Topic
volume
Logistics CSX boosts outlook on higher volume and revenue
CSX raised its full-year outlook after reporting strong second-quarter results with volume up 6%, revenue up 10% to $3.93B, and operating income up 17%. Intermodal led volume growth at 9%, but service metrics showed mixed performance with higher dwell and lower trip-plan compliance.
Logistics Cass Freight Index: Truckload Linehaul Rates Rise in June, Volume Recovery Stalls
According to the Cass Freight Index from Cass Information Systems, truckload linehaul rates increased 5.5% year over year in June, marking the 18th consecutive monthly gain. However, freight shipments fell 4.1% year over year, a steeper decline than May's 1.2% drop. Expenditures surged 11.2% y/y, driven by higher rates and a 40% increase in retail diesel prices.
Business Pricing, Not Volume, Drives India Inc in Q1; Crisil Sees 11-11.5% Revenue Growth Despite Supply Disruptions
India Inc's Q1 FY27 corporate revenue is estimated to grow 11-11.5% according to Crisil, driven by pricing rather than volume, a reversal from the past two years. Resilient domestic demand allowed companies to pass on higher input costs, while supply disruptions from the West Asia conflict impacted exporters and construction. Operating profit margins are expected to contract 75-100 bps.
Logistics Port of Long Beach Posts Third-Busiest June on Record Amid Tariff Uncertainty and Front-Loading
The Port of Long Beach reported its third-busiest June on record, handling 779,000 TEUs, a 10.6% year-over-year increase, driven by front-loading ahead of the July 24 tariff deadline. Imports rose 11% while exports dipped 1%, and empty containers increased 14% as carriers clear docks. CEO Noel Hacegaba noted peak season has become a year-round strategy, with shippers moving holiday goods early and AI hardware imports strong. Intermodal surged but slowed rail transport. Trade policy uncertainties include the expiring temporary tariffs, USMCA renegotiation, and a new national security probe on copper.
Logistics US Intermodal Rail Volume Surges 10% but Network Speeds Plunge to Multi-Month Lows
US intermodal rail volume surged 10% last week, according to AAR data, but network slowdowns have pushed train speeds to 10-20 month lows on major railroads. Canadian intermodal volumes are declining, creating a stark North American contrast. The growth is driven by select commodity segments, while crew staffing and fleet capacity constraints pose operational risks.
Logistics Intermodal Volume Surge Slows Big Four U.S. Rail Systems, Analyst Warns
A surge in intermodal volume since Memorial Day is slowing train speeds across the four largest U.S. Class I railroads. Analyst Rick Paterson reports that BNSF and Union Pacific are at 10-month lows, Norfolk Southern near a 20-month low, and CSX at a seven-year low as shippers flee high trucking costs.
Logistics Cass Report: Freight Volume Recovery On Track for Second Half of 2026
The Cass Freight Index multimodal shipments component fell just 1.2% year over year in May, the smallest decline in 18 months, signaling a volume recovery in the second half of 2026. Expenditures jumped 7.5% YoY and the TL linehaul index rose 6.9% YoY, the largest gain in nearly four years. Supply constraints from tighter enforcement of driver rules are pushing rates higher.