Filtered library · Theme
freight-trucking-logistics theme · 7 dossiers
Dossiers in the freight-trucking-logistics theme cluster — 7 names moving on shared catalysts.
All dossiersCVLG
freshCovenant Logistics Group, Inc.
Freight-cycle inflection play: ~88k carrier authorities exited in 2023-24 and dry-van contract rates turned up again in April 2026, giving trough-earning Covenant heavy operating leverage to the recovery. Stock just tagged a 52-week high…
HTLD
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…
KNX
freshKnight-Swift Transportation Holdings Inc.
Freight-cycle inflection accelerating: tightening truckload capacity + bid season targeting mid-to-high-single/double-digit contract increases repricing late Q2 into H2 2026, with KNX the bellwether. Analyst PTs cluster $86–94 vs ~$82…
ARCB
freshArcBest Corporation
Freight/LTL-recovery momentum nearly tripled ARCB off its $59 low to a fresh all-time-high $173 (June 12), but the name now trades ~14% above the $149 average analyst PT and just absorbed Amazon's June 10 LTL market entry (-4%). Late-cycle…
RXO
RXO, Inc.
Fresh freight ACCELERATING but +75% vertical above EVERY analyst PT, RSI 76 blowoff, KNX is the cleaner cluster structure.
SNDR
freshSchneider National, Inc.
Early-cycle freight-rate recovery has re-rated SNDR from ~$20 to 52-week highs near $39, but the move front-runs an earnings inflection Q1 ($0.12 adj EPS, ops income -21% YoY) hasn't delivered. Sell-side PTs ($36–$39) now sit on the price…
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…