Capacity Tightening & Market Correction

The trucking industry is entering a new phase — and it’s not just another cycle. It’s a correction.

📉 What the Data Shows

• Class 8 truck production is down, signaling caution from OEMs and fleets alike.
• Carrier profitability is near recession levels, especially for small fleets and owner-operators.
• Fleets are hesitant to add equipment, waiting for clearer signals before investing in growth.

This isn’t just noise — it’s the early phase of a capacity correction.

🔍 Why It Matters

Capacity tightening means fewer trucks chasing freight.
It means spot rates begin to rise.
It means shippers lose leverage.
And it means brokers who operate with discipline, not desperation, start gaining ground.

Everyone’s asking the same question:
Is this the bottom? Or the start of a rebound?

I would say the start of a rebound !!!