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On today’s episode of FreightWaves Today, hosts Craig Fuller and Malcolm Harris kick off earnings season with an in-depth look at what lies ahead for public freight companies, comparing current Wall Street expectations against real-time high-frequency data. They are joined first by FreightWaves Finance Editor Todd Maiden to discuss Q3 earnings projections, JB Hunt’s upcoming reports and intermodal bid season, fuel surcharge dynamics, and capacity trends across the LTL sector.
The market analysis continues with a SONAR update from Zach Strickland, who breaks down an unexpected mid-October surge in the Outbound Tender Rejection Index, record import volumes fueling West Coast activity, and the latest regional spot rate shifts. Later, Jordan Kidd, Head of Product at Datatruck, shares how unified TMS technology and native AI solutions are democratizing operations for small-to-midsize carriers, enabling them to scale billing, tracking, and fleet management without ballooning overhead costs. Finally, Trains Magazine Editor Bill Stephens closes out the show with a look at the latest Association of American Railroads weekly report, examining strong intermodal growth, surging chemical carloads, and key regulatory updates from the Surface Transportation Board.
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