Pricing is running about 12.5% above a year ago and 29% above May 2021, after March posted a 7% year-on-year increase.
The rise is linked to tighter truckload conditions, with contract van rates climbing more sustainably and some shippers shifting freight into LTL by breaking up full truckloads.
Average shipment weight has risen about 11% this year, while January and February had annual declines; unlike truckload, LTL pricing is mostly contract-based, slower-moving and stickier.
Could the ongoing LTL rate surge and density-based pricing reforms fundamentally change how U.S. shippers manage their supply chains in 2026?
With diesel prices and contract rates soaring, are small LTL carriers at risk of collapse—or could new technology level the playing field?
How might the FedEx Freight spin-off and further consolidation among top LTL carriers reshape competition and service for shippers this year?