The trucking industry has experienced a challenging year, yet some companies reported slight improvements during Q2 earnings calls. Analysts noted that while overall revenues remain down, firms like Knight-Swift and Werner Enterprises expressed optimism for the latter half of the year due to potential project benefits and positive momentum in logistics. However, uncertainty persists, particularly regarding U.S. tariff policies and regulatory changes impacting labor, with executives cautioning against overly optimistic projections for a market turnaround.

Source: https://www.supplychaindive.com/news/carriers-q3-q4-2025-outlooks-market-conditions-challenges/759164/