Podcasts about truckloads

Play Episode Listen Later Jun 17, 2026 3:58

In this episode, we kick things off at the nation's busiest container gateway, where frontloading is fueling a massive early peak season surge. The Port of Los Angeles handled over 840,000 TEUs in May, up seventeen percent from a year ago, driven by strong inventory replenishment, concerns about fuel costs, trade-policy uncertainty, and preparation for upcoming retail seasons. Loaded imports surged twenty-six percent year-over-year, rebounding sharply from May 2025 when import traffic was severely undercut by Liberation Day tariffs on China. Meanwhile, the truckload market's upswing is officially ushering in driver pay hikes across the sector. Joliet-based carrier GP Transco increased pay for all company drivers by five cents per mile, pushing the upper end to seventy-two cents per mile, while Dubuque's Hirschbach announced a ten-cent per mile increase for over-the-road drivers. A supply-led trucking recovery has prompted the need for enhanced driver pay and perks, with heightened regulatory enforcement purging noncompliant drivers from the market since last fall. Finally, the Federal Railroad Administration is greenlighting expanded testing of high-tech track inspection systems as Class I railroads prepare for a major safety upgrade. The FRA recently approved a five-year waiver that lets railroads expand the use of Automated Track Inspection technology, which uses lasers, cameras, sensors, and ground-penetrating radar to scan tracks for defects. CSX plans to start using the waiver on July first, deploying the technology across over three thousand route miles, with early data showing ATI reduces track geometry defects by ninety percent in some cases. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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LA Peak Season Surge, Truckload Driver Pay Hikes, & Rail Track Tech Expands | The Morning Minute

Warehouse and Operations as a Career

Play Episode Listen Later Jun 17, 2026 3:58

In this episode, we kick things off at the nation's busiest container gateway, where frontloading is fueling a massive early peak season surge. The Port of Los Angeles handled over 840,000 TEUs in May, up seventeen percent from a year ago, driven by strong inventory replenishment, concerns about fuel costs, trade-policy uncertainty, and preparation for upcoming retail seasons. Loaded imports surged twenty-six percent year-over-year, rebounding sharply from May 2025 when import traffic was severely undercut by Liberation Day tariffs on China. Meanwhile, the truckload market's upswing is officially ushering in driver pay hikes across the sector. Joliet-based carrier GP Transco increased pay for all company drivers by five cents per mile, pushing the upper end to seventy-two cents per mile, while Dubuque's Hirschbach announced a ten-cent per mile increase for over-the-road drivers. A supply-led trucking recovery has prompted the need for enhanced driver pay and perks, with heightened regulatory enforcement purging noncompliant drivers from the market since last fall. Finally, the Federal Railroad Administration is greenlighting expanded testing of high-tech track inspection systems as Class I railroads prepare for a major safety upgrade. The FRA recently approved a five-year waiver that lets railroads expand the use of Automated Track Inspection technology, which uses lasers, cameras, sensors, and ground-penetrating radar to scan tracks for defects. CSX plans to start using the waiver on July first, deploying the technology across over three thousand route miles, with early data showing ATI reduces track geometry defects by ninety percent in some cases. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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Learn the Language, Grow the Career

