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‘Only as good as your weakest link’: Estes Express Lines COO notes service strategy in expansion
Trucking Dive David Taube January 30, 2026
“Every new terminal represents progress — more capacity, more reliability, and more opportunities for our people and customers,” Webb Estes, president and COO of Estes, said in a statement. “We’re building for the future of freight, ensuring our network can deliver the speed and dependability today’s supply chains demand.”
ArcBest, LTLs still waiting on recovery
Freight Waves Todd Maiden January 30, 2026
Contract renewals averaged 5% in the quarter, the highest increase in six quarters, and 9.5% higher on a two-year-stacked comparison. Management said bid activity has slowed and that the pricing environment remains “rational.”
Link: ArcBest Earnings Presentation 4Q ’25
Amazon’s LTL offering reaching out to shippers as possible customers: report
Freight Waves John Kingston January 30, 2026
There are stirrings of the long-awaited entry into the LTL market by Amazon, according to a recent report from a leading Wall Street transportation analyst team.
In a report released last week by the transportation team at Morgan Stanley led by Ravi Shanker, the investment bank said Amazon “appears to be in the early stages of reaching out to shippers regarding their LTL offering.”
Winter storm Fern was the most disruptive in years
Freight Waves Zach Strickland January 31, 2026
Tender rejection rates—the share of contracted loads that carriers decline—jumped from 9.75% on January 21 to 12.19% on January 28. This spike occurred even as the SONAR Truckload Rejection Index (STRI) had been slowly easing from its holiday peak.
Schneider Q4 profit weakens, but company pins hopes on capacity exits
Journal of Commerce Dan Ronan January 30, 2026 $Subscription Based
Schneider National was disappointed with freight demand in the fourth quarter but remains hopeful that regulatory crackdowns in the trucking industry will pull out enough supply in 2026 to end the freight recession.
Link: Schneider Investor Relations Fourth Quarter 2025
Schneider Expresses Renewed Determination After Q4 Results
Transport Topics Connor D. Wolf January 30, 2026
“We believe we’re in the early innings of normalizing market conditions, in part due to the various regulatory actions being taken,” Rourke said. “Importantly, these actions aren’t only driving capacity to exit the market at an accelerated rate, but the ability to backfill new entrance is also increasingly diminished.
UPS Finance Chief Says Delivery Giant Is Hard at Work Right-Sizing
The Wall Street Journal Mark Maurer January 30, 2026 $Subscription Based
The company this week said it planned to cut an additional 30,000 operational positions this year, on top of 48,000 operational positions eliminated in 2025. It closed more than 90 buildings in 2025 and plans to close at least 24 in the first half of the year.
Trailer Orders End Year With Sequential Jump
Transport Topics Connor D. Wolf January 30, 2026
Preliminary net data showed a 5% year-over-year increase to 25,300 units. The results also marked a sequential boost of 112% to close out what has been a fairly mixed year overall. Seasonally adjusted volume at this point in the annual order cycle lowers the tally to about 18,600 units.
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