Open contest
23 companies value 229 bn revenue 169 bn margin 4.7% free cash flow 11 bn avg. score 4.1
UPS holds 36.3% of the group's value, 2.1x the runner-up · ODFL leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service United States · score 6.9 | 36% | 83 bn | 90 bn | 5.1% | 5.5 bn | 6.6% | 6.5% | Express parcels, logistics and international freight · Largest US parcel network by revenue | |
| 2 | ODFL | Old Dominion Freight Line United States · score 6.8 | 17% | 39 bn | 5.6 bn | 19.4% | 1.1 bn | 2.9% | 0.6% | Less-than-truckload freight trucking · Best operating ratio in US less-than-truckload freight | |
| 3 | XPO | XPO Inc. United States · score 5.1 | 10% | 22 bn | 8.6 bn | 4.7% | 0.5 bn | 2.2% | — | Less-than-truckload freight transport · 2nd largest US less-than-truckload carrier | |
| 4 | JBHT | J.B. Hunt Transport United States · score 6.5 | 9% | 21 bn | 13 bn | 5.3% | 1.1 bn | 5.2% | 0.8% | Intermodal and truckload transportation and logistics · Largest US intermodal transportation operator | |
| 5 | FDXF | FedEx Freight Holding Company, Inc. United States · score 0.6 | 7% | 17 bn | 8.8 bn | 7.4% | -0.2 bn | -1.3% | 0.3% | Less-than-truckload freight transport in the United States · Tennessee — revenue of $8.8bn | |
| 6 | KNX | Knight-Swift Transportation United States · score 7.6 | 5% | 10 bn | 7.7 bn | 0.6% | 1.4 bn | 13.5% | 1.2% | Truckload freight transport and logistics · Largest US full-truckload carrier | |
| 7 | TFII | TFI International Inc. Canada · score 6.3 | 4% | 9.4 bn | 7.9 bn | 3.9% | 0.7 bn | 7.5% | 1.6% | Trucking and parcel delivery in Canada and the US · Canada — revenue of $7.9bn | |
| 8 | SAIA | Saia Inc. United States · score 5.8 | 4% | 8.8 bn | 3.4 bn | 8.2% | 0.3 bn | 2.9% | — | Less-than-truckload freight transport · Less-than-truckload carrier expanding nationwide at a fast pace | |
| 9 | LSTR | LANDSTAR SYSTEM INC United States · score 6.8 | 3% | 5.7 bn | 5.0 bn | 2.6% | 0.2 bn | 3.1% | 2.1% | Asset-light trucking through a network of agents · Florida — revenue of $5bn | |
| 10 | SNDR | Schneider National United States · score 6.2 | 2% | 5.3 bn | 5.8 bn | 1.9% | 0.3 bn | 5.8% | 1.3% | Truckload, intermodal and logistics · Truckload and intermodal transport with a large owned fleet | |
| 11 | ARCB | ARCBEST CORP /TX/ United States · score 6.1 | 1% | 2.9 bn | 4.2 bn | 0.4% | 0.2 bn | 6.5% | 0.4% | End-to-end logistics, with less-than-truckload freight · Arkansas — revenue of $4.2bn | |
| 12 | WERN | WERNER ENTERPRISES INC United States · score 2.8 | 1% | 1.8 bn | 3.3 bn | -1.4% | 0.1 bn | 2.9% | 1.9% | Truckload freight transport · Nebraska — revenue of $3.3bn | |
| 13 | MRTN | MARTEN TRANSPORT LTD United States · score 7.1 | 0% | 1.0 bn | 0.9 bn | 1.5% | 0.1 bn | 8.3% | 1.9% | Refrigerated trucking for food · Wisconsin — revenue of $858m | |
| 14 | HTLD | HEARTLAND EXPRESS INC United States · score 0.3 | 0% | 0.8 bn | 0.7 bn | -5.9% | -0.1 bn | -10.5% | 0.8% | Truckload freight transport · Iowa — revenue of $736m | |
| 15 | CVLG | COVENANT LOGISTICS GROUP, INC. United States · score 1.9 | 0% | 0.7 bn | 1.2 bn | 0.3% | -0.0 bn | -5.1% | 0.9% | Trucking integrated into customers' supply chains · Tennessee — revenue of $1.2bn | |
| 16 | ULH | UNIVERSAL LOGISTICS HOLDINGS, INC. United States · score 2.3 | 0% | 0.4 bn | 1.5 bn | -6.0% | 0.0 bn | 8.6% | 2.6% | Logistics and transportation in the US, Mexico and Canada · Michigan — revenue of $1.5bn | |
| 17 | PAMT | PAMT CORP United States · score 0.0 | 0% | 0.2 bn | 0.6 bn | -7.1% | -0.1 bn | -24.6% | — | Dry van trucking in the US, Mexico and Canada · Arkansas — revenue of $598m | |
| 18 | PAL | Proficient Auto Logistics, Inc United States · score 4.1 | 0% | 0.1 bn | 0.4 bn | -9.9% | 0.0 bn | — | 21.1% | — | New vehicle transportation and logistics · Florida — revenue of $423m |
| 19 | ETS | Elite Express Holding Inc. United States · score 0.4 | 0% | 0.1 bn | 0.0 bn | -169.2% | -0.0 bn | — | -6.8% | — | Truckload freight transport · California — revenue of $3m |
| 20 | SFWL | SHENGFENG DEVELOPMENT Ltd China · score 5.4 | 0% | 0.0 bn | 0.6 bn | 2.0% | 0.0 bn | 9.8% | 0.1% | Logistics and freight transport in China · China — revenue of $621m | |
| 21 | TOPP | Toppoint Holdings Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -35.7% | 0.0 bn | -63.9% | — | Trucking for the recyclables export chain · Pennsylvania — revenue of $18m | |
| 22 | ENRD | Einride AB Sweden · score 2.5 | — | — | 0.1 bn | -376.0% | — | — | — | — | Electric and autonomous freight trucks offered as a service · Sweden — revenue of $46m |
| 23 | HXHX | Haoxin Holdings Ltd China · score 3.3 | — | — | 0.0 bn | 12.0% | -0.0 bn | — | — | Temperature-controlled trucking and urban delivery in China · China — revenue of $33m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Industrial distribution (MRO) 16 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.