Logistics real estate operator Prologis reports better-than-expected fourth-quarter results as the “pandemic has pushed global supply chains to their limits.”

Past Forward Air CFO Andy Clarke outlines his outlook for improving returns at his former company. He represents an activist investor group, which includes turnaround investment firm Ancora Advisors and Forward’s founder.

Deliveright, a digital delivery network for heavy goods, announced the launch of a new app with e-commerce company Shopify.

Supply chain-focused private equity firm Red Arts Capital acquires Canadian third-party logistics provider Radius Logistics.

An economic outlook report from truckload carrier U.S. Xpress calls for tight truckload dynamics to remain in place at least through the third quarter. The forecast calls for contractual rates to increase as high as 15% in the year.

Another supporter of improving less-than-truckload fundamentals was identified this week. UBS analyst Tom Wadewitz initiated coverage of the group with a favorable outlook.

Cardinal Logistics has acquired heavy-goods final-mile provider NRX Logistics. The deal marks the third final-mile transaction for M&A advisory firm Tenney Group in the last year.

J.B. Hunt Transport Services’ fourth quarter came in better than expected. However, the company said it was reviewing long-term margin targets across all segments. Intermodal margin forecasts may be reduced but other units could see upward revisions.

J.B. Hunt Transport Services’ fourth quarter outpaces analysts’ forecasts. Brokerage, truck and final-mile divisions benefit from revenue surge.

Fourth-quarter results for Heartland Express displayed a revenue dip on driver employment headwinds but operating income jumped 35%. The company mentions getting back into M&A.

U.S. Xpress announced Monday that Jake Lawson has joined as chief commercial officer and Justin Harness will head the dedicated division.

Interview with Daseke’s leadership team covers recent changes and the return to M&A.

Surging activity around logistics properties dominated the headlines in a fourth-quarter industrial real estate report. The strong trends are expected to advance into 2021 with some moderation seen as more supply comes online.

Temperature-controlled carrier Nagle Toledo announced a 17% pay increase for its drivers. The company was one of the first to start paying drivers a straight salary.

Deutsche Bank’s December geofencing data suggests LTL volumes continued the positive trends seen in the first two months of the fourth quarter.

ABF Freight head Tim Thorne announces his retirement after a 31-year career with the less-than-truckload carrier. ABF’s current VP of linehaul, Seth Runser, will become the carrier’s new president in July.

Uber’s stock dips on a report that Goldman Sachs is looking to unload 38 million shares. The company has made several moves recently to shore up the balance sheet and sustain its cash-intensive brokerage segment.

UBS equity research analyst Tom Wadewitz’s 2021 outlook calls for a continuation of healthy freight activity during the first half of the year with a little more uncertainty in the back half.

A congressional oversight report highlights flaws in the Defense Department’s designation of less-than-truckload carrier YRC Worldwide as a company vital to national security.

While the pace of growth in the supply chain cooled during December, transportation and warehouse capacity remains tight and prices are high.

Flatbed carrier Daseke announced several moves Tuesday. The company’s CEO has resigned, former founder Don Daseke will be renominated to the board and institutional shareholder Lyons Capital will occupy a board seat.

Former executives at Forward Air along with an activist investor have been acquiring shares since October in efforts to make changes to the management team, board and capital allocation strategy, which may include divesting “non-core assets.”

The trucking sector has been on a historic run of late, with some pointing to an end nearing. Don’t tell that to Deutsche Bank’s Amit Mehrotra, who sat down with FreightWaves to discuss his positive outlook for the new year.

Americold announced that it has closed on a 46-facility deal valued at $1.74 billion.

Railcar lessor GATX acquires tank container lessor Trifleet in 175 million euro deal.

A couple more truckload carriers have announced pay increases for drivers ahead of the new year. Beacon Transport and Bay and Bay Transportation are the latest.

The FMCSA’s final rule allowing third-party instructors to provide both instruction and qualifying testing for the same applicant isn’t likely to materially alter trucking’s capacity shortfall, according to analysts.

Indianapolis-based third-party logistics provider FitzMark announces the completion of a majority recapitalization. The transaction allows the brokerage consolidator to further pursue organic growth plans and acquisitions.

Roehl Transport joins the list of truckload carriers increasing driver pay to keep trucks rolling during a high-demand environment.

Drayage provider ContainerPort Group announces intermodal terminal operator FSI Inc. will start operating under the CPG banner at the beginning of the year.

Several analysts have published transportation outlook reports for 2021 that are calling for continued strength in the trucking markets.

J.B. Hunt Transport Services captures a top spot in FreightWaves’ FreightTech 25 for the third consecutive year.

