This page shows information about the 50 largest transportation stocks including United Parcel Service, Union Pacific, Canadian National Railway, and Canadian Pacific Railway. Learn more about transportation stocks.
1 – United Parcel Service
NYSE: UPS
Market Cap: $153.76 billion
P/E Ratio: 14.2
Dividend Yield: 3.44%
Consensus Rating: Buy (14 Buy Ratings, 10 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: $215.82 (21.9% Upside)
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground services in the United States. The International Package segment provides guaranteed day and time-definite international shipping services in Europe, the Asia Pacific, Canada and Latin America, the Indian sub-continent, the Middle East, and Africa. This segment offers guaranteed time-definite express options. The company also provides international air and ocean freight forwarding, customs brokerage, distribution and post-sales, and mail and consulting services in approximately 200 countries and territories. In addition, it offers truckload brokerage services; supply chain solutions to the healthcare and life sciences industry; shipping, visibility, and billing technologies; and financial and insurance services. The company operates a fleet of approximately 121,000 package cars, vans, tractors, and motorcycles; and owns 59,000 containers that are used to transport cargo in its aircraft. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.
2 – Union Pacific
NYSE: UNP
Market Cap: $132.91 billion
P/E Ratio: 19.8
Dividend Yield: 2.45%
Consensus Rating: Hold (7 Buy Ratings, 12 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $247.22 (16.2% Upside)
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other agricultural users; petroleum, and liquid petroleum gases; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. As of December 31, 2021, its rail network included 32,452 route miles connecting Pacific Coast and Gulf Coast ports with the Midwest and Eastern United States gateways. The company was founded in 1862 and is headquartered in Omaha, Nebraska.
3 – Canadian National Railway
NYSE: CNI
Market Cap: $79.65 billion
P/E Ratio: 20.3
Dividend Yield: 1.92%
Consensus Rating: Hold (10 Buy Ratings, 12 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $142.29 (21.9% Upside)
Canadian National Railway Company, together with its subsidiaries, engages in the rail and related transportation business. The company’s portfolio of goods includes petroleum and chemicals, grain and fertilizers, coal, metals and minerals, forest products, intermodal, and automotive products serving exporters, importers, retailers, farmers, and manufacturers. It operates a network of 19,500 route miles of track spanning Canada and the United States. The company also provides vessels and docks, transloading and distribution, automotive logistics, and freight forwarding and transportation management services. Canadian National Railway Company was incorporated in 1919 and is headquartered in Montreal, Canada.
4 – Canadian Pacific Kansas City Limited
NYSE: CP
Market Cap: $68.09 billion
P/E Ratio: 32.0
Dividend Yield: 0.80%
Consensus Rating: Buy (11 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $90.50 (23.6% Upside)
Canadian Pacific Kansas City Limited, together with its subsidiaries, owns and operates a transcontinental freight railway in Canada and the United States. The company transports bulk commodities, including grain, coal, potash, fertilizers, and sulphur; and merchandise freight, such as energy, chemicals and plastics, metals, minerals and consumer, automotive, and forest products. It also transports intermodal traffic comprising retail goods in overseas containers. The company offers rail and intermodal transportation services through a network of approximately 13,000 miles serving business centers in Quebec and British Columbia, Canada; and the United States Northeast and Midwest regions. Canadian Pacific Railway Limited was incorporated in 1881 and is headquartered in Calgary, Canada.
5 – CSX
NASDAQ: CSX
Market Cap: $62.82 billion
P/E Ratio: 16.5
Dividend Yield: 1.36%
Consensus Rating: Buy (15 Buy Ratings, 7 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $36.33 (23.8% Upside)
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. The company also offers intermodal transportation services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It also serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.
6 – Norfolk Southern
NYSE: NSC
Market Cap: $54.01 billion
P/E Ratio: 18.3
Dividend Yield: 2.12%
Consensus Rating: Hold (10 Buy Ratings, 5 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: $283.10 (23.1% Upside)
Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn, fertilizers, livestock and poultry feed, food products, food oils, flour, sweeteners, ethanol, lumber and wood products, pulp board and paper products, wood fibers, wood pulp, scrap paper, beverages, canned goods, and consumer products; chemicals consist of sulfur and related chemicals, petroleum products, chlorine and bleaching compounds, plastics, rubber, industrial chemicals, chemical wastes, and sand; metals and construction materials, such as steel, aluminum products, machinery, scrap metals, cement, aggregates, minerals, clay, transportation equipment, and military-related products; and automotive, including finished motor vehicles and automotive parts, as well as coal. It also transports overseas freight through various Atlantic and Gulf Coast ports; and provides commuter rail passenger transportation services and operates an intermodal network. As of December 31, 2021, the company operated approximately 19,300 route miles in 22 states and the District of Columbia. Norfolk Southern Corporation was incorporated in 1980 and is based in Atlanta, Georgia.
7 – FedEx
NYSE: FDX
Market Cap: $41.61 billion
P/E Ratio: 11.2
Dividend Yield: 2.86%
Consensus Rating: Buy (13 Buy Ratings, 10 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $238.30 (48.9% Upside)
FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. The company’s FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; time-critical transportation services; and cross-border enablement, technology, and e-commerce transportation solutions. Its FedEx Ground segment provides day-certain delivery services to businesses and residences. The company’s FedEx Freight segment offers less-than-truckload freight transportation services. As of May 31, 2022, this segment had approximately 30,000 vehicles and 400 service centers. Its FedEx Services segment provides sales, marketing, information technology, communications, customer service, technical support, billing and collection, and back-office support services. The company’s Corporate, Other and Eliminations segment offers integrated supply chain management solutions, specialty transportation, customs brokerage, and global ocean and air freight forwarding services; and document and business services, as well as retail access to its customers for its package transportation businesses. FedEx Corporation was founded in 1971 and is based in Memphis, Tennessee.
