Comment / Old Dominion, XPO, Saia... and driver shortage ‘my arse’ (remake)

ID 10256215 © Orientaly | Dreamstime.com

It was a rather eventful week for US land transport ahead of Q3 23 earnings season, with several household names in the LTL space releasing their preliminary operational metrics.

(And on top of that, a heated debate on whether the driver shortage is real or not, made today’s musings even more compelling.)

First things first

In a nutshell, Old Dominion remains the dominant force in the segment while the July and August volume readings for Saia and XPO were less impactful. For its part, ...