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Trucking Industry Faces Rapid Regulatory and Operational Change: Insights from Fleetworthy’s Roadshow 2026

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Trucking Industry Faces Rapid Regulatory and Operational Change: Insights from Fleetworthy’s Roadshow 2026

Trucking industry leaders stated that fleets are experiencing one of the fastest periods of operational and regulatory change in recent memory, according to a panel discussion at Fleetworthy’s Roadshow 2026 conference in Austin on May 19, as reported by FreightWaves.

Read also: Trucking Market Peaks with High Volatility in 2025 Holiday Season

Panelists included David Heller, Michael Hayes, and Ken Resta. Heller noted that fleets are struggling to keep up with rapid changes in federal trucking enforcement and compliance policies. He pointed to new rules on English language proficiency and a non-domiciled commercial driver’s license rule, which he said are altering the industry almost overnight. Heller, senior vice president of safety and government affairs at the Truckload Carriers Association, described the accelerated pace of enforcement actions as a major shift from the traditional multiyear regulatory rollout process that trucking companies were accustomed to. He added that the industry is moving toward stronger safety accountability, predicting that safer carriers will benefit while less compliant operators may struggle to survive increased scrutiny.

Resta, senior director of safety at Stevens Transport, said driver retention remains a major operational challenge, especially as fleets recruit newer workers with little long-term interest in trucking careers. Stevens Transport, based in Dallas, Texas, operates over 1,600 trucks as one of the largest refrigerated fleets in North America, specializing in temperature-controlled truckload, dedicated, and kosher-certified food-grade tanker services across the U.S., Canada, and Mexico. Resta added that fleets are also dealing with rising cargo theft, increasing fuel prices, and growing compliance burdens in a difficult freight environment. He emphasized the need for more creativity in approaching drivers and technology to continue being successful and profitable.

Hayes, senior national fleet asset manager at PepsiCo, which operates one of the largest private trucking fleets in North America with more than 80,000 diesel and delivery trucks across its beverage and Frito-Lay divisions, said fleets need to rethink how they view professional drivers. He stressed focusing on training and long-term development rather than treating drivers as interchangeable labor, and noted that modern trucks are increasingly computer-driven.

The panelists discussed the growing integration of artificial intelligence into maintenance operations, dispatch systems, safety monitoring, and routing decisions. Hayes pointed to PepsiCo’s use of virtual expert technicians that remotely assist mechanics with diagnostics and repairs, and said the company is exploring AI integrations to connect directly to trucks for faster troubleshooting and reduced unnecessary parts replacement. Resta said AI is being applied in camera systems, machine-vision safety tools, dynamic weather-risk monitoring, pricing models, and dispatch optimization. However, the panelists warned against over-reliance on automation at the expense of relationships with drivers and frontline managers. Resta stated that keeping people first is essential, while Heller argued that professional drivers will remain central to trucking operations even as automation advances, with AI tools intended to make drivers’ jobs better, easier, and safer.

On profitability, Resta said routing efficiency, freight planning, and reducing deadhead miles are becoming increasingly important. Heller noted that fleets are relying on technology such as weigh-station bypass systems and predictive maintenance tools to maximize truck utilization and minimize downtime. Resta referenced data from last week’s International Roadcheck enforcement event, where 574 vehicles were placed out of service in one day due to brake violations, highlighting how poor maintenance can erase thin margins. Hayes said large fleets increasingly depend on strategic partnerships with outside vendors and technology providers for maintenance, compliance, and operational support to save money.

Looking ahead, Resta said carriers that proactively embrace technology, training, and safety culture will likely outperform those that react to change after problems emerge, adding that success goes beyond compliance. Heller stated that a key differentiator will be a willingness to stay informed and engaged with industry peers, noting that people attending such events are being prepared while those not present are being reactionary.

Source: IndexBox Market Intelligence Platform  

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Automated Truck Industry Focuses on Manufacturing Scale for Level 4 Systems

A report from Telemetry argues that the development of Level 4 automated driving systems for heavy-duty trucks has advanced, with the current challenge centered on manufacturing and scaling production. The analysis, referenced by FreightWaves, indicates that establishing after-sales support networks is a key requirement for fleet adoption at scale.