8 – Old Dominion Freight Line
NASDAQ: ODFL
Market Cap: $28.40 billion
P/E Ratio: 23.6
Dividend Yield: 0.47%
Consensus Rating: Hold (3 Buy Ratings, 10 Hold Ratings, 3 Sell Ratings)
Consensus Price Target: $292.13 (15.0% Upside)
Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor carrier in the United States and North America. It provides regional, inter-regional, and national LTL services, including expedited transportation. The company also offers various value-added services, such as container drayage, truckload brokerage, and supply chain consulting. As of December 31, 2021, it owned and operated 10,403 tractors, 27,917 linehaul trailers, and 13,303 pickup and delivery trailers; 3 fleet maintenance centers; and 251 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is headquartered in Thomasville, North Carolina.
9 – Kansas City Southern
Acquired by CP in 2021
Kansas City Southern is a transportation holding company. It focuses on the growing north or south freight corridor connecting key commercial and industrial markets in the central United States with major industrial cities in Mexico. The firm also engages in the freight rail transportation business operating through a single coordinated rail network. The company was founded by Arthur E. Stilwell in 1887 and is headquartered in Kansas City, MO.
10 – Delta Air Lines
NYSE: DAL
Market Cap: $21.21 billion
P/E Ratio: 36.0
Consensus Rating: Buy (14 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $49.50 (49.6% Upside)
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Mexico City, London-Heathrow, Paris-Charles de Gaulle, and Seoul-Incheon. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app, reservations, online travel agencies, traditional brick and mortar, and other agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers, as well as aircraft charters, and management and programs. The company operates through a fleet of approximately 1,200 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia.
11 – Southwest Airlines
NYSE: LUV
Market Cap: $20.93 billion
P/E Ratio: 22.5
Consensus Rating: Buy (10 Buy Ratings, 6 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $53.06 (50.4% Upside)
Southwest Airlines Co. operates as a passenger airline company that provide scheduled air transportation services in the United States and near-international markets. As of December 31, 2021, the company operated a total fleet of 728 Boeing 737 aircrafts; and served 121 destinations in 42 states, the District of Columbia, and the Commonwealth of Puerto Rico, as well as 10 near-international countries, including Mexico, Jamaica, the Bahamas, Aruba, the Dominican Republic, Costa Rica, Belize, Cuba, the Cayman Islands, and Turks and Caicos. It also provides inflight entertainment and connectivity services on Wi-Fi enabled aircrafts; and Rapid Rewards loyalty program that enables program members to earn points for dollars spent on Southwest base fares. In addition, the company offers a suite of digital platforms to support customers’ travel needs, including websites and apps; and SWABIZ, an online booking tool. Further, it provides ancillary services, such as Southwest’s EarlyBird Check-In, upgraded boarding, and transportation of pets and unaccompanied minors. The company was incorporated in 1967 and is headquartered in Dallas, Texas.
12 – J.B. Hunt Transport Services
NASDAQ: JBHT
Market Cap: $17.41 billion
P/E Ratio: 18.9
Dividend Yield: 0.96%
Consensus Rating: Buy (16 Buy Ratings, 7 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $203.63 (21.4% Upside)
J.B. Hunt Transport Services, Inc. provides surface transportation, delivery, and logistic services in North America. It operates through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT). The JBI segment offers intermodal freight solutions. It operates 104,973 pieces of company-owned trailing equipment; owns and maintains its chassis fleet of 85,649 units; and manages a fleet of 5,612 company-owned tractors, 582 independent contractor trucks, and 6,943 company drivers. The DCS segment designs, develops, and executes supply chain solutions that support various transportation networks. As of December 31, 2021, it operated 11,139 company-owned trucks, 544 customer-owned trucks, and 6 contractor trucks. The company also operates 21,069 owned pieces of trailing equipment and 7,753 customer-owned trailers. The ICS segment provides freight brokerage and transportation logistics solutions; flatbed, refrigerated, expedited, and less-than-truckload, as well as dry-van and intermodal solutions; an online multimodal marketplace; and logistics management for customers to outsource the transportation functions. The FMS segment offers delivery services through 1,272 company-owned trucks, 272 customer-owned trucks, and 19 independent contractor trucks; and 1,036 owned pieces of trailing equipment and 185 customer-owned trailers. The JBT segment provides dry-van freight services by utilizing tractors and trailers operating over roads and highways through 734 company-owned tractors and 11,172 company-owned trailers. It also transports or arranges for the transportation of freight, such as general merchandise, specialty consumer items, appliances, forest and paper products, food and beverages, building materials, soaps and cosmetics, automotive parts, agricultural products, electronics, and chemicals. The company was incorporated in 1961 and is headquartered in Lowell, Arkansas.
13 – Westinghouse Air Brake Technologies
NYSE: WAB
Market Cap: $15.96 billion
P/E Ratio: 25.6
Dividend Yield: 0.70%
Consensus Rating: Buy (4 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $99.00 (13.3% Upside)
Westinghouse Air Brake Technologies Corporation provides technology-based equipment, systems, and services for the freight rail and passenger transit industries worldwide. It operates through two segments, Freight and Transit. The Freight segment manufactures and services components for new and existing freight cars and locomotives; builds new commuter locomotives; rebuilds freight locomotives; supplies railway electronics, positive train control equipment, signal design, and engineering services; and provides related heat exchange and cooling systems. It serves publicly traded railroads; leasing companies; manufacturers of original equipment, including locomotives and freight cars; and utilities. The Transit segment manufactures and services components for new and existing passenger transit vehicles, such as regional trains, high speed trains, subway cars, light-rail vehicles, and buses; refurbishes subway cars; and provides heating, ventilation, and air conditioning equipment, as well as doors for buses and subways. This segment serves public transit authorities and municipalities, leasing companies, and manufacturers of subway cars and buses. It also provides electronically controlled pneumatic braking products; railway electronics; freight car trucks; draft gears, couplers, and slack adjusters; air compressors and dryers; heat exchangers and cooling products; and track and switch products. In addition, the company offers railway braking equipment and related components; friction products; new switcher locomotives; transit locomotive and car overhaul services; and freight locomotive overhaul, modernizations, and refurbishment services. Further, it provides platform screen doors; pantographs; window assemblies; couplers; accessibility lifts and ramps for buses and subway cars; and traction motors. The company was founded in 1869 and is headquartered in Pittsburgh, Pennsylvania.
