| 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 Expenses | | Three Months Ended June 30, 2026 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 627.6 | | | $ | 262.0 | | | $ | 376.1 | | | $ | 1,265.7 | | | Fuel surcharge revenues | | 165.7 | | | 73.8 | | | 2.2 | | | 241.7 | | | Segment operating revenues | | 793.3 | | | 335.8 | | | 378.3 | | | 1,507.4 | | | Other revenues | | | | | | | | 103.7 | | | Elimination of inter-segment revenues | | | | | | | | (41.1) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (1.3) | | | Operating revenues | | | | | | | | 1,568.7 | | | | | | | | | | | | Salaries, wages, and benefits | | 271.7 | | | 43.8 | | | 25.6 | | | | | Purchased transportation, fuel, and fuel taxes | | 214.0 | | | 219.7 | | | 304.2 | | | | | Depreciation and amortization | | 83.3 | | | 12.9 | | | 0.2 | | | | | Operating supplies and expenses-net | | 80.7 | | | 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 operations | | | | | | | | 71.4 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 5.8 | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 65.6 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Six Months Ended June 30, 2026 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 1,245.6 | | | $ | 515.5 | | | $ | 688.4 | | | $ | 2,449.5 | | | Fuel surcharge revenues | | 276.8 | | | 117.5 | | | 3.6 | | | 397.9 | | | Segment operating revenues | | 1,522.4 | | | 633.0 | | | 692.0 | | | 2,847.4 | | | Other revenues | | | | | | | | 203.3 | | | Elimination of inter-segment revenues | | | | | | | | (81.4) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (2.1) | | | Operating revenues | | | | | | | | 2,967.2 | | | | | | | | | | | | Salaries, wages, and benefits | | 541.6 | | | 86.1 | | | 50.2 | | | | | Purchased transportation, fuel, and fuel taxes | | 386.8 | | | 411.0 | | | 552.0 | | | | | Depreciation and amortization | | 167.6 | | | 25.9 | | | 0.3 | | | | | Operating supplies and expenses-net | | 169.2 | | | 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 operations | | | | | | | | 104.8 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 12.0 | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 92.8 | | | | | | | | | | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Three Months Ended June 30, 2025 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 622.2 | | | $ | 265.1 | | | $ | 339.6 | | | $ | 1,226.9 | | | Fuel surcharge revenues | | 97.7 | | | 40.4 | | | 1.4 | | | 139.5 | | | Segment operating revenues | | 719.9 | | | 305.5 | | | 341.0 | | | 1,366.4 | | | Other revenues | | | | | | | | 96.8 | | | Elimination of inter-segment revenues | | | | | | | | (41.7) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (1.0) | | | Operating revenues | | | | | | | | 1,420.5 | | | | | | | | | | | | Salaries, wages, and benefits | | 268.5 | | | 44.4 | | | 29.6 | | | | | Purchased transportation, fuel, and fuel taxes | | 154.1 | | | 190.6 | | | 269.0 | | | | | Depreciation and amortization | | 84.7 | | | 13.2 | | | 0.3 | | | | | Operating supplies and expenses-net | | 79.9 | | | 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 operations | | | | | | | | 55.0 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 7.6 | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 47.4 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Six Months Ended June 30, 2025 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 1,235.9 | | | $ | 525.5 | | | $ | 671.6 | | | $ | 2,433.0 | | | Fuel surcharge revenues | | 198.5 | | | 82.8 | | | 2.9 | | | 284.2 | | | Segment operating revenues | | 1,434.4 | | | 608.3 | | | 674.5 | | | 2,717.2 | | | Other revenues | | | | | | | | 185.5 | | | Elimination of inter-segment revenues | | | | | | | | (78.2) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (2.2) | | | Operating revenues | | | | | | | | 2,822.3 | | | | | | | | | | | | Salaries, wages, and benefits | | 538.1 | | | 87.9 | | | 59.3 | | | | | Purchased transportation, fuel, and fuel taxes | | 314.7 | | | 383.0 | | | 529.6 | | | | | Depreciation and amortization | | 169.8 | | | 26.4 | | | 0.5 | | | | | Operating supplies and expenses-net | | 162.3 | | | 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 operations | | | | | | | | 97.1 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 14.9 | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 82.2 | |
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