Month: July 2026

ArcBest’s second-quarter results showed operational improvements in both of its business segments. The company reported a second-quarter headline net loss of $13.8 million, or 62 cents per share, on Wednesday before the market opened. However, adjusted earnings per share were $2.38, excluding restructuring, impairment, technology and other nonrecurring costs. The result was 12 cents ahead… Continue reading ArcBest’s Q2 a step on path to recovery

CHATTANOOGA – If questions of competition are at the heart of the regulatory future of the Union Pacific-Norfolk Southern merger, the CEOs of the two railroads are firmly convinced they have checked all the boxes to make a compelling argument for the deal’s approval. And for UP (NYSE: UNP) CEO Jim Vena, it’s the matter… Continue reading CEOs of UP, NS, say latest additions to rail merger application further enhance competitive aspects

SummaryView Transcript Aaron Graft, CEO of Triumph Financial, dives deep into why this freight market cycle is structurally different. He explains that increased litigation, regulation, and legislation act as barriers to entry, preventing the surge of new capacity seen in previous upturns. This fundamental shift suggests the current tight market conditions might persist longer than… Continue reading Is This Trucking Market Different? Why Capacity Won’t Flood Back In

By most financial measures, the second quarter at TFI International was strong. Second quarter diluted earnings per share were up 41% to $1.65 from the corresponding quarter a year ago. EBITDA was up more than 11%. But underneath that, and what came through in Monday evening’s conference call with analysts, is that the rise in… Continue reading Tale of 2 segments at TFI: LTL steady, Truckload soaring

Dry van spot linehaul averaged $2.38 per mile this week, down 2.5%, or $0.06 per mile, from the prior week. Rates ran 45.6%, or $0.74 per mile, above the same week in 2025 and held about 33%, or $0.59 per mile, above the nine-year seasonal average, near the top of the historical range. Get the… Continue reading Dry Van Report: Rates cool off as summer freight demand normalizes