Truckload stocks saw a 40% increase before earnings season, mirroring rising tender rejections and spot rates. However, a tech company’s claim to revolutionize the industry caused a selloff in 3PL and asset-based carrier stocks. J.B. Hunt reported positive results, citing cost reductions and market share gains. Knight-Swift’s earnings fell short but expects margin improvement in 2026. Schneider’s outlook missed expectations due to weather-related costs. Covenant Logistics posted a loss due to regulatory challenges. Heartland Express marked its 10th straight loss but noted some positive signs. Werner Enterprises restructured its one-way unit and acquired FirstFleet.

Read more at Yahoo Finance: TL stocks take wild ride into, out of Q4 earnings season