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Industry top-down

Trucking

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

14 companiesMedian revenue YoY: +14.5%EPS beat rate: —

AI industry top-down

The median revenue growth rate for the trucking industry stood at -6.69%, with the majority of companies posting negative growth. Alongside revenue contractions at major players such as HTLD (-18.83%) and MRTN (-16.22%), companies that disclosed EPS—including MRTN (-57.14%) and CVLG (-62.42%)—experienced steep profit declines of more than 30%. In contrast, a few companies, such as Samil (+4.40%), recorded modest growth.

  • Industry-wide revenue slowdown (median YoY revenue of -6.69%)
  • Sharp drop in earnings across EPS-reporting companies (MRTN -57.1%, CVLG -62.4%)
  • Double-digit revenue contraction among select major carriers (HTLD -18.8%, MRTN -16.2%)
Where companies diverge: Polarization in revenue growth (Samil +4.40%, PAMT +3.14% vs HTLD -18.83%) · Divergence between revenue growth and profit decline (PAMT revenue +3.14% but EPS -37.40%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
XPOXPO, Inc.FY2026 Q2$2.36B+13.2%$1.36+52.8%—
KNXKnight-Swift Transportation Holdings Inc.FY2026 Q1$1.85B+1.4%$-0.01——
SAIASAIA INCFY2026 Q2$956.49M+17.1%$3.51+31.5%—
SNDRSchneider National, Inc.FY2026 Q2$1.57B+10.4%$0.28+40.0%—
RXORXO, Inc.FY2026 Q2$1.77B+25.0%$-0.05——
ARCBARCBEST CORP /DE/FY2026 Q2$1.18B+15.9%$-0.62——
WERNWERNER ENTERPRISES INCFY2026 Q2$914.31M+24.6%$0.11-84.7%—
MRTNMARTEN TRANSPORT LTDFY2025 Q1$223.15M-10.6%$0.05-58.3%—
HTLDHEARTLAND EXPRESS INCFY2026 Q2$184.13M-12.5%$0.14——
ULHUNIVERSAL LOGISTICS HOLDINGS, INC.FY2026 Q2$379.32M—$0.99——
ETSElite Express Holding Inc.FY2026 Q2$726.83K—$-0.15——
032280SamIlFY2026 Q2₩25.89B+4.4%₩24.00——
TOPPToppoint Holdings Inc.FY2026 Q2$4.64M+16.9%$-0.01——
TLSSTransportation & Logistics Systems, Inc.FY2023 Q3$4.95M+190.9%$0.00——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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