Transport & Logistics
Airlines, parcel, freight, rail, and logistics networks. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 28
- Average revenue
- $17B
- Average margin
- 47.0%
- Average growth
- 0.9%
What this industry is really competing to solve
Demand emerges when people or goods must reach a destination predictably, quickly, and at an acceptable total cost. The deeper motives are continuity, control, speed, and relief from uncertainty. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose other modes, local sourcing, remote interaction, internal fleets, slower service, and postponement. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is matching network capacity with demand while improving yield, utilization, density, and reliability. Across the industry, the decisive investment question is whether fleet and network investment raises density and cash returns through the cycle.
Average operating profit is $1.6B, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Transport & Logistics companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| UPS UPS | $88.7B | $7.9B | 8.9% | -2.6% |
| FedEx FDX | $87.9B | $5.2B | 5.9% | +0.3% |
| Delta Air Lines DAL | $63.4B | $5.8B | 9.2% | +2.8% |
| United Airlines UAL | $59.1B | $4.7B | 8.0% | +3.5% |
| Waste Management WM | $25.2B | $4.3B | 17.1% | +14.2% |
| Union Pacific UNP | $24.5B | $9.8B | 40.2% | +1.1% |
| C.H. Robinson CHRW | $16.2B | $795M | 4.9% | -8.4% |
| Alaska Air Group ALK | $14.2B | $303M | 2.1% | +21.3% |
| GXO Logistics GXO | $13.2B | $245M | 1.9% | +12.5% |
| J.B. Hunt Transport Services JBHT | $12B | $865M | 7.2% | -0.7% |
| Expeditors International EXPD | $11.1B | $1.1B | 9.5% | +4.4% |
| JetBlue Airways JBLU | $9.1B | -$368M | -4.1% | -2.3% |
| Knight-Swift Transportation KNX | $7.5B | $216M | 2.9% | +0.8% |
| RXO RXO | $5.7B | -$79M | -1.4% | +26.2% |
| Schneider National SNDR | $5.7B | $169M | 3.0% | +7.2% |
| SkyWest SKYW | $4.1B | $618M | 15.2% | +15.0% |
| ArcBest ARCB | $4B | $90M | 2.2% | -4.0% |
| Kirby Corporation KEX | $3.4B | $496M | 14.7% | +3.0% |
| Matson MATX | $3.3B | $500M | 14.9% | -2.3% |
| The Greenbrier Companies GBX | $3.2B | $360M | 11.1% | -8.6% |
| Saia SAIA | $3.2B | $352M | 10.9% | +0.8% |
| Werner Enterprises WERN | $3B | $12M | 0.4% | -1.8% |
| Forward Air FWRD | $2.5B | $36M | 1.4% | +0.8% |
| Trinity Industries TRN | $2.2B | $649M | 30.1% | -29.9% |
| GATX GATX | $1.7B | $333M | 19.1% | +9.7% |
| Marten Transport MRTN | $884M | $23M | 2.6% | -8.3% |
| Heartland Express HTLD | $806M | -$57M | -7.1% | -23.1% |
| Landstar System LSTR | $14M | $152M | 1085.7% | -6.7% |
