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US LTL ‘land rush’ reaches its end amid long-term freight decline
Journal of Commerce William B. Cassidy November 5, 2025 $Subscription Based
Despite the sale of hundreds of properties and the construction of many new terminals over the last two years, the LTL sector still has less capacity than it did before Yellow’s collapse in 2023. That capacity shortfall has supported higher LTL pricing.
ArcBest flags margin pressure in Q4
Freight Waves Todd Maiden November 5, 2025
Shipments per day increased 4% y/y in the third quarter, but weight per shipment fell 2%, producing a 2% increase in tonnage. ABF saw more freight from core customers, but overall weakness in the manufacturing and housing sectors pushed shipment weights lower.
Related: Arkansas TB&P ArcBest beats estimates on Q3 earnings, revenue down 1.4%
Forward Air says strategic review, potential sale still on track
Freight Waves Todd Maiden November 5, 2025
Shares of Forward Air jumped 16% in after-hours trading on Wednesday after management from the transportation and logistics provider said that a strategic review, which may include the sale of the company, is still in progress.
Links: Forward Air Press Release Forward Air Corporation Reports Third Quarter 2025 Results and Forward Air Corporation Earnings Presentation 3Q25
Court: Yellow Corp’s lawsuit against Teamsters can proceed
CCJ Jason Cannon November 5, 2025
The third largest LTL carrier in the country at the time, Yellow alleged that the labor union breached a binding contract with Yellow and caused more than $137 million in damages by "unjustifiably blocking, for over eight months, Yellow’s restructuring plan to modernize its business, which is necessary to compete against non-union carriers that dominate the LTL business today."
5 takeaways on the industry, economy from ATA’s Costello
Trucking Dive David Taube November 5, 2025
During MCE 2025, Chief Economist Bob Costello said rightsizing supply may be the only near-term solution for the ongoing freight recession.
Why shippers are pulling back: inside CarrierSource’s latest demand data
Freight Waves John Paul Hampstead November 5, 2025
The latest Weekly Shipper Report from CarrierSource paints a picture of waning enthusiasm among shippers seeking trucking capacity, with search activity plummeting to its lowest point in over a month. This data, capturing searches on the platform by major players like members of the Retail Industry Leaders Association (RILA) and Food Shippers of America, underscores a broader freight market malaise.
Link: CarrierSource Blog What Shippers Searched for Last Week on CarrierSource
U.S. freight market reverses gains in third quarter as volumes fall
Freight Waves Thomas Wasson November 5, 2025
The U.S. truck freight market saw a reversal in the third quarter, with conditions deteriorating and reversing a brief second-quarter improvement, according to a new report by freight audit and payment provider U.S. Bank. Compared to the second quarter, national shipment volumes fell 2.9%, while shipper spending increased 2%, according to the latest U.S. Bank Freight Payment Index.
Link: U.S. Bank Q3 2025 U.S. Bank Freight Payment Index (Registration Required For Report)
October truck and tractor orders post 10th straight monthly decline
DC Velocity November 5, 2025
“Early indicators for the 2026 order cycle reinforce this cautious outlook. Combined net orders for September and October are 32% below year-ago levels, highlighting persistent weakness in freight fundamentals and limited carrier profitability,” Dan Moyer, FTR’s senior analyst, commercial vehicles, said in a release.
DOT’s Duffy killed the ‘driver shortage’ narrative — and now ATA has buried it
OverDrive Alex Lockie November 5, 2025
“It’s about qualifications,” said Spear at the conference. “We don’t lack people with CDLs. … What we lack is the number of qualified drivers who meet our high standards of professionalism and safety.
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