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LTL market remains soft as carriers target quality freight
Overall LTL market conditions
Recent earnings releases from several major less than truckload (LTL) carriers have reflected a persistent soft freight environment, characterized by declining tonnage, shipments, and revenue. While operating ratios—an indicator of overall profitability—have seen slight declines, carriers are strategically pricing freight in regions where they’ve acquired terminals and networks.
This is not indicative of a broad intent to reduce rates. Rather, carriers are being selective in targeting freight that’s well-aligned to their footprint and sustainable. As always, the specific characteristics of each shipment remain a key factor in how carriers evaluate and price business opportunities.
Freight classification changes in effect
Following the National Motor Freight Classification (NMFC) updates that took effect on July 19, 2025, carriers are focused on managing the impact of classification changes on invoicing. Early indications suggest a relatively smooth transition, supported by direct customer outreach and deployment of C.H. Robinson artificial intelligence to classify LTL freight. While some carriers are temporarily accepting both the old and new standards to ease the transition, no significant delays in implementation have been observed.
C.H. Robinson closely monitors National Motor Freight Traffic Association (NMFTA) guidelines and carrier-specific updates and is well-positioned to support customers through the varying timelines and requirements.
How to succeed in today’s LTL market
With LTL carriers expanding their use of dimensioning technology to check freight weight and dimensions and the associated classification, it’s important for shippers to update their internal systems and processes to ensure accuracy. Leveraging technology and providing accurate shipment data will help avoid reclassification charges and make for smoother carrier interactions during this transition period.
For the most competitive rates, C.H. Robinson has the largest network of LTL carriers and can help align the characteristics of your freight with carrier preferences for a strategic fit.