Shipping & logistics
Parcel carriers, freight forwarders, truckers, railroads and ocean shippers, read through their filings, US freight volumes and spending, and maritime and port rules.
- Companies covered
- 12
- Latest quarter filed
- Jun 30, 2026
- SEC filings, last 30 days
- 5
- Comment periods open
- 0
- SEC EDGAR read
- 02:33 UTC, Oct 8
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Rail freight carloads
992,923
carloads a month
+0.6% on a year earlier
Jul 2026 · FRED RAILFRTCARLOADSD11
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 41 filings, 1 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGARRules and notices
Federal Register, last 45 days- Oct 2Notice · Surface Transportation BoardUnion Pacific Railroad Company-Discontinuance of Service Exemption-in San Bernardino County, Cal.
- Oct 2Notice · Surface Transportation BoardMacquarie Infrastructure Partners V GP, LLC, et al.-Control Exemption-Kankakee, Beaverville and Southern Railroad Company
- Sep 24Notice · Commerce DepartmentCertain Freight Rail Couplers and Parts Thereof From India: Final Affirmative Countervailing Duty Determination
- Sep 24Notice · Commerce DepartmentCertain Freight Rail Couplers and Parts Thereof From India: Final Affirmative Determination of Sales at Less Than Fair Value
- Sep 24Notice · Commerce DepartmentCertain Freight Rail Couplers and Parts Thereof From the Czech Republic: Final Affirmative Determination of Sales at Less Than Fair Value
- Sep 3Proposed Rule · Commerce DepartmentPacific Halibut Fisheries; Catch Sharing Plan; Modify Pacific Halibut Individual Fishing Quota (IFQ) Vessel Use Caps in IFQ Regulatory Areas 4A, 4B, 4C, 4D, and 4E
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| UPS UPSParcel delivery | Jun 30, 2026 | $89.9B | -0.4% | — | 7.3% | 3.8% | -13.5% | — | — |
| FedEx FDXParcel delivery | May 31, 2026 | $94.7B | +7.7% | — | 5.8% | 4.0% | -6.1% | — | — |
| Union Pacific UNPRailroad | Jun 30, 2026 | $25.4B | +4.2% | — | 40.0% | 14.8% | +4.6% | — | — |
| CSX CSXRailroad | Jun 30, 2026 | $14.5B | +2.5% | — | 34.2% | 17.4% | -14.6% | — | — |
| Norfolk Southern NSCRailroad | Jun 30, 2026 | $12.5B | +3.0% | — | 32.2% | 16.8% | -3.6% | — | — |
| Old Dominion ODFLTrucking | Jun 30, 2026 | $5.6B | -0.6% | — | 25.8% | 5.0% | -59.5% | — | — |
| J.B. Hunt JBHTTrucking and intermodal | Jun 30, 2026 | $12.7B | +5.3% | — | 7.5% | 3.9% | -42.5% | — | — |
| XPO XPOTrucking | Jun 30, 2026 | $8.6B | +7.0% | — | 8.8% | 5.8% | -27.3% | — | — |
| Expeditors EXPDFreight forwarding | Jun 30, 2026 | $12.0B | +6.8% | — | 9.8% | 0.4% | -5.2% | — | — |
| C.H. Robinson CHRWFreight brokerage | Jun 30, 2026 | $17.0B | -0.1% | — | 4.9% | 0.1% | -8.1% | — | — |
| Matson MATXOcean shipping | Jun 30, 2026 | $3.5B | -0.2% | — | 15.2% | — | — | — | — |
| Kirby KEXInland barges | Jun 30, 2026 | $3.5B | +6.6% | — | 14.0% | 6.7% | -27.6% | — | — |
| Median of 12 with a current year | +3.6% | — | 11.9% | 5.0% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal RegisterNo comment period or effective date ahead among this industry’s documents of the last 150 days.
Where US supply comes from
US imports by country · UN ComtradeThis industry sells services and freight rather than a traded good, so there is no import record to read.
ARCANE reporting
Published investigations that land on this page
Beneath the Surface
China stopped shipping two rare earth metals to Japan but kept exporting magnets worldwide
Japan's magnet makers rely on those metals to make magnets that withstand heat, and an Australian miner has agreed to reserve a share of what it produces for Japan.
Geopolitics · Oct 1, 2026
Archive · through Oct 1, 2026