full truckload News

Bank of America Freight Index Sparks Recession Debate

The Bank of America Truckload Payment Index suggests that, despite mixed signals in freight volume and spending, there are no immediate signs of a US economic recession. Consumer spending remains a key driver, while manufacturing shows weakness. Capacity is gradually balancing. Experts advise businesses to maintain cautious optimism and closely monitor market developments. The index highlights the interplay between consumer demand, industrial output, and freight activity in shaping the near-term economic outlook, urging businesses to adapt to evolving market dynamics.

02/04/2026 Logistics Industry Insights

XPO Restructures LTL and Brokerage Units for Growth

XPO Logistics announced a strategic restructuring, spinning off its North American truck brokerage and less-than-truckload (LTL) businesses into separate publicly traded companies. It will also divest its European and intermodal businesses. This move aims to focus on core competencies, unlock growth potential, and establish industry leaders in their respective fields. While the strategic shift presents challenges, it also creates new opportunities within the logistics sector. The restructuring is expected to allow each entity to pursue focused strategies and maximize shareholder value.

02/05/2026 Logistics

Forward Air and Omni Logistics Merge to Compete in LTL Market

Forward Air and Omni Logistics announced a merger, aiming to create a Less-than-Truckload (LTL) giant. The merger is expected to bring economies of scale, customer resource integration, and improved service levels, helping the company seize a market worth hundreds of billions. However, the integration process also faces challenges such as cultural clashes and system integration. In the future, digitalization and sustainable development will be key. This strategic move positions the combined entity for significant growth in the competitive logistics landscape.

02/11/2026 Logistics

Arrive Logistics Raises 300M to Advance Freight Technology

Arrive Logistics has secured over $300 million in funding, led by ATL Partners, to fuel its technology, service, and team expansion. The company will continue investing in its proprietary technology, expanding its less-than-truckload (LTL) and intermodal services, and growing its team. This investment will enable Arrive Logistics to further distinguish itself in the digital transformation of the logistics industry and solidify its position as a leader. The funding will support Arrive's growth trajectory and innovation within the transportation sector.

02/11/2026 Logistics

Fedex Freight Presidents Early Retirement Sparks Spinoff Concerns

The early retirement of FedEx Freight CEO Lance Moll adds uncertainty to the upcoming company spin-off. John Smith will temporarily take over, leaving leadership unresolved. This analysis explores the spin-off's impact on industry competition, operational efficiency, and technological innovation. Strategic recommendations are offered, forecasting future trends in less-than-truckload (LTL) transportation. The spin-off presents both challenges and opportunities, emphasizing the importance of a clear strategy for success. The future of FedEx Freight and the LTL market hinges on navigating this transition effectively.

11/03/2025 Logistics

Freight Market Rebounds As TD Cowen Index Signals Rate Hikes

The TD Cowen/AFS Freight Index Q1 report reveals mixed performance across transportation modes amidst soft demand and excess capacity. Truckload shows promise with rising spot rates, but contract rates remain under pressure. Parcel saw effective pricing adjustments, though discounts persist. LTL rates are stable, but pricing discipline may be loosening. The report anticipates potential rate increases in the future, suggesting a possible shift in the freight market dynamics. Overall, the index highlights the ongoing challenges and potential opportunities within the current freight environment.