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October LMI shows price increases outpacing capacity growth
Freight Waves Todd Maiden November 4, 2025
“This is similar to the dynamics observed in the Fall of 2018, when Upstream B2B freight slowed down due to U.S. tariffs on Chinese imports but B2C movements remained steady due to strong U.S. consumer activity,” the Tuesday report said. The freight market deteriorated into 2019, “after holiday spending had concluded.”
Link: CSCMP/Colorado State University October 2025 Logistics Managers’ Index
ArcBest Announces Third Quarter 2025 Results
ArcBest Press Release November 5, 2025
“ArcBest continues to deliver, even in this challenging freight environment,” said Judy R. McReynolds, ArcBest Chairman and CEO. “We achieved growth in LTL shipments and tonnage, and our Asset-Light segment delivered record shipment volumes and productivity. These results underscore the strength of our customer relationships and the value of our integrated solutions.”
- Revenue of $726.5 million compared to $709.7 million, a per-day increase of 1.6 percent
- Tonnage per day increase of 2.3 percent
- Shipments per day increase of 4.3 percent
Link: ArcBest Earnings Presentation 3Q ’25
TFI’s Bedard sees a stronger 2026 after a weak 4Q
Freight Waves John Kingston November 4, 2025
Bedard also touted the management of the LTL group. “The new team is really all hands on deck,” he said. “We’ve been working on our costs. We’ve also been working and improving our service.” Bedard also touted how TFI did in the recently-released Mastio report, which he said confirmed greater customer satisfaction.
Trucking earnings Q3: Pricing up, spending down, and cautious optimism ahead
Fleet Owner Geert De Lombaerde November 3, 2025
Last month wasn’t great, but optimism is growing among some executive teams. “We’re kind of ticking off the uncertainties,” Saia’s Fritz Holzgrefe said.
Roadrunners jump to a tech-forward LTL carrier
Freight Waves Mary O’Connell November 4, 2025
Roadrunner has launched a new suite of pricing products designed to simplify LTL shipping and improve transparency for shippers and freight forwarders. The release includes the carrier’s first proprietary tariff, RFDS1000, along with Weight-Based DIM Pricing, the A2A Freight Forwarder Service, and a Dynamic Volume Quote Model.
Link: Roadrunner Press Release Roadrunner Releases its latest product suite — RFDS1000™ Tariff, Weight-Based DIM Pricing, A2A Freight Forwarder Service, and Dynamic Volume Quote Model
Roadrunner deploys AI to eliminate excuses, slash missed picks
CCJ Jason Cannon November 4, 2025
Roadrunner, seeing missed pickup figures in the 30% range in the early 2020s, leaned into the implementation of AI and data-driven processes to slash that figure to near-zero.
Preliminary Classes 5-8 Net Orders for October
ACT Research November 4, 2025
“Preliminary Class 8 orders totaled 24,500 units in October, down 21% y/y, a notably weak number when you take into consideration October is seasonally the strongest month for orders with a 25% seasonal factor. This is the time of year when next year’s backlogs get built,” shared Carter Vieth, Research Analyst at ACT Research.
Top-10 trucking issues report surfaces several new topics
Trucking Dive David Taube November 4, 2025
The American Transportation Research Institute’s annual Top Industry Issues report included several new topics for the first time.
Those issues included English language proficiency for drivers, 2027 diesel emissions regulations, driver training standards and artificial intelligence in trucking.
Link: American Transportation Research Institute For the Third Year in a Row, the Economy is the Trucking Industry’s Top Concern
Lawmakers Urge DOT Crackdown on Fraudulent CDL Mills
Transport Topics Eugene Mulero November 4, 2025
Two lawmakers who sponsored legislation to require that commercial driver license testing be conducted in English are now urging Transportation Secretary Sean Duffy to investigate the growing trucking industry concern of so-called CDL mills.
Report: China leads charge in assisted-driving tech for commercial trucking
DC Velocity Ben Ames November 4, 2025
But the industry is growing faster in China, according to a report from IDTechEx analyst Shihao Fu, following a visit to Inceptio Technology, a Chinese autonomous trucking company. Here’s why: Around the world, autonomous trucking faces two persistent hurdles: the long commercialization timeline of Level 4 fully driverless systems and the slow adaptation of regulatory frameworks to real-world operations.
Link: IDTechEx Assisted Driving Systems Are Powering a Million km a Day in China
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