Freight Volumes

Business

CN Rail Posts Strong Q4 Gains but Warns of Flat Freight Volumes Ahead Amid Trade Uncertainty

Canadian National Railway reported improved revenue and operating income for the fourth quarter of 2025, citing productivity gains and recovery from prior-year port disruptions. However, the company issued a cautious outlook for 2026, forecasting 'flattish' freight volumes as U.S.-Canada trade tensions and a major regulatory review loom.

Jan 30, 2026

Business

Old Dominion Outperforms in Q4 Amid Freight Downturn, Leveraging Cost Control and Yield Growth

Despite a persistent slump in shipping volumes, Old Dominion Freight Line surpassed Wall Street's fourth-quarter earnings expectations, as strategic cost management and higher pricing helped cushion the decline. The less-than-truckload carrier's results highlight the delicate balance of navigating a soft freight market.

Feb 4, 2026

Business

C.H. Robinson Navigates Freight Downturn: Cost Control and AI Drive Outperformance in Q4

Despite a challenging global freight environment, C.H. Robinson's Q4 results revealed resilience through disciplined cost management and strategic technology investments, allowing it to gain market share as broader industry volumes contracted.

Feb 4, 2026

Business

Old Dominion Navigates Freight Downturn, Eyes Market Share Gains Amid Industry Slump

Old Dominion Freight Line met revenue expectations in Q4 2025 despite a 5.7% sales decline, beating profit forecasts. Management points to disciplined cost control and service investments as keys to weathering the soft demand environment and positioning for a potential recovery.

Feb 5, 2026

Business

Wabash Navigates Prolonged Freight Downturn, Sees Early Signs of Stabilization in 2025 Earnings Report

Wabash National Corporation reported a challenging fourth quarter, with revenue and earnings falling short of expectations amid persistent softness in freight and industrial markets. While the company implemented cost-cutting measures, including facility idlings, its Parts & Services segment showed notable resilience, growing 33% year-over-year.

Feb 4, 2026

Business

Old Dominion Navigates Freight Downturn, Eyes Recovery as Service Edge Holds Firm

Despite a 5.7% revenue dip in 2025, Old Dominion Freight Line maintains industry-leading service metrics and cost discipline. Executives express cautious optimism for a demand rebound, banking on superior service and expanded network capacity to capture market share as the cycle turns.

Feb 4, 2026

Business

Old Dominion Freight Line's Soaring Stock: Is the Rally Justified or Overheated?

Shares of Old Dominion Freight Line (ODFL) have surged nearly 35% in three months, pushing the stock to record highs. This analysis examines whether the current valuation, trading above most analyst targets and key fair value estimates, can be sustained amid shifting freight demand and margin pressures.

Feb 4, 2026

Business

Old Dominion Meets Q4 Revenue Expectations Amid Freight Market Headwinds, Profit Tops Forecasts

Old Dominion Freight Line reported fourth-quarter revenue in line with Wall Street estimates at $1.31 billion, though sales declined 5.7% year-over-year. The less-than-truckload carrier's adjusted earnings of $1.09 per share modestly exceeded analyst consensus.

Feb 4, 2026

Business

ArcBest Navigates Freight Downturn by Diversifying Customer Base, Though Heavier Shipments Weigh on Margins

Facing a prolonged freight recession, logistics giant ArcBest is offsetting weak demand in core sectors by onboarding new LTL clients. However, this strategic shift towards heavier freight is pressuring key profitability metrics, even as executives express confidence in their adaptable business model.

Feb 4, 2026

Business

Landstar Navigates 'Challenging' Freight Market as Q4 Results Miss Estimates

Landstar System's fourth-quarter earnings fell short of analyst expectations, with management citing a persistent freight recession, inflation, and rising insurance costs. While the heavy haul segment showed strength, broader market softness led to a cautious outlook.

Feb 4, 2026

Business

Analysts Tweak Old Dominion Outlook Amid Freight Market Uncertainty

A modest adjustment to Old Dominion Freight Line's fair value estimate masks a deeper debate among analysts over the trucking giant's ability to navigate volatile demand and pricing pressures in the coming years.

Feb 4, 2026

Business

Cramer Sees Green Lights for C.H. Robinson, Cites Freight Market Rebound

CNBC's Jim Cramer has turned bullish on logistics giant C.H. Robinson, pointing to recent positive signals in the freight sector as a key catalyst for the stock's potential.

Feb 3, 2026

Business

Freight Recovery Signals Brighter Horizon for Expeditors International, Analysts Say

Amid improving freight trends and a strategic shift toward air and parcel services, Expeditors International of Washington (EXPD) is poised for margin support. The logistics giant, a celebrated Dividend Aristocrat, navigates near-term rate pressures while its long-term growth narrative remains intact.

Feb 3, 2026

Business

Old Dominion Set to Report Q4 Earnings Amid Mixed Freight Sector Signals

Old Dominion Freight Line prepares to release its quarterly results Wednesday morning, with analysts projecting a revenue dip but watching for signs of resilience in a challenging transport market.

Feb 3, 2026

Business

Lean Inventories Signal Shift: Ocean Freight Softens as Trucking Braces for Surge

A sharp post-holiday inventory drawdown is reshaping freight dynamics, with falling ocean container rates foreshadowing tighter truck capacity, higher rejection rates, and rising costs for shippers in the months ahead.

Feb 2, 2026

Business

Knight-Swift Transportation (KNX): A Value Play in a Turbulent Freight Market?

As Pzena Investment Management's latest commentary highlights a challenging quarter for value strategies, one of its holdings, freight giant Knight-Swift, comes into focus. We examine the investment case for KNX amidst shifting economic currents and a market dominated by AI hype.

Feb 2, 2026

Business

FreightWaves-Ryder Report: Capacity Tightens as 2026 Logistics Landscape Takes Shape

The latest collaborative industry analysis from FreightWaves and Ryder details shifting dynamics in trucking, maritime, and intermodal sectors, offering a data-driven forecast for the pivotal first quarter of 2026.

Feb 2, 2026

Business

Ocean Network Express Posts $88 Million Q3 Loss Amid Freight Market Downturn

The global container shipping giant Ocean Network Express reported a net loss for its third fiscal quarter, citing soft demand and declining freight rates, particularly on key Asia-U.S. and Asia-Europe routes. The carrier anticipates a gradual recovery in the coming months.

Jan 30, 2026

Business

ArcBest Navigates Freight Downturn with Tech and Discipline, Posts Solid Q4 Amid Market Headwinds

Despite a prolonged freight recession, ArcBest reports resilient fourth-quarter performance, driven by strategic cost controls, AI integration, and growth in managed logistics solutions, while outlining a cautious outlook for 2026.

Jan 30, 2026

Business

Schneider National Navigates Tough Q4 as Freight Demand Falters, Eyes Supply-Driven Recovery

Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.

Jan 30, 2026