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December 15, 2025
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US Rail Service Ends 2025 on a High Note — What It Means for 2026 Intermodal Strategy

After nearly a decade marked by service volatility, US Class I railroads are closing 2025 with one of their strongest performance years in recent memory. For logistics teams planning 2026 transportation strategies, the rail network’s renewed consistency is not just good news — it signals a shift in how intermodal can be leveraged for cost, sustainability, and reliability gains.

This article breaks down the key improvements, what’s driving them, and how shippers can use the momentum to strengthen multimodal planning in 2026.

A Year of Reliable, High-Speed Intermodal Performance

Public rail metrics show that US Class I carriers have delivered consistent, reliable service across 2025, supported by improvements in:

  • Train speeds
  • Terminal fluidity
  • Reduced idling railcars
  • Fewer trains held in transit

According to data from the Association of American Railroads, intermodal train speeds surpassed year-ago levels for 30consecutive weeks starting in early May — a clear indicator of network stability.


CSX CEO Mike Cory described 2025 performance as “impeccable,” noting record-setting dwell times, faster turns, and strong resiliency without needing additional assets.

Fewer Network Disruptions: A Notable Shift From the Past Decade

Across all Class I carriers, an average of just 10intermodal trains per day were held because of crew or locomotive issues — less than half the combined average of 2018,2019, 2023, and 2024.

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This is a significant reversal from:

  • The near-meltdown conditions during the 2021–2022 pandemic surge
  • Multiple service disruptions throughout the 2010s

For shippers who pivoted away from rail during those years, thenew performance trajectory offers a reason to reconsider intermodal as a resilient long-term strategy.

Union Pacific: 2025’s Standout Performer

Union Pacific (UP) has been the only Class I railroad to maintain a positive Intermodal Service Z-Score every single week in2025 — meaning it consistently exceeded its own historical averages for train speeds, trains held, and idle railcars.


UP achieved this despite:

  • More than 20% YoY growth in domestic intermodal from Southern California since July
  • Strong demand surges on lanes from the Southwest to both the Southcentral US (+11%) and the Pacific Northwest (+22%)

The growth in Southwest–PNW flows is especially notable since UP is the only railroad with track directly connecting California to Washington state.


East Coast Intermodal Also Strengthened in 2025

CSX and Norfolk Southern (NS) recorded solid gains this year thanks to strong regional demand. According to IANA data:

  • Southeast → Northeast volumes rose 8.1% YoY
  • Midwest → Southeast volumes grew 9.2% YoY

IMCs also echoed the positive shift. J.B. Hunt, for example, posted a 6% increase in East Coast loads despite a softer West Coast market in Q3 — a strong sign of competitive rail pricing and performance on shorter-haul regional lanes.

Executives described 2025 service as “as good as we’ve ever provided,” reinforcing confidence in rail as a trucking alternative even when rate gaps are narrow.


What This Means for 2026: Three Strategic Implications for Shippers

1. Rail Reliability Makes Mode Diversification Less Risky

With a year of strong performance — and no major network breakdowns — intermodal can be repositioned as a core rather than contingency mode for many supply chains.

2. Opportunities to Reduce OTR Exposure and Convert More Freight

Railroads are seeing strong “over-the-road conversion,” especially in domestic lanes where trucking remains costly and capacity fluctuates.

3. Network Stability Enhances Predictable Planning

Higher speeds, fewer holds, and steadier terminal performance mean shippers can plan with more confidence around:

  • Lead times
  • Inventory replenishment
  • Routing guides
  • Peak season surge strategies

How Worldtop & Meta Helps ShippersLeverage 2026’s Intermodal Advantage

At Worldtop & Meta, our global network and predictive serviceframework turn rail performance insights into practical routingstrategies.

We help shippers:

  • Compare rail–truck–sea multimodal options with real-time network data
  • Evaluate intermodal conversion on cost, emissions, and service reliability
  • Use TradeXchange to source verified domestic drayage and intermodal partners
  • Build resilient long-term transportation plans across North America

As rail reliability improves, the shippers who act earlywill secure better capacity, pricing, and routing stabilitythroughout 2026.

Key Takeaways

  • US rail performance in 2025 is the strongest in years, with higher speeds and fewer disruptions.
  • Union Pacific led the sector, outperforming its historical averages every week of the year.
  • Domestic intermodal volumes surged across major corridors in both the West and East.
  • 2026 will be a favorable year to rebalance supply chains toward intermodal.
  • Worldtop & Meta can guide shippers in capturing the cost, sustainability, and reliability gains of renewed rail performance.

Source:https://www.joc.com/article/rail-service-shakes-off-prior-disruptions-to-close-2025-on-high-note-6131474

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