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
Month: July 2026
Tale of 2 segments at TFI: LTL steady, Truckload soaring
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 Report: Rates cool off as summer freight demand normalizes
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
Flatbed Report: Industrial demand softens, pulling rates back from July highs
Flatbed spot linehaul averaged $2.87 per mile this week, down 2.7%, or $0.08 per mile, from the prior week. Rates climbed 40.6%, or $0.83 per mile, year over year and held about 33%, or $0.72 per mile, above the nine-year seasonal average, near the top of the historical range. Get the clearest, most accurate view… Continue reading Flatbed Report: Industrial demand softens, pulling rates back from July highs
$1.5M theft ring exploited shipment tracking, insider access
A New York man pleaded guilty to participating in an international cargo theft conspiracy that federal prosecutors say targeted valuable electronic shipments before delivery. Raimond Cabrera De Leon entered the plea July 16 in U.S. District Court for the District of New Jersey. He admitted conspiring to receive and transport stolen goods connected to losses… Continue reading $1.5M theft ring exploited shipment tracking, insider access