In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down the latest quarterly earnings across trucking, rail, and logistics, launch three game-changing truckload data sets on SONAR, and dive deep into regulatory and legal challenges shaping the freight industry.
Episode Highlights:
Earnings Breakdown: Analyzing Knight-Swift’s standout Q3 performance following their U.S. Xpress integration, comparing their operational discipline to JB Hunt, Werner, and Marten Transport. Plus, solid quarters from Ryder, Union Pacific, and Norfolk Southern.
Multimodal Insights: Paul Pozega (CEO & Founder, Integrated Multimodal Solutions) joins the desk to discuss intermodal volume vs. rate dynamics, rail margins, and how the pending Union Pacific-Norfolk Southern merger and election politics could impact class-one railroads.
SONAR Data Launch: Julie Van de Kamp unveils three brand-new truckload data set groups—Routing Guide Premiums (RGP), Routing Guide Acceptance Share (RGA), and Contract Rate Change Direction (CRC)—showing new contract rates resetting 13%+ higher.
Freight Expectations: Craig and "The Armchair Attorney" Matthew Leffler dissect the FMCSA's role, broker liability post-Montgomery and Lupus Superior ($604M C.H. Robinson verdict in Texas), the TCL motion to dismiss in the RICO lawsuit, and the rising role of highway surveillance cameras (JenLogs & Flock) in freight safety and market self-regulation.
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