FreightCasts

FreightWaves

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

  1. Phantom Capacity Squeezes Cross-Border Freight, Wabtec Q1 Beats, & TFI's Mixed Results | The Morning Minute

    9 HR AGO

    Phantom Capacity Squeezes Cross-Border Freight, Wabtec Q1 Beats, & TFI's Mixed Results | The Morning Minute

    In this episode, we kick things off by examining a puzzling phenomenon in cross-border logistics where capacity appears plentiful on paper but remains brutally tight in practice. According to Uber Freight's senior vice president overseeing cross-border operations, the real constraint isn't a lack of drivers overall but rather a critical shortage of drivers who meet increasingly stringent compliance and security standards. With northbound demand into the U.S. running two to three times higher than southbound flows and uncertainty around the upcoming USMCA review slowing nearshoring investment, carriers are struggling to reposition equipment fast enough to keep pace with U.S.-bound freight. Shifting gears to the rails, we examine how rail technology giant Wabtec delivered a powerful start to 2026 with solid execution across both its freight and transit divisions. First quarter revenue grew 13% to $2.95 billion while adjusted earnings per share surged 18.9% to $2.71, driven by a 52.5% jump in equipment sales from higher locomotive deliveries and a remarkable 75.7% increase in digital sales fueled by strategic acquisitions. On the strength of these results, Wabtec raised its full-year adjusted earnings per share guidance by 20 cents at the midpoint, projecting growth of 16.5% for 2026. Finally, we unpack the contrasting fortunes at a major Canadian transportation company where TFI International's Truckload sector improved while its LTL division struggled in the first quarter. TFI handily beat Wall Street expectations with non-GAAP earnings per share of 69 cents—8 cents above consensus—as its Truckload segment posted a 14.32% jump in operating income and adjusted EBITDA growth exceeding 4%. However, the less-than-truckload division saw its combined operating ratio deteriorate 220 basis points to 95.3% and operating income decline 35.12%. Despite the mixed performance, management issued strong second quarter guidance, projecting adjusted diluted earnings per share of $1.50 to $1.60—more than double the first quarter result. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
  2. From Homeless in Seattle to Automating 100-Truck Fleets | WHAT THE TRUCK?!?

    1 DAY AGO

    From Homeless in Seattle to Automating 100-Truck Fleets | WHAT THE TRUCK?!?

    In this Monday edition of What the Truck, hosts Malcolm Harris and Michael “The Dude” Vincent dive into the latest headlines shaking up the supply chain world, starting with the legal showdown between New York’s Attorney General and the federal government over CDL funding. The duo breaks down the sophisticated new “Trojan Driver” cargo theft scam and discusses the recent wave of trucking bankruptcies, debating whether these failures stem from a poor economy or irresponsible growth. They also explore the shifting landscape of marijuana scheduling and its complex implications for mandatory drug testing in safety-sensitive transportation roles. Later in the show, the hosts are joined by Loki Cheema (Founder and CEO) and Alex Krutchten (Chief Growth Officer) of Hemut. Cheema shares his incredible journey from homelessness to industry leader, explaining how his gritty background inspired a technology firm dedicated to empowering truckers. The Hemut team discusses their hands-on approach to implementing AI and automation, emphasizing that technology should serve as a tool to help human operators succeed rather than a means to replace them. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - TRUCKSTOP⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  3. NY's $73M CDL Battle, Descartes Buys Idelic for $28M, & GATX VP Joins Coalition Board | The Morning Minute

    1 DAY AGO

    NY's $73M CDL Battle, Descartes Buys Idelic for $28M, & GATX VP Joins Coalition Board | The Morning Minute

    In this episode, we kick things off by examining a high-stakes legal showdown as New York Attorney General Letitia James files a lawsuit against the Department of Transportation to block the withholding of approximately $73 million in federal highway funding from the state. The federal government claims New York improperly issued commercial driver's licenses to non-domiciled individuals and is demanding revocation, while Governor Kathy Hochul pushes back hard, calling the action political payback. Next, we explore a major acquisition in the logistics technology sector as Descartes Systems Group announced it has acquired Pittsburgh-based fleet safety solutions provider Idelic for $28 million in cash. Idelic's AI-powered platform brings a massive dataset to the table, including over 40 billion miles of driving data and more than 400,000 accident reports, designed to predict driver risk and optimize safety training interventions across fleets. Finally, we cover a strategic expansion in freight infrastructure leadership as the Coalition for America's Gateways and Trade Corridors voted to add GATX Corporation's Wes Lujan to its board of directors for a three-year term. Lujan, vice president of Government and Industry Affairs for the railcar and locomotive lessor, will bring critical private-sector perspective as the coalition guides federal investment and policy decisions during the upcoming surface transportation reauthorization debates in Congress. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min

About

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

You Might Also Like