GXO POSTS RECORD 2025 REVENUE; DETAILS Q4 RESULTS AND 2026 OUTLOOK
Contract logistics giant GXO reported Q4 revenue of $3.51 billion and full‑year revenue of $13.2 billion, citing broad organic growth and $1B+ in new wins. Leadership changes and an Investor Day later this year will outline the long‑term strategy.
BRAD JACOBS’ QXO TO ACQUIRE KODIAK BUILDING PARTNERS FOR ABOUT $2.25 BILLION
The deal, funded with $2B cash plus 13.2M shares, expands QXO’s construction distribution footprint, with heavy exposure in Florida and Texas. Jacobs said the M&A pipeline remains “very active.”
AUTHORITIES DISMANTLE MULTISTATE DIESEL THEFT RINGS USING PUMP HACKS, SKIMMERS
Investigations in Florida, Alabama and New Jersey led to arrests tied to millions in fraudulent fuel purchases and 185,000+ gallons stolen in Florida alone. Officials seized tanks, cloned cards and modified vehicles in “Operation Van Diesel.”
REPORT: WHITE HOUSE WEIGHS QUITTING USMCA, RAISING NORTH AMERICA TRADE UNCERTAINTY
President Trump is privately considering exiting the USMCA and pursuing separate talks with Canada and Mexico, according to Bloomberg reporting. The deliberations add uncertainty for cross‑border trucking and supply chains at a pivotal moment for renegotiations.
EIA: NATIONAL DIESEL TICKS TO $3.688; GASOLINE TO $2.902 AS REGIONAL TRENDS DIVERGE
FleetOwner reports the February 10 EIA update shows diesel up a penny week over week to $3.688, with the Rockies leading increases, while gasoline climbed 4 cents to $2.902. Regional fuel dynamics remain mixed heading toward spring shipping season.
EIA LIFTS NEAR‑TERM NATURAL GAS PRICE OUTLOOK AFTER RECORD WINTER WITHDRAWALS
In its February STEO, EIA said Henry Hub prices are now forecast to average about $4.30/MMBtu in 2026 after Winter Storm Fern spiked demand and set a record storage draw. Inventories are expected to end withdrawal season under 1.9 Tcf, below prior estimates.
CVSA TO SEPARATELY FLAG ELD TAMPERING IN 2026 OUT‑OF‑SERVICE CRITERIA
Starting April 1, inspectors will distinguish traditional false‑log violations from ELD‑tampering cases, reflecting a growing enforcement focus. The new bulletin clarifies how officers document violations and when drivers may be placed out of service.
TEAMSTERS SEEK EMERGENCY ORDER TO BLOCK UPS ‘DRIVER CHOICE’ BUYOUT PROGRAM
A filing in federal court aims to halt a proposed one‑time payout plan that the union calls an “illegal buyout,” following UPS disclosures of job cuts and facility closures. The dispute could affect parcel capacity and labor dynamics during 2026 network changes.
PENNDOT: I‑70 EASTBOUND CLOSED AFTER CRASH IN WESTMORELAND COUNTY; LANE RESTRICTIONS TO FOLLOW
A Feb. 10 crash shut I‑70 EB between Exits 54–57 with a noon reopening target and subsequent single‑lane restriction for barrier repairs. Carriers are advised to monitor 511PA for detours and live updates.
TRUCKING TECH TODAY: FREE ELD + AI DISPATCH, NEW TOLL VISIBILITY, SMART TRAILER INTEGRATIONS
Class8 rolled out a free ELD with optional AI dispatch tools for Freightliner fleets, Fleetworthy launched Toll360 for real‑time toll management, and Phillips Connect integrated smart‑trailer data with McLeod TMS. The tools target cost control and asset utilization in a soft market.
REG WATCH: FMCSA EYES CSA REVAMP, NEW REGISTRATION SYSTEM, AND BROKER TRANSPARENCY EFFORTS
FleetOwner outlines 2026 federal priorities including CSA scoring changes, development of a new registration platform, and actions on autonomy, safety fitness, and contractor classification. Carriers should prepare compliance strategies ahead of rulemaking milestones.
THERMO KING EXPANDS U.S. SERVICE FOOTPRINT WITH ACQUISITION OF CSTK DEALER NETWORK
Trane Technologies is integrating 10 CSTK sites and 200+ employees into Thermo King Americas, bolstering install, maintenance and telematics support. The move strengthens refrigerated transport service coverage across key Northeast and Central markets.
ELECTRIFICATION ROUNDUP: TESLA SEMI CHARGERS AT PILOT SITES, NEW EV OPTIONS FOR FLEETS
Pilot Travel Centers and Tesla are deploying Semi chargers along major corridors as OEMs and providers expand Class 3–5 EV availability and financing models. The build‑out aims to ease adoption hurdles for heavy‑duty and regional operations.
‘LOW‑HANGING FRUIT’ FOR DECARBONIZATION: FLEETS URGED TO DEPLOY RENEWABLE FUELS, ROUTE OPTIMIZATION
At a Las Vegas panel, industry leaders said pragmatic steps—renewable diesel, software‑driven routing, and efficiency upgrades—can deliver near‑term emissions and cost gains while zero‑emission tech scales.
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