Truck Stop/TLFI: Taking a Break

研报英文原文证据摘录

Truck Stop/TLFI: Taking a Break

Update

June 17, 2026 04:01 AM GMT

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

Equity Analyst

Truck Stop/TLFI: Taking a Break Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

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

Our TLFI reversed to underperform due to both the supply and Madison J Pasterchick

demand component this update, despite remaining at all-time ResearchMadison.Pasterchick@morganstanley.comAssociate +1 212 761-3787

highs for this time of year. Reefer and Flatbed indices both

Freight Transportation

decreased seq. and underperformed normal seasonality. North America

Industry View Attractive

Our TLFI reversed to underperform this update, marking the first

Please see all charts in This Week's Key Charts

underperformance in the last seven updates. Our index decreased seq. for the first

Please find the MS TLQURE forecast in Section

time in the past three updates and posted an underperformance for the first time in

4 and see here for more on the QURE model.

the past seven updates due to both the supply and demand component. This is also

Previous Truck Stop Report: Truck Stop/TLSS:

the first underperformance in the past six updates for the demand component while

Capacity Rules the Roost (10 June 2026)

supply also underperformed following an ~in-line performance last update. Despite

a decrease seq., our index continues to sit well above LT averages and at the

highest level for this time of year since we began tracking this data ~30 years

ago for the fifth update in a row. Both our Reefer and Flatbed indices decreased

seq., and underperformed normal seasonality. Given the strong recent performance,