Shippers plan to enter 2026 with a cautious, measured outlook, according to the latest BlueGrace Logistics Confidence Index (LCI).
“The Q1 2026 Logistics Confidence Index points to a more measured tone across shippers. Revenue and order expectations moderated this quarter as most respondents shifted to a neutral outlook, reflecting cautious optimism amid persistent cost pressure,” says Randy Ofiara, VP of sales.
“The Q1 2026 LCI reflects a steady environment for truckload shippers, with freight rate volatility holding as the top concern. Although revenue expectations eased slightly, the strong consensus across all measures suggests a more predictable freight market taking shape,” adds Bryce Williford, SVP of 3PL services.
Key takeaways:
· Neutral sentiment reached record highs, reflecting steadier expectations after a turbulent 2025.
- Revenue growth remained steady with an average forecast of 2%, while positive sentiment edged up slightly to 72%.
- Order growth softened from 55% to 44% as shippers adopted a “wait-and-see” approach.
- Inventory levels rebounded to 42% positive, signaling more stable stock management.
- The overall Consensus Index remained high at 94, indicating strong alignment across respondents.
- Freight rate volatility held its position as the top logistics challenge, rising 10.8% as pricing instability continues to pressure budgets. Fuel cost concerns increased nearly 10%, while inventory management dropped sharply, suggesting normalized supply chains.
