HEALTH OF THE U.S. SUPPLY CHAIN
This report is a joint publication of Geotab and Altitude by Geotab. The analysis and methodology were developed by Altitude by Geotab, drawing on commercial telematics data from Geotab’s global fleet network analyzed by Altitude by Geotab. The data covers three consecutive quarters of U.S. commercial vehicle activity: Q4 2025 (October–December 2025), Q1 2026 (January–March 2026), and Q2 2026 (April–June 2026). Quarter-over-quarter comparisons are sequential (Q4 to Q1 to Q2), with Q4 2025 as the fixed index baseline (= 100). The metrics combine three analyses: a corridor view of Heavy-Duty truck activity, a city view of Door-to-Door delivery activity and a drayage view of port truck activity. Each vehicle is assigned a vocation — Long-Haul, Regional, Hub-and-Spoke or Door-to-Door — based on its observed driving patterns. Learn more about our vocational classifications in Altitude by Geotab’s white paper
Methodology
• Corridor qualification. A journey is counted only if at least one of its trips runs more than one mile on one of the four corridors. • Distance. Journey distance is the total miles driven from first departure to final stop, including all roads, not just the highway portion. Journeys are kept only when total distance falls between 50 and 1,000 miles; shorter runs are local traffic and longer runs are treated as outliers. • Duration and speed. Duration counts only actual driving time (engine-on hours). Estimated speed is median journey miles divided by median journey hours. The trip/journey volume index and the vehicle-miles-traveled (VMT) index express per-vehicle-per-active-day rates with baseline Q4 2025 set to 100.
Normalizing activity: per vehicle per active day For all analyses, activity is normalized per vehicle per active day rather than by raw totals, so the metric reflects how individual vehicles are used rather than how many vehicles Geotab has onboarded. An active day is any working day on which a vehicle drove at least one qualifying trip anywhere in the U.S., on a corridor or not. Working days are weekdays (Monday–Friday) excluding U.S. federal holidays, giving 64 working days in Q4 2025, 61 in Q1 2026, and 63 in Q2 2026.
Corridor index Corridor metrics cover Class 7 and Class 8 trucks on four major U.S. interstate corridors — I-10: a southern east-west route, I-35: a central north-south route, I-80/90: a central east-west route, and I-95: an eastern north-south route — analyzed as a single combined network. • Trips and journeys. A trip is defined as the driving activity that occurs between two boundary events: an engine on/off event or the vehicle being in park for 200 seconds or longer. For Regional and Hub-and-Spoke trucks, each trip is treated as one journey. For Long-Haul trucks, consecutive trips by the same truck are chained into a single journey; a rest of more than 10 hours or the end of the quarter starts a new journey.
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