Read also: Most Dangerous States for Truckers: What Fatal Crash Data Reveals About U.S. Freight Corridors

For many years, developers used retrofitted production vehicles as prototypes. While this approach allowed for rapid prototyping and testing, it is not considered scalable for volume manufacturing. One company, PlusAI, reportedly deployed a fleet of over one hundred retrofitted trucks for customers. The retrofit model, while fast for creating prototypes, faces significant challenges including high costs, unpredictable quality due to each truck being unique, and difficulties in providing maintenance support.

The commercial trucking sector operates with high demands for vehicle uptime, with long-haul trucks covering extensive annual mileage over multi-million-mile lifespans. This intensity requires fail-operational capabilities with redundant systems for sensing, computation, and actuation that are designed into the vehicle from the outset, not added later. Building vehicles individually with artisanal processes becomes unmanageable when moving from small fleets to thousands of units.

Essential hardware for automated trucks includes redundant steering and braking actuators, backup power supplies, safety computers, and integrated networking. The Telemetry report states that these safety-critical systems require proper design validation, which cannot be achieved through aftermarket additions. A historical example involves an automaker proposing factory-installed custom modifications for an autonomous technology company rather than post-purchase installations.

The market for new Class 8 trucks in the U.S. is highly concentrated among four major manufacturers. Each of these manufacturers has established a partnership with or operates a subsidiary focused on autonomous truck technology. These original equipment manufacturers collaborate with major Tier 1 suppliers to source validated subsystems, leveraging their volume and relationships to optimize cost, performance, and reliability. Autonomous truck developers, often smaller companies, typically lack these established supplier connections and may face supply constraints and less favorable pricing.

Factory-built systems are also noted to simplify diagnostic and repair processes for service technicians. The economic case for driverless trucks is driven by fleet operating costs, where driver expenses constitute a major portion. It is estimated that autonomous trucks could significantly reduce the per-mile operating cost and operate continuously, potentially increasing profitability per vehicle. One company currently operates commercially in Texas with a partner and aims for a future date for fully driverless operation, contingent on safety validation and factory production.

Source: IndexBox Market Intelligence Platform  

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Trucking Recovery Forecast for 2026: Supply-Side Catalyst Seen by Morgan Stanley

According to an analysis from Morgan Stanley, the trucking industry’s supply side is producing the conditions needed for a recovery next year, but acknowledged it will take improved demand to sustain it. The investment firm noted that the past three trucking upcycles started with a supply-side catalyst, pointing to precursors to the 2014, 2018, and 2020 recoveries, which were quickly supported by positive inflections in demand.

Read also: Why Trucking Fleets Are Accelerating Their Move to Cloud-Based TMS

Morgan Stanley estimates that heightened regulatory enforcement on the driver pool could remove more than 5% of industry capacity. The firm stated that the latest mandates could be the catalyst to tip the scales for an industry that has been purging capacity due to untenable operating conditions.

“We believe Supply tightening as a result of new driver regulations is real and sustainable and will put a rising floor on rates in 2026,” Ravi Shanker, Morgan Stanley transportation equities analyst, told investors in a 2026 outlook report. “While Demand will need to fuel the fire, the spark provided by Supply could be meaningful as we have seen in prior upcycles.”

Shanker’s 2026 base case calls for only normal seasonality in demand, following an 18-month “non-cycle,” wherein “2025 was a bust … as tariffs played havoc with inventory plans.” He said a proprietary survey of shippers “showed some level of restocking off the 1H25 lows” during the third quarter, with the percentage of shippers planning to increase inventories jumping from 9% to 23%. However, only 8% surveyed said they plan to build inventories for full-year 2026.

“While the outlook for a restocking upcycle looks more inevitable than ever for 2026, we acknowledge that there is no clear and explicit catalyst to rely on and headline risk remains high, so we are not counting on a Demand recovery in 2026,” the report stated.

Shanker’s base case includes a mid-single-digit increase in truckload contract rates during 2026, with a bull case for high-single- to low-double-digit increases if demand cooperates. It may take the latter scenario to begin to restore carrier margins, which have been in decline for the past three years as operating costs have significantly outpaced rate increases. The report noted that most public carriers have implemented meaningful expense-reduction initiatives that are unlikely to be reversed as volumes return. However, demand remains squishy as bid season approaches, likely pushing a real recovery in rates out a couple of quarters.

