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Soft demand and freight classification changes shape the LTL market
Shippers can benefit from LTL carriers focused on efficiency and cost control
The North America less-than-truckload (LTL) sector continues to operate in soft conditions prolonged by economic uncertainty. While some carriers reported improved operating ratios in Q2 2025, many remain cautious, citing a lack of clear signs for a meaningful market rebound.
In response, carriers are squarely focused on efficiency and cost control. They’re investing in automation and sharpening key service metrics such as billing accuracy, claims reduction, and fewer missed pickups. Their priority is protecting profitability while positioning for share gains once demand recovers.
Shippers can take advantage of this by working closely with their 3PL to align their shipping needs with carriers that are proving out these efficiencies. Advanced planning also allows shippers to leverage the current state of the market, enabling carriers to offer high levels of service as they build out their future network.
LTL freight classification changes
The July revisions to the U.S. National Motor Freight Classification (NMFC) system that LTL carriers use to charge for freight marked one of the most significant updates in its history. Shippers had advance notice, aided by 3PLs and carriers who identified and addressed potential impacts ahead of time, so the transition is for the most part going smoothly.
Carriers, meanwhile, welcomed the move toward classifications based on freight density, which better aligns with their internal costing models. With many carriers already leveraging technology to check the freight dimensions and weight provided by the shipper, the shift further supports accurate pricing and operational consistency.
For further questions on properly implementing these changes, reach out to your C.H. Robinson account manager.