14 – ZTO Express (Cayman)
NYSE: ZTO
Market Cap: $15.96 billion
P/E Ratio: 24.7
Consensus Rating: Buy (5 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $37.70 (42.6% Upside)
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People’s Republic of China. The company offers delivery services for e-commerce and traditional merchants, and other express service users. As of December 31, 2021, it operated a fleet of approximately 10,900 trucks. The company was founded in 2002 and is headquartered in Shanghai, the People’s Republic of China.
15 – Ryanair
NASDAQ: RYAAY
Market Cap: $15.51 billion
P/E Ratio: 63.2
Consensus Rating: Buy (8 Buy Ratings, 2 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $49.78 (-27.1% Upside)
Ryanair Holdings plc, together with its subsidiaries, provides scheduled-passenger airline services in Ireland, the United Kingdom, Italy, Spain, Germany, and other European countries. It is also involved in the provision of various ancillary services, such as non-flight scheduled and Internet-related services; in-flight sale of beverages, food, duty-free, and merchandise; and marketing of car hire and accommodation services, and travel insurance through its website and mobile app. In addition, the company offers aircraft and passenger handling, ticketing, and maintenance and repair services; and markets car parking, fast-track, airport transfers, attractions, and activities on its website and mobile app, as well as sells gift vouchers. As of June 30, 2022, it had a principal fleet of approximately 483 Boeing 737 aircrafts and 29 Airbus A320 aircrafts; and offered approximately 3,000 short-haul flights per day serving approximately 225 airports. Ryanair Holdings plc was founded in 1985 and is headquartered in Swords, Ireland.
16 – Expeditors International of Washington
NASDAQ: EXPD
Market Cap: $15.06 billion
P/E Ratio: 9.9
Dividend Yield: 1.44%
Consensus Rating: Hold (0 Buy Ratings, 5 Hold Ratings, 3 Sell Ratings)
Consensus Price Target: $108.38 (20.7% Upside)
Expeditors International of Washington, Inc. provides logistics services in the Americas, North Asia, South Asia, Europe, the Middle East, Africa, and India. The company offers airfreight services, such as air freight consolidation and forwarding; ocean freight and ocean services, including ocean freight consolidation, direct ocean forwarding, and order management; customs brokerage, intra-continental ground transportation and delivery, and warehousing and distribution services; and customs clearance, purchase order management, vendor consolidation, time-definite transportation services, temperature-controlled transit, cargo insurance, specialized cargo monitoring and tracking, and other supply chain solutions. It also provides optimization, trade compliance, consulting, cargo security, and solutions. In addition, it acts as a freight consolidator or as an agent for the airline, which carries the shipment. Further, the company provides ancillary services that include preparation of shipping and customs documentation, packing, crating, insurance services, negotiation of letters of credit, and the preparation of documentation to comply with local export laws. Its customers include retailing and wholesaling, electronics, technology, and industrial and manufacturing companies. Expeditors International of Washington, Inc. was incorporated in 1979 and is headquartered in Seattle, Washington.
17 – C.H. Robinson Worldwide
NASDAQ: CHRW
Market Cap: $12.88 billion
P/E Ratio: 12.5
Dividend Yield: 2.12%
Consensus Rating: Hold (8 Buy Ratings, 6 Hold Ratings, 4 Sell Ratings)
Consensus Price Target: $110.81 (6.6% Upside)
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation services and logistics solutions to companies in various industries worldwide. The company operates in two segments, North American Surface Transportation and Global Forwarding. It offers transportation and logistics services, such as truckload; less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprise the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel ocean common carrier and freight forwarding services, as well as organizes air shipments and provides door-to-door services. The company also offers customs broker services; and other logistics services, such as fee-based managed, warehousing, small parcel, and other services. It has contractual relationships with approximately 85,000 transportation companies, including motor carriers, railroads, and air and ocean carriers. In addition, the company is involved in buying, selling, and/or marketing of fresh produce, including fresh fruits, vegetables, and other value-added perishable items under the Robinson Fresh name. Further, it provides transportation management services or managed TMS; and other surface transportation services. The company offers its fresh produce to grocery retailers, restaurants, produce wholesalers, and foodservice distributors through a network of independent produce growers and suppliers. C.H. Robinson Worldwide, Inc. was founded in 1905 and is headquartered in Eden Prairie, Minnesota.
18 – United Airlines
NASDAQ:UAL
Market Cap: $12.83 billion
Consensus Rating: Hold (8 Buy Ratings, 8 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: $53.47 (36.2% Upside)
United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, training, and maintenance services for third parties. The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019. United Airlines Holdings, Inc. was incorporated in 1968 and is headquartered in Chicago, Illinois.
19 – AMERCO
NASDAQ:UHAL
Market Cap: $10.24 billion
P/E Ratio: 9.2
Consensus Rating: N/A (0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: N/A
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, flat screen television, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 rentable storage units. The company’s Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company’s Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.
20 – American Airlines Group
NASDAQ:AAL
Market Cap: $9.27 billion
Consensus Rating: Hold (2 Buy Ratings, 11 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: $18.56 (30.2% Upside)
American Airlines Group Inc., through its subsidiaries, operates as a network air carrier. The company provides scheduled air transportation services for passengers and cargo through its hubs in Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C., as well as through partner gateways in London, Madrid, Seattle/Tacoma, Sydney, and Tokyo. As of December 31, 2021, it operated a mainline fleet of 865 aircraft. The company was formerly known as AMR Corporation and changed its name to American Airlines Group Inc. in December 2013. American Airlines Group Inc. was founded in 1930 and is headquartered in Fort Worth, Texas.
21 – China Southern Airlines
NYSE:ZNH
Market Cap: $9.09 billion
Consensus Rating: Hold (1 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: N/A
China Southern Airlines Company Limited offers airline transportation services in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally. The company operates in two segments, Airline Transportation Operations and Other Segments. It offers passenger, cargo, mail delivery, and other extended transportation services. The company also provides aircraft repair and maintenance, air catering, cargo handling, logistics, freight, airport ground, and general aviation services; and import and export agency, flight simulation, leasing, and pilot training services, as well as hotel management and tour services. It operates a fleet of 879 commercial aircraft and 28 civil helicopters. The company was incorporated in 1995 and is headquartered in Guangzhou, the People’s Republic of China.
