Transportation Sector

UPS and PayPal both raise guidance on the same day, validating multi-year restructuring bets

UPS lifted its 2026 revenue outlook to $91.2B and PayPal bumped profitability guidance as both companies report restructuring gains.

Freight demand is recovering, but rising oil prices and new tariffs are already pressuring the rebound

Rail carriers post stronger Q2 results as freight demand firms, while $100 oil and Section 301 tariff shifts create new cost headwinds for logistics operators.

FedEx CEO calls current supply chain upheaval the biggest shift in 35 years as trade routes redraw globally

FedEx CEO Raj Subramaniam says tariffs and geopolitics are forcing a full rewiring of global trade, while South Africa's logistics sector signals its own struct

Supply chain leaders face diverging demands as consumer and industrial sectors split

Consumer sentiment is softening while parts of the industrial economy hold firm, forcing supply chain leaders to plan for two markets at once.

BTS freight dashboard expands CPKC rail data as agencies track live supply chain stress points

The BTS supply chain dashboard now integrates CPKC rail metrics weekly, giving ops teams a unified view of post-merger rail performance alongside port, truck, a

Building a Resilient LTL Sector: Trust and Relationships are at the Core

Industry veterans reveal why personal connections matter more than technology in securing long-term logistics success

Navigating the Highways of Driver Recruitment and Retention

Industry experts reveal why driver shortages persist despite decades of recruitment innovation and what's actually working to keep drivers in their seats