AURORA, MCLANE TO START DRIVERLESS FREIGHT RUNS IN TEXAS
Aurora Innovation will begin driverless long-haul runs for Berkshire Hathaway–owned McLane between Dallas and Houston, with human drivers handling the last mile from McLane terminals to customers. The move follows a multi‑year pilot that logged over 280,000 autonomous miles and 1,400 deliveries.
AURORA TRIPLES DRIVERLESS NETWORK, TEES UP NEW DALLAS–OKLAHOMA CITY ROUTE
In its Q1 update, Aurora said its driverless network expanded to 10 routes and will add a 200‑mile corridor linking Dallas and Oklahoma City via Volvo Autonomous Solutions. The company highlighted seven driverless customers as commercialization accelerates in 2026.
UBER FREIGHT RETURNS TO YEAR-OVER-YEAR GROWTH IN Q1 2026
Uber reported Q1 2026 results showing its Freight segment grew year over year for the first time in nearly two years, as broader company revenue rose 10% in constant currency. Management cited early improvements in the freight cycle alongside platform efficiency gains.
RXO POSTS Q1 RESULTS; SAYS MARKET CONDITIONS ARE IMPROVING INTO Q2
RXO reported Q1 2026 revenue of about $1.4 billion and a GAAP net loss that included refinancing‑related charges, while pointing to signs of recovery and a second‑quarter outlook. An accompanying SEC filing confirmed the results release on May 7, 2026.
TRIMBLE BEATS IN Q1 AND RAISES 2026 OUTLOOK ON TRANSPORT/CONSTRUCTION DEMAND
Trimble lifted its full‑year guidance after reporting strong Q1 2026 results, citing steady demand for software and technology used across transportation and other sectors. The company emphasized growth in recurring revenue and continued margin expansion.
AUTONOMOUS TRUCKING ECONOMICS EDGE CLOSER TO BEATING HUMAN‑DRIVEN COSTS
New analysis suggests driverless trucks could soon undercut human‑driven per‑mile costs, potentially reshaping freight logistics. California’s recent regulatory shift further opens the market for heavy‑duty AV operations, the report notes.
MCLANE EXPANDS DRIVERLESS TRUCK RUNS IN TEXAS WITH AURORA
C‑Store distributor McLane said it is widening its Texas driverless operations after a pilot that logged 280,000+ autonomous miles with 100% on‑time performance. Aurora’s system will handle the long‑haul segment while McLane drivers complete local deliveries.
DEUTSCHE POST SHAREHOLDERS APPROVE NAME CHANGE TO DHL AG
Nearly 25 years after acquiring DHL, the group’s AGM approved changing the legal name to DHL AG, aligning with its global logistics brand. The shift underscores DHL’s focus on international parcel and supply chain services with U.S. market implications for shippers and carriers.
DHL EXPRESS ROLLS OUT AI‑ASSISTED CONTENT DETECTION FOR SHIPMENTS
DHL Express introduced AI‑supported tools to identify shipment contents, aiming to improve compliance and security screening. The technology is designed to reduce processing errors and accelerate customs clearance across global networks, including U.S. lanes.
USPS CONSIDERS ALLOWING HANDGUNS TO BE MAILED UNDER NEW RULE PROPOSAL
The Postal Service is weighing a change to allow licensed parties to ship concealable firearms, revisiting a prohibition dating to 1927. Any shift would have implications for small‑parcel policies and carrier competition in regulated goods logistics.
USTR OPENS NEW SECTION 301 REVIEW OF CHINA TARIFFS; COMMENTS SOUGHT
The U.S. Trade Representative launched a review of 2018 Section 301 tariffs, asking domestic industries to weigh in ahead of key May 7 and July 5 anniversaries. Outcomes could reshape freight flows, costs, and modal mix across U.S. supply chains in 2026.
TESLA SEMI SCORES 370‑TRUCK ORDER FROM WATTEV IN CALIFORNIA PUSH
Electric‑freight operator WattEV placed an order for 370 Tesla Semis, billed as the largest single EV truck deployment yet in California. The deal adds momentum to zero‑emission freight initiatives as fuel volatility and 2027 standards loom for fleets.
FORWARD AIR TO REPORT Q1 2026 RESULTS AFTER THE CLOSE TODAY
Forward Air said it will release first‑quarter results after markets close on May 7, with a conference call at 4:30 p.m. ET. Investors will watch for LTL and expedited trends amid tightening truckload capacity and shifting parcel dynamics.
LINEAGE LOGISTICS SAYS COLD STORAGE OVERSUPPLY IS EASING, MARKET STABILIZING
On its Q1 call, Lineage pointed to stabilization in revenue with signs that excess cold storage capacity is being worked down. The company highlighted integrated logistics services as a growth lever alongside warehousing fundamentals.
TRIMBLE DETAILS Q1 PERFORMANCE; EMPHASIZES TELEMATICS AND FLEET TECH TRACTION
In its full Q1 release, Trimble cited double‑digit organic growth, expanding ARR, and strong demand across transportation technologies. The company is leaning on software and data analytics to drive efficiency for fleets coping with higher fuel and compliance costs.
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