Logistics & Supply Chain — Trucking Bankruptcies Accelerate as Freight Market Sends Mixed Signals: Capacity Tightening Meets Carrier Distress

Logistics & Supply Chain · 2026-04-15

TODAY'S SIGNAL — The U.S. freight market is in a rare transitional state where contradictory forces are colliding simultaneously. Cass data confirms freight volumes and capacity are tightening in March, yet small trucking firms are filing bankruptcy at an accelerating pace—a classic shakeout pattern where weakened carriers exit just as conditions begin to improve, setting the stage for a sharper…