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...
RXO
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
Pronóstico Q1: las tasas de carga de camiones que probablemente aumentarán pero no se disparan
El lunes, 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 el cuarto trimestre de 2024. La curva, anteriormente la curva de coyote, es un índice patentado que mide...
Q1 forecast: Truckload rates likely to rise but not skyrocket
On Monday, 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). It has climbed steadily higher for seven consecutive quarters. After purchasing Coyote Logistics in September 2024, RXO acquired the data and combined it into a larger dataset.
“The Curve has...
https://www.freightwaves.com/news/q1-forecast-truckload-rates-likely-to-rise-but-not-skyrocket
Trucking execs see green shoots as industry awaits upturn
Signs that a freight recovery may be taking shape continue to surface, said trucking executives on the investor conference circuit this week. The overall sentiment is that the truckload industry is no longer in a recession and that normal seasonal trends have returned, but no one is ready to commit to when a meaningful positive inflection will occur.
“We know we’re coming off the bottom of the market,” Drew Wilkerson, CEO at truck broker RXO (NYSE: RXO), told investors at Citi’s 2025 Global...
https://www.freightwaves.com/news/trucking-execs-point-to-green-shoots-as-industry-awaits-upturn
Los ejecutivos de camiones ven brotes verdes mientras la industria espera la mejora
Los signos de que una recuperación de carga puede estar tomando forma continúa a la superficie, dijeron que los ejecutivos de camiones en el circuito de la conferencia de inversores esta semana. El sentimiento general es que la industria de la carga de camiones ya no está en una recesión y que las...
In a weak quarter for brokerages, RXO’s stock price takes a pounding after earnings
(A quick summary of some key points of RXO’s earnings can be found here.)
With four publicly-traded freight brokerages now having reported earnings for the fourth quarter, the overall picture was not pretty.
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2024’s most notable trucking deals
A slowdown in trucking M&A was met by interest rate cuts for the first time in more than four years in 2024. The anticipation of lower lending rates fostered more constructive transaction dialogues during the year, but deal count across the industry was still off 5% from 2023, according to data compiled by the research team at Left Lane Associates.
The supply chain M&A advisory firm said there is noise in the number as some deals were paused until after the election, which pushed closings into...
https://www.freightwaves.com/news/2024s-most-notable-trucking-deals
Benesch 2024: Pent-up dollars could be big factor in logistics M&A next year
NEW YORK – The Benesch private equity in transportation conference held each December brings together a huge swath of key private equity, venture capital and general dealmakers focused for a full day of discussion on the state of the market for buying and selling logistics companies.
Formally the “Investing in the Transportation & Logistics Industry Conference,” the event has witnessed in its four years of existence (it informally succeeded a similar New York gathering) the strongest freight...
RXO on putting the right people in the right place
On a recent episode of WHAT THE TRUCK?!?, Drew Wilkerson, CEO of RXO, spoke with host Timothy Dooner about a wide range of topics, including RXO’s recent acquisition of Coyote Logistics, implementing Coyotes newly acquired technology and his thoughts on mergers and acquisitions in the coming year.
One of the big questions asked was what led to the decision to buy Coyote from UPS. For Wilkerson, purchasing Coyote was a strategic fit due to its similarities to RXO, including a focus on service,...
https://www.freightwaves.com/news/rxo-on-putting-the-right-people-in-the-right-place