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TRUCKING

Saia Revenue Hits Quarterly Record As Q4 Earnings Slip

Transport Topics Connor D. Wolf  February 10, 2026

Holzgrefe stressed the importance of having a national network for addressing customer problems and expanding market share. He pointed to capital investments of more than $2 billion over the past three years as the company expanded operations and improved service.

“I believe we’re still in the early stages of capitalizing on the opportunity that national network provides,” Holzgrefe said.

Link: Saia Press Release Fourth Quarter Results

Saia awaits payoff on $2B investment

Freight Waves Todd Maiden February 10, 2026

Management also expects to price freight ahead of cost inflation following the investments, which have meaningfully raised its service offering. Contractual rate increases averaged 4.9% in the fourth quarter (plus-6.6% in January). Customer retention is running above 90% following a 5.9% general rate increase in October. The carrier normally sees retention between 80% and 85% following GRIs.

DOT, FMCSA Sweep Removes 2,000 Truckers and CMVs

Transport Topics Eugene Mulero February 10, 2026

Nearly 2,000 commercial drivers and vehicles were removed from service by the Department of Transportation as part of a highway safety initiative conducted in January.

Transportation Secretary Sean Duffy applauded officials with the Federal Motor Carrier Safety Administration as well as state DOTs from more than two dozen states for carrying out the SafeDRIVE campaign.

SHIPPERS / 3PLs

First Look: GXO Logistics Inc.

Freight Waves Noi Mahoney February 10, 2026

“Over the past three months, we added new leaders in our commercial and operations functions, as well as in North America, where we see a long runway for growth,” Kelleher said in a news release. “In 2026, we will steadily increase the deployment of AI and robotics across our network, both of which we expect to be long-term drivers of efficiency and performance.”

Link: GXO Fourth Quarter and Full Year 2025 Investor Presentation

INDUSTRY

FedEx study shows than only 18% of staffers within organizations can intervene in shipment delays

Supply Chain 24/7 February 10, 2026

The finding highlights a disconnect many operators recognize. End-to-end shipment tracking has become common, but turning that visibility into timely action remains difficult. According to the report, 97% of leaders agree that visibility alone is no longer enough to stay competitive.

Link: FedEx Future of Logistics Intelligence Report

National diesel average sees gains for fourth straight week, reports EIA

Logistics Management February 10, 2026

The national price per gallon of diesel gasoline rose for the fourth consecutive week, albeit barely, according to data issued today by the Department of Energy’s Energy Information Administration (EIA).

With a 0.007-cent increase, the national average, for the week of February 9, came in at $3.688 per gallon.

Links: U.S. Energy Information Administration  Gasoline and Diesel Fuel Update  and Weekly U.S. No 2 Diesel Ultra Low Sulfur (0-15 ppm) Retail Prices (Chart)

UP, J.B. Hunt voted best intermodal providers in H2 ’25: JOC survey

Journal of Commerce Ari Ashe February 10, 2026 $Subscription Based

Overall, more than 90% of respondents were satisfied with domestic intermodal service between July 1 and Dec. 31, 2025, according to the survey of more than 145 shippers and asset-based and non-asset-based intermodal marketing companies (IMCs). The ISS is published twice a year.

Logistics warehouse rents may rebound after 2025 drop: Prologis

Supply Chain Dive Max Garland February 10, 2026

Warehouse tenants pursued newly completed and large-format facilities with lower rental rates — often located in more distant markets — throughout 2025 to advance cost-efficiency goals, according to Prologis.

“Driven by cyclical forces, low freight rates and a front-loading inventory strategy facilitated the trade-off between building quality and proximity to the largest consumer pools,” Prologis said.

Link: ProLogis 2025: Pause Shifts to Progress as Rents Approach Inflection

Teamsters union sues UPS to block delivery driver buyouts

Freight Waves Eric Kulisch February 10, 2026

Chief Financial Officer Brian Dykes told analysts during the company’s Jan. 27 quarterly earnings call that UPS (NYSE: UPS) was planning a second voluntary buyout program for delivery drivers as part of an effort to save $3 billion by cutting an additional 30,000 frontline jobs and two dozen facilities.

