FedEx Freight's Pricing Power Is Paying Off

8-K filing — FedEx Freight Holding Company, Inc. (FDXF)

Filed: 2026-09-02 AccNo: 0001104659-26-104793 Size: 188 KB Item 8.01: Other Events

Shares of logistics and freight-related companies are trading lower as oil prices rise after the U.S. and Iran exchanged blows, driving concerns about higher fuel costs and broader inflationary pressures.

Shares of logistics and freight-related companies are trading lower after President Trump said in a social media post that tariffs on cars, trucks, automotive parts and steel from Canada will be increased to 50% from January 1, 2027. The tariffs are likely to curtail the profitability of lucrative U.S.-Canada cross-border logistics routes.

Bill Gates’ Foundation Cut $800 Million in Q2 From Warren Buffett’s Berkshire Hathaway — Here’s Where It Put the Money Instead

The Gates Foundation cut its Berkshire Hathaway stake by over $800M in Q2 and initiated a brand-new position in Home Depot.

Old Dominion Unveils Solid LTL Unit Performance for August

Old Dominion Freight Line (ODFL) reported 12.4% year-over-year revenue per day growth in August 2026, driven by increased LTL revenue per hundredweight, despite a 0.9% decline in tons per day. Quarter-to-date LTL revenue per hundredweight rose 11.3% (4.8% excluding fuel surcharges). CEO Marty Freeman expressed confidence in the company's strategic positioning and capacity to capture profitable market share.

8-K filing — OLD DOMINION FREIGHT LINE, INC. (ODFL)

Filed: 2026-09-03 AccNo: 0000878927-26-000025 Size: 237 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits