Month: February 2026

The seasonally adjusted Trucking Ton-Mile Index (TTMI), a key benchmark for trucking demand, registered a noticeable downturn in October, falling 0.8% month-over-month. This decline was largely driven by weakness in the wholesale trade sector, particularly machinery. Of greater significance, the index was unchanged year-over-year from October 2024, marking the first time the TTMI has failed… Continue reading Dry van report: Trucking demand sees October dip, signaling cautious 2026 outlook

Less-than-truckload carrier Saia reported a headline earnings miss for the fourth quarter. The Johns Creek, Georgia-based company reported fourth-quarter revenue of $790 million, which was $1 million higher year over year and $14 million better than the consensus estimate. Earnings per share of $1.77 came in 38% lower y/y and 14 cents light of consensus.… Continue reading First look: Saia’s Q4 earnings

The trucking industry faces a confluence of challenges that have intensified in recent years. Small and mid-sized carriers struggle to compete with larger fleets that can negotiate better rates on fuel, factoring, and other essential services. Finding qualified dispatchers and operations staff has become increasingly difficult, and many companies have long been understaffed during critical… Continue reading AI Dispatch, Fraud Prevention, and Building “The Trucker’s TMS”

The National Restaurant Association’s December Restaurant Performance Index dropped to 99.3, marking six consecutive months in contraction territory and the lowest reading since March. The decline was driven by weakening same-store sales and customer traffic, with 60% of operators reporting lower traffic compared to the prior year—the 11th straight month of net traffic declines. Only… Continue reading Reefer report: Empty tables, empty Trucks: Restaurant slump threatens Q1 reefer volumes

From a truckload carrier’s seat, January’s ISM Manufacturing PMI of 52.6% reads less like an abstract economic survey and more like a leading indicator of whether the phones start ringing. The report showing manufacturing stabilizing and nudging into expansion territory signals that the long inventory drawdown cycle may be easing. New orders improve matters more… Continue reading Flatbed report: Manufacturing stabilizes, offering truckload carriers a glimmer of hope