Long Distance Specialized Freight Trucking NAICS 484230

Mar 20, 2026 - Trucking Dominates North American Transborder Freight Volume

• Trucking dominated US transborder freight in 2025, according to the Bureau of Transportation Statistics, cementing its position as the backbone of North American commerce. Of the $1.6 trillion in total freight moved between the US, Canada, and Mexico across all modes, surface transportation accounted for more than 80% by value - and trucks led the way. Trucking carried 55.7% of all US-Canada freight value and an even more commanding 73.6% of US-Mexico freight value. By comparison, rail (trucking's closest surface competitor) captured just 12.6% of the Canadian corridor and 10.9% of the Mexican corridor. Overall transborder freight fell 1% in 2025, with US-Canada trade declining 6.4% to $712.8 billion, while US-Mexico trade bucked the trend, rising 3.9% to $872.8 billion, a potential bright spot for truckers given their outsized share of that corridor.
• Disruptive winter storms in the US triggered a sharp, short-term surge in spot trucking rates, with specialized capacity seeing the biggest gains. According to DAT Freight & Analytics, overall spot load posts jumped 40% week over week after snow and ice snarled major freight corridors. Temperature-controlled (reefer) spot rates rose 15 cents in a week as shippers leaned heavily on refrigerated trucks to protect freight from freezing, while dry-van rates climbed 11 cents, the largest seven-day increase in more than three years. Analysts said the reaction was amplified by less available capacity, leaving little room to absorb weather shocks. Carriers including Knight-Swift and Old Dominion cited regulatory pressures and early signs of improving demand as potential boosts for specialized fleets. Still, economists cautioned that, without a broader recovery in housing and freight volumes, the spike may remain weather-driven rather than the start of a sustained boom.

• In 2025’s sluggish freight market, health care logistics stood out as a growth bright spot for US carriers, drawing strategic expansion and investment. UPS bolstered its health care business by completing a $1.6 billion acquisition of Andlauer Healthcare Group, enhancing temperature-controlled and time-sensitive transport for pharmaceuticals and medical devices. DHL Supply Chain expanded US capabilities by buying Nashville-based CryoPDP and Tampa-based SDS Rx, strengthening specialty pharmaceutical, biopharma and final-mile services. These deals reflect carriers’ efforts to build high-margin health care networks and meet rising demand for cold chain and clinical logistics services. FedEx also reported plans to grow its health care revenue to about $9 billion in fiscal 2025 as it pursues new business. The segment’s resilience and specialized needs, including temperature control and rapid delivery, position it as a key vertical for US logistics firms amid broader freight market challenges.
• Specialized freight carriers are increasingly adopting mobile truck repair services to minimize downtime and enhance operational efficiency. These services dispatch skilled technicians equipped with advanced diagnostic tools directly to the fleet's location, enabling on-site repairs ranging from routine maintenance to complex mechanical issues. This approach is particularly advantageous for carriers operating in remote or underserved areas, where access to traditional repair facilities may be limited. By reducing the need for vehicles to travel to distant shops, mobile repairs help carriers maintain consistent service levels and meet tight delivery schedules. Additionally, mobile services can be more cost-effective, as they often eliminate towing fees and reduce labor costs associated with transporting vehicles to repair centers.