Loading
Earnings sentiment for Integrated Freight & Logistics — aggregated from 5 earnings calls in the Industrials sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Integrated Freight & Logistics industry is 6/10 across 5 companies.
Aggregated from 5 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
Sentiment across the group rose from 4.6 to 6 (+1.4), with four of the five bellwethers improving and only United Parcel Service (UPS) slipping. Expeditors International (EXPD) drove the move, rising from 3 to 7. J.B. Hunt (JBHT) climbed from 5 to 7, C.H. Robinson (CHRW) edged from 3 to 4, and FedEx (FDX) improved from 8 to 9. Cost-pressure themes broadened from 1 to 2 companies while pricing-pressure themes held at 2.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Trade & Tariffs | 4 | 112 |
| Consumer Demand | 3 | 21 |
| Supply Chain | 3 | 12 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.