Truckload earnings have good start, Cass data still ‘lagging’

Truck on highway with intermodal train in the background

The Cass Freight Index recorded sequential improvement from May to June, but the year-over-year declines remain large.

The June shipments component of the index was up 3.5% from May with freight expenditures improving 6.4%. However, the year-over-year declines for shipments (-17.8%) and expenditures (-18.3%) keep the indexes below pre-pandemic levels.

Chart: Cass Shipments – Cass Information Systems, Inc and Stifel research

“We were thinking the June rebound would have been stronger, based on what...

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