摘要: |
THERE'S A SHARP, TELLING CONTRAST among yields of trucking companies, depending on which niche they're operating, and an expected slow first half for freight demand has morphed into uncertain expectations for the rest of the year. Most truck-load (TL) executives are hoping for a second-half rebound to make up for a below-par first half. "You'll see things improve as inventories go down," said Greg Orr, president of CFI, a major truckload carrier. "The big question mark in my mind is what's happening in China? Inbound quantities are down, specifically in TL. But I believe the back half of the year will be a lot better than the first half." That's on the $332 billion TL side, where the largest carrier, Knight-Swift, barely has 1% market share. For a big change, demand and pricing are a bit different on the smaller, $58 billion less-than-truckload (LTL) side, where the top 25 carriers control 85% of the market. |