Play Episode Listen Later Jun 4, 2026 15:00

Welcome back to Warehouse and Operations as a Career. I'm Marty and today I want to talk about something a listener brought up recently. They asked me, “Why don't you just stick to explaining warehouse positions instead of all the other stuff that doesn't make us more money?” Well, I guess that is a fair question. As We've discussed many times, and I believe this is more than just my opinion. Here's the thing about warehousing, transportation, distribution, manufacturing, and the whole supply chain. Nothing stands alone. Every movement touches another movement. Every position affects another position. Every delay or error cost somebody time. And in my experience, every shortcut creates a problem somewhere else. And, not only do I believe, but I think I can show that the people who grow the farthest in this industry are usually the people who understand more than just their own task. That's why we talk about everything, and why I try and get as many questions answered as possible. We can all learn something from all the experiences shared. On another note, kind of keeping with the theme of the day, I had a long time mentor, just this week say that the associate who learns the language of the operation becomes more valuable to the operation. So today, I thought we'd have some fun with that idea by talking about something every warehouse, dispatcher, inventory clerk, transportation coordinator, recruiter, manager, and forklift operator and a couple of hundred other positions hear every day. Acronyms. Being honest. The supply chain world LOVES acronyms. Sometimes it feels like people are speaking another language. A dispatcher says I Need POD on that LTL before DET hits, or customer's asking for an ETA, and OS&D says there's one QTR short. And the new employee standing there is thinking What in the world just happened? But once you understand the language, you start understanding the business. And understanding the business creates opportunity. So let's break a few of them down today. POD. This one's huge. POD simply means Proof of Delivery. It's the signature, paperwork, photo, or electronic confirmation showing freight arrived where it was supposed to arrive. Without a POD, customers may refuse payment. Billing can stop. Claims can happen. That little signature? That's money. It's like a check. One missing POD can turn into hours of emails, phone calls, and frustration. The BOL or Bill of Laden. The BOL is basically the birth certificate of the shipment. It tells us what the freight is, where it's going , who shipped it, who receives it , and how many pallets or cartons there are. Drivers carry it. Receivers check it. And dispatch tracks it. If the BOL is wrong, everything downstream can become wrong too. Again, everything touches everything. On to the ETA or the estimated time of arrival. Everybody wants the ETA. An inaccurate ETA affects staffing, dock schedules, unloaders, production planning, and customer satisfaction. One late truck can ripple through an entire building. PU and DEL. PU means Pickup. DEL means Delivery. Simple terms, but they move the entire transportation world. You'll hear the PU is at 1400. And maybe read or hear DEL scheduled for tomorrow. And you don't want to read or hear Missed PU. Or Late DEL. Those two tiny acronyms control millions of dollars in freight every single day. Oh, these are common ones. FTL, TL and LTL. Now we're getting into freight classifications. FTL or TL means Full Truckload or Truckload. That means one shipment basically fills the trailer. LTL means Less Than Truckload. That means multiple customers share trailer space. Why does this matter? Because of the freight handling changes. LTL freight gets touched more. More touches means more chances for damages. More planning, terminals being crossed and more scheduling. Understanding freight flow helps associates understand WHY all those processes we have to follow exist. STL or Spot Trailer Load. Now depending on the company, STL can mean different things, but many operations use it to describe a spotted trailer load or staged trailer movement. Spotters, yard dogs, dispatch, and shipping clerks all coordinate trailer movement to keep freight flowing. One missed trailer move can shut down a shipping lane. Then OS&D. This acronym can ruin everybody's day. OS&D means, over, short, and damaged. To a receiver that’ll mean too much product. Missing product. Or Broken product! This affects inventory, customer service, claims, transportation, receivers, selectors and loaders. One crushed pallet may not seem important on the dock floor until you realize it can cost thousands of dollars. Lets see, TONU or Truck Ordered Not Used. Transportation people cringe hearing this one. TONU means a truck was scheduled, showed up, and wasn't needed. But the carrier is still going to expect his or her payment. Why? Remember all we've learned about transportation. A truck sitting parked still costs money. One we're all getting used to is FSC, the fuel surcharge. Fuel affects everything. When diesel prices rise, FSC charges often rise too. That means transportation costs increase. And when transportation costs increase, product prices eventually increase. Again, everything touches everything. Two more biggies, DET and D&H. DET means Detention. D&H means Detention and Handling. This happens when drivers sit too long waiting to load or unload. And let me tell you, drivers will charge you and they remember facilities that waste their time. A poorly managed dock damages relationships fast. And we as warehouse people probably know these next two. APPT and FCFS. APPT means Appointment. FCFS means First Come, First Serve. Many warehouses, especially the larger ones run by appointments. Others unload trailers in the order in which they arrive. Understanding which system a facility uses affects scheduling, staffing, and transportation planning. And here are 3 system ones. TMS, WMS, and YMS. Now we're talking technology. TMS is the Transportation Management System, and I'm sure us warehouse folks know WMS, the Warehouse Management System, and a little lesser known system is the YMS, Yard Management System. You'll see these in high traffic operations. These three systems track freight, our inventory, trailer locations, our productivity, shipping schedules, receiving , even our labor hours and cost. Really pretty much what ever information we feed into them! Years ago, many warehouses used clipboards and paper. Today? Data drives our operations. And the associate willing to learn systems becomes extremely valuable. A forklift operator that understands WMS screens and RF scanners may eventually move into inventory control or leadership. Knowledge adds up. ASN and EDI. ASN means Advanced Shipping Notice. That's electronic information sent before freight arrives and EDI means Electronic Data Interchange. Computers talking to computers. Purchase orders, invoices, shipment notifications, receiving confirmations, all moving electronically behind the scenes. Most associates never see it. But it's happening constantly. OK, this one most of us know. A PO or Purchase Order. A PO is permission to buy product. Without a PO, many companies won't even receive the freight or their order. That one document controls inventory flow, accounting, receiving, and purchasing. Here's another on us production people know. KPI or Key Performance Indicator. KPIs are measurements. Cases per hour. Pallets per hour. On-time shipping. Inventory accuracy. Dock turn times. You've heard me say What gets measured gets managed. Warehouses or operations survive on measurements. And associates that understand KPIs understand how and why businesses make decisions. Next we have RDC, DC, and MC. These are facility types. RDC is for Regional Distribution Center. DC is Distribution Center. MC is Manufacturing Center. Different responsibilities. Different workflows. But all connected together in the supply chain. Now here's a few for the transportation folks. ELD, GPS, DOT, and HOS. As we know, transportation runs on compliance. The ELD is an Electronic Logging Device. Remember keeping our paper logs? GPS, Global Positioning System. DOT or Department of Transportation, and HOS stands for Hours of Service. These systems and regulations track Driver hours. Safety, Speed, Routes, and Compliance. Transportation isn't just driving a truck anymore. It's technology, planning, regulation, and accountability. Keeping things on the road. We have NMFC and SCAC. Now we're getting deep into freight language. NMFC means National Motor Freight Classification. SCAC means Standard Carrier Alpha Code. These help identify carriers and classify freight for shipping and pricing purposes. Again, Stuff most people never think about. But somebody in the operation has to understand it. And BCO, FOB, and CFR. BCO often means Beneficial Cargo Owner. FOB means Free On Board. CFR means Cost and Freight. These terms matter heavily in international and large-scale shipping. They determine responsibility. Who pays for freight. Who owns the risk and where liability transfers. And one misunderstanding here can become extremely expensive. Now some people may hear all these acronyms and think “Well, I don't need to know all that. I just drive a forklift.” Maybe today you do. But tomorrow? You might have an opportunity train new hires. Lead a shift. Help coordinate the outbound shift. Move into the inventory side of op's, maybe even become a dispatcher, or running transportation or supervise operations. Remember how we're always talking about learning and growing? The people who grow in this industry usually become students of the industry. Not just students of their task. And, that's why we talk about “all this other stuff.” I believe every term, every process, every department, every movement is another piece of understanding as to how the machine works. And once you understand the machine, you become more valuable to the machine. Warehousing and transportation are not simple jobs anymore. They've grown. Technology. People. Safety. Metrics. Compliance. Movement. Communication. And that growth is a good thing. Every one of us touches another part of the process. And I feel, that's why knowledge matters. Not because every acronym instantly puts money in your pocket. But because understanding creates opportunities that eventually do. The more of the language you understand the more rooms you can walk into confidently. And confidence backed by knowledge? That's where careers begin separating themselves. The people who understand the whole operation eventually outgrow the people who only understand one task. And that, my friends is why we talk about all of it. Well, there’s two more cents worth of my opinions. We do talk about a lot more than warehouse positions, but, I feel, and can pretty much attest that, if we learn it all, hang out with those from other departments, learn that task before ours and after ours, we will earn more and in many different ways. Thanks for stopping in again today, and above all, remember safety is our number 1 priority. We want to be doing this a long time!

