
Shipper Spending Jumped 21.8% Year-Over-Year in Q1 as Diesel Hit $5
Capacity exits — not freight volume — drove the largest quarterly spending surge since the pandemic boom, while shipments stayed flat.
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Capacity exits — not freight volume — drove the largest quarterly spending surge since the pandemic boom, while shipments stayed flat.

Supply chain software provider raises full-year EPS guidance to $5.29–$5.37 on stronger cloud revenue — but stock remains 16% below December peak.