demand / volume
“7 Table of Contents Seasonality Our volumes are typically higher in the fourth quarter due to peak season demand for our services from our customers in the consumer and transportation sectors.”
RXO 10-K
Confirmed
Transportation & Logistics
35 names are moving together; 40% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SAIA | Saia, Inc. | Industrials | -3.7% | Group member |
| URI | United Rentals, Inc. | Industrials | -1.6% | Group member |
| XPO | XPO, Inc. | Industrials | -2.4% | Group member |
| ODFL | Old Dominion Freight Line, Inc. | Industrials | -1.7% | Group member |
| YETI | YETI Holdings, Inc. | Consumer Cyclical | +2.0% | Group member |
| TNK | Teekay Tankers Ltd. | Energy | +0.6% | Group member |
| SNDR | Schneider National, Inc. | Industrials | -1.2% | Group member |
| KNX | Knight-Swift Transportation Hol | Industrials | -2.3% | Group member |
| UNP | Union Pacific Corporation | Industrials | +0.1% | Group member |
| DHT | DHT Holdings, Inc. | Energy | -1.0% | Group member |
| JBHT | J.B. Hunt Transport Services, I | Industrials | -1.6% | Group member |
| CNI | Canadian National Railway Compa | Industrials | -0.6% | Group member |
| INSW | International Seaways, Inc. | Energy | +0.6% | Group member |
| FRO | Frontline Plc | Energy | -1.3% | Group member |
| GXO | GXO Logistics, Inc. | Industrials | +5.3% | Group member |
| CSX | CSX Corporation | Industrials | -0.9% | Group member |
| NSC | Norfolk Southern Corporation | Industrials | +0.5% | Group member |
| TFII | TFI International Inc. | Industrials | -2.3% | Group member |
| TRMD | TORM plc | Energy | +0.7% | Group member |
| UPS | United Parcel Service, Inc. | Industrials | -0.7% | Group member |
| CMRE | Costamare Inc. | Industrials | +0.3% | Group member |
| STNG | Scorpio Tankers Inc. | Energy | +0.7% | Group member |
| CP | Canadian Pacific Kansas City Li | Industrials | -1.0% | Group member |
| HAFN | Hafnia Limited | Industrials | +0.9% | Group member |
Why we believe this
Cohort
35 namesParticipation
40% this sessionObserved history
1 daily buildsFiling coverage
23/35 memberscredit / rates affecting interest expense
“Interest and other income/expense, net totaled $9.0 million of expense, consisting primarily of $14.0 million of interest expense, which decreased $2.8 million versus last year due to a lower average debt balance and lower variable interest rates.”
CHRW 10-Q
restructuring affecting expense
“As a percentage of revenue, direct operating expense (exclusive of depreciation and amortization) decreased to 3.3% in 2025 compared to 4.4% in 2024 driven primarily by cost reduction initiatives and improved leverage as a result of increased scale due to the Coyote acquisition.”
RXO 10-K
Transportation & Logistics can stay leader-led if ODFL and the next software names fail to join while RXO keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.