分组1 - J.B. Hunt reported an 11% year-over-year increase in adjusted operating income despite a 2% dip in revenue, benefiting from a $100-million cost reduction program that improved operating margin by 80 basis points [1] - The release of a white paper by Algorhythm Holdings, claiming significant savings through AI tools in freight brokerage, led to a selloff in 3PL stocks and affected asset-based carriers [3][6] - Knight-Swift Transportation's fourth-quarter adjusted earnings fell short of expectations, with operating margins eroding across all business units except intermodal, although first-quarter guidance aligned with consensus [9][10] 分组2 - Carriers experienced decent peak-season demand, but improving fundamentals were noted late in the quarter, indicating a prolonged downturn [5] - Schneider National's fourth-quarter results and 2026 outlook were below expectations, with a net loss reported and a conservative adjusted EPS guide [15][17] - Covenant Logistics Group reported a modest miss in the fourth quarter, citing heightened regulatory enforcement and a government shutdown as challenges, but noted improved revenue trends in early January [18][20] 分组3 - Marten Transport saw a 9% year-over-year revenue decline but a 70% sequential improvement in adjusted operating income, attributed to aggressive cost controls [13][14] - Werner Enterprises reported a net loss before adjustments but announced a restructuring of its one-way unit to improve fleet utilization and profitability, following the acquisition of dedicated carrier FirstFleet [24][25]