undamentalytics Newsletter

Cargo Ground Transportation stocks

22 US-listed companies in cargo ground transportation, with $88.8bn of combined revenue in their latest fiscal years. Ryder System Inc is the largest ($12.7bn). The fastest grower with at least $100m of revenue in both years is Shengfeng Development Ltd, up 13.6%. The median company grew −1.3% with a net margin of 2.0%.

Companies22
Combined revenue$88.8bn
Median revenue growth−1.3%
Median net margin2.0%
Median return on equity7.1%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Ryder System IncR $12.7bn 0.2% 3.9% 16.2% 2025
2 J.B. HuntJBHT $12.0bn −0.7% 5.0% 15.8% 2025
3 FedEx FreightFDXF $8.8bn −1.1% 7.4% 69.1% 2026
4 XPO, Inc.XPO $8.2bn 1.1% 3.9% 18.3% 2025
5 TFI International Inc.TFII $7.9bn −6.1% 3.9% 11.6% 2025
6 Knight-swift Transportation Holdings Inc.KNX $7.5bn 0.8% 0.9% 0.9% 2025
7 Schneider National, Inc.SNDR $5.7bn 7.3% 1.8% 3.4% 2025
8 Old DominionODFL $5.5bn −5.5% 18.6% 23.9% 2025
9 Landstar System IncLSTR $4.7bn −1.6% 2.4% 13.0% 2025
10 Arcbest CorpARCB $4.0bn −4.0% 1.5% 4.6% 2025
11 Saia IncSAIA $3.2bn 0.8% 7.9% 10.4% 2025
12 Werner Enterprises IncWERN $3.0bn −1.8% −0.5% −1.0% 2025
13 Universal Logistics Holdings, Inc.ULH $1.6bn −15.6% −6.4% −16.8% 2025
14 Covenant Logistics Group, Inc.CVLG $1.2bn 2.9% 0.6% 1.7% 2025
15 Marten Transport LTDMRTN $884m −8.3% 2.0% 2.3% 2025
16 Heartland Express IncHTLD $806m −23.1% −6.5% −6.6% 2025
17 Pamt CorpPAMT $598m −16.3% −8.8% −21.6% 2025
18 Shengfeng Development LtdSFWL $572m 13.6% 2.1% 9.6% 2025
19 Haoxin Holdings LtdHXHX $33m 29.2% 12.0% 17.3% 2025
20 Swvl Holdings CorpSWVL $24m 40.5% 5.4% 32.0% 2025
21 Toppoint Holdings Inc.TOPP $17m 3.2% −44.4% −131.6% 2025
22 Elite Express Holding Inc.ETS $3m — −82.0% −16.6% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.