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Dealer Gives Back Literal Truckloads of Food

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later May 30, 2026 8:05 Transcription Available

On this last Saturday of the month, Chris joins Kyle and producer Nathan to talk about how Ken Garff Automotive Group is filling truck beds ( https://www.wyomingnewsnow.tv/news/ken-garff-automotives-kicks-off-drive-out-hunger-campaign-aimed-at-local-st...

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Dealer Gives Back Literal Truckloads of Food

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later May 30, 2026 8:05

Shoot us a Text.On this last Saturday of the month, Chris joins Kyle and producer Nathan to talk about how Ken Garff Automotive Group is filling truck beds in all of their stores as a part of their "Drive Out Hunger" campaign.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

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1458. #TFCP - The Motus Shift: Is Compliance the New Truckload Currency?!

Coffee w/#The Freight Coach

Play Episode Listen Later May 26, 2026 36:27

Joining us today is Jim Mullen from the Truckload Carriers Association, sharing his invaluable insight into how recent regulatory enforcement from the FMCSA and the DOT is shaking up the carrier and brokerage landscape! From ELD crackdowns and cabotage violations to the modernizing of freight safety compliance, this episode breaks down what you need to know to stay competitive. Tune in to understand the changing dynamics of the supply chain and learn how to position your business for long-term success! Connect with Jim Website: https://truckload.org/ Email: jmullen@truckload.org

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Truckload spot rates continue to increase

Bob Sirott

Play Episode Listen Later May 21, 2026

Vice President of Lending for Team Hochberg at Atlantic Coast Mortgage and host of WGN's “Home Sweet Home Chicago” David Hochberg joins Wendy Snyder (in for Bob Sirott) to talk about how truckload spots are becoming more expensive and his new role as director for the Northbrook Veteran Center. He hosts “Home Sweet Home Chicago” on […]

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Bridgestone's Sudden Closing; Hyundai's Robot Delay; First Humanless Truckload | Today in Manufacturing Ep. 268

Today in Manufacturing

Play Episode Listen Later May 11, 2026 58:16

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Spraying Systems. Far too often, manufacturers use way more utilities than needed for production.In a new video, Spraying Systems shares how one small adjustment on the plant floor drastically reduces water and energy consumption, saving manufacturers hundreds of thousands of dollars – and in some cases, millions. Watch it now. Every week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Bot Auto Delivers First Fully Humanless Commercial Truckload- Hyundai Is Getting Tired of Waiting for Its Robots- Bridgestone Abruptly Closing Georgia Golf Ball Plant, Outsourcing Amid 'Increasing Volatility'In Case You Missed It- Corning to Build Three Factories, Create 3,000 Jobs in Massive AI Deal With Nvidia- Sugar Titan to 'Modernize' Historic Louisiana Refinery- FDA Warns Healthcare Providers of Neurosurgical Supply ShortagesPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Andy or Ben [at] ien.com, with “Email the Podcast” in the subject line.

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The $1,000/Month Injection Changing Truckload Weights | WHAT THE TRUCK?!?

Play Episode Listen Later May 6, 2026 53:03

Welcome to a packed Wednesday edition of What The Truck?!? Hosts Malcolm Harris and Michael Vincent are back on the set for a family reunion-style episode featuring industry heavyweights and groundbreaking tech. First, the "Nostradamus" of freight, Ryan Schreiber (CGO of Metafora), joins the show to tackle a fascinating new trend: the Ozempic effect on logistics. We dive into whether GLP-1 medications are actually making truckloads lighter and how shifting consumer preferences—from "junk food" to whole foods—are fundamentally altering freight volumes and produce seasons. Then, we welcome back a familiar face, Kaylee Nix, now Head of Communications at Bot Auto. Kaylee breaks down their historic achievement: delivering America's first fully humanless commercial truckload on a public highway. We get into the nitty-gritty of "Transportation as a Service" and why they consider themselves a trucking company first and a tech company second. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - TAYLOR AND MARTIN⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

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The $1,000/Month Injection Changing Truckload Weights

What The Truck?!?

