Long Distance General Freight Trucking

Industry Profile Report

Dive Deep into the industry with a 25+ page industry report (pdf format) including the following chapters

Industry Overview Current Conditions, Industry Structure, How Firms Operate, Industry Trends, Credit Underwriting & Risks, and Industry Forecast.

Call Preparation Call Prep Questions, Industry Terms, and Weblinks.

Financial Insights Working Capital, Capital Financing, Business Valuation, and Financial Benchmarks.

Industry Profile Excerpts

Industry Overview

The 57,300 long distance general freight trucking companies in the US provide truckload (TL) and less-than-truckload (LTL) transportation services between cities and across the country. TL trucks carry a load for a single customer, transporting the load directly to its destination. LTL trucks carry goods for more than one customer and make multiple stops to drop-off and pick-up freight. These trucking firms transport a wide variety of goods and may also provide services such as warehousing, packaging, and customs brokering for international transport. Long distance trips typically exceed 250 miles.

Volatility of Fuel Costs

Fuel consumption is a major expense for trucking companies, with nine miles to the gallon of diesel considered a good MPG range.

Rising Need for Drivers

Because of truck drivers’ difficult lifestyle and time spent away from home, many companies have trouble finding and retaining qualified long-haul drivers.

Industry size & Structure

A typical long distance general freight trucking company operates out of a single location, employs fewer than 20 workers, and generates about $4-5 million annually.

    • The long distance general freight trucking industry consists of about 57,300 companies, which employ about 804,000 workers and generate about $252 billion annually.
    • The truckload (TL) segment of the industry accounts for 88% of firms and 71% of industry revenue. The less than truckload (LTL) segment accounts for 12% of firms and 29% of industry revenue.
    • The TL segment is fragmented with the 20 largest firms representing 30% of the segment’s revenue. The LTL segment is concentrated with the 20 largest firms representing 77% of the segment’s revenue.
    • Large companies include Schneider, Old Dominion, YRC Freight, Swift Transportation, JB Hunt, and Werner Enterprises.
                                  Industry Forecast
                                  Long Distance General Freight Trucking Industry Growth
                                  Source: Vertical IQ and Inforum

                                  Recent Developments

                                  Nov 6, 2024 - Shipments and Spending Decrease
                                  • Truck freight shipments and spending continued decreasing in the third quarter, albeit at a slower pace than earlier this year, according to the US Bank Freight Payment Index. Shipments decreased 1.9% compared to the previous quarter while spending decreased 1.4%. It was the ninth consecutive quarterly decrease in volume but the smallest decrease in more than a year.
                                  • The marginal cost of operating a truck increased 0.8% year over year in 2023 to $2.27 per mile, according to the American Transportation Research Institute. Expenses rose moderately across most categories, with average costs across line-items increasing at less than half the rates experienced during 2021 and 2022. Truck and trailer payments increased 8.8% to $0.360 per mile, driver wages increased 7.6% to $0.779 per mile, and repair and maintenance costs increased 3.1% to $0.202 per mile. The exception was truck insurance premiums, which increased 12.5% to $0.099 per mile after two years of negligible change.
                                  • The total cost of ownership of a battery electric long-haul truck will likely be lower than that of a diesel one in the US by 2030, according to the International Council on Clean Transportation. A Council report looked at a number of states including California, Georgia, and New York, and found that the relatively high upfront cost for electric trucks are balanced out by lower operating expenses. The entire transportation sector is slowly shifting toward electrification, according to the report. Electric vehicles made up 18% of sales of new passenger vehicles in 2023.
                                  • Long distance general freight trucking industry employment and average wages for nonsupervisory employees increased slightly during the first nine months of 2024, according to the US Bureau of Labor Statistics. Heavy duty truck sales have rebounded from a 2020 pandemic-driven trough to pre-pandemic levels, according to the US Bureau of Transportation Statistics. Long distance general freight trucking industry sales are forecast to grow at a 3.56% compounded annual rate from 2024 to 2028, slower than the growth of the overall economy, according to Inforum and the Interindustry Economic Research Fund, Inc.
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