Source: IndexBox Market Intelligence Platform  

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US Truck Makers Face Tariff Costs, Shift Sourcing to Mexico

According to a Reuters report, Section 232 tariffs on imported steel, aluminum, and copper derivatives are raising manufacturing costs for the $50 billion U.S. heavy-duty truck industry, prompting a strategic shift toward sourcing more components from Mexico. Data from the IndexBox platform further illuminates the market dynamics, showing the U.S. heavy-duty truck market was valued at $51.56 billion and is projected to grow to $71.81 billion by 2030.

Read also: Freight Recession Exposes Major Security Gaps in US Trucking

Manufacturers producing trucks in the U.S. face a significant cost disadvantage. Bernstein analysis indicates that tariffs on imported components put trucks assembled in the U.S. at a 3% cost premium compared to USMCA-compliant models built in Mexico. This is reflected in the market, where Daimler’s Mexican-built Freightliner Cascadia is priced at approximately $165,000, notably lower than the roughly $195,000 for Paccar’s comparable Kenworth T680. ACT Research estimates these tariffs add 2% to 4% to per-unit costs.

The USMCA trade pact, which allows duty-free movement of goods meeting specific regional content rules, is central to this shift. Rivals like Daimler Truck and Traton avoid these levies by manufacturing in Mexico, gaining a structural cost advantage. In contrast, companies with a larger U.S. manufacturing footprint, such as Paccar, face higher expenses; the company estimated $75 million in tariff costs for the third quarter alone. Paccar’s brands held a 30.4% market share in the first half of 2025, while Daimler reported a higher first-quarter gross margin of 21.96% compared to Paccar’s 18.69%.

In response, manufacturers are increasing investments in Mexico. Volvo boosted its planned investment in a Mexican plant by $300 million to a total of $1 billion to support its U.S. operations. Paccar’s CEO stated the company is working with suppliers to increase imports of USMCA-certified parts to reduce long-term tariff exposure. The industry also faces broader challenges, with ACT Research forecasting production to dip 11% year-on-year in 2026 to 226,600 units due to economic headwinds.

The cost structure of truck manufacturing underscores the impact of these tariffs, as raw materials, castings, and finished components constitute roughly 85% of the total cost of building a truck. A potential new layer of complexity is a U.S. Commerce Department Section 232 probe begun in April, which could lead to new tariffs or exemptions on imports of medium- and heavy-duty trucks and parts, further reshaping the industry’s cost dynamics.

Source: IndexBox Market Intelligence Platform  

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Freight Recession Exposes Major Security Gaps in US Trucking

The intensity of the current freight recession is magnifying long-standing security vulnerabilities within the U.S. trucking industry, which is responsible for moving roughly 70% of the nation’s goods. According to a Yahoo Finance report, outdated vetting tools and immense competitive pressure are creating significant blind spots that sophisticated fraudsters are exploiting.

Read also: US Truck Freight Market Grows in Q2 2025

Data from the IndexBox platform confirms the market’s volatility, with freight volumes down and rates fluctuating wildly. This environment forces carriers and brokers to prioritize speed, often at the expense of thorough security checks. The pressure to win business is reshaping security practices, as providers are compelled to make faster decisions with thinner margins, leaving little room for deep due diligence.

Fraud schemes have evolved to bypass automated systems designed to flag only the most obvious red flags, such as expired insurance or invalid operating authority. Scammers now employ tactics like hijacking dormant carrier authorities, forging sophisticated documentation, and using near-perfect email spoofing to appear legitimate. In one documented case, a carrier with valid MC and DOT numbers was illegally sub-brokering loads by renting out its authority to unaffiliated drivers, a scheme only uncovered after a shipment vanished.

While technology platforms provide critical data on carrier history and safety scores, their absence of an alert is not a guarantee of safety. The report concludes that technology must support, not replace, human judgment, as the small details that systems miss—like a single letter in a spoofed email domain—are the cracks through which fraud steps. Building resilience requires evolving both tools and training to match the sophistication of modern fraud schemes.

Source: IndexBox Market Intelligence Platform  

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US Truck Freight Market Grows in Q2 2025

According to the latest U.S. Bank Freight Payment Index, the national truck freight market grew in the second quarter of 2025, with both shipment and spend volumes increasing for the first time since the second quarter of 2022. The U.S. Bank National Shipments Index rose 2.4% from the first quarter, while the National Spend Index increased 1.2%.

