Filtered library · Theme
freight-cycle-recovery theme · 3 dossiers
Dossiers in the freight-cycle-recovery theme cluster — 3 names moving on shared catalysts.
All dossiersHTLD
freshHeartland Express, Inc.
Freight-cycle inflection accelerating truckload spot rates +23% off Q4 lows, OTRI past 14%, KNX guiding a sharp Q2 rebound. HTLD has run ~69% in three months to its 52-week high on the recovery and balance-sheet deleveraging, but the…
ODFL
freshOld Dominion Freight Line, Inc.
Yield-led freight-recovery narrative maturing into all-time highs: May revenue/day +12.3% is fuel and pricing rather than volume (LTL tons still -3.8%). Amazon's June 10 full-LTL launch gapped ODFL -7.2%, and consensus targets (~$210) sit…
WNC
freshWabash National Corp.
Deep-cyclical trailer OEM at trough Q1'26 sales −20% YoY, negative gross margin, net debt > market cap. Backlog turned up to $837M (+$132M q/q) on a fragile freight recovery, but price sits near 52-week lows with no breakout a…