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LTL Shipments
Counts the number of less-than-truckload shipments handled; rising shipment counts point to growing demand or market share, while declines can signal weakness in freight volumes even if per-shipment pricing holds.Shipments have recovered from the 2022 trough and now exhibit steady seasonal Q2/Q3 strength with clear month-to-month acceleration into Q2, which supports management’s call for a larger-than-normal Q1→Q2 margin improvement. That said, volume gains are tempered by mix pressure—lower weight and shorter length-of-haul and persistent Southern California softness—so sustainable margin upside depends more on continued pricing renewals, productivity gains and tonnage improvement than on higher shipment counts alone.
Date | LTL Shipments |
|---|---|
Jun 30, 2026 | 2.36M |
Mar 31, 2026 | 2.19M |
Dec 31, 2025 | 2.16M |
Sep 30, 2025 | 2.33M |
Jun 30, 2025 | 2.26M |
Mar 31, 2025 | 2.17M |
Dec 31, 2024 | 2.17M |
Sep 30, 2024 | 2.38M |
Jun 30, 2024 | 2.33M |
Mar 31, 2024 | 2.11M |