Sell-side research analysts have made their bets on trucking in 2021. Some believe a continuation in consumer spending and inventory restocking will benefit truckload carriers while others see less-than-truckload carriers gaining traction as the industrial economy advances.

The Cass Freight Index sees sequential weakness in shipments but logs year-over-year improvement with expenditures data advancing.

J.B. Hunt issues intermodal service advisory as railroads BNSF Railway and Norfolk Southern implement gate restrictions in Los Angeles and Chicago.

Schneider National announces a per-mile pay increase of 4 cents for most drivers beginning in late January. Earlier this year, the company announced an increase in team driver pay.

Third-party logistics provider FitzMark announces its third brokerage acquisition of the year and fourth in the past two years.

J.B. Hunt announces temperature-controlled transportation options have been added to digital freight-matching platform J.B. Hunt 360. Shipper 360 now has more than 10,000 carriers that can transport temperature-sensitive goods.

Forward Air is growing its traditional less-than-truckload terminal count. This time it is adding California’s Inland Empire to the roster.

Frozen Food Express is raising linehaul driver pay by 25% for new solo drivers and 20% for team drivers.

Truckload carrier Titan Transfer adds another fleet to the portfolio with the acquisition of JTL Carriers.

Treasury Secretary Steven Mnuchin had his day in court so to speak. He said he stands behind the YRC loan and others made, noting that many lawmakers wished Treasury had taken on more risk.

Landstar System announced after the market close on Wednesday what it would do with cash on the balance sheet. The company plans to pay a one-time special dividend of $2 per share in January.

Hub Group’s acquisition ambitions land in the final-mile sector in a $94.5 million deal for non-asset provider NonstopDelivery.

Logistics real estate operator Prologis highlights ways automated warehouse solutions can help offset part of the growing need for logistics space.

ArcBest sees asset-based revenue continue positive streak in November. This is the fourth LTL carrier to report improving trends in the quarter.

YRC Worldwide reports 3% year-over-year increase in November revenue, following a modest decline in October. The company’s overall trends are still lagging those of some competitors.

A recently formed venture between Stockbridge Capital and a Korean pension fund will acquire 23 logistics properties valued at $2 billion.

Daseke receives a “positive” nod from ratings agency as its restructuring initiatives are being noticed.

Old Dominion Freight Line reports further improvement in less-than-truckload trends since the positive August inflection. This is the second carrier in as many days to show that metrics have accelerated through the fourth quarter.

Cold storage warehouse operator RLS Logistics advances growth initiative with the announcement of plans for a new facility serving New England.

Less-than-truckload carrier Saia is the first company to provide an update on shipment trends for the fourth quarter, leaving at least one analyst “encouraged.”

A commission hearing regarding concerns over CARES Act loans made to businesses “critical to maintaining national security” will likely shed more light on the rationale behind the $700 million Treasury loan to YRC.

Penske Logistics plans to acquire Black Horse Carriers, a Chicago-based trucking company with more than 2,000 vehicles and 4,000 employees.

Cold storage heavyweight Lineage Logistics announces the acquisition of Poland’s largest temperature-controlled storage and logistics provider, Pago.

Triten Real Estate Partners announces its latest industrial real estate portfolio addition, picking up the headquarters of Polar Service Centers in a sale-leaseback agreement.

A November supply chain survey shows the rates at which transportation capacity is shrinking and pricing is climbing are increasing.

Temperature-controlled carrier KLLM Transport Services is rolling out “one of the largest” increases to driver pay in the company’s more than 55-year history.

J.B. Hunt adds to its final-mile network through acquisition for the fourth time since 2017. The company announces the acquisition of commercial fitness delivery and installation company Mass Movement.

Elevated demand and tight capacity have highlighted the trucking market for a few months now. Recent data points and commentary suggest this dynamic may not abate anytime soon.

Recent data points as well as updates from retailers suggest this inventory restocking cycle may take a few quarters to fix, meaning the current supply-demand dynamic in trucking could linger.

J.B. Hunt Transport Services announces several changes to the executive roster on Tuesday, including the appointment of John Kuhlow as the company’s permanent chief financial officer.

Forward Air adds to non-airport less-than-truckload service by opening a facility in Bethlehem, Pennsylvania.

Michigan-based DIS Transportation and DIS Express file for Chapter 11 protection after working with a consultant for more than a year to improve operations.

Canada and the U.K. reach an interim trade agreement ahead of the exclusion of the U.K. from CETA at the beginning of 2021.

Management from some of the nation’s largest truckload (TL) carriers are having a tough time distinguishing between peak season and the new normal in a COVID world.

