Trucking
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Old Dominion Freight Line
ODFL
$36.8B
| $36.8B | $177.31 | 1.11% |
|
2
XPO
XPO
$20.8B
| $20.8B | $177.67 | 1.91% |
|
3
Knight Transportation
KNX
$10.9B
| $10.9B | $67.09 | 0.71% |
|
4
TFI International
TFII
$10.3B
| $10.3B | $125.04 | 0.36% |
|
5
Saia
SAIA
$9.27B
| $9.27B | $348.38 | 0.1% |
|
6
Schneider National
SNDR
$5.7B
| $5.7B | $32.50 | 0.53% |
|
7
RXO
RXO
$3.26B
| $3.26B | $19.79 | 0.35% |
|
8
ArcBest
ARCB
$2.94B
| $2.94B | $131.71 | 1.51% |
|
9
Werner Enterprises
WERN
$2.09B
| $2.09B | $34.79 | 0.66% |
|
10
Marten Transport
MRTN
$1.09B
| $1.09B | $13.34 | 0.91% |
|
11
Heartland Express
HTLD
$915M
| $915M | $11.83 | 1.63% |
|
12
Covenant Logistics
CVLG
$871M
| $871M | $34.34 | 1.36% |
|
13
Universal Logistics Holdings
ULH
$435M
| $435M | $16.48 | 3.74% |
|
|
PAMT
14
PAMT Corp
PAMT
$245M
| $245M | $11.71 | 1.39% |
|
|
ETS
15
Elite Express Holding Inc
ETS
$80.4M
| $80.4M | $1.65 | 22.9% |
|
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 $106B.
The largest by market cap are Old Dominion Freight Line (ODFL) at $36.8B, XPO (XPO) at $20.8B and Knight Transportation (KNX) at $10.9B.
Among institutional investors, Knight Transportation (KNX) drew the most net new fund positions in Q2 2026: 171 funds opened new positions, taking total fund holders up 121 (24%) quarter-over-quarter.
- Combined market cap: $106B across 15 stocks.
- Largest constituent: Old Dominion Freight Line (ODFL), $36.8B market cap.
- Most net new fund positions in Q2 2026: Knight Transportation (KNX), +121 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.