FreightWaves Today

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 thei...

In this episode, we kick things off by examining the powerful third-quarter performance from logistics giant Ryder, which delivered solid results with improvement across nearly every metric compared to the same period last year. Revenue climbed across all three operating segments, with used vehicle sales proving particularly robust as used tractor prices surged nineteen percent year-over-year. The...

FreightWaves Today breaks down a pivotal week for the freight market, with strong earnings from Knight-Swift Transportation, Triumph Financial and Cass Information Systems offering insight into rising rates, higher operating costs and shifting market conditions. Hosts Malcolm Harris and Zach Strickland speak with Triumph Financial CEO Aaron Graft and Cass Information Systems EVP and CFO Mike Normi...

In this episode, we kick things off by examining the nation's largest asset-based truckload carrier delivering a major earnings beat that signals fundamental market momentum. Knight-Swift Transportation crushed Wall Street's consensus estimate with third-quarter adjusted earnings per share of eighty-three cents, seven cents above expectations and above its own guidance range. Revenue climbed fourt...

On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the latest developments shaping freight markets, from a nearly $1 million trading card theft and alarming truck safety violations to third-quarter earnings, rising transportation costs, and the growing shift from highways to rail. Plus, Vertical Aerospace’s Michael Cervenka explains how its Valo electric aircraf...

In this episode, we kick things off with a massive cargo heist that has investigators scrambling to reconstruct exactly how nearly one million dollars in Pokémon and sports cards vanished from a FedEx truck in Santa Ana, California. The driver discovered a missing lock and two complete pallets gone, each holding approximately one hundred packages of collectible trading cards, though detectives sti...

Diesel prices are climbing, operating costs are squeezing carrier profits, and a major nuclear verdict against C.H. Robinson could have far-reaching implications for freight brokers. On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the latest freight market data, explore the growth of autonomous trucking, and examine the legal and economic pressures shaping th...

In this episode, we kick things off by examining the brutal cost pressures hitting carriers in the early stages of the industry's recovery. Werner Enterprises just issued adjusted earnings guidance that fell significantly below Wall Street expectations, flagging eighteen cents in cumulative headwinds from elevated diesel prices, higher driver recruitment costs, and an insurance reserve adjustment....

Diesel prices are surging, freight costs are climbing, and the trucking industry is facing mounting pressure. On this episode of FreightWaves Today, Julie Van de Kamp and Zach Strickland break down the latest freight market data, examine the impact of geopolitical tensions on fuel prices, and explore what rising costs mean for carriers, shippers, and the broader supply chain. In this episode: Dies...

In this episode, we kick things off with a disturbing development in maritime security as container ship attacks in the Strait of Hormuz reach the highest one-day total since the U.S.-Iran war began. Six vessels were attacked on Sunday alone, including the GFS Pride, a 2,824-TEU feeder vessel that caught fire and sank with containers still aboard. The escalating violence is already constraining tr...

In this special Friday edition of FreightWaves Today, host Craig Fuller broadcasts live from Southlake, Texas, to analyze the kickoff of Q3 earnings season and what J.B. Hunt’s latest financial results mean for the broader freight market. Serving as a key bellwether for the intermodal, dedicated, and logistics sectors, J.B. Hunt reported revenue of $3.68 billion—beating consensus estimates—and ear...

In this episode, we kick things off by examining the stunning personal finances of a trucking CEO whose company shut down earlier this year. Federal bankruptcy court documents reveal that Richard Francis disclosed nearly $12.7 million in personal assets, including an $8.5 million Florida waterfront residence at Marco Island. The filings offer the most detailed accounting yet of Francis' wealth fol...

In the latest episode of FreightWaves Today, hosts Malcolm Harris and Zach Strickland deliver a comprehensive look at the market trends, legal developments, and technological innovations shaping the freight industry[cite: 1, 2]. The show kicks off with the Morning Minute segment, spotlighting Volvo Trucks North America’s aggressive move to capture 15% of the heavy truck market by targeting vocatio...

