Trucking
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Old Dominion Freight Line
ODFL
$44.8B
| $44.8B | $215.45 | 1.76% |
|
2
XPO
XPO
$23.4B
| $23.4B | $200.18 | 1.53% |
|
3
Knight Transportation
KNX
$11.5B
| $11.5B | $70.81 | 1.13% |
|
4
TFI International
TFII
$11.5B
| $11.5B | $139.45 | 1.54% |
|
5
Saia
SAIA
$9.52B
| $9.52B | $356.81 | 4.68% |
|
6
Schneider National
SNDR
$6.4B
| $6.4B | $36.53 | 0.58% |
|
7
RXO
RXO
$3.46B
| $3.46B | $21 | 5.11% |
|
8
ArcBest
ARCB
$3.17B
| $3.17B | $141.67 | 1.83% |
|
9
Werner Enterprises
WERN
$2.27B
| $2.27B | $37.82 | 1.28% |
|
10
Marten Transport
MRTN
$1.22B
| $1.22B | $14.93 | 0.47% |
|
11
Heartland Express
HTLD
$972M
| $972M | $12.55 | 1.8% |
|
12
Covenant Logistics
CVLG
$900M
| $900M | $35.77 | 1.27% |
|
13
Universal Logistics Holdings
ULH
$485M
| $485M | $18.39 | 5.5% |
|
|
PAMT
14
PAMT Corp
PAMT
$301M
| $301M | $14.39 | 18.1% |
|
|
ETS
15
Elite Express Holding Inc
ETS
$53.6M
| $53.6M | $1.10 | 2.8% |
|
Trucking Stocks at a Glance
Trucking companies haul freight locally and long-haul. A fragmented market with low entry barriers makes rates brutally cyclical — the spot-versus-contract mix determines earnings volatility, and freight rates turn ahead of the broader economy.
There are 15 Trucking industry stocks tracked by Wall St. Rank, worth a combined $120B.
The largest by market cap are Old Dominion Freight Line (ODFL) at $44.8B, XPO (XPO) at $23.4B and Knight Transportation (KNX) at $11.5B.
Among institutional investors, XPO (XPO) drew the most net new fund positions in Q1 2026: 138 funds opened new positions, taking total fund holders up 84 (14%) quarter-over-quarter.
- Combined market cap: $120B across 15 stocks.
- Largest constituent: Old Dominion Freight Line (ODFL), $44.8B market cap.
- Most net new fund positions in Q1 2026: XPO (XPO), +84 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.