Play Episode Listen Later May 6, 2026 53:03

Welcome to a packed Wednesday edition of What The Truck?!? Hosts Malcolm Harris and Michael Vincent are back on the set for a family reunion-style episode featuring industry heavyweights and groundbreaking tech. First, the "Nostradamus" of freight, Ryan Schreiber (CGO of Metafora), joins the show to tackle a fascinating new trend: the Ozempic effect on logistics. We dive into whether GLP-1 medications are actually making truckloads lighter and how shifting consumer preferences—from "junk food" to whole foods—are fundamentally altering freight volumes and produce seasons. Then, we welcome back a familiar face, Kaylee Nix, now Head of Communications at Bot Auto. Kaylee breaks down their historic achievement: delivering America's first fully humanless commercial truckload on a public highway. We get into the nitty-gritty of "Transportation as a Service" and why they consider themselves a trucking company first and a tech company second. Watch on YouTube Visit our sponsor - TAYLOR AND MARTIN Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bot Auto's Humanless Truckload, XPO Crushes Q1, & UP-NS Merger Revised | The Morning Minute

Play Episode Listen Later Apr 30, 2026 3:48

In this episode, we kick things off with a historic technological breakthrough as Houston-based Bot Auto has officially completed the first fully humanless, over-the-road commercial truckload in American history. The autonomous tractor hauled commercial freight 231 miles across Texas without a safety driver, remote operator, or in-cab observer, achieving a remarkably low cost per mile of just $1.89 compared to the industry average of $2.26. Bot Auto operates as a trucking carrier using its Transportation as a Service model with a fleet of 12 tractors and owned and leased trailers. Next, we explore the less-than-truckload sector where XPO is absolutely crushing Wall Street expectations and aggressively winning profitable market share with first-quarter earnings that beat consensus by 13 cents. The Greenwich, Connecticut-based logistics giant reported consolidated revenue of $2.1 billion, up 7% year over year and significantly ahead of analyst forecasts. XPO's LTL unit posted an impressive 83.9% adjusted operating ratio, defying normal seasonal deterioration patterns and improving 200 basis points year over year. Finally, we cover the regulatory battle over the proposed transcontinental rail mega-merger as Union Pacific and Norfolk Southern submitted an amended merger application to the Surface Transportation Board after their initial filing was rejected as incomplete in January. The revised application now projects the combined railroad will shift 2.1 million truckloads annually from highway to rail, saving shippers an estimated $3.5 billion per year, and will require 1,200 net new union jobs by the third year of the merger. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bot Auto's Humanless Truckload, XPO Crushes Q1, & UP-NS Merger Revised | The Morning Minute

Play Episode Listen Later Apr 30, 2026 3:48

In this episode, we kick things off with a historic technological breakthrough as Houston-based Bot Auto has officially completed the first fully humanless, over-the-road commercial truckload in American history. The autonomous tractor hauled commercial freight 231 miles across Texas without a safety driver, remote operator, or in-cab observer, achieving a remarkably low cost per mile of just $1.89 compared to the industry average of $2.26. Bot Auto operates as a trucking carrier using its Transportation as a Service model with a fleet of 12 tractors and owned and leased trailers. Next, we explore the less-than-truckload sector where XPO is absolutely crushing Wall Street expectations and aggressively winning profitable market share with first-quarter earnings that beat consensus by 13 cents. The Greenwich, Connecticut-based logistics giant reported consolidated revenue of $2.1 billion, up 7% year over year and significantly ahead of analyst forecasts. XPO's LTL unit posted an impressive 83.9% adjusted operating ratio, defying normal seasonal deterioration patterns and improving 200 basis points year over year. Finally, we cover the regulatory battle over the proposed transcontinental rail mega-merger as Union Pacific and Norfolk Southern submitted an amended merger application to the Surface Transportation Board after their initial filing was rejected as incomplete in January. The revised application now projects the combined railroad will shift 2.1 million truckloads annually from highway to rail, saving shippers an estimated $3.5 billion per year, and will require 1,200 net new union jobs by the third year of the merger. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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Phantom Capacity Squeezes Cross-Border Freight, Wabtec Q1 Beats, & TFI's Mixed Results | The Morning Minute

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Play Episode Listen Later Apr 28, 2026 3:46

In this episode, we kick things off by examining a puzzling phenomenon in cross-border logistics where capacity appears plentiful on paper but remains brutally tight in practice. According to Uber Freight's senior vice president overseeing cross-border operations, the real constraint isn't a lack of drivers overall but rather a critical shortage of drivers who meet increasingly stringent compliance and security standards. With northbound demand into the U.S. running two to three times higher than southbound flows and uncertainty around the upcoming USMCA review slowing nearshoring investment, carriers are struggling to reposition equipment fast enough to keep pace with U.S.-bound freight. Shifting gears to the rails, we examine how rail technology giant Wabtec delivered a powerful start to 2026 with solid execution across both its freight and transit divisions. First quarter revenue grew 13% to $2.95 billion while adjusted earnings per share surged 18.9% to $2.71, driven by a 52.5% jump in equipment sales from higher locomotive deliveries and a remarkable 75.7% increase in digital sales fueled by strategic acquisitions. On the strength of these results, Wabtec raised its full-year adjusted earnings per share guidance by 20 cents at the midpoint, projecting growth of 16.5% for 2026. Finally, we unpack the contrasting fortunes at a major Canadian transportation company where TFI International's Truckload sector improved while its LTL division struggled in the first quarter. TFI handily beat Wall Street expectations with non-GAAP earnings per share of 69 cents—8 cents above consensus—as its Truckload segment posted a 14.32% jump in operating income and adjusted EBITDA growth exceeding 4%. However, the less-than-truckload division saw its combined operating ratio deteriorate 220 basis points to 95.3% and operating income decline 35.12%. Despite the mixed performance, management issued strong second quarter guidance, projecting adjusted diluted earnings per share of $1.50 to $1.60—more than double the first quarter result. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Phantom Capacity Squeezes Cross-Border Freight, Wabtec Q1 Beats, & TFI's Mixed Results | The Morning Minute