Read also: Freight Activity in 2025: How Tariffs Disrupted Shipping Patterns

Although the quarterly data shows improvement, year-over-year comparisons still indicate a contraction, with shipments down 9.8% and spending down 4.9% compared to Q2 2024. However, these figures represent the smallest year-over-year declines since the first quarter of 2023, suggesting early signs of market stabilization. Data from the IndexBox platform corroborates this trend of incremental recovery following a prolonged period of contraction.

Economic factors influencing freight movement were mixed. Manufacturing activity showed only slight improvement nationally, while housing metrics were generally down. Port volumes at both U.S. land ports and seaports showed uneven performance. The report attributes some of the quarterly gains to reduced truckload capacity rather than a surge in demand.

Freight rates data showed spending was softer than shipments on a sequential basis, primarily due to lower fuel surcharges. Fuel spend was down $0.02 per mile (4.5%) from the first quarter. Contract rates remained flat quarter-over-quarter, while spot market rates decreased 1.4%. Year-over-year, all rate metrics declined.

Regionally, all five areas tracked by the index posted sequential shipment gains for the first time since Q2 2021. The Southwest led with a 6.7% increase, while the Southeast showed the smallest improvement at 0.1%. The Northeast emerged as the standout performer, with its Shipments Index rising 3.3% over Q1 and increasing 2.7% from a year earlier—the largest year-over-year increase among all regions.

The report cautions that it may be premature to declare a definitive market recovery, noting that the increases could be influenced by tariff volatility and uncertainty. A sustained recovery will depend on greater market clarity, particularly regarding international trade policies.

Source: IndexBox Market Intelligence Platform  

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Amazon Freight Partner Program Eases Entry Into the Trucking Industry

The Amazon Freight Partner (AFP) program is revolutionizing the trucking industry by lowering barriers for aspiring entrepreneurs, allowing them to create their own successful businesses. A recent article on Yahoo Finance details how the program offers low start-up costs and a comprehensive training regimen to prepare partners for long-term success.

Read also: Trucking and Intermodal Industry: Navigating Demand and Capacity Challenges

According to data from the IndexBox platform, the U.S. trucking industry is a multifaceted and dynamically growing sector. The AFP program capitalizes on this growth by supporting new business owners with essential tools to thrive in the market. Participants of the program receive a dedicated business coach and access to ongoing training to ensure both individual and collective success within the industry.

Dorcas Williams, principal marketing manager for the AFP program, emphasized the program’s inclusivity, stating that no previous trucking experience is required. This opens opportunities for leaders from diverse backgrounds to enter the lucrative transportation field. In her interview on FreightWaves Radio’s Drive Time, Williams highlighted the appeal of stable revenue and consistent weekly work as critical benefits for partners.

By structuring jobs as W-2 employee positions and providing benefits, the AFP program aims to uplift commercial license drivers, offering them security and stability often lacking in the industry. This initiative not only benefits drivers but also assists partners in building robust teams and supportive work environments.

The Amazon Freight Partner program continues to seek motivated individuals ready to harness their leadership skills in a growing industry, with resources and training provided by Amazon, ensuring a thriving and sustainable business venture.

Source: IndexBox Market Intelligence Platform  

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Trucking Industry Shows Slight Progress, but a Full Recovery Remains Distant

After 27 consecutive months of declines, the average cost of moving goods by truck is set to rise by 0.2% year-on-year this month. This modest increase has led some to speculate that the trucking recession might be nearing its end. However, many industry insiders remain cautious, awaiting more substantial and lasting signs of recovery before they fully embrace optimism.

Read also: Embracing Inclusivity and Diversity to Solve Labor Shortage in the Trucking Industry

Many in the industry are hesitant to declare a full recovery because rates remain soft due to excess capacity. Morgan Stanley’s Dry Van Truckload Freight Index shows that the 2023 average index remains well below the 10-year average, with 2024 projections offering little improvement. This situation is exacerbated by a 45 percent year-over-year increase in orders for Class 8 trucks, inflating overall motor freight capacity. Consequently, rates have struggled, with DAT Freight and Analytics reporting that spot rates for dry van shipping have fluctuated between $2.01 and $2.20 per mile over the past year. In contrast, contract rates have ranged from $2.48 to $2.73 per mile, significantly down from the peak of $3.28 per mile in June 2023.

