full truckload ftl News

Freight Industry Faces Economic Challenges AI Offers Hope

TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, noting a more pronounced economic downturn than expected, short-term tariff impacts, and a lackluster peak season. He identifies artificial intelligence and nearshoring as future trends, anticipating increased M&A activity and potential stimulus to the real estate market from interest rate cuts. The truckload market is slightly outperforming others. Businesses need to be agile and responsive to market shifts.

01/20/2026 Logistics Industry Insights

Fedex Freight to Operate Independently Under Smith and Martin

FedEx Freight is set to spin off into an independent publicly traded company, with John A. Smith appointed as President and CEO, and R. Brad Martin as Chairman of the Board. This strategic move aims to unlock growth potential, enhance shareholder value, and optimize the company's business portfolio. The spinoff, expected to be completed before June 2026, will create a leading pure-play Less-Than-Truckload (LTL) carrier and is poised to significantly impact the entire LTL shipping industry.

01/20/2026 Logistics

Fedex Freight to Spin Off Under Smith and Martins Leadership

FedEx plans to spin off its less-than-truckload (LTL) freight division into an independent publicly traded company by June 2026. John A. Smith has been appointed President and CEO, and R. Brad Martin will serve as Chairman of the Board. This move aims to unlock shareholder value, improve operational efficiency, and allow both companies to maintain commercial operations and technology collaboration. Post-separation, FedEx Freight will become a leading pure-play LTL carrier with the most extensive network.

01/20/2026 Logistics Industry Insights

Fedex Freight Spins Off As Smith and Martin Take Helm

FedEx plans to spin off its less-than-truckload (LTL) freight subsidiary, FedEx Freight, in 2026, appointing John A. Smith as President and CEO and R. Brad Martin as Chairman of the Board. This move aims to unlock shareholder value and enhance the operational efficiency and strategic focus of both companies. Analysts believe that an independent FedEx Freight will face cost structure adjustments, but also has the potential for growth due to its market position and priority services.

01/20/2026 Logistics

Freight Market Challenges Analyzed in CH Robinson Report

C.H. Robinson's November Edge report provides an in-depth analysis of freight market trends, covering truckload, LTL, ocean, and air freight, with a focus on demand and capacity shifts. The report delivers data-driven insights and forward-looking guidance to help businesses develop effective strategies and maintain a competitive edge in a complex market. It offers a comprehensive overview of the current landscape and anticipates future developments, enabling informed decision-making for shippers and logistics professionals.

12/02/2025 Logistics Industry Insights

Trucking Sector Rebounds As LTL Faces Challenges Parcel Prices Stabilize

The TD Cowen-AFS Freight Index Q1 report indicates cautious optimism in the truckload market. Parcel pricing strategies are effective, but discount pressure remains high. LTL pricing is robust, though fuel surcharges are starting to soften. Overall, the market recovery still faces challenges. The report suggests a mixed bag for the transportation industry, with some segments showing positive signs while others grapple with ongoing headwinds. Key factors to watch include pricing dynamics, fuel costs, and the overall economic outlook.