Pronóstico de RXO Q1: tasas de carga de camiones que probablemente aumentarán pero no se disparan (Gráfico: RXO) RXO lanzó recientemente su Q1 2025 Previsión del mercado de carga de camionescon su índice de curva que muestra una continuación de la inflación de la tasa observada por primera vez en...
FTR Transportation Intelligence
RXO Q1 forecast: 2025 upswing will feel more like 2014 than 2021
RXO recently released its Q1 2025 Truckload Market Forecast, with its Curve Index showing a continuation of rate inflation first observed in Q4 2024. The Curve, formerly the Coyote Curve, is a proprietary index measuring year-over-year changes in truckload linehaul spot rates, excluding fuel.
The forecast highlighted how rising spot rates and capacity exiting the market are driving the upswing, though the authors...
https://www.freightwaves.com/news/rxo-q1-forecast-2025-upswing-will-feel-more-like-2014-than-2021
Truck Leasing Task Force blasts lease-purchase programs
The Federal Motor Carrier Safety Administration’s Truck Leasing Task Force (TLTF) delivered a scathing report on lease-purchase (LP) programs managed by motor carriers in the trucking industry. The TLTF’s findings described the programs as tools of “fraud and driver...
https://www.freightwaves.com/news/truck-leasing-task-force-blasts-lease-purchase-programs
Dueling narratives ahead of Q4 transportation earnings
For the folks at Morgan Stanley, Q4 earnings season has the potential to reveal actual progress and results for freight transportation companies, according to a research report released on Monday. But the management teams themselves may not speak much of it. Ravi Shanker, equity analyst with Morgan Stanley, writes, “While companies are likely to talk down 1Q on seasonality, we see data momentum...
https://www.freightwaves.com/news/dueling-narratives-ahead-of-q4-transportation-earnings
November trailer orders rise but remain below expectations
Recent trailer data released by ACT Research and FTR Transportation Intelligence showed net trailer orders improving compared to October but below seasonal expectations, as fleets prioritize spending on Class 8 tractors. ACT Research reported November net trailer orders rose 23% to 20,800 units. Year-to-date orders are at 139,100 units, down 34% compared to November 2023’s total ytd orders at 211,000 bookings. While bookings rose, so did...
https://www.freightwaves.com/news/november-trailer-orders-rise-but-remain-below-expectations
November Class 8 Orders see positive momentum amid tariff uncertainty
Preliminary Class 8 order numbers look promising for November but remain lower compared to last year, according to recent data from ACT Research and FTR Transportation Intelligence. ACT Research reported November preliminary Class 8 orders at 37,200 units, a 21% increase from last month but 11% lower than last year. Kenny Vieth, president and senior analyst at ACT Research, wrote in the release, “We are still in the early...
Strong Class 8 orders beat seasonal expectations
Strong Class 8 orders beat seasonal expectations
Class 8 preliminary truck orders roared back to life as OEMs’ 2025 order books opened up, according to recent data from both ACT Research and FTR Transportation Intelligence. ACT reported that September saw 37,100 initial orders, double the number compared to August and up 0.3% year over year. Kenny Vieth, president and senior analyst at ACT Research, noted the Class 8 order jump was “well above trend and seasonally elevated expectations in...
https://www.freightwaves.com/news/strong-class-8-orders-beat-seasonal-expectations
Driver compensation rises despite poor freight market
On Tuesday, American Trucking Associations released its latest driver compensation study, which showed continued increases in driver pay in the past two years despite a deterioration in freight market conditions. The survey collected the data of over 120 fleets, which comprised more than 150,000 employee drivers and 14,000 independent contractors.
Key findings in the the survey:
- Truckload drivers earned median...
https://www.freightwaves.com/news/driver-compensation-rises-despite-poor-freight-market