Freight Transportation: Fast Lane: Survey Says Driver Inflation Relatively Under Control, Survey Raises Questions for FDXF Unbundling/Pricing, KNX Executive Chairman Retires, May LTL Metric Updates, and Class 8 Orders

研报英文原文证据摘录

Freight Transportation: Fast Lane: Survey Says Driver Inflation Relatively Under Control, Survey Raises Questions for FDXF Unbundling/Pricing, KNX Executive Chairman Retires, May LTL Metric Updates, and Class 8 Orders

Update

June 8, 2026 04:01 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Fast Lane: Survey Says Driver Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

Inflation Relatively Under Madison J Pasterchick

Madison.Pasterchick@morganstanley.com +1 212 761-3787

Control, Survey Raises

Questions for FDXF

Unbundling/Pricing, KNX Freight Transportation

North America

Industry View AttractiveExecutive Chairman Retires,

Please see links below to other research we

published last week:May LTL Metric Updates, and

F4Q26 Preview: Turning on the Spin Cycle (3

June 2026)Class 8 Orders

Truck Stop/TLFI: All-time Highs Stick Around (3

June 2026)

Our survey shows the industry is not too fussed about driver

TechTrack: Hirschbach and McLane Partner with

wage inflation though Carriers appear to be in better shape than AUR to Add AVs to Fleet, Volvo/DSV and AUR

Brokers. Our FDXF survey shows most in wait-and-see mode Launch Pilot Lane, Kodiak and Roehl Begin AV

with limited leeway offered on price increases. KNX co-founder Testing in Texas, AMZN Introduces SCS Offering

retires. LTLs provided May tonnage updates and Class 8 orders and Amazon Now Program & More... (29 May

rise. 2026)

Truck Stop/TLSS: "Rates Have

Skyrocketed...Finally!" (27 May 2026)

We conducted a survey of 124 brokers and carriers to assess expectations for

driver wage inflation and labor availability over the next 12 months. The results