22 – TFI International
NYSE:TFII
Market Cap: $8.54 billion
P/E Ratio: 12.9
Dividend Yield: 1.14%
Consensus Rating: Buy (11 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $130.56 (34.9% Upside)
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL segment offers expedited transportation, flatbed, tank container, and dedicated services, as well as TL brokerage services. This segment carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2021, the company had 13,384 tractors, 50,091 trailers, and 9,428 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. is headquartered in Saint-Laurent, Canada.
23 – Knight-Swift Transportation
NYSE:KNX
Market Cap: $7.79 billion
P/E Ratio: 9.1
Dividend Yield: 1.00%
Consensus Rating: Buy (15 Buy Ratings, 2 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $60.94 (25.6% Upside)
Knight-Swift Transportation Holdings Inc., together with its subsidiaries, provides truckload transportation services in the United States, Mexico, and Canada. The company operates through four segments: Trucking, Logistics, Less-than-truckload (LTL), and Intermodal. Its trucking services include irregular route, dedicated, refrigerated, flatbed, expedited, dry van, drayage, and cross-border transportation of various products, goods, and materials. The company also provides logistics and intermodal services, such as brokerage, intermodal, and certain logistics; freight management; and non-trucking services. In addition, it offers various support services, including repair and maintenance shop services, warranty, insurance, and equipment leasing; and trailer parts manufacturing and warehousing services, as well as engages in the driving academy activities. In addition, it offers regional direct services to customers national transportation needs by utilizing carriers for coverage areas outside networks. The company operates a total of 18,019 tractors, which comprises 16,166 company tractors and 1,853 independent contractor tractors, as well as 67,606 trailers; 2,735 tractors and 7,413 trailers; and 597 tractors and 10,847 intermodal containers. It serves retail, food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing industries. Knight-Swift Transportation Holdings Inc. was incorporated in 1989 and is headquartered in Phoenix, Arizona.
24 – Grupo Aeroportuario del Pacífico
NYSE:PAC
Market Cap: $7.42 billion
P/E Ratio: 18.1
Dividend Yield: 4.89%
Consensus Rating: Hold (2 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $159.50 (9.8% Upside)
Grupo Aeroportuario del Pacífico, S.A.B. de C.V., together with its subsidiaries, manages, operates, and develops airports primarily in Mexico’s Pacific region. It operates 12 airports in Guadalajara, Puerto Vallarta, Tijuana, San Josà del Cabo, Guanajuato (BajÃo), Hermosillo, Mexicali, Los Mochis, La Paz, Manzanillo, Morelia, and Aguascalientes. The company was incorporated in 1998 and is headquartered in Guadalajara, Mexico.
25 – Hertz Global
NYSE:HTZ
Market Cap: $6.68 billion
P/E Ratio: 11.9
Consensus Rating: Buy (5 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $26.60 (43.9% Upside)
The Hertz Corporation, a subsidiary of Hertz Global Holdings, Inc., operates the Hertz, Dollar and Thrifty vehicle rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia, and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies.
26 – Grupo Aeroportuario del Sureste, S. A. B. de C. V.
NYSE:ASR
Market Cap: $6.48 billion
P/E Ratio: 15.2
Dividend Yield: 3.20%
Consensus Rating: Hold (1 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $224.33 (3.8% Upside)
Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates nine airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlan. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services. In addition, it operates the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and holds concessions to operate the various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín and José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. The company was incorporated in 1998 and is headquartered in Mexico City, Mexico.
27 – Brookfield Infrastructure Partners L.P.
NYSE:BIP
Market Cap:
P/E Ratio:
Consensus Rating: N/A (0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: N/A
BIP’s Transport segment offers transportation, storage, and handling services for merchandise goods, commodities, and passengers through a network of approximately 22,000 km of track; 5,500 km of track network; 4,800 km of rail; 3,800 km of motorways; and 13 port terminals.
28 – Alaska Air Group
NYSE:ALK
Market Cap: $5.77 billion
P/E Ratio: 28.3
Consensus Rating: Buy (9 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $66.44 (45.2% Upside)
Alaska Air Group, Inc., through its subsidiaries, provides passenger and cargo air transportation services. The company operates through three segments: Mainline, Regional, and Horizon. It flies to approximately 120 destinations throughout North America. Alaska Air Group, Inc. was founded in 1932 and is based in Seattle, Washington.
29 – China Eastern Airlines
NYSE:CEA
Market Cap: $5.50 billion
Consensus Rating: Hold (2 Buy Ratings, 1 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: N/A
China Eastern Airlines Corporation Limited, together with its subsidiaries, operates in the civil aviation industry in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally. The company offers passenger, cargo, mail delivery, ground, tour operations, air catering, and other miscellaneous services. It is also involved in flight training; airline maintenance; the provision of import and export, investment, leasing, and consultation services; the research and development of technology and products in the field of aviation; and e-commerce platform and ticket agent services. As of December 31, 2021, the company operated a fleet of 758 aircraft, including 752 passenger aircraft and 6 business aircraft. China Eastern Airlines Corporation Limited was founded in 1988 and is headquartered in Shanghai, the People’s Republic of China.
30 – XPO Logistics
NYSE:XPO
Market Cap: $5.41 billion
P/E Ratio: 7.8
Consensus Rating: Buy (18 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $90.11 (91.8% Upside)
XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.
