Trucking companies are bracing for a slowdown in their business, with many looking to mergers and acquisitions for growth instead, according to reports this week in The Wall Street Journal.
Freight Slowdown Will Drive More Mergers & Acquisitions
Trucking companies are bracing for a slowdown in their business, with many looking to mergers and acquisitions for growth instead, according to reports this week in The Wall Street Journal.

Private trucking and logistics executives do not expect large contractual rate increases, and demand in the spot market has been soft this month, according a quarterly private trucking conference call hosted by analysts at Cowen and Co. this week, reported WSJ Logistics Report’s Loretta Chao.
Some of the factors behind the pullback in freight include reduced spending on oil and natural gas production, ripple effects from the earlier slowdown at West Coast ports, and harsh winter weather in the first quarter. Many companies ordered too many goods trying to prevent disruption in their supply chains, resulting in high inventories that will take a while to work through.
“I think you will see a significant amount of M&A driven by low growth,” said FedEx Corp. Chairman and CEO Fred Smith at the Journal of Commerce Inland Distribution Conference, reports the Wall Street Journal. “The reality is that a lot of people get put under a lot of pressure when growth slows down. Growth hides a lot of sins and covers up a lot of inefficiencies.”
There have been a number of high-profile mergers recently. FedEx is buying Dutch parcel firm TNT Express, while rival United Parcel Service acquired freight broker Coyote Logistics, and Con-way Inc. was only the latest acquisition for XPO Logistics. On the truckload side, Celadon’s latest buy is Tango Transport, Daseke Inc. has been building up a national flatbed presence with a string of mergers, and companies such as Maverick and Roadrunner had also made acquisitions in recent months.
More Fleet Management

From Diesel Prices to Cyberattacks: How the Iran War Is Affecting Trucking
The impact of the Iran conflict extends beyond fuel costs, bringing more fraud and cybersecurity risks to the trucking industry.
Read More →
ATA’s Spear Warns Fuel Prices, Trade Policy, and Global Conflict Could Stall Trucking Recovery
Speaking at the TMC Annual Meeting in Nashville, ATA President Chris Spear said trucking faces mounting pressure from rising fuel prices, geopolitical instability, and uncertainty around trade policy.
Read More →
New Entrants, Chameleon Carriers, and Safety: Is It Too Easy to Start a Trucking Company?
More than 100,000 new trucking companies enter the industry each year, but regulators manage to audit only a fraction of them. That churn creates opportunities for inexperienced startups — and for “chameleon carriers” that shut down after safety violations and reappear under new identities. Read more from Deborah Lockridge in this commentary.
Read More →
Fleet Managers Invited to Apply for Exclusive HDT Exchange Event
HDTX is an intimate event that connects heavy-duty trucking fleet managers with industry suppliers through small-group discussions, educational sessions, and structured one-on-one meetings.
Read More →
DAT Launches iPhone Widget to Help Owner-Operators Find Loads Faster
New DAT One feature shows top-paying loads directly on an iPhone’s home screen, helping carriers react faster to spot-market opportunities.
Read More →
Optimal Dynamics Launches AI System to Help Carriers Choose Better Freight
Optimal Dynamics says its new Scale platform uses AI agents and optimization to help carriers find and secure freight that improves network balance and profitability.
Read More →
DAT: Flatbed Demand Climbs as Van and Reefer Rates Soften
DAT Freight & Analytics data shows tightening flatbed capacity, easing produce markets, and softening van and reefer rates.
Read More →
Run on Less “Messy Middle” Data Shows Multiple Paths Forward for Truck Powertrains [Watch]
NACFE's Run on Less - Messy Middle project demonstrates the power of data in helping to guide the future of alternative fuels and powertrains for heavy-duty trucks.
Read More →
Federal Court Lets NYC Congestion Pricing Continue
A federal court ruling allows New York City’s congestion pricing program to continue, leaving truck tolls in place for fleets delivering into Manhattan.
Read More →
Fontaine Modification Launches Real-Time Truck Modification Tracking Portal
Fontaine Modification has introduced a new customer portal designed to give fleets real-time visibility into the truck modification process, addressing one of the most common questions fleet managers face: “Where’s my truck?”
Read More →
