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
- Sep 30, 2026
- SEC filings, last 30 days
- 33
- Comment periods open
- 1
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
Matson reported revenue +26.5% for its quarter to Sep 30, 2026, on a year earlier.
It kept 17% of revenue as operating profit; over twelve months revenue moved +9.2%.
SEC EDGAR · 10-Q (XBRL) · Nov 5, 2026 · read 14:58 UTC, Nov 9 · Shipping & logistics →
- Nov 4Shipping · EXPD · 10-QExpeditors reported revenue +41.9% for its quarter to Sep 30, 2026, on a year earlier.It kept 10% of revenue as operating profit; over twelve months revenue moved +18.6%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 4Shipping · ODFL · 10-QOld Dominion reported revenue +13.1% for its quarter to Sep 30, 2026, on a year earlier.It kept 27% of revenue as operating profit; over twelve months revenue moved +3.8%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Rail freight carloads
990,805
carloads a month
+2.3% on a year earlier
Aug 2026 · FRED RAILFRTCARLOADSD11
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 44 filings, 10 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 EDGAR- Nov 6Kirby · 10-QQuarterly report
- Nov 5Matson · 10-QQuarterly report
- Nov 5UPS · 8-KDirector or officer change; Investor disclosure
- Nov 4C.H. Robinson · 8-KSigned a material agreement; Took on a debt obligation
- Nov 4Expeditors · 10-QQuarterly report
- Nov 4Matson · 8-KQuarterly results
- Nov 4Old Dominion · 10-QQuarterly report
- Nov 4UPS · 10-QQuarterly report
- Nov 3Expeditors · 8-KOther material event
- Nov 3Expeditors · 8-KQuarterly results
- Oct 30C.H. Robinson · 10-QQuarterly report
- Oct 29XPO · 10-QQuarterly report
- Oct 29XPO · 8-KInvestor disclosure
- Oct 29XPO · 8-KQuarterly results
19 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 4Notice · Surface Transportation BoardKanawha River Railroad, L.L.C.-Lease Renewal and Operation Exemption With Interchange Commitment-Norfolk Southern Railway Company
- Oct 30Notice · State DepartmentNotice of Public Meeting To Prepare for International Maritime Organization MEPC 85 Session
- Oct 29Notice · Surface Transportation BoardChannel Pacific Railroad-Operation Exemption-In West Sacramento, Yolo County, Cal.
- Oct 29Rule · Homeland Security DepartmentPleasure Vessels of Malta Entitled To Cruising Licenses
- Oct 28Proposed Rule · Homeland Security DepartmentSpecial Local Regulation; Port Miami Main Shipping Channel, Miami FL
- Oct 27Notice · Homeland Security DepartmentNotification of the Imposition of Conditions of Entry on Vessels Arriving from Somalia
- Oct 26Notice · Trade Representative, Office of United StatesRequest for Comments on Further Suspension of Section 301 Action: China's Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance
- Oct 15Proposed Rule · Federal Maritime CommissionInvestigation Into Conditions Affecting Shipping in the Foreign Trade and Denial of Entry of Vessels Into Spanish Ports and Proposed Remedies To Meet or Adjust the Unfavorable Conditions
- 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
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
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 | Sep 30, 2026 | $91.4B | +2.1% | — | 7.1% | 3.2% | -27.8% | — | — |
| FedEx FDXParcel delivery | Sep 30, 2026 | — | — | — | — | — | — | — | — |
| Union Pacific UNPRailroad | Sep 30, 2026 | $26.4B | +7.4% | — | 40.1% | 14.5% | +3.2% | — | — |
| CSX CSXRailroad | Sep 30, 2026 | $14.9B | +5.8% | — | 36.4% | 16.0% | -22.0% | — | — |
| Norfolk Southern NSCRailroad | Sep 30, 2026 | $13.0B | +6.0% | — | 31.5% | 16.5% | -0.7% | — | $0 |
| Old Dominion ODFLTrucking | Sep 30, 2026 | $5.8B | +3.8% | — | 26.6% | 4.4% | -53.3% | — | — |
| J.B. Hunt JBHTTrucking and intermodal | Sep 30, 2026 | $13.3B | +10.6% | — | 7.2% | 4.0% | -35.7% | — | — |
| XPO XPOTrucking | Sep 30, 2026 | $8.8B | +9.5% | — | 9.9% | 5.4% | -33.8% | — | — |
| Expeditors EXPDFreight forwarding | Sep 30, 2026 | $13.2B | +18.6% | — | 10.1% | 0.4% | +11.3% | — | — |
| C.H. Robinson CHRWFreight brokerage | Sep 30, 2026 | $18.2B | +10.4% | — | 4.9% | 0.1% | -26.3% | — | — |
| Matson MATXOcean shipping | Sep 30, 2026 | $3.7B | +9.2% | — | 16.8% | — | — | — | — |
| Kirby KEXInland barges | Sep 30, 2026 | $3.6B | +8.5% | — | 14.2% | 6.6% | -24.8% | — | — |
| Median of 12 with a current year | +8.5% | — | 14.2% | 4.9% |
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 RegisterWhere 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
Chain Reaction
Shipping companies push voyages around the Cape
Longer voyages tie up capacity, lift freight rates, and leave coffee exporters and Mediterranean ports exposed.
Shipping · Oct 30, 2026
Archive · through Oct 30, 2026
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