Class 8 Orders Jump 201% in April as Freight Rates Firm
New truck orders surged in April as carriers bet on tightening capacity and recovering freight demand: signaling confidence in the replacement cycle.
#Capacity
47 posts tagged with this topic.
Spot Rates Jump 4¢ Dry Van, 10¢ Reefer as All Three Segments Climb
Dry van spot rates rose 4¢ last week to $2.00/mile, reefer climbed 10¢, and flatbed added 8¢: all three segments now running 25–38% above year-ago levels.
RXO Posts Q1 Turnaround as Carrier Exits Tighten Spot Market
The 3PL reported improved margins as capacity leaves the market, but demand remains flat: a supply-driven recovery that changes how fleets price spot loads.
Contract Rates Up 8% Since Fall as Capacity Stays Tight Through Mid-Year
Long-term contract rates climbed roughly 8% from last fall, with spot and contract pricing both rising as tender rejection rates stay elevated and shippers…
Cummins Lifts 2026 Outlook as Truck Orders and Spot Rates Climb in Q1
Engine maker's raised forecast signals carrier demand is firming: what improving order activity means for fleet expansion and rate momentum.
Capacity Plummets 10.9 Points in April, Tightest Freight Market in a Decade
Transportation capacity hit 28.4 on the Logistics Managers' Index, the second-fastest decline on record, while spot prices jumped 5.6 points to 95, the widest…
Traffix Sees Double-Digit Rate Hikes Holding Through 2026
Ontario brokerage reports spot and contract rates surging in March and April as capacity exits and freight volumes climb, a new cycle that could reshape…
ArcBest Reports Q1 Loss but Sees April Rate Firming in LTL and Truckload
The Fort Smith carrier posted a $1 million net loss but beat consensus on adjusted EPS. Executives say pricing is climbing as capacity exits continue and the…
Phantom Capacity Shrinks Cross-Border Lanes Despite Flat Demand
Security vetting and corridor concentration cut usable truck supply in US-Mexico lanes: even as headline metrics signal loose freight.
Import Volumes Sit 36% Below 2021 Peak as Domestic Rates Climb
Ocean container requests are running near multi-year lows for April, leaving the current freight market flip driven by domestic factors: not the import surge…
Knight-Swift Targets 10%+ Rate Hikes as Capacity Exits Accelerate
Phoenix mega-carrier reports Q1 loss but tells investors mini-bids are multiplying and awarded contracts are being rejected because prices moved since January.