US Less-than-Truckload (LTL) carriers are currently engaged in a significant effort to expand their operational networks by adding and enlarging terminals. Despite these investments, recent industry data reveals that the total number of loading doors across the sector is still approximately 5% lower than the peak levels observed in 2022, during the COVID-era surge.
This situation suggests that while carriers are attempting to bolster their infrastructure, they are still struggling to fully recover the capacity lost or constrained in previous years. The discrepancy between network expansion and overall door count indicates a persistent challenge in meeting demand or optimizing existing assets.
For freight forwarders and operations managers, this ongoing capacity deficit in the LTL sector means continued pressure on lead times and potentially higher rates for LTL shipments. It underscores the importance of booking well in advance and exploring alternative solutions or consolidating freight where possible to mitigate the impact of tight capacity. Shippers may also experience less flexibility in routing and service options.