Page 2 of 67

Man in navy suit standing beside blue truck at public event with crowd holding phones

Trump at Peterbilt: American trucking is back. Rid of 'crap' emissions systems

During a visit to the Peterbilt Motors factory in Texas, President Trump praised American workers, championed domestic heavy truck production, and credited his trade policies with revitalizing U.S. manufacturing.

Industrial logistics yard with semi-trucks and colorful shipping containers under clear blue sky

Spot vs. contract: Diverging freight rates and squeezed volume

Orange and white International flatbed truck backed up to loading dock with caution sign visible

Schneider slashes 76% of carriers from its brokerage network

White refrigerated semi-truck with Thermo King cooling unit parked on roadside with trees and red car visible

Managing older trucks amid rising costs and regulatory shifts

Truck driver gripping steering wheel with stressed expression, yellow text overlay reading 'THE MOTUS MELTDOWN'

Was FMCSA's Motus site vibe coded?

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