FEDEX SHARES JUMP AS DOMESTIC GROWTH, COST CUTS DRIVE EARNINGS BEAT
FedEx topped quarterly profit expectations on stronger U.S. parcel demand and aggressive cost cuts, lifting shares as the carrier leans on domestic volume to offset tariff-driven export softness.
FEDEX PIVOTS CAPACITY AWAY FROM CHINA; U.S. AND EUROPE LIFT REVENUE
Facing tariff headwinds on China exports, FedEx cut trans-Pacific capacity and leaned into U.S. and European lanes, posting higher revenue and reaffirming a shift toward markets with steadier demand.
OIL SLIPS ON DEMAND WORRIES AFTER FED CUT; DISTILLATE BUILD WEIGHS
Crude prices eased despite a Fed rate cut as a surprise rise in U.S. distillate stocks and soft data stoked demand concerns—potentially tempering near-term diesel costs for fleets.
WHITE HOUSE SIGNALS SUPPORT FOR UNION PACIFIC–NORFOLK SOUTHERN RAIL MEGA-MERGER
President Trump said a proposed UP–NS tie-up “sounds good,” accelerating speculation on STB review of a deal that would reshape U.S. rail networks and shipper routing options nationwide.
DOT SEEKS INDUSTRY INPUT ON CARGO THEFT CRACKDOWN VIA NEW RFI PUBLISHED SEPT. 19
DOT issued a Request for Information to gather strategies from carriers, shippers and law enforcement to combat escalating cargo theft and strengthen supply chain security nationwide.
FMCSA WRAPS NATIONAL TRUCK DRIVER APPRECIATION WEEK WITH NATIONWIDE EVENTS
FMCSA highlighted NTDAW (Sept. 14–19) activities honoring more than 3.5 million professional drivers, including leadership visits, grant announcements and public outreach efforts.
FMCSA: TWO ELDs REVOKED; CARRIERS FACE SEPT. 29 DEADLINE TO REPLACE OR FACE OOS
FMCSA advised fleets to stop using the revoked ELDs and switch to compliant devices by Sept. 29, after which noncompliance can trigger citations and out‑of‑service orders at roadside.
PANAMA CANAL KICKS OFF BID PROCESS FOR CROSS-ISTHMUS LPG PIPELINE
Canal authorities launched a competition to design, build and operate an LPG pipeline to bolster flows between oceans, a move that could reshape energy logistics and reduce waterway bottlenecks affecting U.S. shippers.
ITS LOGISTICS EXPANDS DROP-TRAILER NETWORK AS SHIPPERS SEEK FLEXIBLE CAPACITY
ITS is adding thousands of trailers to its DropFleet and touting AI-enabled optimization and fraud controls, citing front-loaded inventories and rising theft risk heading into peak season.
USPS TO SHOWCASE NEW VEHICLES, SORTATION UPGRADES AT WISCONSIN SDC
As part of its $40B network modernization, USPS will highlight Rothschild, WI facility investments and next‑gen delivery vehicles, signaling continued parcel infrastructure buildout for shippers.
TRANSPORTS GET A LIFT AS STOCKS EDGE HIGHER; FEDEX EARNINGS BOOST SENTIMENT
U.S. equities ticked up with major indexes on track for weekly gains; FedEx climbed after its earnings beat, signaling improving parcel trends that ripple through broader freight markets.
DOT POSTS CARGO THEFT RESOURCE HUB AS COMMENT WINDOW OPENS
Alongside today’s RFI, DOT published a centralized cargo theft page outlining the scope of theft, the stakeholders involved, and how industry can submit solutions and data to inform policy.
NEW BILL TARGETS ‘LAWSUIT ABUSE’ AGAINST TRUCKING COMPANIES WITH TORT REFORMS
A new proposal in Congress aims to curb nuclear verdicts and streamline liability standards, a development that could materially affect carriers’ insurance costs and risk profiles.
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