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A combination of front-loaded cargo late last year, shifting tariff expectations and uneven inventory drawdowns shaped the softer start for U.S. ports in 2026.

ACT Research preliminary net data for January showed orders rose 9% year over year to 23,000 units while also marking a sequential decline of 8% compared with December.

The ATA For-Hire Truck Tonnage Index increased 0.4% in January to 113 from 112.5 in December as the industry regained some freight activity it lost in 2025.

After the Supreme Court struck down President Trump’s global tariffs, transportation firms face uncertainty over whether and how billions in collected duties will be refunded.

Forward Air posted a fourth-quarter loss of $36.4 million while focusing on its improvement initiatives, the company reported Feb. 23.

The Salt Lake City-based commercial truck dealer described the move as a significant milestone in its ongoing growth strategy and long-term strategic planning.

The U.S. Supreme Court in its 6-3 majority ruling overturning President Donald Trump’s use of emergency powers to implement tariffs offered a firm indictment of the president’s actions.

FedEx CEO Raj Subramaniam believes technological advancements around digital intelligence have set the current moment apart, with their ability to act as a value multiplier.

GXO achieved record revenue for the fourth quarter and in 2025, the company reported Feb. 10. Total revenue was $3.51 billion in Q4 and $13.2 billion for the full year.

The typical year‑end push inflates December totals, making a sharp January drop unsurprising, though ACT Research noted this year’s decline was larger than seasonal norms.