| 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 $39.0 million and $39.2 million for the three months ended September 30, 2026 and 2025, respectively, and $98.9 million and $87.2 million for the nine months ended September 30, 2026 and 2025, respectively. | | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Three Months Ended September 30, 2026 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 624.8 | | | $ | 287.7 | | | $ | 372.5 | | | $ | 1,285.0 | | | Fuel surcharge revenues | | 161.5 | | | 76.3 | | | 3.6 | | | 241.4 | | | Segment operating revenues | | 786.3 | | | 364.0 | | | 376.1 | | | 1,526.4 | | | Other revenues | | | | | | | | 109.0 | | | Elimination of inter-segment revenues | | | | | | | | (48.9) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (1.2) | | | Operating revenues | | | | | | | | 1,585.3 | | | | | | | | | | | | Salaries, wages, and benefits | | 270.8 | | | 45.5 | | | 24.5 | | | | | Purchased transportation, fuel, and fuel taxes | | 223.3 | | | 239.5 | | | 302.9 | | | | | Depreciation and amortization | | 81.0 | | | 13.2 | | | 0.1 | | | | | Operating supplies and expenses-net | | 74.0 | | | 19.6 | | | 20.1 | | | | Other segment expenses(1) | | 93.5 | | | 23.6 | | | 28.5 | | | | | | | | | | | | | | Segment income from operations | | $ | 43.7 | | | $ | 22.6 | | | $ | — | | | 66.3 | | | Corporate and other loss from operations—net | | | | | | | | (4.2) | | | Income from operations | | | | | | | | 62.1 | | | | | | | | | | | | Total other income—net | | | | | | | | (3.5) | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 65.6 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Nine Months Ended September 30, 2026 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 1,870.4 | | | $ | 803.2 | | | $ | 1,060.9 | | | $ | 3,734.5 | | | Fuel surcharge revenues | | 438.3 | | | 193.8 | | | 7.2 | | | 639.3 | | | Segment operating revenues | | 2,308.7 | | | 997.0 | | | 1,068.1 | | | 4,373.8 | | | Other revenues | | | | | | | | 312.3 | | | Elimination of inter-segment revenues | | | | | | | | (130.3) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (3.3) | | | Operating revenues | | | | | | | | 4,552.5 | | | | | | | | | | | | Salaries, wages, and benefits | | 812.4 | | | 131.6 | | | 74.7 | | | | | Purchased transportation, fuel, and fuel taxes | | 610.1 | | | 650.5 | | | 854.9 | | | | | Depreciation and amortization | | 248.6 | | | 39.1 | | | 0.4 | | | | | Operating supplies and expenses-net | | 243.2 | | | 54.0 | | | 52.0 | | | | Other segment expenses(1) | | 279.1 | | | 69.9 | | | 67.5 | | | | | | | | | | | | | | Segment income from operations | | $ | 115.3 | | | $ | 51.9 | | | $ | 18.6 | | | 185.8 | | | Corporate and other loss from operations—net | | | | | | | | (18.9) | | | Income from operations | | | | | | | | 166.9 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 8.5 | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 158.4 | | | | | | | | | | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Three Months Ended September 30, 2025 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 624.5 | | | $ | 281.4 | | | $ | 332.1 | | | $ | 1,238.0 | | | Fuel surcharge revenues | | 105.9 | | | 46.5 | | | 1.5 | | | 153.9 | | | Segment operating revenues | | 730.4 | | | 327.9 | | | 333.6 | | | 1,391.9 | | | Other revenues | | | | | | | | 117.8 | | | Elimination of inter-segment revenues | | | | | | | | (56.1) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (1.2) | | | Operating revenues | | | | | | | | 1,452.4 | | | | | | | | | | | | Salaries, wages, and benefits | | 274.8 | | | 44.0 | | | 27.4 | | | | | Purchased transportation, fuel, and fuel taxes | | 159.8 | | | 212.3 | | | 263.8 | | | | | Depreciation and amortization | | 85.5 | | | 13.2 | | | 0.3 | | | | | Operating supplies and expenses-net | | 86.5 | | | 17.5 | | | 15.3 | | | | Other segment expenses(1) | | 104.0 | | | 24.1 | | | 20.4 | | | | | | | | | | | | | | Segment income from operations | | $ | 19.8 | | | $ | 16.8 | | | $ | 6.4 | | | 43.0 | | | Corporate and other loss from operations—net | | | | | | | | (7.7) | | | Income from operations | | | | | | | | 35.3 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 8.9 | | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 26.4 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | Segment Revenues and Expenses | | Nine Months Ended September 30, 2025 | (in millions) | | Truckload | | Intermodal | | Logistics | | Total | | Revenues (excluding fuel surcharge) | | $ | 1,860.4 | | | $ | 806.9 | | | $ | 1,003.7 | | | $ | 3,671.0 | | | Fuel surcharge revenues | | 304.4 | | | 129.3 | | | 4.4 | | | 438.1 | | | Segment operating revenues | | 2,164.8 | | | 936.2 | | | 1,008.1 | | | 4,109.1 | | | Other revenues | | | | | | | | 303.3 | | | Elimination of inter-segment revenues | | | | | | | | (134.3) | | | Elimination of inter-segment fuel surcharge revenues | | | | | | | | (3.4) | | | Operating revenues | | | | | | | | 4,274.7 | | | | | | | | | | | | Salaries, wages, and benefits | | 812.9 | | | 131.9 | | | 86.7 | | | | | Purchased transportation, fuel, and fuel taxes | | 474.5 | | | 595.3 | | | 793.4 | | | | | Depreciation and amortization | | 255.3 | | | 39.6 | | | 0.8 | | | | | Operating supplies and expenses-net | | 248.8 | | | 53.7 | | | 44.2 | | | | Other segment expenses(1) | | 288.3 | | | 69.0 | | | 60.6 | | | | | | | | | | | | | | Segment income from operations | | $ | 85.0 | | | $ | 46.7 | | | $ | 22.4 | | | 154.1 | | | Corporate and other loss from operations—net | | | | | | | | (21.7) | | | Income from operations | | | | | | | | 132.4 | | | | | | | | | | | | Total other expenses—net | | | | | | | | 23.8 | | | | | | | | | | | Income before income taxes | | | | | | | | $ | 108.6 | |
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