Alvys has secured $40 million in Series B funding to accelerate its mission of transforming freight operations through AI and automation. The round, led by RTP Global with participation from Alpha Square Group, Titanium Ventures, Picus Capital, and Bonfire Ventures, brings the company’s total funding to $77 million. The investment comes just over a year after its Series A and highlights the market’s growing appetite for intelligent, automated transportation management solutions. Founded in 2020, Alvys offe ...

Welcome to Yahoo Finance flagship show, The Morning Brief. I'm Julie Heyman. Let's get the three things you need to know today.President Trump following through on his threats to slap tariffs on heavy trucks, furniture, and pharmaceuticals. For homegoods, two different tariff rates will go into effect next week. A 50% rate on items like kitchen cabinets, and a lower 30% rate on upholstered furniture.The news weighing on furniture companies this morning. But there's a big loophole for the drug makers. As lon ...

The freight industry is on the brink of a transformation. Several new trends are currently redefining the transportation landscape, and from multiple angles. AI tools are transforming logistics operations, self-driving trucks and driver regulations are changing the labor market, and international trade and trade policy are affecting the supply chain in many predictable and unpredictable ways. As these challenges and opportunities continue to emerge, F3: Future of Freight Festival is at the forefront of ...

Uber sign is seen on a car in Warsaw, Poland on August 24, 2025 (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesUber Technologies (NYSE:UBER) has experienced significant growth recently thanks to its primary ridesharing, delivery, and freight sectors capitalizing on recovering demand, as well as a renewed focus on improving margins and returning value to shareholders. With gross bookings rising 17-18% year over year in the recent quarters, and a strong increase in adjusted EBITDA ...

Freight shipments fell at an accelerated pace in August, according to a monthly update from Cass Information Systems. The company’s multimodal transportation index recorded a 9.3% year-over-year decline in shipments, the largest y/y drop since October 2023. Volumes slid 1.5% from July. The North American domestic freight dataset showed that less-than-truckload shipments were the primary detractor as truckload and intermodal volumes stepped higher. Earlier this month, several publicly traded LTL carriers ...

For years, freight sales teams have been swimming in signals but starved of context. A shipper searching for a provider profile on a platform like CarrierSource might indicate upcoming freight needs, but knowing exactly why they’re searching, who inside the company is driving the activity, and how to reach them with the right pitch has always required hours of manual research, guesswork, and often multiple disconnected tools. CarrierSource believes it has closed that gap. The Chicago-based platform, known ...

Werner Enterprises sounded a little more upbeat about the prospects of a recovery at an investor conference this week. Representatives from the company noted a modest improvement in operations from a year ago but acknowledged fundamentals remain unfavorable as the market moves through a fourth year of a freight recession. Werner (NASDAQ: WERN) said at Morgan Stanley’s (NYSE: MS) 13th Annual Laguna Conference in Laguna Beach, California that demand is largely in line with typical seasonal trends, with “pos ...

