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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.

FedEx said in a filing that it has suffered injury from having to pay the tariffs and that the relief it's seeking from the court would redress those injuries.

Comparable sales, which track performance at locations open at least a year, rose 0.4% in the quarter ended Feb. 1, better than the average of estimates compiled by Bloomberg.

Transportation Secretary Sean Duffy said the efforts aim to modernize and strengthen federal systems used to verify motor carrier identity, ownership and compliance.

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.

TFI International saw earnings and revenue decline as 2025 drew to a close, but CEO Alain Bédard noted LTL segment operating ratio improvement and strong cash flow for the carrier.

A lack of capital investment by the private sector remained a significant headwind. Murray Mullen noted that consumers struggled with inflation as basic needs became more costly.

Alabama-based Second Mile Transport will begin with 145 power units. The company has ordered 195 aluminum 53-foot trailers and already has 70 drivers signed up.

ACT Research preliminary data showed orders increased 20% year over year to 30,800 units. But the data also showed orders fell 27.8% sequentially from 42,684 units.