Logistics Q. Earnings
Top 10 Freight & Logistics Earnings
Quarterly snapshot for publicly traded carriers, brokers, and forwarders — sorted by revenue.
Volume declines offset by yield management; cost restructuring ongoing.
DRIVE cost savings program tracking ahead of target; freight spin-off on track.
Truckload volume recovery driving brokerage gross margin expansion.
Intermodal load growth positive but revenue per load under pressure.
Ocean and air forwarding volumes surging on Red Sea and tariff pull-forward.
LTL market share gains accelerating post-Yellow exit; OR improving.
Truckload rate environment remains challenged; LTL integration progressing.
LTL demand softness persists; OR ratio held at 72.8% — industry-leading.
Agent-based model holding margins despite soft spot market conditions.
Intermodal softness weighing on volumes; drayage and logistics services partially offsetting.
Data updated quarterly. Figures sourced from public earnings releases. Not financial advice.