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LTL market remains stuck in freight rut as carriers brace for prolonged softness
Logistics Management Jeff Berman October 31, 2025
In a recent conversation I had with a less-than-truckload (LTL) stakeholder, I was not entirely surprised about the way in which he described the current state of the LTL market.
That is largely related to the ongoing narratives about market conditions, in the form of things like low, or reduced, demand, tariff- and trade-driven uncertainty, inflation, the employment outlook, and an ongoing manufacturing slump.
LTL thrives on pricing power, while truckload awaits recovery
CCJ Pamella De Leon October 31, 2025
Even as freight demand and industrial activity remain subdued, the report noted that LTL cost per shipment has shown limited volatility and stayed elevated since Q2 2023, indicating carriers’ success in yield management and margin protection strategies.
LTL rates stayed resilient because carriers are focusing on price discipline and customer mix over volume, said Mich Fabriga, vice president of LTL pricing at AFS Logistics.
Link: TD Cowen/AFS Freight Index Q4 2025 (LTL Data Slides 6-8/Registration Required For Report)
Is the goods economy in a recession? Freight data suggests so
Freight Waves Craig Fuller November 1, 2025
As someone who’s spent decades immersed in the freight and logistics industry, I’ve learned that freight data often tells the story of the broader economy long before traditional indicators catch up. Right now, that data is painting a stark picture: The U.S. economy is entrenched in a goods recession.
Averitt expands San Antonio terminal to meet nearshoring demand
Freight Waves Noi Mahoney November 2, 2025
Averitt recently completed the expansion of its San Antonio operations with an 85,000-square-foot distribution and fulfillment warehouse and cross-dock terminal.
The Tennessee-based carrier aims to capture the growing trade flows tied to nearshoring and U.S.–Mexico manufacturing.
Roadrunner deploys AI to eliminate excuses, slash missed picks
CCJ Jason Cannon November 1, 2025
Tomasz Jamroz, president and chief operating officer, said missed pickups previously were often obscured by various excuses and unverified codes, so the company shifted to a strict, data-driven, binary approach, only counting a pickup as missed if it could be empirically verified, and it implemented an audit group to ensure accuracy.
XPO Reports Q3 Revenue Jumps to $2 Billion
Transport Topics Connor D. Wolf October 31, 2025
“In North American LTL, we grew adjusted operating income by 10% to $217 million and improved our adjusted operating ratio by 150 basis points to 82.7%, significantly outperforming seasonality,” Harik said.
TFI operating income drops amid US woes
Trucking Dive David Taube October 31, 2025
With TFI, the government shutdown is also affecting its U.S. Department of Defense business, which represents 30% of revenues for one company division. However, that pause will eventually resolve itself, Bédard said.
Covenant sees bids at ‘all-time highs,’ CEO says
Supply Chain Dive Alejandra Carranza October 31, 2025
The freight industry is experiencing accelerating capacity exits, James “Tripp” Grant, Covenant’s EVP and CFO, said, due to recent enforcement of government policies relating to English language standards.
Waabi integrates AI Driver into Volvo Autonomous Truck
Freight Waves Thomas Wasson October 31, 2025
For Volvo, the addition of the Waabi virtual driver will augment its custom-built Volvo VNL autonomous truck, which is designed with redundant systems to handle fully autonomous operations. These redundant systems include braking, steering, and communication, among others.
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