Territory · Substrate signal

04The carrier-mix reset.

Network going North-America-heavy + USMCA-heavy. New lanes month-over-month. No publicly named freight-audit vendor. Q1 2026 management called freight cost inflation an offset to tariff relief — basis-points visible on the call but not yet captured operationally.

The freight loop

Tender · Confirm · Audit · Settle.

Tender

automated routing on cost + service + capacity

Confirm

image-confirmed delivery + exception capture at the dock

Audit

per-invoice variance recovery

Settle

FTL + LTL + courier reconciliation

What we read

The reset network + the freight surface.

Q1 2026 · cost surface

Battery metals, tungsten, freight, resin called as input-cost volatility offsetting tariff relief — direct-material category management is live, not solved.

SBD Q1 2026

Q3 2025 · margin path

Adj GM 31.6% vs 35% target by Q4 2026. Q3 2025 added ~$120M run-rate savings; $1.9B of $2B program realized.

SBD Q3 2025

Vendor surface

Confirmed: Xeneta (ocean rates). Conspicuously absent: no named freight audit vendor, no named multimodal real-time visibility, no named TMS.

Xeneta · SBD

What Enmovil delivers here

The full freight execution surface.

Carrier tendering + scoring

Routes new lanes against the carrier mix on cost + service + capacity. Spot tenders on contracted gaps.

Electronic-proof-of-delivery + exception capture

Image-confirmed delivery confirmation + damage / shortage / refusal at the dock. Pushed upstream so claims don't go stale.

Per-invoice variance recovery

Reconciles every invoice against contracted rate + accessorials + landed cost. Catches basis-points across FTL + LTL + courier.

Proof anchor

Where we've shipped this shape.

8-15%

Logistics cost savings · measured across deployments · meaningful share from freight audit + tender efficiency

FTL+LTL+courier

Full freight settlement reconciliation in production · a tier-1 commercial vehicle manufacturer

~99%

Estimated time of arrival accuracy at fleet scale · multimodal pattern across deployments

For the conversation

Questions, fence, timeline.

Freight audit + payment surface today — outsourced to a named vendor, in-house, or fragmented across BUs?
Of the redesigned North-America-heavy + USMCA-heavy lanes from the last 6 months — how much carrier-rate variance is being recovered today vs left on the table?
What share of the 40% productivity contribution to Q1 2026 margin is attributable to freight efficiency vs other levers?

We'd touch

Carrier tendering across reset North-America-heavy network
Electronic-proof-of-delivery + exception capture at the dock
Freight audit + settlement against contracted rate
Per-invoice variance recovery FTL + LTL + courier

We wouldn't

Ocean rate benchmarking (Xeneta)
Carrier procurement / RFP (your sourcing team)
Spot brokerage relationships
Customs broker workflow

6-8 weeks · one redesigned lane · full audit surface

First lane: one redesigned North-American lane (Reynosa-Mission-DC or Mission-DC-retailer) instrumented for tender + delivery confirmation + audit, with 90 days of historical invoices for the leakage report.

Who's building this

Enmovil · the technology thought partner for autonomous supply chains.

One AI-native platform. Demand sensing, inventory, dispatch, execution, freight settlement, sustainability reporting. All on one intelligence layer that sits above the systems you already own.

Under orchestration

~100K

Trucks per day across the deployment base

Daily delivery accuracy

99%

Road, rail, ocean, air

Forecast accuracy

97%

Demand sensing across deployments

Logistics cost savings

8 to 15%

Measured across deployments