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Freight Transport '26: Freight Brokerages
9 tickers · $47.44B total market cap
Group: Freight Transport
Freight Transport '26: Freight Brokerages tracks 9 publicly listed stocks in this theme: CHRW, CKN.LSE, DSGX, LSTR, NORDEN.CO, RLGT, RXO, ULH, YMM. See the constituent table for details.
Constituents
Build 20260419T075459
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
C.H. Robinson Worldwide, Inc.CHRW | 01/28/2026 (AMC) | 04/29/2026 (AMC) | 5.79% | — | -6.52% | — | $21.62B | 11.1111 |
Full Truck Alliance Co. Ltd.YMM | 03/12/2026 | 05/26/2026 | -2.23% | — | 1.14% | — | $9.26B | 11.1111 |
The Descartes Systems Group Inc.DSGX | 03/11/2026 (AMC) | 06/03/2026 (AMC) | 4.86% | — | 6.15% | — | $6.57B | 11.1111 |
Landstar System, Inc.LSTR | 01/28/2026 | — | -2.70% | — | 15.57% | — | $5.89B | 11.1111 |
RXO, Inc.RXO | 02/06/2026 (BMO) | 05/07/2026 (BMO) | 0.00% | — | 10.65% | — | $3.08B | 11.1111 |
Universal Logistics Holdings, Inc.ULH | 03/13/2026 (AMC) | — | 0.00% | — | 61.19% | — | $615.0M | 11.1111 |
Radiant Logistics, Inc.RLGT | 02/09/2026 | 05/13/2026 | 16.48% | — | 1.59% | — | $389.6M | 11.1111 |
Clarkson PLCCKN.LSE | 03/09/2026 (AMC) | — | 0.46% | — | 4.19% | — | $20.1M | 11.1111 |
—NORDEN.CO | — | — | — | — | — | — | — | 11.1111 |
| Average | 2.83% | — | 11.74% | — | $5.93B | 11.1111 | ||
| Median | 0.23% | — | 5.17% | — | $4.48B | 11.1111 | ||
| Std Dev | 5.88% | — | 19.68% | — | $6.70B | 0.0% | ||
| Min | -2.70% | — | -6.52% | — | $20.1M | 11.1111 | ||
| Max | 16.48% | — | 61.19% | — | $21.62B | 11.1111 | ||
| % Positive Tickers | 50.00% | — | 87.50% | — |
* 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%.