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6 segments · 20 companies

Logistics & Freight

+0.3%chain · 1M

Transport equipment and networks serve shippers; rail, trucking, forwarding and parcel services have distinct volume and cost drivers.

  • The Logistics & Freight covers 6 segments and 20 companies, 0 of them chokepoints.
  • Over the past month the chain's median listed company returned +0.3%, against 0.0% for the S&P 500.
  • The strongest segment is Rail freight (+4.5%) and the weakest Rail equipment & services (−7.2%), a 11.7-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Freight & forwardingParcel & delivery
Transport equipment
Rail equipment & services−7.2%
WAB−0.3%FSTR−5.1%GBX−12.4%TRN−9.3%
Transport networks
Rail freight+4.5%
UNP+4.9%NSC+4.5%CSX+3.9%
Trucking & intermodal−3.2%
JBHT−3.7%ODFL+6.5%KNX−5.8%SAIA−2.7%TFII−9.6%XPO+6.1%
Forwarding & delivery
Forwarding & freight brokerage−0.4%
EXPD+5.1%CHRW−5.8%
Parcel networks+2.4%
UPS+3.9%FDX+0.8%
Shipper demand
Manufacturers, retailers & shippers+2.9%
WMT+7.0%AMZN+2.9%CAT−8.4%

Which segments are leading

Median price return of the listed companies in each segment.

Rail freight+4.5%
Manufacturers, retailers & shippers+2.9%
Parcel networks+2.4%
Forwarding & freight brokerage−0.4%
Trucking & intermodal−3.2%
Rail equipment & services−7.2%
S&P 5000.0%
Manufacturers, retailers & shippers+8.7%
Rail freight−5.9%
Parcel networks−9.1%
Forwarding & freight brokerage−9.8%
Trucking & intermodal−19.4%
Rail equipment & services−21.5%
S&P 500+4.7%
Forwarding & freight brokerage+37.9%
Trucking & intermodal+34.3%
Rail freight+28.1%
Parcel networks+21.9%
Manufacturers, retailers & shippers+21.2%
Rail equipment & services+12.5%
S&P 500+15.8%

Key numbers

Freight TSI year over year, June 2026-1.7%BTS · Freight Transportation Services Index, June 2026

Sources

AI Infrastructure Supply ChainSemiconductor Value ChainSoftware & AI ApplicationsHealthcare Value ChainFinancial ServicesIndustrials & DefenseConsumer Value ChainEnergy & PowerCommunications & MediaOil & Gas Supply ChainUtilities & Power GridTravel, Leisure & EntertainmentAerospace & DefenseCapital Markets & Asset ManagementInsurance Value ChainReal Estate & REITsMedtech, Diagnostics & CareHousing & BuildingChemicals & Basic MaterialsIndustrial Automation & EquipmentRetail Channels & Consumer BrandsWater, Environment & Facility ServicesBanking, Credit & PaymentsAgriculture to the TableEnterprise IT & Services

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Hub links every company to its suppliers and customers, with news and alerts as the chain moves.

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