31 – Landstar System
NASDAQ:LSTR
Market Cap: $5.22 billion
P/E Ratio: 12.0
Dividend Yield: 0.85%
Consensus Rating: Hold (0 Buy Ratings, 9 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $162.08 (13.0% Upside)
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company operates through two segments: Transportation Logistics, and Insurance. The Transportation Logistics segment offers a range of transportation services, including truckload and less-than-truckload transportation, rail intermodal, air cargo, ocean cargo, expedited ground and air delivery of time-critical freight, heavy-haul/specialized, U.S.-Canada and U.S.-Mexico cross-border, intra-Mexico, intra-Canada, project cargo, and customs brokerage, as well as offers transportation services to other transportation companies, such as third party logistics, small package and less-than-truckload service providers. It provides truck services through dry and specialty vans of various sizes, unsided/platform trailers, temperature-controlled vans, and containers; rail intermodal services through contracts with domestic and Canadian railroads; and air and ocean services through contracts with domestic and international airlines and ocean lines. This segment serves the automotive parts and assemblies, consumer durables, building products, metals, chemicals, foodstuffs, heavy machinery, retail, electronics, and military equipment industries. The Insurance segment reinsures certain risks of the company’s independent contractors. The company markets its services through independent commission sales agents and third party capacity providers. Landstar System, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.
32 – Saia
NASDAQ:SAIA
Market Cap: $4.87 billion
P/E Ratio: 14.4
Consensus Rating: Buy (11 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $267.71 (45.1% Upside)
Saia, Inc., through its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 400 and 10,000 pounds; and other value-added services, including non-asset truckload, expedited, and logistics services. As of December 31, 2021, it operated 176 owned and leased facilities; and owned approximately 5,600 tractors and 19,300 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
33 – GXO Logistics
NYSE:GXO
Market Cap: $4.76 billion
P/E Ratio: 21.6
Consensus Rating: Buy (14 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $80.65 (101.2% Upside)
GXO Logistics, Inc., together with its subsidiaries, provides logistics services worldwide. The company provides warehousing and distribution, order fulfilment, e-commerce, and other supply chain services, as well as reverse logistics or returns management services. As of December 31, 2021, it operated in approximately 906 facilities. The company serves various customers in the e-commerce, omnichannel retail, consumer technology, food and beverage, industrial and manufacturing, and consumer packaged goods industries. GXO Logistics, Inc. was incorporated in 2021 and is headquartered in Greenwich, Connecticut.
34 – Azul
NYSE:AZUL
Market Cap: $4.37 billion
Consensus Rating: Hold (3 Buy Ratings, 1 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $13.22 (27.4% Upside)
Azul S.A., together with its subsidiaries, provides passenger and cargo transportation services in Brazil. As of December 31, 2021, the company operated 850 daily departures to 125 destinations through a network of 259 non-stop routes with a fleet of 179 aircraft. It is also involved in the loyalty programs, travel packages, investment fund, logistics solutions, and aircraft financing activities. The company was incorporated in 2008 and is headquartered in Barueri, Brazil.
35 – Kirby
NYSE:KEX
Market Cap: $3.96 billion
Consensus Rating: Buy (3 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $71.67 (8.5% Upside)
Kirby Corporation operates domestic tank barges in the United States. Its Marine Transportation segment provides marine transportation service and towing vessel transporting bulk liquid product, as well as operates tank barge throughout the Mississippi River System, on the Gulf Intracoastal Waterway, coastwise along three United States coasts, and in Alaska and Hawaii. It also transport petrochemical, black oil, refined petroleum product, and agricultural chemicals by tank barge; and operates offshore dry-bulk barge and tugboat unit that are engaged in the offshore transportation of dry-bulk cargo in the United States coastal trade. As of December 31, 2021, it owned and operated 1,025 inland tank barge, approximately 255 inland towboat, 31 coastal tank barge, 29 coastal tugboat, 4 offshore dry-bulk cargo barge, 4 offshore tugboat, and 1 docking tugboat. Its Distribution and Services segment sells after-market service and genuine replacement part for engine, transmission, reduction gear, electric motor, drive, and control, electrical distribution and control system, energy storage battery system, and related oilfield service equipment; rebuild component parts or diesel engine, transmission and reduction gear, and related equipment used in oilfield service, marine, power generation, on-highway, and other industrial applications; rents generator, industrial compressor, high capacity lift truck, and refrigeration trailer; and manufactures and remanufactures oilfield service equipment, including pressure pumping unit, as well as manufacturers electric power generation equipment, specialized electrical distribution and control equipment, and high capacity energy storage/battery systems for oilfield customer. It serves to various companies and the United States government. The company was formerly known as Kirby Exploration Company, Inc. and changed its name to Kirby Corporation in 1990. Kirby Corporation was founded in 1921 and is headquartered in Houston, Texas.
36 – Air Lease
NYSE:AL
Market Cap: $3.85 billion
Dividend Yield: 2.17%
Consensus Rating: Buy (3 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $52.67 (51.6% Upside)
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines worldwide. It also sells aircraft from its operating lease portfolio to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, the company provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2021, it owned a fleet of 382 aircraft, including 278 narrowbody aircraft and 104 widebody aircraft. The company was incorporated in 2010 and is headquartered in Los Angeles, California.
37 – Euronav
NYSE:EURN
Market Cap: $3.78 billion
Dividend Yield: 0.12%
Consensus Rating: Buy (4 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $18.33 (-2.1% Upside)
Euronav NV, together with its subsidiaries, engages in the transportation and storage of crude oil worldwide. The company also offers floating, storage, and offloading (FSO) services. As of April 1, 2022, it owned and operated a fleet of 72 vessels, including 6 chartered-in vessels with an aggregate carrying capacity of approximately 18.5 million deadweight tons consisting of 41 very large crude carriers, 2 V-plus, 27 Suezmax vessels, and 2 FSO vessels. The company was incorporated in 2003 and is headquartered in Antwerp, Belgium.
