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Data Centers '25: Fleet & Heavy Transport

4 tickers · $23.15B total market cap

Group: Data Centers

Data Centers '25: Fleet & Heavy Transport tracks 4 publicly listed stocks in this theme: DSKE, NAV, R, UHAL. See the constituent table for details.

Constituents

Build 20260519T212339

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
U-Haul Holding CompanyUHAL
02/04/2026 (AMC)05/27/2026 (AMC)-15.45%-2.76%$9.37B25.0000
Ryder System, Inc.R
04/23/2026 (BMO)04/23/2026 (BMO)-1.97%11.32%9.88%-10.03%$8.96B25.0000
Navistar International CorporationNAV
06/08/2021 (BMO)06/08/2021 (BMO)0.05%0.18%0.54%0.20%$4.44B25.0000
Daseke, Inc.DSKE
03/11/2024 (AMC)0.24%0.36%$391.3M25.0000
Average-4.28%5.75%2.01%-4.91%$5.79B25.0000
Median-0.96%5.75%0.45%-4.91%$6.70B25.0000
Std Dev6.50%5.57%4.73%5.11%$3.67B0.0%
Min-15.45%0.18%-2.76%-10.03%$391.3M25.0000
Max0.24%11.32%9.88%0.20%$9.37B25.0000
% Positive Tickers50.00%100.00%75.00%50.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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