Truckload Capacity Rises as Carriers Adjust Assets

The US truckload capacity index has seen an uptick in recent months as major carriers make adjustments to their fleets and service offerings, according to the latest analysis from the Journal of Commerce. The JOC Truckload Capacity Index, which tracks capacity changes across the truckload sector, rose 1.9% in the fourth quarter of 2025 compared to the previous quarter. This marks the third consecutive quarterly increase, signaling a shift in the market dynamics. 'The increases have been driven by cuts to traditional one-way truckload service being balanced by additional capacity in dedicated, specialized fleets,' the JOC report states. 'Carriers have been adjusting their networks and assets to meet evolving shipper demands.' The report notes that large publicly traded truckload carriers have been leading this trend, with several major players streamlining their over-the-road networks while expanding their dedicated and specialized service offerings. This has helped offset capacity reductions in the one-way, spot market-oriented segments. 'We're seeing carriers become more strategic in how they deploy their assets,' said industry analyst Dayton Habecker. 'The goal is to maintain overall capacity while aligning more closely with the specific needs of shipper customers.' The shift underscores the ongoing evolution of the US truckload market, which has faced a range of challenges in recent years including driver shortages, supply chain disruptions, and fluctuating demand. Carriers are adapting their business models to stay competitive and responsive to changing market conditions. Industry observers will be watching closely to see if this capacity growth trend continues through 2026 and beyond.