38 – Schneider National
NYSE:SNDR
Market Cap: $3.75 billion
P/E Ratio: 8.0
Dividend Yield: 1.53%
Consensus Rating: Hold (6 Buy Ratings, 1 Hold Ratings, 3 Sell Ratings)
Consensus Price Target: $28.73 (36.3% Upside)
Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. The company operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers standard long-haul and regional shipping services primarily through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as cross dock and customized solutions for time-sensitive loads. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers’ freight; and transloading and warehousing services. It also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
39 – Ryder System
NYSE:R
Market Cap: $3.68 billion
P/E Ratio: 5.2
Dividend Yield: 3.46%
Consensus Rating: Hold (1 Buy Ratings, 5 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $86.33 (20.0% Upside)
Ryder System, Inc. operates as a logistics and transportation company worldwide. The company operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full service leasing and leasing with flexible maintenance options, as well as maintenance services, supplies, and related equipment for operation of the vehicles; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers, as well as fleet support services. This segment also provides access to diesel fuel; offers fuel planning and tax reporting, cards, and monitoring services, and centralized billing; and sells used vehicles through its 63 retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers equipment, maintenance, drivers, administrative, and additional services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. The SCS segment comprises distribution management services, such as designing and managing customer’s distribution network and facilities; coordinating warehousing and transportation for inbound and outbound material flows; handling import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipments to customer distribution centers or end customer delivery points, as well as other value added services, such as light assembly of components. This segment also offers transportation management services, such as shipment optimization, load scheduling, and delivery confirmation services; knowledge-based professional services; and e-commerce and last mile services. Ryder System, Inc. was founded in 1933 and is headquartered in Miami, Florida.
40 – Triton International
NYSE:TRTN
Market Cap: $3.68 billion
P/E Ratio: 5.8
Dividend Yield: 4.34%
Consensus Rating: Hold (1 Buy Ratings, 0 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $66.50 (12.2% Upside)
Triton International Limited engages in the acquisition, leasing, re-leasing, and sale of various types of intermodal containers and chassis to shipping lines, and freight forwarding companies and manufacturers. It operates in two segments, Equipment Leasing and Equipment Trading. The company primarily leases dry, refrigerated, special, and tank containers; and chassis used for the transportation of containers, as well as provides maritime container management services. As of December 31, 2021, its total fleet consisted of 4.3 million containers and chassis representing 7.3 million twenty-foot equivalent units or 8.0 million cost equivalent units. The company also purchases containers from container manufacturers, shipping line customers, and other sellers, as well as resells these containers to container retailers and users. It operates in Asia, Europe, the Americas, Bermuda, and internationally. The company was founded in 1980 and is based in Hamilton, Bermuda.
41 – GATX
NYSE:GATX
Market Cap: $3.49 billion
P/E Ratio: 19.9
Dividend Yield: 2.16%
Consensus Rating: Buy (2 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $120.67 (22.0% Upside)
GATX Corporation operates as railcar leasing company in the United States and internationally. The company operates through three segments: Rail North America, Rail International, and Portfolio Management. It leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. The company also offers services, including the interior cleaning of railcars, routine maintenance and repair of car body and safety appliances, regulatory compliance works, wheelset replacements, interior blast and lining operations, exterior blast and painting, and car stenciling. In addition, it leases aircraft spare engines, directly-owned aircraft spare engines, and five liquefied gas-carrying vessels, as well as manages portfolios of assets for third parties. The company owns a fleet of approximately 147,000 railcars; 539 four-axle and 29 six-axle locomotives; and 5 vessels. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.
42 – ZIM Integrated Shipping Services
NYSE:ZIM
Market Cap: $3.45 billion
P/E Ratio: 0.6
Dividend Yield: 64.34%
Consensus Rating: Hold (0 Buy Ratings, 5 Hold Ratings, 1 Sell Ratings)
Consensus Price Target: $52.83 (83.6% Upside)
ZIM Integrated Shipping Services Ltd., together with its subsidiaries, provides container shipping and related services in Israel and internationally. It provides door-to-door and port-to-port transportation services for various types of customers, including end-users, consolidators, and freight forwarders. The company also offers ZIMonitor, a premium reefer cargo tracking service. As of December 31, 2021, it operated a fleet of 118 vessels, which included 110 container vessels and 8 vehicle transport vessels, of which four vessels were owned by it and 114 vessels are chartered-in; and network of 70 weekly lines. The company was incorporated in 1945 and is headquartered in Haifa, Israel.
43 – Herc
NYSE:HRI
Market Cap: $3.38 billion
P/E Ratio: 12.5
Dividend Yield: 2.09%
Consensus Rating: Buy (5 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $178.83 (58.2% Upside)
Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment, as well as generators, and safety supplies and expendables; and provides ProSolutions, an industry specific solution based services, such as pumping solutions, power generation, climate control, remediation and restoration, and studio and production equipment. The company also sells used equipment and contractor supplies, such as construction consumables, tools, small equipment, and safety supplies; provides repair, maintenance, equipment management, and safety training services, as well as offers ancillary services, such as equipment transport, rental protection, cleaning, refueling, and labor. It serves non-residential and residential construction, specialty trade, restoration, remediation and environment, and facility maintenance contractors; industrial manufacturing industries, including automotive and aerospace, power, metals and mining, agriculture, pulp, paper and wood, food and beverage, and refineries and petrochemical industries; infrastructure and government sectors; and commercial and retail service, hospitality, healthcare, recreation, entertainment production, and special event management customers through its sales team, industry catalogs, as well as through participation and sponsorship of industry events, trade shows, and Internet. As of December 31, 2017, it operated approximately 275 locations in the United States, Canada, China, the United Kingdom, Saudi Arabia, and Qatar. Herc Holdings Inc. is based in Bonita Springs, Florida.
44 – Joby Aviation
NYSE:JOBY
Market Cap: $3.29 billion
Consensus Rating: Hold (2 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $9.20 (69.7% Upside)
Joby Aviation, Inc., a vertically integrated air mobility company, engages in building an electric vertical takeoff and landing aircraft optimized to deliver air transportation as a service. It intends to build an aerial ridesharing service. The company was founded in 2009 and is headquartered in Santa Cruz, California.
45 – Copa
NYSE:CPA
Market Cap: $3.15 billion
P/E Ratio: 11.8
Consensus Rating: Buy (4 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $100.17 (33.2% Upside)
Copa Holdings, S.A., through its subsidiaries, provides airline passenger and cargo services. The company offers approximately 204 daily scheduled flights to 69 destinations in 29 countries in North, Central, and South America, as well as the Caribbean from its Panama City hub. As of December 31, 2021, it operated a fleet of 91 aircraft comprising 77 Boeing 737-Next Generation aircraft and 14 Boeing 737 MAX 9 aircraft. Copa Holdings, S.A. was founded in 1947 and is based in Panama City, Panama.
