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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Parcel, Freight Forwarding & Logistics industry is 7.8/10 across 5 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 5-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The average sentiment score rose from 6 to 7.8, and the only company that fell, FedEx (FDX), had one of the most upbeat calls in the group. Four of the five companies moved up. United Parcel Service (UPS) climbed from 3 to 7 and C.H. Robinson (CHRW) from 4 to 7, while Expeditors International (EXPD) and J.B. Hunt (JBHT) each went from 7 to 9. Pricing pressure dropped out as a theme, from 2 to 0 companies, while cost pressure spread from 2 to 3.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Supply Chain | 4 | 121 |
% 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.