Feed / Theme
Confirmed

Trucking Logistics

8 names are moving together; 25% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
SAIASaia, Inc.Industrials+0.2%Group member
XPOXPO, Inc.Industrials+0.3%Group member
ODFLOld Dominion Freight Line, Inc.Industrials-1.7%Group member
SNDRSchneider National, Inc.Industrials+0.5%Group member
JBHTJ.B. Hunt Transport Services, IIndustrials-0.8%Group member
KNXKnight-Swift Transportation HolIndustrials+1.3%Group member
RRyder System, Inc.Industrials+1.0%Group member
TFIITFI International Inc.Industrials+1.3%Most structurally connected

Why we believe this

Cohort

8 names

Participation

25% this session

Observed history

1 daily builds

Filing coverage

7/8 members

credit / rates affecting interest expense

Net interest expense for 2025 decreased by 1.1% compared with 2024, due primarily to a decrease in effective interest rates on our debt, partially offset by an increase in our average debt balance.

JBHT 10-K

capital investment / capacity affecting capex

MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS — CONTINUED Net Cash Used in Investing Activities Comparison Between Year-to-Date June 30, 2025 and 2024 — The $69.2 million decrease in net cash used in investing activities was primarily due to a $86.4 million decrease in net cash capital expenditures and was partially offset by a $10.4 million increase in cash used on the acquisitions of leased properties.

KNX 10-Q

credit / rates

This increase resulted primarily from the retirement in March 2026 of our $700 million in senior notes partially offset by net proceeds from our senior credit facility and a decrease in treasury stock purchases.

JBHT 10-Q

Trucking Logistics can stay leader-led if SNDR and the next software names fail to join while TFII 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.