46 – Frontline
NYSE:FRO
Market Cap: $3.01 billion
P/E Ratio: 43.6
Dividend Yield: 4.69%
Consensus Rating: Hold (1 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $11.00 (-18.6% Upside)
Frontline Ltd., a shipping company, engages in the seaborne transportation of crude oil and oil products worldwide. It owns and operates oil and product tankers. As of December 31, 2021, the company operated a fleet of 70 vessels. It is also involved in the charter, purchase, and sale of vessels. The company was founded in 1985 and is based in Hamilton, Bermuda.
47 – Global Business Travel Group
NYSE:GBTG
Market Cap: $2.96 billion
Consensus Rating: Buy (1 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $10.75 (63.9% Upside)
Global Business Travel Group, Inc. provides business-to-business (B2B) travel platform. The company’s platform offers a suite of technology-enabled solutions to business travelers and corporate clients, travel content suppliers, and third-party travel agencies. Its platform manages travel, expenses, and meetings and events for companies. The company has built marketplace in B2B travel to deliver unrivalled choice, value, and experiences. Global Business Travel Group, Inc. is based in New York, New York.
48 – Golar LNG
NASDAQ:GLNG
Market Cap: $2.82 billion
P/E Ratio: 5.7
Consensus Rating: Buy (4 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $26.75 (2.5% Upside)
Golar LNG Limited designs, builds, owns, and operates marine infrastructure for the liquefaction and regasification of LNG. It operates through Shipping and FLNG segments. The company engages in the operation and chartering of LNG carriers, Floating Liquefaction Natural Gas Vessel (FLNG), and floating storage regasification units (FSRUs), as well as operates external vessels. As of December 31, 2021, it operated nine LNG carriers, one FSRU, and three FLNGs. The company was founded in 1946 and is headquartered in Hamilton, Bermuda.
49 – Atlas Air Worldwide
NASDAQ:AAWW
Market Cap: $2.82 billion
P/E Ratio: 6.9
Consensus Rating: Hold (0 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings)
Consensus Price Target: $95.13 (-4.4% Upside)
Atlas Air Worldwide Holdings, Inc., through its subsidiaries, provides outsourced aircraft and aviation operating services. It operates through two segments, Airline Operations and Dry Leasing. The company offers outsourced cargo and passenger aircraft operating solutions, including contractual service arrangements, such as the provision of aircraft; and value-added services, including crew, maintenance, and insurance to aircraft and other customers. It also provides cargo and passenger aircraft charter services to the U.S. Military Air Mobility Command, charter brokers, freight forwarders, direct shippers, airlines, manufacturers, sports teams and fans, and private charter customers; and cargo and passenger aircraft and engines dry leasing services. In addition, the company offers administrative and management support services, and flight simulator training services. It also serves express delivery providers, e-commerce retailers, and airlines. The company has operations in Africa, Asia, Australia, Europe, the Middle East, North America, and South America. Atlas Air Worldwide Holdings, Inc. was founded in 1992 and is headquartered in Purchase, New York.
50 – JetBlue Airways
NASDAQ: JBLU
Market Cap: $2.60 billion
Consensus Rating: Hold (2 Buy Ratings, 11 Hold Ratings, 2 Sell Ratings)
Consensus Price Target: $13.61 (67.8% Upside)
JetBlue Airways Corporation provides air passenger transportation services. As of December 31, 2021, the company operated a fleet of 63 Airbus A321 aircraft, 8 Airbus A220 aircraft, 21 Airbus A321neo aircraft, 130 Airbus A320 aircraft, and 60 Embraer E190 aircraft. It also served 107 destinations in the 31 states in the United States, the District of Columbia, the Commonwealth of Puerto Rico, the U.S. Virgin Islands, and 24 countries in the Caribbean and Latin America. JetBlue Airways Corporation has a strategic partnership with American Airlines Group Inc. to create connectivity for travelers in the Northeast. The company was incorporated in 1998 and is based in Long Island City, New York.
Transportation Stocks Investing
The transportation sector is a critical part of the economy, and transportation stocks represent a way for investors to profit from the sector. The sector includes companies that provide transportation services and build and operate transportation infrastructure.
The transportation sector is important because it helps move goods and people around the country. The sector is made up of many different types of companies, including airlines, trucking companies, railroads, and shipping companies.
Investors can profit from the transportation sector by investing in transportation stocks. Transportation stocks can be a good investment because the sector is critical to the economy and is expected to grow in the future.
The transportation sector is expected to grow in the future due to population growth and the need to move goods and people around the world. The sector is also expected to benefit from the growth of the global economy.
Are transportation stocks a good investment?
The transportation sector is especially sensitive to changes in the economy. When the economy is strong, transportation stocks usually outperform the market. This is because businesses and consumers are buying more goods and services, leading to increased demand for transportation. However, transportation stocks can also be a good investment during economic downturns. This is because businesses still need to transport goods even when the overall economy is weak. Investors should keep an eye on the overall health of the economy when considering investing in transportation stocks. The sector can be a good way to diversify a portfolio, but it is important to remember that transportation stocks are sensitive to economic conditions.
When do transportation stocks do well?
Transportation stocks are often seen as a good barometer of the economy. When the economy is doing well, transportation stocks tend to do well. This is because as businesses and consumers alike have more money to spend, they are more likely to travel, whether for business or pleasure. This increased demand for transportation results in higher profits for transportation companies.
However, transportation stocks are not always a perfect indicator of the economy. There are times when the economy is doing well but transportation stocks are not. This can be due to a variety of factors, such as high fuel prices or other external factors beyond the control of transportation companies.
When do transportation stocks go down?
Transportation stocks are a big part of the stock market and when they go down, it can have a big impact on the market as a whole. There are a number of reasons why transportation stocks might go down and it is important to understand the reasons behind it.
