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Ford warned profit this year will see a sharp drop on the growing fallout from President Donald Trump’s tariffs, underscoring the policy shifts in Washington that are upending the auto industry.

Profit and revenue at Old Dominion Freight Line fell in the second quarter, but senior executives said clarity is growing on how the ongoing freight recession might start to see an upturn.

Landstar System’s revenue and earnings declined from the prior year during the second quarter of 2025, the company reported July 29.

ArcBest experienced a year-over-year decline in revenue and earnings amid the continuing soft freight environment during the second quarter of 2025, the company reported July 30.

A pair of favorable financial outcomes tied to legal and business proceedings helped lift Werner Enterprises’ bottom-line results in the second quarter of 2025, the company reported July 29.

Mondelez International posted quarterly results that topped estimates but reiterated its annual outlook.

UPS' revenue and earnings declined amid an uncertain and complex trade environment during the second quarter of 2025, the company reported July 29.

“We’re most affected by the [tariff] instability in our industrial truckload base in the U.S.,” TFI CEO Alain Bédard said during a July 28 conference call with investors.

Heartland Express' losses tripled year over year in Q2 of 2025 as revenue slumped at the truckload carrier, which continued to struggle to turn a profit at divisions acquired in recent years.

United Rentals revenue increased in the second quarter of 2025, but profit dipped as costs rose faster than revenue.