Financial research concept

LTL Revenue per Shipment: Less-Than-Truckload Shipment Economics

LTL revenue per shipment measures average freight revenue earned on each shipment, combining yield, shipment weight, distance, fuel, and mix into a shipment-level revenue measure.

By Lee BaileyPublished Sep 18, 2026

LTL revenue per shipment measures the average less-than-truckload revenue earned for each shipment.

A simplified calculation is:

revenue per shipment = applicable LTL revenue ÷ LTL shipments

Revenue per shipment combines yield and shipment size

The metric is useful because it links two important freight variables:

revenue per shipment ≈ revenue per hundredweight × pounds per shipment ÷ 100

If revenue per hundredweight stays at $30 while average shipment weight rises from 1,300 to 1,400 pounds, the simplified revenue per shipment rises from $390 to $420.

That increase would come from heavier freight, not necessarily from a price increase.

Fuel treatment can materially change the number

Saia reported second-quarter 2026 LTL revenue per shipment of $393.56, while revenue per shipment excluding fuel surcharge was $303.12.

Both measures can be useful, but they answer different questions.

Including fuel shows reported shipment-level revenue. Excluding fuel can make underlying freight-yield trends easier to compare when fuel prices or surcharge mechanisms move sharply.

Revenue per shipment is not average selling price

LTL shipments are not standardized units.

Revenue can differ because of:

  • shipment weight;
  • length of haul;
  • freight class and commodity;
  • customer and lane mix;
  • accessorial services;
  • fuel surcharges; and
  • contractual rate changes.

That makes LTL revenue per shipment narrower and more operationally specific than the generic Average Selling Price concept.

Use it with shipment count

A simplified revenue bridge is:

LTL revenue ≈ shipments × revenue per shipment

A carrier can therefore grow revenue with fewer shipments if revenue per shipment rises enough, or report more shipments without much revenue growth if shipment-level revenue falls.

Investors should then ask what drove the change in LTL Revenue per Hundredweight, weight per shipment, and fuel.

Primary-source examples

LTL revenue per shipment is most useful as the shipment-level revenue bridge between freight volume and yield, not as a stand-alone measure of pricing power.

Part of the LTL Freight Operating Model

Connect shipments, weight, tonnage, freight yield, revenue per shipment, and operating ratio to understand less-than-truckload carrier economics.

How the model fits together
  • Shipment volume and weight: When periods and definitions align, tonnage per day is approximately shipments per day multiplied by weight per shipment. Reading all three separates shipment-count demand from freight-weight mix.
  • Yield and operating efficiency: Revenue per hundredweight and revenue per shipment are complementary yield views. Operating ratio then shows operating expense relative to operating revenue, with lower generally better on a consistent basis.

See It in Company Research

These companies are examples of how the concept is reported or discussed in public filings. Definitions can differ by issuer; these links open company research rather than a normalized metric comparison.

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