Trucking executives were on hand at Stephens Annual Investment Conference this week, making it known that this cycle is different and that the current market dynamics are here for a while.

The Cass Freight Index returns positive trends for shipments in October. The expectation is strong volumes will continue with the outlook for higher expenditures on the horizon.

YRC head Darren Hawkins has “a lot of confidence” heading into 2021. Network restructuring initiatives are expected to be greatly advanced as the carrier starts accepting delivery of new equipment.

Knight-Swift announces Adam Miller will lead Swift Transportation in addition to his role of CFO at the parent company.

Landstar System inches its fourth-quarter expectations higher but cautions that this trucking cycle may not be different from those in the past.

A Prologis research report highlights the ways warehouse automation is easing the growing pains of e-commerce.

E-commerce fulfillment provider Transportation and Logistics Systems announces plans to acquire delivery and warehousing company Cougar Express.

Management from Schneider National expects tightness in the trucking markets to continue. Inventory restocking will keep truck demand elevated and new capacity is entering the market at a slower pace than in previous cycles.

Flatbed carriers Hornady Transportation and Builder’s Transportation Co. announce the completion of their merger. The deal is part of parent company Daseke’s operational overhaul.

Management from J.B. Hunt sees the current inventory replenishment cycle sustaining a high freight demand environment through the first quarter of 2021.

Radiant Logistics uses cost savings to offset demand declines from COVID-19. The fiscal first quarter sees debt decline further as acquisitions remain on the table.

One of the toughest obstacles for a new trucking company can be finding affordable insurance. Robert Haley, VP of Transportation for USI Insurance Services, and Pierre Laguerre, founder and CEO of Fleeting, discuss tips on risk mitigation for new carriers at FreightWaves LIVE @HOME.

While some truckload carriers posted significantly better-than-expected results, most saw their shares sag as the bullish trucking trade cooled heading into the third-quarter earnings season.

Americold announces another large acquisition, a couple of expansion projects, and informs analysts and investors that the holidays haven’t been canceled.

ArcBest CEO Judy McReynolds talks about the company’s customer service model and how it has helped them thrive throughout the pandemic at FreightWaves LIVE @HOME on Thursday.

Heartland Express raises driver pay 6% across the board and as high as 12% for some.

The need for industry knowledge and strong connections has become key to competing in the crowded logistics venture capital arena.

A survey of supply chain executives shows transportation capacity declines at a slower pace in October. The logistics industry continues to experience “rapid” growth.

Logistics provider ArcBest is experiencing some of the strongest tonnage trends in the company’s history. The year-over-year comparisons turned positive in August and have continued to climb.

Landstar System announced that its CFO was stepping down immediately. President and CEO Jim Gattoni will act as the company’s CFO on an interim basis until a replacement is found.

Logistics provider ArcBest beats third-quarter expectations by 50%. Improved demand and cost management drive the result.

YRC Worldwide announced several changes in its third-quarter report. The biggest was that the carrier has already accessed CARES Act relief money to replenish its fleet.

YRC Worldwide announced that it has accessed the first $75 million of the second tranche of the CARES Act loan it received in July. These funds are to be allocated for upgrades to the fleet.

Flatbed carrier Daseke Inc. cruises past third-quarter forecasts. Operations are likely to improve again in 2021 but high-margin third-quarter project freight could create some tough comparisons.

USA Truck’s third-quarter performance was something management had been foreshadowing for the last few quarters. They were adamant that earnings would improve if the market would cooperate.

Flatbed carrier Daseke Inc. posted a third-quarter result that highlighted the company’s restructuring efforts and easily surpassed analysts’ expectations.

Hub Group sees a strong demand environment continuing as most of its customers are operating with lean inventories. The company expects tight freight fundamentals to create a favorable rate environment in 2021.

USA Truck was able to use a favorable demand backdrop and very tight truck capacity to break a string of four consecutive quarterly losses.

The strength in truckload fundamentals didn’t really show in Schneider National’s third-quarter report. Lower revenue per truck, intermodal rail congestion and brokerage malaise overshadowed the announcement of a $2 special dividend.

Schneider National announces a $2 special dividend answering the mounting questions around the carrier’s future cash deployment. After the $355 million payment, the company still has ample cash to pursue other initiatives.

Prologis Inc. announces the completion of the largest-ever portfolio sale of logistics warehouses in the U.K.

Werner Enterprises sees the current tightness in the truck market continuing into 2021 as inventory restocking will take multiple quarters to accomplish and drivers are in short supply.

Werner Enterprises’ third-quarter result comes in ahead of analysts’ forecasts.

A new report from Prologis shows potential for a “critical shortage” of logistics real estate by early 2021.