canadian wall street shifting beats phantom capacity ebitda freight crossborder usmca gaap mixed results truckloads ltl tfi uber freight morning minute

Play Episode Listen Later Apr 28, 2026 3:46

In this episode, we kick things off by examining a puzzling phenomenon in cross-border logistics where capacity appears plentiful on paper but remains brutally tight in practice. According to Uber Freight's senior vice president overseeing cross-border operations, the real constraint isn't a lack of drivers overall but rather a critical shortage of drivers who meet increasingly stringent compliance and security standards. With northbound demand into the U.S. running two to three times higher than southbound flows and uncertainty around the upcoming USMCA review slowing nearshoring investment, carriers are struggling to reposition equipment fast enough to keep pace with U.S.-bound freight. Shifting gears to the rails, we examine how rail technology giant Wabtec delivered a powerful start to 2026 with solid execution across both its freight and transit divisions. First quarter revenue grew 13% to $2.95 billion while adjusted earnings per share surged 18.9% to $2.71, driven by a 52.5% jump in equipment sales from higher locomotive deliveries and a remarkable 75.7% increase in digital sales fueled by strategic acquisitions. On the strength of these results, Wabtec raised its full-year adjusted earnings per share guidance by 20 cents at the midpoint, projecting growth of 16.5% for 2026. Finally, we unpack the contrasting fortunes at a major Canadian transportation company where TFI International's Truckload sector improved while its LTL division struggled in the first quarter. TFI handily beat Wall Street expectations with non-GAAP earnings per share of 69 cents—8 cents above consensus—as its Truckload segment posted a 14.32% jump in operating income and adjusted EBITDA growth exceeding 4%. However, the less-than-truckload division saw its combined operating ratio deteriorate 220 basis points to 95.3% and operating income decline 35.12%. Despite the mixed performance, management issued strong second quarter guidance, projecting adjusted diluted earnings per share of $1.50 to $1.60—more than double the first quarter result. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

1.4 Million Truckloads at Risk?!? | WHAT THE TRUCK?!?

Play Episode Listen Later Mar 11, 2026 61:09

Welcome to a brand new edition of WHAT THE TRUCK?!? with your hosts Malcolm Harris and “The Dude,” Michael Vincent. In this episode, we dive deep into the massive shifts happening across the supply chain, from blockbuster rail mergers to high-stakes international trade lawsuits.Guest Lineup:• Tim Crawford, CEO of Tenstreet: Tim returns to the show to discuss the critical operational side of the industry. We explore the latest trends in driver hiring, retention, and how fleets are staying ahead of safety compliance and changing risks.• Jonathan Briffa, Managing Director at Republic Partners: Jonathan joins us to break down the current Mergers & Acquisitions (M&A) landscape. We talk through the trends in the 3PL space and what buyers are actually looking for in today's market—hint: it's all about profitable growth.Episode Highlights:Episode Highlights:• The Union Pacific/Southern Merger: We discuss the controversy surrounding Jim Vina's “blockbuster” rail merger. Is this a move toward much-needed modernization, or will it cause the same service disasters seen in past consolidations?• Nintendo vs. The U.S. Government: Why is the gaming giant filing a lawsuit over billions in tariffs? We break down the legal battle over the use of emergency authority (IEEPA) and what it means for companies importing from China and Vietnam.• Magenta is the New Green: You might notice a color change in the studio! We're celebrating our new supporting sponsor, T-Mobile for Business, and discussing why “magenta” is the theme for the month. Watch on YouTube Visit our sponsor - JJ KELLER Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

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1.4 Million Truckloads at Risk?!?

What The Truck?!?

Play Episode Listen Later Mar 11, 2026 61:09

Welcome to a brand new edition of WHAT THE TRUCK?!? with your hosts Malcolm Harris and “The Dude,” Michael Vincent. In this episode, we dive deep into the massive shifts happening across the supply chain, from blockbuster rail mergers to high-stakes international trade lawsuits.Guest Lineup:• Tim Crawford, CEO of Tenstreet: Tim returns to the show to discuss the critical operational side of the industry. We explore the latest trends in driver hiring, retention, and how fleets are staying ahead of safety compliance and changing risks.• Jonathan Briffa, Managing Director at Republic Partners: Jonathan joins us to break down the current Mergers & Acquisitions (M&A) landscape. We talk through the trends in the 3PL space and what buyers are actually looking for in today's market—hint: it's all about profitable growth.Episode Highlights:Episode Highlights:• The Union Pacific/Southern Merger: We discuss the controversy surrounding Jim Vina's “blockbuster” rail merger. Is this a move toward much-needed modernization, or will it cause the same service disasters seen in past consolidations?• Nintendo vs. The U.S. Government: Why is the gaming giant filing a lawsuit over billions in tariffs? We break down the legal battle over the use of emergency authority (IEEPA) and what it means for companies importing from China and Vietnam.• Magenta is the New Green: You might notice a color change in the studio! We're celebrating our new supporting sponsor, T-Mobile for Business, and discussing why “magenta” is the theme for the month. Watch on YouTube Visit our sponsor - JJ KELLER Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

