Financials

The freight market underwent a significant change during the second quarter. The spot market softened significantly, fuel prices soared, inventory...

Activist investor Ancora Holdings is circling Forward Air (FWRD), citing a laundry list of issues to fix that have caused...

As we mentioned in our Part 1 update: “Rates are soaring across all modes. Revenue and profits are rising. So...

This week a blockbuster M&A deal was announced in which TFI International (TFII) will be buying UPS Freight (UPSF) for...

The tone was set by Union Pacific’s (UNP) positive preannouncement. The backdrop for transportation is strong as bridge cable. Rates...

We’ve already seen a number of transportation companies report third-quarter earnings results and so far what we’ve heard is in...

For the past six or seven years, an important growth driver of large private equity funds was the fact that...

In our view, COVID-related demand and capacity dislocations have touched off an upcycle in trucking markets supported by fundamentally constrained...

Echo Global Logistics’ (NASDAQ: ECHO) second-quarter results and management commentary confirmed our basic view of the trucking market, which is...

First, reports came out that Uber Freight (UF) was being “re-evaluated,” although its demise was not imminent. The more recent...