Rail & Road #trucking#capacity
Is This Trucking Market Different? Why Capacity Won't Flood Back In
Triumph Financial CEO Aaron Graft argues that the current trucking upcycle is more structural than cyclical, with litigation risk, regulatory pressure, and a tight driver market preventing a surge of new capacity. Despite broker margin compression, load sizes are growing, and Triump's factoring data shows a 26% quarter-over-quarter rise in average invoice size, indicating supply tightening rather than demand surge.
Jul 28, 2026 1 source