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Chris Pickett | How Shared Truckload Creates a New Mode

Freightvine

Play Episode Listen Later Mar 5, 2026 61:14

This week's guest is Chris Pickett, Chief Commercial Officer at Flock Freight as well as the Founder of Pickett Research. Chris Pickett returns to the podcast after 6 years! In the conversation, he discusses the evolution of freight brokerage, from his days building Coyote Logistics to his current focus at Flock Freight. He details how Flock is establishing "Shared Truckload" as a distinct mode from TL and LTL, allowing shippers to pool freight within corridors to reduce costs and carbon emissions. We also discuss his proprietary "Pickett Line" market analysis tool that identifies both the timing and amplitude of the truckload market cycle. Chris issues a bold warning for shippers: prepare for a potential 45% surge in spot rates and double-digit contract increases by the end of 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Supreme Court Tariff Ruling, Mexico Freight Disruptions & 2026 Truckload Rates | Morning Minute

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Play Episode Listen Later Feb 23, 2026 2:44

The Supreme Court has issued a major ruling limiting the president's emergency tariff powers, which is poised to reshape the global trade outlook. This decision introduces new predictability for businesses, though shippers must still monitor supply chain costs and ongoing legal uncertainties. In Mexico, the recent killing of a cartel leader has sparked violent retaliation that is jolting U.S.-Mexico freight corridors and rattling the critical Port of Manzanillo. Businesses relying on these routes are currently bracing for severe delays and heightened security risks for their commercial shipments. Looking ahead, analysts predict that ongoing capacity attrition will lead to a turning point for truckload carriers in 2026 as they begin to command stronger rates. Consequently, shippers should prepare for a challenging bid season with increased pricing pressure and significantly less negotiating leverage. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Supreme Court Tariff Ruling, Mexico Freight Disruptions & 2026 Truckload Rates | Morning Minute

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Play Episode Listen Later Feb 23, 2026 2:44

The Supreme Court has issued a major ruling limiting the president's emergency tariff powers, which is poised to reshape the global trade outlook. This decision introduces new predictability for businesses, though shippers must still monitor supply chain costs and ongoing legal uncertainties. In Mexico, the recent killing of a cartel leader has sparked violent retaliation that is jolting U.S.-Mexico freight corridors and rattling the critical Port of Manzanillo. Businesses relying on these routes are currently bracing for severe delays and heightened security risks for their commercial shipments. Looking ahead, analysts predict that ongoing capacity attrition will lead to a turning point for truckload carriers in 2026 as they begin to command stronger rates. Consequently, shippers should prepare for a challenging bid season with increased pricing pressure and significantly less negotiating leverage. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Truckload Volatility Returns; SH 130 Courts Cross-Border Freight; ONE Reports Q3 Loss | Morning Minute

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Play Episode Listen Later Feb 2, 2026 2:23

On today's FreightWaves Morning Minute, we discuss how severe winter weather and rising tender rejections are creating unprecedented volatility in the truckload spot market. With the National Truckload Index climbing to $2.71 per mile, the current capacity crunch signals a fundamentally different environment for carriers compared to previous years. As congestion on Interstate 35 worsens, operators of the SH 130 toll road are intensifying efforts to attract cross-border freight away from Austin traffic. Tractor-trailer volume on the bypass has surged 68% since 2019 as the route positions itself as a reliable alternative for U.S.-Mexico trade flows. In maritime news, Ocean Network Express reported an $88 million net loss for the third quarter due to softer freight volumes and weaker rates. Executives attributed the decline to a challenging operating landscape, particularly regarding slow cargo movement on Asia-North America trade routes. Finally, tune in at noon for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. You can catch the full broadcast live or watch the replay later on our YouTube channel. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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Hour 1: Truckloads of Evidence

Wendy Bell Radio Podcast

Play Episode Listen Later Jan 29, 2026 39:11

As Tim Walz and Jacob Frey ask for donations to their legal defense funds, the FBI rolls into Fulton County Georgia to seize hundreds of boxes of ballots from the 2020 election, which are now en route to the FBI's headquarters at Quantico. The deep state pushback and old lines like "without evidence" flush out the parties that were complicit in what many see as a corrupt election. If there's nothing to hide... Listen as top elections officials in the Atlanta county poorly try to deflect from the spotlight of fraud by blaming Trump for causing chaos.

