Transport & logistics
16 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: volumes, yields, load factor, operating ratio, fuel costs.
The value chain
1
Freight & parcel
- United Parcel Service
- FedEx
- Expeditors International
- C.H. Robinson
2
Rail
- Union Pacific
- CSX
- Canadian Pacific Kansas City
- Norfolk Southern
- Canadian National Railway
3
Trucking
- Old Dominion
- J.B. Hunt
- FedEx Freight
4
Airlines
- Delta Air Lines
- United Airlines
- Southwest Airlines
5
Ground mobility
- Uber
Largest covered companies
| Union Pacific | UNP | Rail |
| Uber | UBER | Ground mobility |
| CSX | CSX | Rail |
| United Parcel Service | UPS | Freight & parcel |
| Canadian Pacific Kansas City | CP | Rail |
| Norfolk Southern | NSC | Rail |
| Canadian National Railway | CNI | Rail |
| FedEx | FDX | Freight & parcel |
| Delta Air Lines | DAL | Airlines |
| Old Dominion | ODFL | Trucking |
| United Airlines | UAL | Airlines |
| Expeditors International | EXPD | Freight & parcel |
What rejo does for transport & logistics investors
- A desk, brief and idea engine scoped to transport & logistics and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: volumes, yields, load factor, operating ratio.