Summary
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The Wall Street Journal Logistics Report declared the end of America's four-year trucking downturn, with industry data showing tonnage, spot rates, and contract renewals all turning up in Q2 2026. Truckload demand has been lifted by tight LTL capacity spillover, hurricane-rebuild construction freight, and a manufacturing renaissance in the Sunbelt. The cycle turn comes as carriers entered 2026 with the leanest fleet size in over a decade, creating conditions for sustained margin recovery. Shippers are already seeing GRI attempts of 5%-8% on dry van contracts and tighter carrier rejection of lowball RFP bids.