#WithSONAR | New Truckload Datasets: Deeper Volume, Capacity & Market Insights

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Play Episode Listen Later Jan 5, 2026 12:03

Welcome back to WithSONAR! This week, we're highlighting SONAR's new Truckload Datasets—an enhancement to the same tender data you already know and trust. In this session, we'll walk through the four new dataset categories: Volumes (STVI): Expanded market, trailer type, and length-of-haul intelligence—still indexed to 10k from 4/1/2019, but with far greater depth than legacy OTVI Rejections (STRI): A leading indicator for spot rate movement, showing carrier sentiment and capacity tightness at a granular market level Market Share (STMS): Identifies which markets drive the most truckload activity and where network imbalances may create opportunity Tender Lead Time (STLT): Reveals shipper sentiment and capacity expectations, helping you identify markets where support—and opportunity—is emerging These datasets are available today within your Custom Dashboards with your SONAR login.

#NEZNATION LIVE: Personal Branding 101

Play Episode Listen Later Dec 20, 2025 15:46

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How Do You Steal A Truckload Of Tequila? (Salad Spinner Year In Review)

The Sporkful

Play Episode Listen Later Dec 15, 2025 47:00

From a moisturizer made of beef fat, to bartenders hating on Gen Z, to tariffs, a lot happened this year. (How do you get away with stealing 100,000 eggs and a truckload of Guy Fieri's tequila?) We cover the biggest and strangest food stories of 2025 in our Salad Spinner Year in Review! Helen Rosner, staff writer at The New Yorker, and Yasmin Tayag, staff writer at The Atlantic, join us to discuss all these headlines and more -- and we inaugurate our brand new Silver Spork Awards!Subscribe to Helen Rosner's newsletter, The Food Scene, and check out her story, “I'm Donut ? And The Allure Of The International Chain.”Listen to Yasmin Tayag's podcast, How To Age Up, and check out her story, “Can Jollibee Beat American Fast Food At Its Own Game?”The Sporkful production team includes Dan Pashman, Emma Morgenstern, Andres O'Hara, Kameel Stanley, and Jared O'Connell, with production help this week by Morgan Johnson.Right now, Sporkful listeners can get three months free of the SiriusXM app by going to siriusxm.com/sporkful. Get all your favorite podcasts, more than 200 ad-free music channels curated by genre and era, and live sports coverage with the SiriusXM app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Corey Klujsza | Inside the Truckload Business Cycle

Freightvine

Play Episode Listen Later Dec 4, 2025 44:51

In this episode, we're joined by Corey Klujsza, VP of Pricing and Procurement Strategy at RXO. With experience spanning Coyote Logistics, UPS, and now RXO, Corey brings deep insight into how the truckload market works. He walks us through RXO's quarterly market analysis framework—the RXO Curve—which tracks year-over-year truckload rate changes to understand market cycles and risk.We dig into the logistics business cycle from equilibrium to peak and through the downturn, examine current market conditions, and discuss factors like tariff uncertainty, the flat market since Q2 2023, and the ongoing gap between spot and contract rates. Corey also weighs in on whether technology and faster information flow are changing the fundamentals of supply and demand or simply speeding up how the market reacts.If you work in freight procurement, carrier relations, or market analysis, this episode offers valuable perspective on today's truckload market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Melanie Quion: Grace Skin Deep: Two Truckloads of Dirt

AudioVerse Presentations (English)

Play Episode Listen Later Nov 17, 2025 30:49

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A Boatload, or is it a Truckload, of Donated Food

Inside Sources with Boyd Matheson

Play Episode Listen Later Nov 17, 2025 10:31

The Church of Jesus Christ of Latter-day Saints is giving a truck-load of food to US food banks this holiday season. In fact, they are giving 250 truckloads of food in celebration of America's 250th birthday. Aimee Cobabe from Church News joined Holly and Guest Host Dave Cawley to tell us about this large-scale giving operation.

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Inside Sources Full Show November 17th, 2025: Trumps' Epstein File 180

Inside Sources with Boyd Matheson

Play Episode Listen Later Nov 17, 2025 121:51

FBI Dive Team enters Jordan River Motorcycle fatalities spike on Utah roads Arches National Park Vandalized Amazon's Bezos joins the AI Party Tariffs in the USA Giving thanks for good deals Lehi Apartment Fire Is Marriage on a Downtrend? A Boatload, or is it a Truckload, of Donated Food Fun Facts with Holly!

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HT2443 - Color by the Truckload

LensWork - Photography and the Creative Process

Play Episode Listen Later Nov 16, 2025 2:43

HT2443 - Color by the Truckload If there is a photographic aesthetic that defines the early years of the 20th century it will undoubtedly be the fine art black and white print. We are 100 years removed from that era, and it appears to me that the photographic aesthetic that defines the early years of the 21st century is MORE COLOR. Slap it on with a trowel, and crank it up to 11. Is this trend virtuous because it's a wonderful aesthetic or simply a choice we engage now that we have the capabilities to do so? Show your appreciation for our free weekly Podcast and our free daily Here's a Thought… with a donation Thanks!

