U.S. AND CHINA SUSPEND DUELING PORT FEES, EASING PRESSURE ON GLOBAL SHIPPING
Presidents Trump and Xi agreed Oct. 30 to a 12‑month pause on retaliatory port fees that were adding billions in costs to ocean carriers and supply chains, offering near‑term relief while longer‑term trade uncertainty persists.
XPO BEATS Q3 EXPECTATIONS AS LTL MARGINS IMPROVE; ADJ. EPS $1.07 ON $2.11B REVENUE
XPO said AI‑driven productivity gains lifted its North American LTL adjusted operating ratio to 82.7% in Q3; the carrier generated $371M in operating cash flow, repurchased $50M in stock and reduced term debt by $50M.
SAIA Q3 UPDATE: LIQUIDITY RISES; 2025 CAPEX GUIDANCE $550M–$600M AMID NETWORK INVESTMENT
Saia ended Q3 with $35.5M cash and $219.2M in total debt, keeping an elevated full‑year capex plan focused on terminals, fleet and technology despite a soft freight backdrop.
TFI INTERNATIONAL Q3 EARNINGS DOWN YEAR OVER YEAR; DIVIDEND RAISED 4% TO $0.47
TFI reported Q3 operating income of $153.3M and adjusted diluted EPS of $1.20, with $199.4M in free cash flow; management cited solid U.S. LTL execution and continued capital returns to shareholders.
OLD DOMINION SHARES RISE ON OCT. 31 AS LTL NAMES ADVANCE
Old Dominion gained over 2% Friday, extending a multi‑day rally and outpacing parts of the trucking cohort during a broadly positive session for transport stocks.
SCHNEIDER Q3: REVENUE UP 10% BUT EPS MISSES; COMPANY TRIMS 2025 EPS AND CAPEX OUTLOOK
Schneider reported Q3 revenue of $1.45B and EPS of $0.11, lowered full‑year adjusted EPS to about $0.70 and cut 2025 net capex guidance to ~$300M amid higher claims and mixed segment performance.
ITS LOGISTICS: LMI SLIPS IN Q3 AS TARIFF UNCERTAINTY DENTS TRANSPORTATION UTILIZATION
The Q3 Distribution + Fulfillment Index shows the LMI down to 57.4 from 59.2, with firms pivoting from bulk replenishment to shorter cycles as warehouse capacity rises and transportation utilization cools.
REFINING MARGINS SURGE ON DIESEL BUT ANALYSTS SEE SPIKE AS SHORT‑LIVED
New sanctions tightened diesel supplies and briefly lifted refining margins nearly 20% to ~$29/bbl, but traders expect price relief as flows and sourcing adjust heading into November.
XPO INVESTOR DECK FLAGS RECORD LTL OR; SHARES SPIKE ON EARNINGS BEAT
Following its Oct. 30 release, XPO highlighted Q3 adjusted EBITDA of $342M and an 82.7% LTL operating ratio, with the stock jumping on margin outperformance in a soft market.
WOMEN IN TRUCKING NAMES 2025 TOP COMPANIES; SPOT EARNS INDUSTRY RECOGNITION
Redefining the Road’s 2025 list spotlights employers advancing gender diversity, flexible work and career growth, underscoring ongoing talent strategies across carriers and 3PLs.
TFI SCHEDULES OCT. 31 WEBCAST TO DISCUSS Q3 RESULTS AFTER MARKET RELEASE
TFI set a 10 a.m. ET webcast for Friday following its Oct. 30 earnings, giving shippers and investors a same‑day look at performance and 4Q setup across LTL, TL and logistics units.
‘FREIGHT RECESSION’ NOT OVER, BUT AI LIFTS XPO OUTLOOK, BARRON’S SAYS
Coverage of XPO’s Q3 notes an EPS beat, improving LTL profitability and growing use of AI to cut non‑revenue time, with management expressing cautious optimism into 2026.
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