Iron Sheepdog Market Intelligence

Texas | September 2026

Texas’s September 2026 Iron Index is 41 (Soft). TxDOT recorded $283,756,044 in low bids across 177 contracts, with 30.9% of classified value in earthwork-intensive work. Gulf Coast diesel reached $5.955/gal in the week of September 28. August construction employment rose 1.9% year over year, an employment-based capacity proxy.

REPORT TYPE
State Report
REPORTING PERIOD
September 2026
PUBLISHED
October 14, 2026
DATA AS OF
August 31, 2026
VERIFIED
October 14, 2026
THE IRON INDEX™

The monthly operating picture

3
verified sources
41
/ 100
Soft
-33 since August

One score summarizing project activity, demand, capacity, operating pressure, and near-term opportunity.

THIS MONTH IN 20 SECONDS
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TxDOT recorded $283.8M in low bids across 177 September contracts.

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Gulf Coast diesel was $5.955/gal in the week of September 28.

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Texas construction employment rose 1.9% YoY in August (capacity proxy).

MARKET SCORECARD

Where the market stands now

0 weak  •  100 exceptional
Transportation
25
/100
Heavy civil
66
/100
Project pipeline
/100
Broker opportunity
/100
Hauler capacity
50
/100
Fuel risk
25
/100
DEEP DIVE

The full market analysis

For readers who want the detail behind the score, signals, regional outlook, and operating recommendations.

Executive read: Texas’s September Iron Index is 41 (Soft), Iron Sheepdog’s proprietary assessment of the month’s operating conditions. The recorded DOT letting volume was below the state’s recent norm, fuel cost pressure was elevated, and the employment-based capacity proxy pointed to tighter availability. New freeway and bridge replacement work remained relevant to material hauling, and statewide contract count alone is not a measurement of material-hauling demand.

Market at a glance

  • Recorded low-bid value: $283,756,044 across 177 contracts
  • Letting dates: 16 dates from September 1 through September 30
  • Work mix: 30.9% of classified value in earthwork-intensive work
  • Regional diesel: Gulf Coast (PADD 3), $5.955/gal, week of September 28
  • Construction employment: 924,900 jobs in August, up 1.9% year over year
  • Data coverage: Four verified metrics; Project Pipeline and Broker Opportunity are not scored

Where the work was

New Location Freeway

TxDOT recorded $51,358,199 in one contract in Starr County. This is the month’s largest single contract in the extracted low-bid results.

Bridge Replacement

Ten contracts account for $28,798,163. These contracts are a material-hauling opportunity to assess at the project level.

Seal Coat

Ten contracts account for $70,828,018. The size of this category helps explain why total letting dollars and hauling-intensive work tell different stories.

Routine Maintenance Project — Sealed

This category carries $34,845,075 across 52 contracts. A large number of maintenance contracts does not establish equivalent demand for bulk material hauling.

Regional outlook

Starr County

The new-location freeway contract accounts for $51,358,199, or 18.1% of statewide recorded low-bid value. Confirm the contractor’s actual mobilization and hauling scope before committing trucks.

Cameron County

Seven contracts account for $19,895,850. Compare individual job scopes and start dates rather than treating the county total as a truck-demand measurement.

Andrews County

One contract accounts for $17,180,395. A single contract drives the county’s recorded value this month.

Liberty County

Two contracts account for $11,449,931. Contractor-specific scope remains the basis for hauling decisions.

Operating environment

Fuel and margin pressure

EIA reported Gulf Coast (PADD 3) on-highway diesel at $5.955 per gallon for the week of September 28, 13.4% above its recent reference level. This is a regional diesel figure, not a Texas pump price. Review fuel-adjustment terms and loaded and empty miles when pricing work.

Hauling capacity

BLS reported 924,900 Texas construction jobs in August 2026, up 1.9% from August 2025. August is the latest employment month available in the captured release. Hauler Capacity is an employment-based proxy, not a measurement of truck supply; the proxy suggests tighter availability than normal.

Opportunity map

  • Verify the new-location freeway contractor’s material-hauling scope in Starr County.
  • Screen the ten bridge replacement contracts for confirmed hauling requirements.
  • Match coverage to actual start dates and routes rather than the statewide contract count.

Risk map

  • September recorded letting volume was below Texas’s recent norm.
  • Regional diesel cost pressure was elevated during the reporting period.
  • Low-bid results are not final awards or guaranteed mobilizations.
  • Employment data describes August and is a proxy for capacity, not a count of available trucks.
  • Two unmapped categories account for $632,079 (0.22% of value); the work-mix figure covers classified contracts.

Report coverage

Market assessment

This edition assesses transportation activity, heavy civil work, fuel costs and hauling capacity. Together, these indicators inform Iron Sheepdog’s proprietary view of market conditions.

Forward-looking indicators

Project Pipeline and Broker Opportunity are not rated in this edition. Historical forward-looking contract values are unavailable for this reporting period.

What to do next

Broker playbook

  • Build coverage around confirmed freeway and bridge replacement work rather than contract count.
  • The capacity proxy points to tighter availability; verify truck commitments directly.
  • Elevated fuel pressure calls for explicit fuel-adjustment terms and route-level cost checks.
Explore Broker Intelligence

Contractor playbook

  • Confirm material requirements and mobilization before reserving hauling capacity.
  • Check local truck availability directly; the capacity score is an employment proxy.
  • Account for elevated regional diesel costs when comparing hauling quotes.
Explore Contractor Intelligence

Hauler playbook

  • Target confirmed material-moving scopes in freeway and bridge replacement contracts.
  • The capacity proxy suggests tighter availability, but verify local demand before repositioning trucks.
  • Check fuel-adjustment language, deadhead miles, wait time and payment terms before accepting work.
Explore Hauler Intelligence

Sources & methodology

Data as of
August 31, 2026
Verified
October 14, 2026

Verified October 14, 2026. This edition describes September letting and fuel data and the latest available August employment release. Source bytes are retained for audit.

About the Iron Index

The Iron Index is Iron Sheepdog’s proprietary market assessment, built from public DOT, EIA and BLS data. It considers DOT activity, work mix, forward pipeline, fuel pressure and hauling capacity. A score of 60 represents normal conditions for that state. The scoring derivation is proprietary and is not published.

Disclosures

Hauler Capacity is an employment-based proxy, not a measurement of truck supply. This edition includes four verified inputs and omits Pipeline and Broker Opportunity. Scores describe observed conditions and are not forecasts or guarantees. Low-bid results can change before final award. DOT lettings do not measure all private, county or municipal construction.

Put this intelligence to work

Use the market signals above to grow your network, plan capacity, and find better-fit work in Texas.