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Loads by Segment
Tracks the volume of shipments handled in each segment, reflecting operational scale and demand trends in different parts of the business.Intermodal has clearly shifted from trough to durable strength—management’s prefunding of capacity and record weekly volumes are driving share gains and set the business up to capture road‑to‑rail conversions as pricing normalizes. Dedicated is resilient but below its 2022 peak, implying recent margin gains stem more from cost removal and selective pricing than volume growth; driver supply and truck‑sale pacing limit faster scale. ICS is the weakest link—loads compressed materially and only modestly rebounding, with purchased‑transport costs still dragging margins despite volume recovery. Truckload volumes rebounded in 2025 but profitability remains mixed.
Date | Intermodal | Dedicated Contract Services | Integrated Capacity Solutions | Truckload |
|---|---|---|---|---|
Jun 30, 2026 | 578.07K | 995.59K | 156.86K | 118.71K |
Mar 31, 2026 | 536.85K | 942.23K | 151.82K | 113.42K |
Dec 31, 2025 | 551.30K | 957.76K | 147.76K | 118.03K |
Sep 30, 2025 | 539.91K | 992.03K | 135.31K | 115.27K |
Jun 30, 2025 | 525.16K | 992.77K | 132.31K | 104.36K |
Mar 31, 2025 | 521.82K | 942.89K | 137.74K | 95.14K |
Dec 31, 2024 | 560.13K | 967.57K | 158.44K | 102.62K |
Sep 30, 2024 | 547.99K | 1.01M | 147.81K | 100.90K |
Jun 30, 2024 | 497.45K | 1.01M | 145.36K | 92.63K |
Mar 31, 2024 | 485.17K | 1.00M | 158.25K | 93.69K |