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Schneider experienced revenue growth in the third quarter from the previous year even as a slowing market and claims costs dragged down earnings, the company reported Oct. 30.

The company posted a $271 million profit in Q3 2025, down 12.2% compared with $308.6 million last year. Revenue was $1.41 billion, a 4.3% decrease compared with $1.47 billion.

The results suggest CEO Carol Tomé’s revival efforts are gaining traction after UPS struggled with slow demand, high expenses and uncertainty fueled by tariffs.

Customers are telling J.B. Hunt it has been a shipper’s market for longer than any of them expected, but they expect change in the market soon, said Director of Intermodal Pricing Amy Horn.

Executives told analysts the most recent quarter’s performance boded well for the coming quarters in spite of continued economic uncertainty. Overall, revenue was little changed.

Paccar expects to seize a bigger U.S. heavy-duty truck market share and to be able to increase prices once the Section 232 import tariffs on medium- and heavy-duty trucks and parts go live.

USA Truck’s business model does not fit DSV’s vision for asset-light North American on-road operations, the company said in a report accompanying the most recent quarter’s results.

ACT noted continuing concerns over moderating economic activity, weak for-hire carrier profitability and ambiguous government policy remain as challenges to trailer demand.

"September’s tonnage level was essentially the same as in September 2023, underscoring the tough freight market over the last few years,” said ATA Chief Economist Bob Costello.

The company posted net income of $7.86 million, or 5 cents a diluted share, for the three months ended Sept. 30. That compared with $30.5 million, 19 cents, a year earlier.