Werner Q3 Profit Warning, $30M Meth Bust at Laredo, & Fuel Prices Top Trucking Concerns | The Morning Minute

Podcast: FreightCasts · FreightWaves

Opublikowano: 2026-10-20

In this episode, we kick things off by examining the brutal cost pressures hitting carriers in the early stages of the industry's recovery. Werner Enterprises just issued ⁠adjusted earnings guidance that fell significantly below Wall Street expectations⁠, flagging eighteen cents in cumulative headwinds from elevated diesel prices, higher driver recruitment costs, and an insurance reserve adjustment. While truckload carriers have been raising rates for the first time after a nearly four-year downturn, profitability is still being heavily squeezed by early-upcycle cost inflation. Next, we explore the dark side of cross-border logistics as U.S. Customs and Border Prot...