Themes / Group
Building · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Trucking & Logistics

THE TRADER READShared activity without a clean directional read

Price direction is split across 12 measured members. Capital-flow confirmation is unavailable.

Price breadth5 up · 7 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 32/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

THU, JUL 23JBHT filing documented shared operating contextcredit / rates affecting interest expense · date precision only

TUE, AUG 4EXPD filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

11/12 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across JBHT, KNX, LSTR, ODFL, RXO, SAIA, UPS, XPO.

credit / rates affecting interest expense

“Net interest expense decreased 21.2% in 2026 due to a decrease in our average debt balance, partially offset by an increase in effective interest rates compared to second quarter 2025.”

JBHT 10-Q · 2026-07-24
demand / volume

“Eastern network loads increased 7% reflecting increased customer demand to convert over-the-road shipments to intermodal in that region, while transcontinental load volume remained flat compared to the first quarter 2025.”

JBHT 10-Q · 2026-04-24
demand / volume affecting revenue

“14 FMS segment revenue decreased 6% to $198 million in the second quarter 2026 from $211 million in 2025, primarily due to the impact of lost business due to the ongoing internal efforts to improve revenue quality and profitability across certain accounts, partially offset by demand stabilization across many of the end markets served and the implementation of new customer contracts awarded over the past year.”

JBHT 10-Q · 2026-07-24
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
XPO → HYGInverse historical lead/lag · strength -0.23
XPO → UVXYPositive historical lead/lag · strength 0.17

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
RXPOTFIILSTRUPSSAIAJBHTSNDRKNXRXOODFLEXPD

4/12 active5 rising · 7 falling

MemberUnusual activityToday's moveRead now
RRyder System, Inc.
Elevated · 100/100
+0.4%
Active; unclassifiedHistorical role unavailable
XPOXPO, Inc.
Elevated · 56/100
-0.1%
Active; unclassifiedHistorical role unavailable
TFIITFI International Inc.
Elevated · 47/100
-1.0%
Active; unclassifiedHistorical role unavailable
LSTRLandstar System, Inc.
Elevated · 44/100
-0.7%
Active; unclassifiedHistorical role unavailable
UPSUnited Parcel Service, Inc.
Elevated · 39/100
+2.4%
Active; unclassifiedHistorical role unavailable
SAIASaia, Inc.
Elevated · 38/100
-1.7%
Active; unclassifiedHistorical role unavailable
JBHTJ.B. Hunt Transport Services, Inc.
Most unusual · 33/100
+0.8%
Active; unclassifiedHistorical role unavailable
SNDRSchneider National, Inc.
Elevated · 32/100
-0.4%
Active; unclassifiedHistorical role unavailable
KNXKnight-Swift Transportation Holdings Inc.
Elevated · 32/100
-0.9%
Active; unclassifiedHistorical role unavailable
RXORXO, Inc.
Elevated · 32/100
+1.6%
Active; unclassifiedHistorical role unavailable
ODFLOld Dominion Freight Line, Inc.
Elevated · 30/100
-1.6%
Active; unclassifiedHistorical role unavailable
EXPDExpeditors International of Washington, Inc.
Quiet · 20/100
+0.6%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
RRyder System, Inc.Participating+0.4%—Price participation is not yet confirmed by per-name flow.
XPOXPO, Inc.Participating-0.1%—Price participation is not yet confirmed by per-name flow.
TFIITFI International Inc.Participating-1.0%—Price participation is not yet confirmed by per-name flow.
LSTRLandstar System, Inc.Participating-0.7%—Price participation is not yet confirmed by per-name flow.
UPSUnited Parcel Service, Inc.Participating+2.4%—Price participation is not yet confirmed by per-name flow.
SAIASaia, Inc.Participating-1.7%—Price participation is not yet confirmed by per-name flow.
JBHTJ.B. Hunt Transport Services, Inc.Most unusual+0.8%—Most unusual activity in this snapshot; performance direction may differ.
SNDRSchneider National, Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
KNXKnight-Swift Transportation Holdings Inc.Participating-0.9%—Price participation is not yet confirmed by per-name flow.
RXORXO, Inc.Participating+1.6%—Price participation is not yet confirmed by per-name flow.
ODFLOld Dominion Freight Line, Inc.Participating-1.6%—Price participation is not yet confirmed by per-name flow.
EXPDExpeditors International of Washington, Inc.Quiet / lagging+0.6%—Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.