XPO Logistics Spinoff RXO Boosts LTL Market Value

XPO Logistics Spinoff RXO Boosts LTL Market Value

XPO Logistics announced preliminary Q3 results and long-term targets, highlighting strong performance in its North American LTL business with significant revenue growth. The company plans to spin off its North American truck brokerage business, RXO, aiming to improve operational efficiency and shareholder value. RXO will focus on technology-driven freight services, while XPO will become a pure-play LTL transportation leader. Both companies are expected to achieve greater development in their respective fields. The strategic split is intended to unlock value and allow each entity to pursue independent growth strategies.

01/16/2026 Logistics
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Freight Market Braces for Weak Peak Season TD Cowen

Freight Market Braces for Weak Peak Season TD Cowen

The Cowen/AFS Freight Index indicates a slight increase in LTL rates in Q3, driven by factors like Yellow's bankruptcy and soft demand. Parcel rates decreased. A muted peak season is anticipated for Q4, with limited TL freight growth. The index reflects the current complex and volatile freight market, along with a trend of shippers actively optimizing their logistics networks. The impact of Yellow's exit and ongoing economic uncertainty are key factors shaping the near-term outlook for the industry.

01/15/2026 Logistics Industry Insights
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Online Learning Eases LTL Talent Shortage Boosts Supply Chains

Online Learning Eases LTL Talent Shortage Boosts Supply Chains

The shortage of LTL transportation talent poses a challenge to supply chains. SMC³'s online LTL courses and certification system offer a solution through systematic learning, case studies, and certification exams. This helps companies quickly enhance employees' LTL expertise and skills, optimize transportation plans, reduce costs, and improve efficiency, ultimately upgrading the supply chain. The program provides a structured approach to building a knowledgeable workforce capable of navigating the complexities of LTL shipping and contributing to improved supply chain performance.

01/19/2026 Logistics Industry Insights
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Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Posts Strong Q4 on Market Share Growth

Old Dominion Freight Line reported strong Q4 performance, with revenue increasing nearly 30%. This growth was driven by increases in both daily LTL tonnage and LTL revenue per hundredweight. The company continues to gain market share through superior service and network coverage. Old Dominion is also actively investing in future development to address industry challenges and capitalize on opportunities, positioning itself for continued success in the LTL freight market.

01/19/2026 Logistics
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XPO CEO Highlights Techs Role in LTL Logistics Evolution

XPO CEO Highlights Techs Role in LTL Logistics Evolution

XPO CEO Jacobs highlighted the pivotal role of technology in the LTL business. He anticipates smarter pricing strategies in the future, driven by technological advancements. Jacobs also discussed risk management practices and the company's commitment to sustainability within its operations. The focus is on leveraging technology to improve efficiency and adapt to evolving market demands in the LTL sector. The company sees technology as a key enabler for optimizing pricing, mitigating risks, and achieving sustainable growth.

01/19/2026 Logistics Industry Insights
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Old Dominion Freight Line Posts Strong Growth Amid Expansion

Old Dominion Freight Line Posts Strong Growth Amid Expansion

Old Dominion Freight Line reported solid growth in February despite severe weather, with a 9.2% year-over-year increase in daily revenue, driven by increased LTL freight volume and improved service. The company is actively expanding its service network and enhancing operational efficiency, expressing confidence in future development. The article analyzes the drivers of this growth, the company's strategic positioning, and offers a perspective on the evolving landscape of the LTL transportation market.

01/19/2026 Logistics
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Hybrid Courses Help Supply Chains Address LTL Transport Challenges

Hybrid Courses Help Supply Chains Address LTL Transport Challenges

SMC3 introduces a blended online LTL learning program, combining self-paced learning with expert guidance. This course covers core modules such as pricing, regulations, and analytics. It aims to empower supply chain professionals, enhance their LTL expertise, address industry challenges, and drive supply chain advancements. The hybrid approach allows for flexible learning while providing valuable interaction with industry experts, making it a comprehensive solution for professionals seeking to improve their LTL knowledge and navigate the complexities of the modern supply chain landscape.

01/19/2026 Logistics
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Yellow Corp Bankruptcy Spurs Freight Industry Shakeup

Yellow Corp Bankruptcy Spurs Freight Industry Shakeup

Yellow Corp. faces labor disputes and debt pressure, leading to freight diversion risks. A TD Cowen report suggests ABF Freight and TForce Freight could benefit. The key lies in whether Yellow can reach an agreement with the union and secure financing. Shippers should assess the risks and diversify their carrier options. The ongoing situation highlights the volatility within the LTL sector and the importance of contingency planning for shippers reliant on Yellow's services. The outcome will significantly impact the competitive landscape.

01/19/2026 Logistics Industry Insights
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Roadrunner Opens New LTL Hub in New York Metro Area

Roadrunner Opens New LTL Hub in New York Metro Area

Roadrunner Freight has opened a new LTL terminal in the New York-New Jersey area to enhance outbound freight capabilities in the Northeast and meet customer demand. By collaborating with agents and optimizing its independent contractor network, Roadrunner is expanding its service coverage and improving operational efficiency. This expansion aims to provide customers with more reliable, flexible, and economical logistics solutions. The new terminal will support increased freight volume and improve transit times for shipments within and beyond the region.

01/20/2026 Logistics
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LTL Freight Pricing Can Rate Bureaus Adapt As Rating Agencies

LTL Freight Pricing Can Rate Bureaus Adapt As Rating Agencies

LTL freight pricing is transitioning from static rate tables to dynamic pricing models. Traditional rate tables lack flexibility, and dimensional pricing, while beneficial, remains insufficient. The future trend is dynamic pricing based on real-time market conditions, but existing TMS systems pose a bottleneck. Former rate-making bodies could transform into rating agencies, providing expert services. Drawing on the experience of airline dynamic pricing, building a neutral platform is key to promoting intelligent collaboration and achieving win-win outcomes for the industry.

01/20/2026 Logistics Industry Insights
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