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Morning Minute | November 12, 2025

Holmberg's Morning Sickness

Play Episode Listen Later Nov 12, 2025 2:39

While the Port of Long Beach saw container volumes drop significantly—imports declined 17.6% and total TEUs fell 14.9% in October 2025 compared to the previous year's record-setting month—the hub remains ahead of its 2024 all-time annual cargo record pace through the first 10 months of 2025. Port officials are anticipating that American consumers will likely see ⁠price escalation⁠ on goods in the coming months as shippers are expected to pass along the costs of ongoing tariffs and trade policies. In trucking, a major regulatory shift has been halted as the U.S. Court of Appeals for the D.C. Circuit ⁠temporarily stayed the FMCSA's interim final rule⁠ heavily restricting non-domiciled commercial driver's licenses. This administrative stay, ordered pending a review of a lawsuit filed by an affected driver, means state agencies can presumably resume issuing and renewing these non-domiciled CDLs. Truckload carrier Werner Enterprises stated at an investor conference that it has hit a baseline capacity and sees "no retreat" from its current dedicated fleet size, despite calling the current downcycle the worst he has seen in 35 years in the industry. Werner's CEO asserted that the duration of the downturn and rising trucking accident rates across the industry may be linked to ⁠lower standards on CDL issuance and driver schools⁠, which have contributed to excess capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices

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10-29-25 - Rock Wars - Song For The Driver Of Truckload Of Monkeys That Crashed

Play Episode Listen Later Oct 29, 2025 6:09

10-29-25 - Rock Wars - Song For The Driver Of Truckload Of Monkeys That CrashedSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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10-29-25 - No Matter How Much Fun You Have w/Alien Asteroids Some Wet Blanket Listener Will Stomp On It - Truckload Of Diseased Monkeys Wrecks On Mississippi Highway - Tillman Vet Charity Event

Holmberg's Morning Sickness

Play Episode Listen Later Oct 29, 2025 26:10

10-29-25 - No Matter How Much Fun You Have w/Alien Asteroids Some Wet Blanket Listener Will Stomp On It - Truckload Of Diseased Monkeys Wrecks On Mississippi Highway - Tillman Vet Charity EventSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Morning Minute | October 29, 2025

Play Episode Listen Later Oct 29, 2025 2:40

Truckload carrier ⁠Pamt Corp. books another loss in Q3⁠, reporting a net loss of $5.6 million for the third quarter, marking its fourth consecutive net loss in a market that continues to hammer the freight industry. The company's consolidated revenue dropped 18% year-over-year, and its truckload unit reported a tough 106.7% operating ratio, exacerbated by its high reliance on the tariff-hampered auto industry. In contrast, ⁠Flatbed trends buttress Landstar amid dry van slump⁠, as the company reported strong flatbed volumes even though dry van freight demand remains soft. Landstar reported adjusted earnings per share of $1.22, just one cent shy of consensus estimates, and management noted that potential regulation-induced capacity crunch on the owner-operator population may signal a future market flip. Also covered today, ⁠Port Houston completes ship channel dredging amid environmental scrutiny⁠, finalizing its share of the $1 billion Houston Ship Channel Expansion (Project 11) to widen the waterway to 700 feet through Galveston Bay. Port CEO Charlie Jenkins confirmed the project is already delivering measurable gains, improving safety and reducing vessel emissions by allowing ships to move more efficiently through one of the nation's busiest waterways. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Leland Live with Leland Whaley HR 1 (102825)

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Play Episode Listen Later Oct 29, 2025 42:55

Only need 5 Democrats. The Schumer Shutdown continues. Texas sues Tylenol makers over autism claims. Truckload of aggressive research monkeys escape after truck crash in Mississippi. Townhall with Congressman Gary Palmer. See omnystudio.com/listener for privacy information.

Leland Live with Leland Whaley HR 2 (102825)

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Play Episode Listen Later Oct 29, 2025 38:51

Only need 5 Democrats. The Schumer Shutdown continues. Texas sues Tylenol makers over autism claims. Truckload of aggressive research monkeys escape after truck crash in Mississippi. Townhall with Congressman Gary Palmer.See omnystudio.com/listener for privacy information.

Leland Live with Leland Whaley HR 3 (102825)

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Play Episode Listen Later Oct 29, 2025 41:19

Only need 5 Democrats. The Schumer Shutdown continues. Texas sues Tylenol makers over autism claims. Truckload of aggressive research monkeys escape after truck crash in Mississippi. Townhall with Congressman Gary Palmer.See omnystudio.com/listener for privacy information.

Leland Live with Leland Whaley HR 4 (102825)

texas democrats mississippi town hall tylenol whaley truckloads schumer shutdown gary palmer

Play Episode Listen Later Oct 29, 2025 40:09

Only need 5 Democrats. The Schumer Shutdown continues. Texas sues Tylenol makers over autism claims. Truckload of aggressive research monkeys escape after truck crash in Mississippi. Townhall with Congressman Gary Palmer.See omnystudio.com/listener for privacy information.

10-29-25 - Rock Wars - Song For The Driver Of Truckload Of Monkeys That Crashed

Holmberg's Morning Sickness - Arizona

Play Episode Listen Later Oct 29, 2025 6:09

10-29-25 - Rock Wars - Song For The Driver Of Truckload Of Monkeys That CrashedSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

rock song wars monkeys driver crashed truckloads

10-29-25 - No Matter How Much Fun You Have w/Alien Asteroids Some Wet Blanket Listener Will Stomp On It - Truckload Of Diseased Monkeys Wrecks On Mississippi Highway - Tillman Vet Charity Event

Holmberg's Morning Sickness - Arizona

Play Episode Listen Later Oct 29, 2025 26:10

10-29-25 - No Matter How Much Fun You Have w/Alien Asteroids Some Wet Blanket Listener Will Stomp On It - Truckload Of Diseased Monkeys Wrecks On Mississippi Highway - Tillman Vet Charity EventSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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The Daily | October 28, 2025