Amazon is injecting $1.9 billion into its Delivery Service Partner network just as third‑quarter results show the company’s engine running hotter. For trucking and parcel operators, the timing signals where the next wave of freight and labor pressure may surface: on the short‑haul routes feeding thousands of small communities that…
Werner Enterprises is positioning for the turn by letting the market do the heavy lifting. Management told investors this week it expects industry capacity to keep thinning — aided in part by stepped-up enforcement on non‑domiciled CDL/B‑1 visa driving and entry‑level driver program rules — and has reset its own…
XPO used pricing discipline and productivity gains to turn a weak shipment backdrop into stronger profits in the third quarter, a result that stands out in a still‑sluggish LTL market. The carrier’s adjusted earnings rose year over year and its North American LTL operating ratio improved by 150 basis points…
XPO pushed profitability higher in the third quarter even as freight stayed soft, lifting adjusted EPS to $1.07 on $2.11 billion of revenue and trimming its North American LTL adjusted operating ratio to 82.7%—a 150-basis-point improvement year over year. Under the hood, shipments per day fell 3.5% and tonnage per…
Momentum is building behind the U.S. Department of Transportation’s campaign to root out sham driver training and bad-actor carriers. As outlined in recent FreightWaves reporting, Transportation Secretary Sean Duffy has made targeting “CDL mills” and rogue fleets a central safety priority — a push that is now being reinforced by…
What changed — and why it matters now The Federal Motor Carrier Safety Administration issued an interim final rule on September 26, 2025 that sharply restricts when states can issue or renew non‑domiciled commercial learner’s permits (CLPs) and CDLs for drivers domiciled outside the U.S. The rule, effective immediately, is…
National Overview — Friday, October 31, 2025 A fast‑moving, intense low crossing New England brings widespread rain there early today, while a short‑lived atmospheric river targets the Pacific Northwest with periods of heavy rain through early Saturday. Elsewhere, most of the Lower 48 is dry for Halloween. Expect cooler‑than‑normal temperatures…
On October 30, 2025, an early read on TFI International’s U.S. LTL business pointed to a recovery that’s gathering, but not yet running — a blend of service improvements and lingering cost pressure that keeps the turnaround firmly “in progress.” For shippers, that means a network that’s increasingly dependable but…
Amazon’s latest move to channel $1.9 billion into its Delivery Service Partner network arrives just as the company posted a stronger-than-expected third quarter on October 30, 2025 — a pairing that underscores how central last mile is to both its growth story and cost discipline heading into peak season. While…
Werner Enterprises is doubling down on a familiar thesis for this cycle: thinning truckload capacity will do more to fix pricing than demand alone. That stance, sharpened in recent management commentary, comes as fresh third-quarter figures show a carrier holding its ground through a long downcycle while positioning for the…