嗯 这是一份高盛关于全球贸易和货运市场的深度研究报告 用户要求我以资深研究分析师的身份进行解读 需要仔细梳理内容 提取关键要点 先快速浏览全文 发现这份报告主要分为几个部分：全球贸易概况、海运市场分析、空运市场分析、集装箱运价趋势、旅行交通数据、大宗商品航运等 报告使用了高频卫星数据来追踪全球贸易流动 这个数据源很有价值 注意到报告的核心观点是全球贸易在除美国外的地区展现韧性 中国制造业出口持续强劲 特别是对欧洲和全球南方的出口增长明显 而美国市场则出现疲软 这个分化趋势值得重点关注 报告中有大量具体数据支持这些观点 比如全球贸易Q3增长3% 中国出口增长5% 非洲增长高达19%等 需要准确引用这些数字 同时注意单位换算 报告还详细分析了各运输方式的市场动态 集装箱运价预计继续下滑 空运相对更具韧性 欧洲公路交通出现改善迹象等 这些行业细节都需要涵盖 最后部分是关于大宗商品航运和合规披露 虽然重要但与研究结论关联度较低 可以简要带过 现在按照用户要求的格式组织内容 确保每个关键点后正确引用文档序号 保持客观专业的语调 避免遗漏任何重要信息 **行业与公司** * 报告由高盛全球投资研究部门发布 聚焦全球贸易与货运市场 涉及集装箱海运、空运、公路交通及大宗商品航运等多个运输子行业[1][5][7][9][27][29][70][88][131][179] * 数据来源包括IMF Portwatch、UN Global Platform的卫星信号 覆盖全球90,000艘船舶 每周产生超过25,000个数据点 提供滞后约一周的集装箱进出口量监测[1] **核心观点与论据** * 全球贸易增长放缓但具韧性 Q3迄今同比增长3% 低于年内至今的4%增速 美国是8月唯一同比下滑的主要地区[2][7] * 中国制造业出口强劲是贸易韧性的关键支撑 中国出口年内至今增长5% 高于全球贸易4%的增速 持续向欧洲和新兴市场（如拉丁美洲、非洲）输出[2][3] * 区域表现分化显著 非洲集装箱贸易增长19%（年内至今）和30%（Q3迄今） 欧洲增长4% 拉丁美洲增长2% 而美国下降1% 东南亚增长4%但Q3趋零[13] * 集装箱运价预计持续下滑 原因包括需求放缓、供应增加及季节性不利因素 10月美国针对中国建造船队的服务费可能增加进口成本和复杂性[7] * 空运市场比预期更具韧性 Q3迄今增长3% 运价基本稳定 得益于比海运更严格的运力管理和强劲的科技产品运输需求 但预计Q4将走软[7][9] * 欧洲公路交通出现改善迹象 德国卡车交通Q3迄今增长0.4% 为自2022年初以来首次同比增长 德国基础设施和国防刺激措施可能推动Q3 2025成为积极周期拐点[9] **其他重要内容** * 美国进口前景疲软 零售商预计Q4进口货量减少 8月库存水平上升 仓库利用率高 提前备货和库存趋势将导致美国贸易持续软化至年底[7][52][56][57] * 汇率因素支撑欧洲进口 欧元对人民币年内升值超过10% 促进了欧洲从中国的进口[3][61] * 运力供给过剩 全球活跃集装箱船队持续增长 新船交付量大且报废率低 网络效率仍比2019年水平低两位数百分比[105][115] * 港口拥堵状况不一 中国及亚洲（除中国外）8月因天气影响拥堵程度较高 而欧洲和美国港口拥堵较低[122][124][126][128] * 大宗商品航运表现各异 原油油轮运价保持高位 干散货运价近期小幅上涨 VLCC船队增长低迷但订单量略有增加[179][181][183][187]

公司财务表现 - 第二季度收入10亿美元 较去年同期11亿美元下降9% [2] - 持续经营业务净利润2580万美元 较去年同期4690万美元下降45% [2] - 每日货运量增长43% 每日发货量增长56% 主要来自新开发的核心零担运输客户 [2] 管理层观点 - 首席执行官对增长前景保持信心 认为公司具备满足客户需求的综合服务能力 [1][3] - 在快速变化的环境中 客户需要灵活且具有前瞻性的物流解决方案 [3] - 公司凭借组织内部的专业知识和集成化服务能力占据有利市场地位 [3] 投资价值 - 被列为13家最佳货运股票投资标的之一 [1] - 获得22家对冲基金投资 显示机构投资者兴趣 [3] - 股价上行潜力达1295% [3] 公司背景 - 成立于1923年的阿肯色州物流运输企业 [4] - 通过ABF Freight子公司提供零担运输服务 [4] - 业务范围涵盖加急运输和托管解决方案等综合物流服务 [4]

Hub Group, Inc. (NASDAQ:HUBG) is one of the 13 Best Freight Stocks to Invest in Now. Amid mixed second-quarter results, the company expands its Intermodal service offering through an acquisition. Hub Group Expands Intermodal Reach with Marten Acquisition The company achieved an EPS of $0.42 for the second quarter of 2025. Revenue during the period was an 8% decrease from the second quarter of 2024 and stands at $906 million in Q2 2025. Additionally, the decreased revenue per unit in intermodal and broke ...