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Freight Transport '26: Last MIle & Warehousing

20 tickers · $3.29T total market cap

Group: Freight Transport

Freight Transport '26: Last MIle & Warehousing tracks 20 publicly listed stocks in this theme. Sample tickers: 9025.T, 9252.T, 9302.T, AMZN, ARAI, CART, DASH, DELHIVERY.NS, DHL.XETRA, FDX, FRW.NZ, GRAB, and 8 more. Use the table below for the full list.

Constituents

Build 20260520T081747

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Amazon.com, Inc.AMZN
04/29/2026 (AMC)04/29/2026 (AMC)-5.55%2.06%25.07%-2.16%$2.79T5.0000
Uber Technologies, Inc.UBER
05/06/2026 (BMO)05/06/2026 (BMO)-3.49%5.18%-3.00%-3.44%$150.82B5.0000
FedEx CorporationFDX
03/19/2026 (BMO)06/23/2026 (AMC)2.60%4.49%$89.47B5.0000
United Parcel Service, Inc.UPS
04/28/2026 (BMO)04/28/2026 (BMO)-3.06%-1.51%4.38%-9.17%$82.31B5.0000
DoorDash, Inc.DASH
05/06/2026 (AMC)05/06/2026 (AMC)1.68%3.14%-4.72%-9.75%$67.38B5.0000
Deutsche Post AGDHL.XETRA
04/30/2026 (BMO)04/30/2026 (BMO)-4.28%7.85%2.17%-7.10%$61.14B5.0000
Grab Holdings LimitedGRAB
05/05/202605/05/2026-3.28%4.14%-10.90%-7.16%$13.90B5.0000
Instacart (Maplebear Inc.)CART
05/06/202605/06/20269.21%-13.15%10.63%7.87%$9.63B5.0000
InPost S.A.INPST.AS
03/18/2026 (AMC)0.46%2.42%$8.86B5.0000
GXO Logistics, Inc.GXO
05/05/2026 (AMC)05/05/2026 (AMC)10.84%7.87%-22.46%-8.80%$5.24B5.0000
Delhivery LimitedDELHIVERY.NS
05/15/2026 (BMO)05/15/2026 (BMO)4.96%1.16%2.25%-4.20%$3.58B5.0000
RXO, Inc.RXO
05/07/2026 (BMO)05/07/2026 (BMO)0.00%10.86%36.75%-2.85%$3.48B5.0000
ID Logistics Group S.A.IDL.PA
03/11/2026 (AMC)-12.25%0.98%$2.69B5.0000
Pitney Bowes Inc.PBI
05/05/2026 (AMC)05/05/2026 (AMC)3.81%-1.51%47.41%3.86%$2.11B5.0000
MITSUI-SOKO HOLDINGS Co., Ltd.9302.T
05/13/2026 (BMO)05/13/2026 (BMO)0.00%-0.48%7.37%0.62%$1.92B5.0000
Freightways Group LimitedFRW.NZ
02/16/2026 (BMO)-2.22%-14.88%$1.37B5.0000
Konoike Transport Co., Ltd.9025.T
05/13/202605/13/20260.86%-4.77%-24.18%0.92%$918.3M5.0000
Singapore Post LimitedS08.SI
05/14/202605/14/20260.53%-11.21%-29.04%0.17%$597.0M5.0000
Last One Mile Co.,Ltd.9252.T
04/14/202604/14/202614.83%-4.39%-15.07%-1.44%$66.0M5.0000
Arrive AI Inc.ARAI
04/15/202604/15/20260.00%-36.97%-73.56%-37.49%$23.7M5.0000
Average0.78%-1.98%-2.69%-5.01%$164.73B5.0000
Median0.23%0.34%1.57%-3.15%$4.41B5.0000
Std Dev5.90%11.04%24.75%9.63%$603.41B0.0%
Min-12.25%-36.97%-73.56%-37.49%$23.7M5.0000
Max14.83%10.86%47.41%7.87%$2.79T5.0000
% Positive Tickers50.00%50.00%55.00%31.25%

* 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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