Brokerage Gross Margin PressureRising buy rates and a firm spot freight market are squeezing brokerage gross margins and have prompted lower internal margin targets, which reduces profitability headroom.
Regulatory And Capacity DisruptionsRegulatory enforcement and policy changes are creating compliance costs and logistics disruptions that could limit carrier availability and add operational strain on volumes and margins.
Weak Demand And Guidance ReductionsSoft truckload demand and lowered quarterly guidance, alongside analyst cuts to earnings estimates, point to constrained revenue growth and downside risk versus consensus forecasts.