Trucking
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Old Dominion Freight Line
ODFL
$44.9B
| $44.9B | $216.36 | 2.34% |
|
2
XPO
XPO
$23.7B
| $23.7B | $202.58 | 3.17% |
|
3
TFI International
TFII
$11.5B
| $11.5B | $140.46 | 2.13% |
|
4
Knight Transportation
KNX
$11.4B
| $11.4B | $70.02 | 1.07% |
|
5
Saia
SAIA
$9.72B
| $9.72B | $364.21 | 0.66% |
|
6
Schneider National
SNDR
$6.25B
| $6.25B | $35.63 | 1.16% |
|
7
RXO
RXO
$3.58B
| $3.58B | $21.70 | 7.21% |
|
8
ArcBest
ARCB
$3.08B
| $3.08B | $137.76 | 1.86% |
|
9
Werner Enterprises
WERN
$2.25B
| $2.25B | $37.51 | 1.74% |
|
10
Marten Transport
MRTN
$1.22B
| $1.22B | $14.95 | 0.61% |
|
11
Heartland Express
HTLD
$956M
| $956M | $12.34 | 0.41% |
|
12
Covenant Logistics
CVLG
$872M
| $872M | $34.65 | 0.83% |
|
13
Universal Logistics Holdings
ULH
$529M
| $529M | $20.07 | 9.19% |
|
|
PAMT
14
PAMT Corp
PAMT
$297M
| $297M | $14.18 | 5.84% |
|
|
ETS
15
Elite Express Holding Inc
ETS
$56.5M
| $56.5M | $1.16 | 7.2% |
|
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 $44.9B, XPO (XPO) at $23.7B and TFI International (TFII) at $11.5B.
Among institutional investors, XPO (XPO) drew the most net new fund positions in Q1 2026: 139 funds opened new positions, taking total fund holders up 85 (15%) quarter-over-quarter.
- Combined market cap: $120B across 15 stocks.
- Largest constituent: Old Dominion Freight Line (ODFL), $44.9B market cap.
- Most net new fund positions in Q1 2026: XPO (XPO), +85 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.