Trucking
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Old Dominion Freight Line
ODFL
$35.4B
| $35.4B | $170.56 | 4.92% |
|
2
XPO
XPO
$20.6B
| $20.6B | $176.48 | 6.16% |
|
3
Knight Transportation
KNX
$9.7B
| $9.7B | $59.47 | 4.63% |
|
4
Saia
SAIA
$8.94B
| $8.94B | $335.17 | 7.34% |
|
5
TFI International
TFII
$7.94B
| $7.94B | $96.64 | 3.6% |
|
6
Schneider National
SNDR
$4.95B
| $4.95B | $28.24 | 5.27% |
|
7
RXO
RXO
$4.6B
| $4.6B | $27.88 | 1.83% |
|
8
ArcBest
ARCB
$2.99B
| $2.99B | $133.59 | 4.09% |
|
9
Werner Enterprises
WERN
$1.68B
| $1.68B | $27.96 | 4.7% |
|
10
Marten Transport
MRTN
$978M
| $978M | $11.98 | 3.07% |
|
11
Covenant Logistics
CVLG
$821M
| $821M | $32.37 | 4.46% |
|
12
Heartland Express
HTLD
$785M
| $785M | $10.15 | 5.32% |
|
13
Universal Logistics Holdings
ULH
$777M
| $777M | $29.47 | 9.93% |
|
14
PAMT Corp
PAMT
$274M
| $274M | $13.10 | 5.82% |
|
15
Elite Express Holding Inc
ETS
$61M
| $61M | $1.37 | 22.2% |
|
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 $100B.
The largest by market cap are Old Dominion Freight Line (ODFL) at $35.4B, XPO (XPO) at $20.6B and Knight Transportation (KNX) at $9.7B.
Among institutional investors, Knight Transportation (KNX) drew the most net new fund positions in Q2 2026: 172 funds opened new positions, taking total fund holders up 122 (24%) quarter-over-quarter.
- Combined market cap: $100B across 15 stocks.
- Largest constituent: Old Dominion Freight Line (ODFL), $35.4B market cap.
- Most net new fund positions in Q2 2026: Knight Transportation (KNX), +122 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.