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Amazon's freight push sinks LTL stocks but analysts say investors overreacted
Shares of major less-than-truckload (LTL) transportation companies fell on Wednesday. The decline came after Amazon unveiled a broader expansion of its freight business, raising concerns that the e-commerce giant could become a stronger competitor in the freight and logistics market.
Amazon Extends LTL Service to Selling Partners' Warehouses and Distributors
Businesses of all sizes can now use Amazon's less-than-truckload (LTL) service to move freight into their own warehouses, between their own facilities, and to their retail partners and distributors.
Old Dominion Unveils Solid LTL Unit Performance for May
ODFL's May LTL revenue per day rose 12.3% as revenue per hundredweight climbed, though shipments and tons per day fell.
Old Dominion Unveils Weak LTL Unit Performance for February
ODFL's revenues per day fall 3.3% year over year in February 2026, owing to 6.8% decrease in LTL tons per day, partially offset by an increase in LTL revenue per hundredweight.
Old Dominion Unveils Weak LTL Unit Performance for November
ODFL's revenue per day fell 4.4% year over year in November 2025, owing to a 10% decrease in LTL tons per day, partially offset by an increase in LTL revenue per hundredweight.
Knight-Swift Transportation: Repricing The Cycle
Knight-Swift Transportation is positioned to benefit from a freight cycle upswing, cost margin improvement, and strategic LTL expansion. Industry capacity exists, and regulatory crackdowns are tightening supply, while spot load-to-truck ratios are rising, signaling an imminent rebound in rates. The company's LTL segment has grown rapidly, with new terminals and acquisitions setting the stage for higher utilization and margin expansion by 2026-27.
Old Dominion Unveils Weak LTL Unit Performance for August
ODFL's revenue per day fell 4.8% year over year in August 2025, owing to a 9.2% decrease in LTL tons per day, partially offset by an increase in LTL revenue per hundredweight.
Knight-Swift Transportation: Reiterate Hold Until Earnings Growth Inflects Upwards
Knight-Swift's Q2 results showed improved execution, EPS beat, and reinstated guidance, suggesting the worst may be over but not a full recovery yet. Truckload segment margins improved due to cost controls and U.S. Xpress integration, while LTL saw strong revenue growth from network expansion. Headwinds persist: TL pricing remains soft, LTL margins are pressured by integration costs, and asset-light segments continue to underperform.
Old Dominion Unveils Weak LTL Unit Performance for May 2025
ODFL's revenue per day fell 5.8% year over year in May 2025, owing to an 8.4% decrease in LTL tons per day, which was partially offset by an increase in LTL revenue per hundredweight.
Old Dominion Posts Weak LTL Unit Performance for February
ODFL's revenue per day fell 5% year over year in February 2025, owing to a 7.1% decrease in LTL tons per day, which was partially offset by an increase in LTL revenue per hundredweight.
Old Dominion Posts Weak LTL Unit Performance for November
ODFL reports revenue per day decline of 8.2% year over year in November 2024 due to an 8% decrease in LTL tons per day and a slight decrease in LTL revenue per hundredweight.
Old Dominion Posts Weak LTL Unit Performance for August
ODFL's revenue per day fell 5.2% year over year in August 2024, owing to a 6.1% decrease in LTL tons per day.
