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Stifel Nicolaus

Class 8 Orders Climb 4% in April

Class 8 truck orders had a solid month in April, meeting expectations and beating the previous month, according to early numbers from FTR and ACT Research.

Gauging Trucking’s Digital Disruptors

No fewer than five technology-based “disruptors” to freight transportation were identified in a recent survey of carrier/3PL/broker, shipper and trucking supplier executives conducted by Princeton Consulting.

Old Dominion Riding High as LTL Evolves

How has the less-than-truckload business changed over the past decade? Stifel Transportation & Logistics Research Group decided to explore that topic in a recent note to investors.

Understanding the Driver Shortage

For truckload carriers, the number one problem is the driver shortage – but the reasons go beyond pay, said Stifel's John Larkin at TMW Systems’ annual user conference in Nashville Monday.

Driver Shortage Moves Beyond Truckload; Worst Yet to Come

Driver turnover, a problem that has traditionally plagued longhaul, irregular-route truckload fleets, is now affecting every type of fleet in the industry – and it's only going to get worse, according to industry analysts at investment advisory firm Stifel.

Stifel: Soft Economy Makes Rate Hikes Tough, Despite Driver Shortage

Although a "cavalcade of regulations" is expected to make it harder than ever to find drivers, an economy that continues to grow at a sub-potential rate means fleets don't have a lot of leverage when it comes to raising rates, according to John Larkin and fellow transportation analysts at the Stifel Nicolaus investment firm.