Soft rates and excess capacity are a result of the volatility brought on by COVID-19 and the subsequent supply chain crisis. The pandemic saw over 100,000 new registrations for trucking companies. Many of these companies purchased assets at inflated costs, some spending over six figures for a single used truck. When demand suddenly receded in 2022, many of these new companies looked to exit the market. In 2023 alone, more than 1,500 freight brokers and 25,000 asset-based carriers folded, a trend that has continued into 2024. Even the historically stable less-than-truckload (LTL) market has been affected. The bankruptcy of Yellow, one of the industry’s oldest and largest carriers, in August 2023 led to a surge in business for remaining LTL firms as former clients scrambled for new carriers.

Due to outstanding bank loans and prolonged bankruptcies, many unprofitable companies couldn’t smoothly exit the market, creating a bottleneck in capacity reduction. However, there are signs that capacity will exit more rapidly in the near future. For the first time since the pandemic, the number of registration revocations is higher than new registrations. The Federal Motor Carrier Safety Administration (FMCSA) reported a 10.7 percent decrease in brokers and a 7.6 percent decrease in carriers from December 2022 to March 2024.

Looking ahead, the industry’s recovery prospects depend on various factors; Inflation rates, inventory levels, and construction activity will be crucial for boosting demand. The pace of general economic recovery will largely guide the trucking sector.

In the interim, carriers and shippers must adapt their strategies to navigate the challenging landscape. Carriers should focus on process improvements and technology upgrades to better manage costs and optimize asset utilization. Embracing new technologies can enhance operational efficiency, streamline logistics, minimize deadheading, and help identify the best freight matches for their networks. Transitioning from manual planning will offer an opportunity to set new industry standards and improve overall efficiency.

For shippers, diversifying their carrier base will prove crucial. The pandemic highlighted a key vulnerability: over reliance on a few dominant carriers. Shippers must develop a robust network of alternative carriers in the event of geopolitical, environmental, or global health crises. By leveraging advancements in AI and diversifying their carrier networks, shippers can improve service levels and build more resilient supply chains. Technology will also level the playing field, allowing smaller regional carriers to compete by demonstrating their technological capabilities and superior service quality.

The trucking industry’s current challenges present a unique opportunity for digital transformation. Integrating AI and advanced analytics will help the industry move beyond outdated, manual processes and work towards a more efficient and resilient freight ecosystem. These tech investments will come in the form of digital freight-matching platforms, which can enable captive fleet operators to supplement their volume with that of third-party shippers, enhancing utilization and reducing deadhead miles. Route optimization software will further minimize empty miles, and integrated transportation management systems will improve shipment tracking and operational visibility. Additionally, advanced bidding tools will help shippers secure cost-efficient rates while fostering strong relationships with carriers. 

About the Authors 

Balaji Guntur is a Co-Founder, and Chief Executive Officer of HOPTEK, a trucking industry-facing software company, and also a VP in Transportation practice of global strategy and management consultancy Kearney. Sean Maharaj is Chief Commercial Officer of HOPTEK, a Kearney company.

 

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Ergonomic Support For Truck Fleets

For millions of people in the U.S., truck driving is a viable career that provides plenty of rewards. The job also dramatically increases the likelihood of musculoskeletal disorders and other problems. In fact, about four in five truck drivers report dealing with one of these disorders in the past year, commonly involving pain in the neck or lower back. Ergonomic support can change these odds by improving the work environment and minimizing the strain on truck drivers’ bodies. By considering these factors, businesses can understand the importance of maintaining ergonomics for their truck fleets.

Read also: The Road Ahead: Top States for Truckers in 2024

How Truck Driving Can Cause Musculoskeletal Problems

Driving a truck requires a significant range of movements that, when repeated constantly over years, can lead to significant pain and other concerns. A 2015 study revealed that truck drivers were most likely to report neck pain or lower back pain as a result of their duties, but they may also experience numbness, stiffness, or circulation problems. Pain and discomfort come from a variety of situations common to truck drivers, such as improper sitting positions, limited space, difficulty reaching important components, road vibrations, or inadequate seating. Long periods of time in an uncomfortable position can make these problems worse, especially for truck drivers who get little breaks between driving.