SUSTAINABILITY / SAFETY / SECURITY

New York State Senate passes environmental package to counter federal rollbacks

Rochester First Johan Sheridan February 10, 2026

If passed, the law would require operators of heavy distribution warehouses—those above 50,000 square feet and operated by companies with over 500,000 square feet of space in New York—to apply for a specific permit. Applicants would have to prove that their truck traffic won’t violate federal air quality standards to operate.

Related: LinkedIn Michael Littenberg Ropes & Gray Breaking New York State Climate Disclosure Law Update

Link: The New York Senate New York State Senate Passes Legislation to Strengthen Climate and Environmental Protections

US proposes boosting 'Buy America' requirements for government-funded EV charging stations

Reuters David Shepardson February 10, 2026

The U.S. Transportation Department said on Tuesday it is proposing to boost American content in federally funded electric vehicle charging stations from 55% to up to 100% and require them to be produced in the United States, which could pose significant hurdles to the use of the funds.

Link: Department of Transportation Press Release Trump’s Transportation Secretary Sean P. Duffy Updates EV Charger Program to Include Buy America Requirements

EPA Poised to Scrap 2009 Endangerment Finding

Transport Topics/Bloomberg News Matthew Daly and Seung Min Kim February 10, 2026

The endangerment finding is the legal underpinning of nearly all climate regulations under the Clean Air Act for motor vehicles, power plants and other pollution sources that are heating the planet. It is used to justify regulations, such as auto emissions standards, intended to protect against threats made increasingly severe by climate change — deadly floods, extreme heat waves, catastrophic wildfires and other natural disasters in the United States and around the world.

After Nikola's fall, Hyroad Energy rises in hydrogen trucking

Clean Trucking Jay Traugott February 10, 2026

Hyroad Energy, an Austin, Texas-based privately held company founded in 2023 that specializes in the Trucking-as-a-Service (TaaS) business model, jumped at the opportunity to fill the market void. The company, already a Nikola customer, won the bankruptcy auction for Nikola, acquiring 113 hydrogen fuel cell (FCEV) semis, along with spare parts, software platforms, operational infrastructure, and intellectual property assets.

Hands-Free Driving Systems Confuse Drivers, but Carmakers Push for More

The Wall Street Journal Ryan Felton February 10, 2026 $Subscription Based

NHTSA said last year that “system limitations” detecting stationary vehicles while driving at night and at highway speeds appeared to be factors in the collisions it was investigating and several near misses.

Great West Casualty sues after insurer allegedly abandons trucking defense deal

Insurance Business Tex Romero February 11, 2026

An insurer that allegedly agreed to defend - then walked away - is now facing a federal lawsuit from the carrier left holding the bill.

BUSINESS AND THE ECONOMY

Consumer Checkpoint: Weathering the storm

Bank of America Institute David Tinsley et al. February 11, 2026

Consumer spending showed solid resilience in January, with total card spending rising 2.6% year-over-year (YoY) — the strongest pace in nearly two years — despite weather‑related disruptions, according to Bank of America internal data.

New NFIB Survey: Small Business Optimism Remains Above 52-Year Average Index falls by 0.2 points to 99.3

NFIB February 10, 2026

“While GDP is rising, small businesses are still waiting for noticeable economic growth,” said NFIB Chief Economist Bill Dunkelberg. “Despite this, more owners are reporting better business health and anticipating higher sales.”

Stay Ahead of Geopolitical Supply Chain Risks

MIT Sloan Management Review Morris A Cohen et al. February 11, 2026 $Subscription Based

The conventional playbook for managing supply chain risk is falling short in the face of increasing disruption from geopolitical events like trade wars, sanctions, and armed conflict. A three-part framework for understanding geopolitical signals through scenario planning and risk monitoring, anticipating risks by creating flexible options, and adapting quickly to disruptions can help companies protect their supply chains.

NAM asks Congress for greater infrastructure spending

DC Velocity February 10, 2026

The National Association of Manufacturers (NAM) today called on Congress to boost infrastructure spending, releasing a report that tallied the economic costs of congestion on manufacturers and set a group of core infrastructure policy pillars.

According to the NAM, congestion is levying a heavy toll on U.S. manufacturing productivity. The group’s analysis holds that:

Link: NAM Manufacturers: America Wins with Strong Infrastructure

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