Abilene Motor Express, almost eight years after being acquired by Knight Swift, is being folded into the Swift Transportation segment at the company. In internal communications obtained by FreightWaves, Larry Johnson, the president of Abilene Motor Express, said the move was “part of a broader effort to improve efficiency and streamline operations.” “This alignment helps us work more cohesively, move faster and better serve our drivers and customers,” Johnson said in the internal communication. He said ...

The market expects Knight-Swift Transportation Holdings (KNX) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on January 21, might help the stock move h ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: Saia spent $14.25 million on two properties in Kernersville, North Carolina, securing a much larger footprint than its closest terminal in Greensboro, according to county records. XPO previously owned the sites. The LTL carriers completed the transaction on Dec. 19. The deal involved 33,200 square feet of building space at 438 W. Bodenhamer St., per ...

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the stocks on Jim Cramer’s game plan for this week. Cramer mentioned the stock during the episode and remarked: “After the close, we hear from truck giant, J.B. Hunt, probably seen their trucks on the road. I think this group has finally broken out of its doldrums, the freight recession. I don’t typically recommend truckers, very hard business, but a good number from J.B. Hunt emboldens me to keep pushing Federal Express, FedEx. What a winner that ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Dive Brief: STG Logistics filed for Chapter 11 bankruptcy to restructure debt and reorganize operations via a “restructuring support agreement,” the company announced in a Jan. 12 press release. The company’s voluntary petition said it had over $1 billion in both assets and liabilities.  The move eliminates roughly 91% of the company’s debt and provides $150 mil ...

Key Points Old Dominion's stock has rebounded about 38% since a late-November low. The business is still operating well even as shipping demand remains soft. The stock is no longer the bargain it was. 10 stocks we like better than Old Dominion Freight Line › After bottoming in late November of last year, shares of trucking and freight specialist Old Dominion Freight Line (NASDAQ: ODFL) have staged a sharp rebound. The stock hit a 52-week low around $126 and has since climbed back to about $173 -- ...

Group 1 - The January 2025 "State of the Industry Report" provides a comprehensive overview of the trucking, maritime, and intermodal markets, highlighting expected trends in the coming weeks [1] - The report includes detailed data on capacity, volumes, and rates, which are essential for understanding market dynamics [1] Group 2 - The truckload market has tightened significantly post-Thanksgiving, with spot rates and tender rejections increasing rapidly [2] - Reefer and dry van segments have tightened more than the previous year, while flatbed remains relatively stable with minimal volatility [2] - Rejection rates are 2-3 percentage points higher year-over-year, and spot rates have increased by nearly 9% year-over-year in aggregate [2] - Intermodal volume has seen a slight year-over-year increase in Q4, driven by strong service and favorable rate spreads compared to truckload [2] - Manufacturing is currently in contraction, as indicated by an ISM PMI of 48.2 in November, attributed to uncertainty and commodity inflation [2] - The Federal Reserve has cut rates again due to weakness in the labor market, with unemployment at 4.6% [2] - Housing market data remains limited but indicates a slow recovery, still down year-over-year [2] - The truckload market lacks economic support from demand to indicate a sustained recovery, although supply conditions are tightening [2]

Key Takeaways ODFL shares fell 4.2% over the past year, underperforming the industry's 1.4% decline. ODFL saw LTL tons per day drop 9.0% as shipments fell 7.9% and weight per shipment slipped 1.2% in Q3, 2025 ODFL pricing gains couldn't offset volume losses, while macro uncertainty and tariffs add near-term risk.Old Dominion Freight Line’s (ODFL) shares have had an unimpressive run in a year. Shares of this trucking company have plunged 4.2% in the same period, underperforming its industry’s 1.4% fall.Imag ...

Group 1 - An Arkansas-based entity, UTAC, is acquiring USA Truck and its subsidiaries, marking a return to the company's original ownership [3][4] - The acquisition is expected to enhance USA Truck's operational speed, flexibility, and focus on customer relationships, service reliability, and disciplined growth [3] - USA Truck operates a fleet of 1,800 trucks and 6,000 trailers, providing dedicated, intermodal, logistics, and other transportation services [4] Group 2 - The deal follows a trend of mergers and acquisitions in the transportation sector, with the Oren family selling Dart transportation business to a private investment firm [5] - Economic factors such as easing interest rates and a modest rebound in freight volumes are encouraging buyers to revisit previously paused deals [5] - The transaction was finalized by USA Truck's CEO George Henry and former executives, following DSV's acquisition of USA Truck in April 2025 [7]

Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...