FMCSA EXTENDS 40-STATE WINTER WEATHER HOS WAIVER TO FEBRUARY 20
FMCSA extended its regional emergency declaration, granting temporary hours-of-service relief for carriers directly supporting storm response in 40 states and D.C., now effective through 11:59 p.m. ET on February 20, 2026. Relief applies only to qualifying emergency operations and must be applied with safety in mind.
XPO Q4: ADJUSTED EPS TOPS VIEWS; LTL OR IMPROVES 180 BPS
XPO reported Q4 2025 adjusted EPS of $0.88 on $2.01B revenue, with North American LTL adjusted operating ratio improving to 84.4% amid stronger yield and productivity, despite softer tonnage and lower real estate gains year over year.
OLD DOMINION Q4 REVENUE, EARNINGS SLIP; SERVICE METRICS REMAIN STRONG
ODFL said Q4 2025 revenue fell to $1.31B and EPS to $1.09 as tons per day declined, while yield improved; leadership highlighted 99% on‑time performance and a 0.1% cargo claims ratio and continued investment in capacity and tech ahead of a 2026 recovery.
C.H. ROBINSON Q4 REVENUE -6.5%; COST CUTS LIFT MARGINS, ADJ. EPS +1.7%
CHRW posted $3.9B in Q4 revenue as ocean softness and the prior divestiture weighed, but productivity gains and lower opex boosted operating margin; adjusted EPS rose to $1.23 with NAST volume stability and LTL gross profit growth noted by management.
FTR: JANUARY CLASS 8 ORDERS 32,500; DOWN 24% M/M, UP 27% Y/Y
Preliminary North American Class 8 net orders cooled from December’s surge but remained well above the 10‑year January average, with analysts citing deferred replacement demand and tentative market stabilization as key drivers of the year-over-year gain.
DAT: WINTER COLD SNAP SPARKS JANUARY SPOT-MARKET SURGE, HIGHER RATES
Load-to-truck ratios climbed across van, reefer and flatbed as weather pushed more freight to the spot market; average broker-to-carrier rates rose month over month, led by a $0.10/mile jump in reefers to $2.57 per mile excluding fuel.
SURVEY: CARRIERS, BROKERS SEE EARLY SIGNS OF FREIGHT TURNAROUND IN 1H26
New Truckstop.com/Bloomberg Intelligence data shows sentiment improving despite rate and volume pressure, with more than half of respondents expecting stronger demand ahead and tighter capacity from stepped‑up enforcement removing noncompliant operators.
FREIGHTLINER TO PROVIDE FREE ELD AND LOAD BOOKING VIA CLASS8 PARTNERSHIP
Daimler Truck North America will offer Freightliner Cascadia customers a no‑cost electronic logging device plus AI-driven load recommendations and end‑to‑end booking, integrating with factory telematics to streamline compliance and utilization.
INTERNATIONAL TO CUT 300 SALARIED JOBS AS TRUCK DEMAND STAYS WEAK INTO 2026
The Navistar/Traton unit will trim corporate roles across U.S. locations amid lingering freight recession and lower orders; hourly production staff are not affected as the OEM manages capacity and product roadmap changes.
PHILLIPS 66 TO ELIMINATE NEARLY 300 JOBS AS L.A. REFINERY SHUTS DOWN OPERATIONS
The company filed notices totaling 277 layoffs tied to the closure of its Los Angeles‑area refinery, a development trucking fleets will watch for potential implications to West Coast fuel supply and pricing later this spring.
FMCSA: NO OUT-OF-SERVICE ORDERS FOR ELP VIOLATIONS IN BORDER COMMERCIAL ZONES
New guidance clarifies that drivers cited for English language proficiency within defined U.S.-Mexico border commercial zones won’t be placed OOS; inspectors should cite the violation but allow movements to continue in those zones.
LOVE’S OUTLINES 2026 GROWTH AND REINVESTMENT PUSH ACROSS NETWORK
Love’s said it will add and remodel locations, expand amenities, and upgrade loyalty and technology platforms this year to enhance the driver experience and customer value across its nationwide travel stop footprint.
XPO SHARES RISE AFTER EARNINGS BEAT; MANAGEMENT SEES 2026 DEMAND IMPROVING
Investors pushed XPO higher as results topped expectations and CEO Mario Harik pointed to strengthening U.S. manufacturing indicators and sequential yield gains in LTL, reinforcing a recovery narrative into the back half of 2026.
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