RXO flags ‘fragile’ TL capacity makeup entering 2026

The truckload spot market remained subdued in the third quarter and a modest peak season will likely keep a lid on rate increases in the fourth quarter, freight broker RXO outlined in its quarterly outlook released Thursday. However, the company said increased regulatory action targeting non-compliant CDL holders could tip the scales next year, ushering in “freight rate volatility.” RXO’s (NYSE: RXO) Curve report showed TL spot rates (excluding fuel) were up just 1.8% year over year in the third quarter – ...