The most common reason for transportation stocks to go down is because of a decrease in demand for the products or services that the company provides. This can be due to a number of different factors such as a recession or a decrease in consumer spending. When demand decreases, companies are forced to lower prices in order to try and increase demand. This can lead to a decrease in profits and a decrease in the value of the stock.
Another reason that transportation stocks might go down is because of an increase in the cost of fuel. Fuel prices have a big impact on the transportation industry and when go up, it can lead to an increase in the cost of goods and services. This can lead to a decrease in demand and a decrease in the value of the stock.
There are a number of other factors that can lead to a decrease in the value of transportation stocks but these are the two most common. It is important to keep an eye on the transportation sector and to understand the reasons behind any changes in the stock prices.
Challenges of transportation stocks
Here are some of the challenges that investors in transportation stocks face:
The business cycle: Transportation stocks tend to do well when the economy is growing, but they can be among the hardest hit when the economy slows down or enters a recession. This is because demand for transportation services tends to fall when businesses and consumers cut back on spending.
Geopolitical risks: Transportation stocks can also be affected by geopolitical events, such as wars, terrorist attacks, and natural disasters. These events can disrupt supply chains and cause demand for transportation services to fluctuate.
Regulatory risks: The transportation industry is heavily regulated, and changes in regulations can have a significant impact on transportation stocks. For example, stricter emissions standards could lead to higher costs for transportation companies, which could in turn hurt their bottom line and share price.
Technology risks: The transportation industry is constantly evolving, and companies that don’t keep up with the latest technology trends could find themselves at a competitive disadvantage. For example, the rise of electric vehicles could threaten the demand for transportation services that rely on fossil fuels.
Competition: The transportation industry is highly competitive, and companies that don’t offer competitive prices or services could quickly lose market share. This intense competition can pressure transportation companies to cut costs, which can in turn lead to lower quality and safety standards.
Despite these challenges, transportation stocks can still be a good investment for those who are willing to take on the risks. The industry is essential to the economy, and there is always a need for transportation services. For investors who are willing to stomach the volatility, transportation stocks can offer the potential for high rewards.
Top transportation stock list
Transportation stocks have been on a tear in recent years, as investors have bet on continued growth in the economy and rising consumer demand. But with interest rates rising and the economy showing signs of slowing, some investors are starting to wonder if the party is over for transportation stocks.
The good news is that there are still plenty of transportation stocks that look like good buys.
CSX Corporation (NASDAQ: CSX)
CSX is one of the largest railroad operators in the United States, with a network that spans 21,000 miles. The company has been investing heavily in its business in recent years, including a major expansion of its intermodal terminal in Charlotte, North Carolina.
United Parcel Service (UPS)
UPS is the world’s largest package delivery company, with a global network that spans more than 220 countries and territories. UPS launched a new “smart” shipping system that uses artificial intelligence to optimize package delivery.
Norfolk Southern Corporation (NYSE: NSC)
Norfolk Southern is one of the largest railroad operators in the United States, with a network that spans more than 20,000 miles. Norfolk Southern expanded its intermodal terminals and purchased new locomotives.
How to invest in transportation stocks
Deciding to invest in transportation stocks is a big decision. After all, these types of stocks can be very volatile and are often reliant on the overall health of the economy. But if you do your research and invest wisely, transportation stocks can be a great way to boost your portfolio.
Here are a few things to keep in mind if you’re thinking about investing in transportation stocks:
Know the different types of transportation stocks.
There are many different types of transportation stocks, from airlines to trucking companies. It’s important to know the difference between them so you can make an informed decision about which ones to invest in.
Research the companies you’re interested in.
Just like with any other type of stock, you need to do your research before investing in transportation stocks. Learn about the companies you’re interested in, their financial stability, and their future prospects.
Understand the risks.
Transportation stocks can be very volatile, so it’s important to understand the risks before investing. Make sure you’re comfortable with the risks and potential rewards before putting any money into these types of stocks.
Have a long-term perspective.
If you’re investing in transportation stocks, it’s important to have a long-term perspective. These stocks can be volatile in the short-term, but if you hold onto them for the long haul, you may be rewarded handsomely.
Diversify your portfolio.
As with any other type of stock, it’s important to diversify your portfolio when investing in transportation stocks. Don’t put all your eggs in one basket, and spread your investments out among different companies and sectors.
By following these tips, you can make wise decisions about investing in transportation stocks. With a little research and a long-term perspective, these stocks can be a great way to boost your portfolio.
Transportation stock ETFs
With the transportation sector doing so well, it’s no surprise that there are a number of exchange-traded funds (ETFs) that focus on this corner of the market. Here’s a look at three of the most popular transportation ETFs.
iShares Transportation Average ETF (BATS: IYT)
This ETF tracks the Dow Jones Transportation Average, which is made up of 20 stocks in the transportation sector. The fund is fairly evenly weighted across all of its holdings, with the top 10 accounting for less than 40% of the total.
SPDR S&P Transportation ETF (NYSEARCA: XTN)
This ETF is broader than IYT, with a portfolio of 47 stocks. The top 10 holdings make up less than 35% of the total.
XTN has been a solid performer, with a five-year return of more than 70%.
Vanguard Transportation ETF (NYSEARCA: VIS)
This is the smallest of the three ETFs, with a portfolio of just 17 stocks. The top 10 holdings make up more than 60% of the total.
VTI has been the best performer of the bunch, with a five-year return of more than 90%.
All three of these ETFs offer exposure to the transportation sector, and all have been strong performers in recent years. If you’re looking to add transportation stocks to your portfolio, any of these ETFs would be a good choice.
iShares Global Infrastructure ETF (BMV: IGF)
However, If you are looking for a more broad-based transportation ETF, you may want to consider this option. This ETF tracks an index of global infrastructure stocks, including transportation, energy, and communication infrastructure.
These are just a few of the many transportation stock ETFs that are available. Transportation stocks can be a great way to diversify your portfolio and benefit from the strong growth in the transportation sector.
Photo by Jacob Meissner on Unsplash