Commercial Carrier Journal: LTL thrives on pricing power, while truckload awaits recovery
October 31, 2025
While the company reported a 1% increase in operating revenue, muted equipment needs reflected weak market conditions.
While the company reported a 1% increase in operating revenue, muted equipment needs reflected weak market conditions.
While the company reported a 1% increase in operating revenue, muted equipment needs reflected weak market conditions.
While the company reported a 1% increase in operating revenue, muted equipment needs reflected weak market conditions.
Rising competition. Confusing tariff policies and rates. Elimination of the de minimis rule. Ever-expanding parcel surcharges. Higher operating costs. What will it all mean for
Even with encouraging indicators, truckload carriers still face excess capacity and depressed rates, per the TD Cowen/AFS Freight Index.
The TD Cowen/AFS Freight Index shows shippers are likely to pay more to move goods during the holiday season.
Despite the higher profits in the segment, the carrier’s revenue per load dropped, per a securities filings.
Fuel surcharge pressures and new rounding rules are challenging shippers ahead of peak season, per the TD Cowen/AFS Freight Index.
Old Dominion Freight Line is the latest less-than-truckload carrier to implement a general rate increase ahead of schedule.
Less-than-truckload rates maintain record levels despite softness across the manufacturing complex.
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