Effects of Musculoskeletal Disorders in Truck Drivers

Sitting in a bad position for hours on end can create long-term musculoskeletal disorders and other health conditions. Over time, a slight pain, stiffness, or numbness can decrease feeling and mobility. These concerns present challenges for the truck driver as well as the work they need to complete. Truck driving can be a high-stress occupation, requiring the balance of several systems to maintain safe operation of the vehicle. Distractions due to discomfort can contribute to serious risks on the road. The U.S. Bureau of Labor Statistics notes that truck drivers are nearly three times as likely to encounter a nonfatal injury or illness than the average worker, which may be due in part to unreasonable working conditions.

Reasons to Consider Ergonomics for Truck Drivers

While driving trucks can create so many health problems for workers, ergonomics can prevent or help treat many of them. An ergonomic working environment takes the driver’s needs and perspectives into account, creating a design that fits the driver perfectly. With the right physical support, truck drivers can minimize discomfort and focus more of their attention on driving. They are less likely to need time off to address physical conditions, and they may be more likely to stay in the job. Making sure each driver is comfortable can also increase productivity and boost employee retention, which are key goals for businesses.

Ergonomic Truck Modifications

When shopping for PAI truck parts and other necessary components for a trucking outfit, companies ought to consider ergonomics as an important part of a successful design. Ergonomic supports might include adjustable seating, ergonomic steering wheels, adjustable mirrors, climate controls, smart dashboards, and accessories such as seat cushions, armrests, or backrests.

Ergonomics do not only relate to a driver’s physical position while working. Businesses should evaluate the problems in their current driving workforce to tailor solutions to the most common issues. They can form a plan to maintain brakes and power steering to decrease stress and improve vehicle performance, which eases a truck driver’s concerns and difficulties. Companies may also need to reorganize the way they schedule driving shifts to provide more breaks and incentives for drivers to maintain a healthy approach to driving.

Driving a truck can be a rewarding profession, but it can also be punishing without the right kind of support. Truck drivers are more likely to report issues with pain, stiffness, or numbness related to their daily tasks and the discomfort of sitting still for long periods. Ergonomic truck design can provide solutions to many of these problems by customizing the truck’s cabin function for the driver. By employing these solutions, businesses can increase efficiency and productivity without creating problems for their truck drivers.

Author Bio

Cal Turner is an integral part of the Fitzgerald USA team and is Co-Owner/Operator of Fitzgerald USA Truck Parts Online, a leading provider of high-quality truck parts and accessories. Turner, a University of Tennessee graduate, has been immersed in the trucking industry for nearing a decade. He has spent the last several years expanding on how he can provide unmatched services, products, and expertise in the online truck parts market.

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CPC Logistics Drivers Shine as 2024 NPTC National All-Stars for Safety and Service

Five distinguished drivers from CPC Logistics have earned the prestigious title of 2024 National Driver All-Stars, an award presented by the National Private Truck Council (NPTC) at its annual National Safety Conference, held on September 5 in Orlando, Florida. This honor celebrates drivers who have demonstrated exceptional performance in customer service, safety, regulatory compliance, and community engagement.

Read also: CPC Logistics Honors Hall of Fame and All-Star Drivers at NASCAR Race

The following CPC drivers were recognized for their outstanding contributions:

1. Jose Cruz, based at Toyota Quality Parts Express in South Gate, California

2. Jerrid Gossett, based at Fabri-Kal in Walhalla, South Carolina

3. Ricky Owens, based at Walgreens in Easley, South Carolina

4. Christie Tilton, based at Procter & Gamble in Eaton, Ohio

5. Brian Troutman, based at John Deere in Wayland, Iowa

Troutman reflected on the award, attributing his success to values passed down by his father. “No matter the company name on the truck, treat it like it’s your own. Pride in maintaining your vehicle and satisfying customers is what makes a good driver,” he said.

Since 2009, CPC Logistics has led the industry with 114 drivers named National Driver All-Stars, more than any other company. “It’s an honor to be part of a company like CPC, where everyone genuinely cares about their work and customers,” said Cruz.

In addition to these accolades, CPC’s commitment to safety is reflected in its impressive statistics: 13 drivers inducted into the NPTC Driver Hall of Fame and over 155 drivers with over 1 million accident-free miles.

“Safety is paramount,” Tilton added. “As a trainer, I emphasize the importance of doing things safely from day one, aligning with the customer’s vision for the fleet.”