This major North American logistics provider reported a notable insider sale as indirect holdings continue to gradually decline.Kevin P. Knight, Executive Chairman of Knight-Swift Transportation Holdings (KNX 0.29%), reported the indirect open-market sale of 35,000 shares for a transaction value of ~$1.8 million on Dec. 9, 2025, as disclosed in the SEC Form 4 filing.Transaction summaryMetricValueShares sold (indirect)35,000Shares traded (indirect)35,000Transaction value~$1.8 millionPost-transaction shares ( ...

J.B. Hunt Transport Services declined to offer a formal outlook for 2026 during an investment conference this week. However, the multimodal transportation provider emphasized its commitment to control the controllable in the coming year as it remains hopeful that conditions will finally improve after the calendar flips. While acknowledging that overall freight demand remains soft, management from J.B. Hunt (NASDAQ: JBHT) pointed to some green shoots and peak-like conditions across its five service offerin ...

These are the true engines of freight. When they pick up, freight volume rises in ways that endure. And when freight grows, that growth spills into the spot market in a way that’s sustainable — not fleeting. Capacity exits might amplify that strength by tightening the truck-to-load ratio, but they can never create demand on their own. Removing trucks doesn’t make shippers order more, doesn’t make retailers restock sooner, and doesn’t make factories increase output.Demand isn’t emotional — it doesn’t solely ...

Core Insights - Freight shipments experienced a significant decline in August, with a 9.3% year-over-year drop, marking the largest decrease since October 2023 [1] - The freight expenditures index fell by 2.8% from July to August, with a year-over-year decline of 0.4%, the first such decline in five months [2] - Actual freight rates increased by 9.8% year-over-year, driven by a shift from less-than-truckload (LTL) to truckload (TL) shipments [3] Freight Shipment Trends - The North American domestic freight dataset indicated that LTL shipments were the main contributor to the decline, while truckload and intermodal volumes increased [1] - A forecast suggests that freight shipments will likely decline by 7% year-over-year in September [2] Expenditure and Rate Analysis - The TL linehaul index, which excludes fuel and accessorial surcharges, decreased by 1.8% sequentially but increased by 1.2% year-over-year, marking the eighth consecutive year-over-year increase [6] - Freight expenditures, which include fuel costs, showed a notable decline, with a two-year stacked comparison revealing a 9.4% decrease [2] Capacity and Market Dynamics - The Outbound Tender Reject Index indicates that while current tender rejections are better than the previous year, they do not signal a recovery in truck capacity [4] - A reduction in day cab orders may indicate that private fleets are contracting, potentially leading to a return of lost freight to the for-hire market [6] Economic Outlook - The report expresses a cautious outlook for freight demand, attributing it to the ongoing effects of tariffs and weak demand since the trade war began [7] - The processing of $36 billion in freight payables annually by Cass highlights the scale of the freight market and its sensitivity to economic changes [7]