Cass Freight Index shows June shipments fell 4.1% year-over-year while expenditures rose 11.2%

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โดย Seeking Alpha·Read original
Summary · why it matters

The Cass Freight Index shipments component fell 4.1% year-over-year and 3.1% month-over-month in June, with seasonally adjusted shipments down 2.9% from May, reversing most year-to-date gains. The expenditures component, which measures total freight spend, rose 11.2% year-over-year, accelerating from a 7.5% increase in May, driven mainly by higher rates as volumes declined. Tight capacity continues to lead the rate recovery, while higher fuel prices and declining capacity weigh on goods demand. The report is significant for transportation stocks including Knight-Swift, Werner Enterprises, J.B. Hunt Transport Services, Schneider National, FedEx Freight, Old Dominion Freight Line, Saia, XPO, C.H. Robinson, RXO, ArcBest, Marten Transport, Heartland Express, Universal Logistics Holdings, TFI International, Hub Group, Landstar, UPS, and FedEx.

Impact on stocks 19

Off-coverage companies 1

FedEx FreightPrivate± Mixed
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