RXO REVENUE JUMPS 36% AS LOSS NARROWS; CEO SEES TIGHTER TL CAPACITY
RXO reported Q3 revenue of $1.42B and a net loss of $14M, with LTL volume up 43% and management noting truckload capacity exits are tightening the market heading into Q4.
ARCBEST PROFIT SLIDES 61% IN Q3 ON COST PRESSURES; OCTOBER VOLUMES SOFT
ArcBest posted $39.3M Q3 profit on nearly flat revenue as expenses rose and executives flagged unusually weak October volumes, while expressing optimism for demand in 2026 as macro headwinds ease.
CARRIER EXITS, HIGHER SHIPPER SPEND FUEL OPTIMISM FOR FREIGHT UP-CYCLE
Industry analysts say capacity is leaving the market and shipper expenditures are rising despite lower volumes, setting the stage for a trucking rebound sooner than expected in early 2026.
CARGO THEFT COSTS HIT RECORD AS INCIDENTS LEVEL OFF; ORGANIZED CRIME DRIVES LOSSES
CargoNet logged 772 Q3 incidents (+1% y/y) but a record $111.9M in losses, reflecting increasingly sophisticated theft tactics targeting high-value shipments across the U.S. and Canada.
U.S. PAUSES PORT FEES ON CHINA-LINKED SHIPS; CRANE AND CHASSIS TARIFFS ALSO ON HOLD
The administration announced a one-year pause starting Nov. 10 on U.S. fees for Chinese-linked vessels and suspended 100% tariffs on ship-to-shore cranes and intermodal chassis, potentially easing port equipment and chassis supply pressures.
SUPREME COURT JUSTICES SKEPTICAL OF EMERGENCY TARIFFS; BIG REFUNDS POSSIBLE
During Nov. 5 arguments, the Court signaled doubts about the president’s authority to levy sweeping tariffs under IEEPA; a ruling against the policy could force tens of billions in refunds affecting importers and downstream freight flows.
FAA-ORDERED FLIGHT CUTS BEGIN NOV. 7; MEMPHIS, LOUISVILLE ON LIST OF AFFECTED HUBS
Airlines started canceling hundreds of flights as the FAA moves to reduce schedules at 40 major airports amid a shutdown-related controller shortage, including key logistics hubs for FedEx (Memphis) and UPS (Louisville).
AIRLINES TO DEEPEN CUTS THROUGH NEXT WEEK AS FAA RATCHETS REDUCTION TO 10%
Carriers said they will phase in flight reductions from 4% to 10% by Nov. 14 under the FAA order, with United, Delta and Southwest outlining rolling cancellations that could ripple through express air cargo networks.
FLEXPORT: TPEB CAPACITY REBOUNDS 10–15%; NO NOV. 15 GRI, PSS PUSHED TO DEC. 1
Forwarder guidance shows healthier November ocean capacity to all U.S. gateways, softer GRIs, and a Peak Season Surcharge delay—signs of easing import pressure that could temper near‑term trucking surges at ports.
NRF: U.S. HOLIDAY SPENDING TO TOP $1 TRILLION, SUPPORTING PEAK-SEASON FREIGHT
Despite consumer caution, retail sales are forecast to set a record, with shoppers planning to spend nearly $900 per person—tailwinds for parcel, LTL, and final‑mile volume through year-end.
BRAKE SAFETY WEEK PUTS 15% OF INSPECTED TRUCKS OUT OF SERVICE IN 2025 SWEEP
CVSA inspectors conducted 15,175 inspections during August’s Brake Safety Week, sidelining 2,296 trucks for brake-related violations—an uptick from last year’s blitz and a reminder to prioritize brake maintenance in Q4 peak.
UPS CARGO JET CRASH DEATH TOLL RISES TO 13 AS PROBE CONTINUES IN KENTUCKY
UPS said fatalities from its Nov. 4 MD‑11 crash in Louisville have climbed, with NTSB investigating; the company does not expect a material financial impact but regional air operations remain under scrutiny.
TRUCKING EMPLOYMENT MOVES: NEW CEOS, HIRES HIGHLIGHT THIS WEEK’S SHIFTS
TPS’ weekly roundup (week of Nov. 3) notes leadership changes across suppliers, product roles and a trailer leasing CEO appointment—reflecting ongoing reshuffling as fleets and vendors position for 2026.
This daily digest was prepared exclusively for TruckStopInsider.com. Republishing is permitted only with proper credit and a link back to the original source.
