v3.26.1
Segment Reporting (Tables)
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Summary of Segment Reporting Information
The following tables summarize our segment information. Inter-segment revenues within Other include revenues from insurance premiums charged to other segments for workers’ compensation, auto, and other types of insurance. Inter-segment revenues included in Other revenues below were $30.2 million and $25.0 million for the three months ended June 30, 2026 and 2025, respectively, and $59.9 million and $48.1 million for the six months ended June 30, 2026 and 2025, respectively .
Segment Revenues and ExpensesThree Months Ended June 30, 2026
 (in millions)
TruckloadIntermodalLogisticsTotal
Revenues (excluding fuel surcharge)$627.6 $262.0 $376.1 $1,265.7 
Fuel surcharge revenues165.7 73.8 2.2 241.7 
Segment operating revenues793.3 335.8 378.3 1,507.4 
Other revenues103.7 
Elimination of inter-segment revenues(41.1)
Elimination of inter-segment fuel surcharge revenues(1.3)
Operating revenues1,568.7 
Salaries, wages, and benefits271.7 43.8 25.6 
Purchased transportation, fuel, and fuel taxes214.0 219.7 304.2 
Depreciation and amortization83.3 12.9 0.2 
Operating supplies and expenses-net80.7 17.6 16.5 
Other segment expenses(1)
92.2 23.4 19.7 
Segment income from operations$51.4 $18.4 $12.1 81.9 
Corporate and other loss from operations—net(10.5)
Income from operations71.4 
Total other expenses—net5.8 
Income before income taxes$65.6 
Segment Revenues and ExpensesSix Months Ended June 30, 2026
 (in millions)
TruckloadIntermodalLogisticsTotal
Revenues (excluding fuel surcharge)$1,245.6 $515.5 $688.4 $2,449.5 
Fuel surcharge revenues276.8 117.5 3.6 397.9 
Segment operating revenues1,522.4 633.0 692.0 2,847.4 
Other revenues203.3 
Elimination of inter-segment revenues(81.4)
Elimination of inter-segment fuel surcharge revenues(2.1)
Operating revenues2,967.2 
Salaries, wages, and benefits541.6 86.1 50.2 
Purchased transportation, fuel, and fuel taxes386.8 411.0 552.0 
Depreciation and amortization167.6 25.9 0.3 
Operating supplies and expenses-net169.2 34.4 31.9 
Other segment expenses(1)
185.6 46.3 39.0 
Segment income from operations$71.6 $29.3 $18.6 119.5 
Corporate and other loss from operations—net(14.7)
Income from operations104.8 
Total other expenses—net12.0 
Income before income taxes$92.8 
Segment Revenues and ExpensesThree Months Ended June 30, 2025
 (in millions)
TruckloadIntermodalLogisticsTotal
Revenues (excluding fuel surcharge)$622.2 $265.1 $339.6 $1,226.9 
Fuel surcharge revenues97.7 40.4 1.4 139.5 
Segment operating revenues719.9 305.5 341.0 1,366.4 
Other revenues96.8 
Elimination of inter-segment revenues(41.7)
Elimination of inter-segment fuel surcharge revenues(1.0)
Operating revenues1,420.5 
Salaries, wages, and benefits268.5 44.4 29.6 
Purchased transportation, fuel, and fuel taxes154.1 190.6 269.0 
Depreciation and amortization84.7 13.2 0.3 
Operating supplies and expenses-net79.9 19.0 15.0 
Other segment expenses(1)
92.6 22.2 19.2 
Segment income from operations$40.1 $16.1 $7.9 64.1 
Corporate and other loss from operations—net(9.1)
Income from operations55.0 
Total other expenses—net7.6 
Income before income taxes$47.4 
Segment Revenues and ExpensesSix Months Ended June 30, 2025
 (in millions)
TruckloadIntermodalLogisticsTotal
Revenues (excluding fuel surcharge)$1,235.9 $525.5 $671.6 $2,433.0 
Fuel surcharge revenues198.5 82.8 2.9 284.2 
Segment operating revenues1,434.4 608.3 674.5 2,717.2 
Other revenues185.5 
Elimination of inter-segment revenues(78.2)
Elimination of inter-segment fuel surcharge revenues(2.2)
Operating revenues2,822.3 
Salaries, wages, and benefits538.1 87.9 59.3 
Purchased transportation, fuel, and fuel taxes314.7 383.0 529.6 
Depreciation and amortization169.8 26.4 0.5 
Operating supplies and expenses-net162.3 36.2 28.9 
Other segment expenses(1)
184.3 44.9 40.2 
Segment income from operations$65.2 $29.9 $16.0 111.1 
Corporate and other loss from operations—net(14.0)
Income from operations97.1 
Total other expenses—net14.9 
Income before income taxes
$82.2