Trucking
10 companies · $139B combined revenue · $11.6B operating profit
The typical US-listed trucking company grew revenue -1.1% and earnings -20.1% in its latest year, at a 7.2% operating margin, and 3 of 10 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.
Growth engines: the 4 Cylinders
All four working: 0% of companiesA company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.
- Sales growth · Revenue up 10% or more10%
- Operating leverage · Operating income growing faster than a growing revenue0%
- Margin expansion · Operating margin up 1 point or more0%
- Debt reduction · Debt down 5% or more, or net cash44%
Combined revenue · 9 companies reporting in US dollars
Combined operating margin
All 10 companies
| Median | – | -1.1% | -20.1% | 7.2% | 12.3% | 0.17x |
| UPSUnited Parcel Service | $88.7B | -2.6%▼ | -3.6%▲ | 8.9%▲ | 13.7%▲ | 1.49x▼ |
| ODFLOld Dominion Freight Line | $5.5B | -5.5%▼ | -13.7%▲ | 24.8%▲ | 27.3%▲ | 0.01x▲ |
| JBHTHunt J B Transport Services | $12.0B | -0.7%▲ | 4.8%▲ | 7.2%▲ | 14.4%▲ | 0.41x▼ |
| ZTOZTO Express (Cayman) | CNY 49.1B | 10.9%▲ | 3%▲ | 21.3%▲ | 15.4%▲ | – |
| KNXKnight-Swift Transportation | $7.5B | 0.8%▲ | -43.9%▼ | 2.9%▼ | 2%▼ | 0.25x▼ |
| TFIITFI International | $7.9B | -6.1%▼ | -26.5%▼ | 7.2%▼ | 8.9%▼ | 0.96x▼ |
| SAIASAIA | $3.2B | 0.8%▲ | -29.6%▼ | 10.9%▲ | 10.9%▼ | 0.06x▲ |
| LSTRLandstar System | $4.7B | -1.6%▼ | -41.3%▼ | 3.2%▼ | 16.1%▲ | 0.00x▲ |
| SNDRSchneider National | $5.7B | 7.3%▲ | -11.5%▲ | 3%▼ | 3.9%▼ | 0.13x▲ |
| ARCBArcbest | $4.0B | -4%▼ | -65.5%▼ | 2.3%▼ | 5%▼ | 0.17x |
▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).