In this episode, we kick things off by examining Volvo Trucks' aggressive expansion strategy as the Swedish manufacturer aims to capture fifteen percent of the North American heavy-truck market. That ambitious goal depends entirely on cracking the vocational truck segment, where Volvo currently holds just two to three percent market share. President Peter Voorhoeve is betting that Volvo's global c...

On today’s episode of FreightWaves Today, hosts Craig Fuller and Malcolm Harris kick off earnings season with an in-depth look at what lies ahead for public freight companies, comparing current Wall Street expectations against real-time high-frequency data. They are joined first by FreightWaves Finance Editor Todd Maiden to discuss Q3 earnings projections, JB Hunt’s upcoming reports and intermodal...

In this episode, we kick things off with a major infrastructure milestone for heavy-duty electric trucking as Pilot Travel Centers and Tesla officially open their first Megacharger site in Georgia. The facility features six charging stalls capable of delivering up to 1.2 megawatts each, with twelve more sites currently under construction across key freight corridors including I-5 and I-10. This st...

Cross-border freight constraints are tightening, diesel prices are swinging wildly, and AI is taking driver safety to the next level! On today’s episode of FreightWaves Today, we break down what shippers, brokers, and carriers need to know to navigate today's volatile supply chain. IN THIS EPISODE AI Fleet Safety Upgrades: Netradyne launches customizable AI agents to gamify driver coaching and pul...

In this episode, we kick things off with a major AI expansion designed to let fleet managers build their own custom safety tools. San Diego-based Netradyne has expanded its lineup of AI agents running on its Netradyne Intelligence platform, adding a Campaign Agent for driver coaching and a builder that lets fleet managers create custom agents by describing in plain language what they need. Custome...

In today’s episode of FreightWaves Today, hosts Craig Fuller and Malcolm Harris dive into the latest developments, market trends, and high-impact discussions shaping the logistics and transportation sector: Legal & Regulatory Watch: The show opens with key legal cases disrupting the industry, including a Fifth Circuit appellate court consideration regarding broker and carrier liability involving P...

In this episode, we kick things off by examining a closely watched federal appellate case with enormous disruptive potential for broker and carrier liability. The Fifth Circuit is now considering whether to grant an en banc hearing in a fatal crash case involving companies in the Penske network that centers on a double-brokered load and the question of control. The appellate court's ruling that Pe...

On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the latest developments shaping freight markets, transportation regulations, and logistics technology. The show opens with a look at Hurricane Isaias and its potential impact on the Gulf Coast, including flooding risks, road closures, and disruptions to freight operations across Alabama and the Southeast. The Mo...

In this episode, we kick things off by examining a major legal challenge that raises serious questions about federal oversight of driver training schools. Start CDL Inc., a New Jersey-based truck driving school, is contesting its emergency removal from the federal registry after FMCSA cited six trainees with English-language violations but provided evidence containing troubling discrepancies. The...

FreightWaves Today looks at the latest forces shaping freight markets and supply chains, beginning with Hurricane Isaias and the potential impact of severe weather on freight infrastructure and operations. Malcolm Harris and Zach Strickland also discuss weather risks across the country, including flooding concerns in the West and what freight operators should watch as additional systems develop. T...

In this episode, we kick things off by examining the railroad industry's most ambitious consolidation as Union Pacific's CEO expresses extraordinary confidence that regulators will approve the $85 billion Norfolk Southern acquisition. Despite fierce opposition from labor unions, agricultural groups, and competing railroads, the executive argues that combining the two networks would save customers...

In this episode of FreightWaves Today, hosts Julie Van de Kamp and Malcolm Harris break down the latest supply chain headlines, including a major LA rail cargo bust, 247Services' cross-border expansion, and Uber's $2.3B acquisition of ezCater. Trains Magazine Editor Bill Stevens and Trinity Industries CFO Eric Marchetto join the show to analyze recent rail traffic trends, equipment fleet capacity,...