Top 5 Logistics Companies in USA

In this article, we will discuss the top 5 logistics companies in USA. If you want to read our analysis of the global and U.S. logistics industries and explore some more leading companies in the space, you can go to Top Logistics Companies in USA.

5. C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)

Market Cap as of October 31: $12.10 Billion

Number of Hedge Fund Holders: 26

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is a leading third-party logistics provider that offers a broad portfolio of logistics services through its network of offices and agents across the globe. The company has two business segments: North American Surface Transportation and Global Forwarding. C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) has a century-long track record of delivering success in the logistics industry and is among the top logistics companies in USA.

As of October 31, C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) has a market capitalization of $12 billion and has free cash flows of $143 million. On October 24, Jefferies analyst Stephanie Moore started coverage of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) with a Hold rating and a $100 price target.

As of June 30, First Eagle Investment Management owns over 10.6 million shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) and is the largest investor in the company. The fund’s stakes are valued at $1 billion.

4. Expeditors International of Washington (NASDAQ:EXPD)

Market Cap as of October 31: $16.00 Billion

Number of Hedge Fund Holders: 28

Expeditors International of Washington (NASDAQ:EXPD) is a leading global logistics company that provides air, ocean, and ground transportation, as well as warehousing and other logistics services to businesses and organizations around the world. The company has been operating in the space for over 40 years and has cemented its position and brand image in the logistics industry. Expeditors International of Washington (NASDAQ:EXPD) is ranked high among the top logistics companies in USA, and as of October 31 is worth $16 billion on the open market.

In addition to having a proven track record of success and a strong history, Expeditors International of Washington (NASDAQ:EXPD) has a global network of over 350 locations that span more than 100 countries. The company has a solid balance sheet and strong cash flow, which provides the company with the resources to invest in new growth opportunities. Expeditors International of Washington (NASDAQ:EXPD) has free cash flows of $1.38 billion.

As of June 30, First Eagle Investment Management is the top shareholder in Expeditors International of Washington (NASDAQ:EXPD) and has disclosed stakes of $252.93 million in the company.

3. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)

Market Cap as of October 31: $17.71 Billion

Number of Hedge Fund Holders: 30

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is a key North American transportation and logistics company. The company conducts business through five segments: Intermodal (JBI), Dedicated Contract Services (DCS), Integrated Capacity Solutions (ICS), Final Mile Services (FMS), and Truckload (JBT).

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) has a long history of success in the transportation and logistics industry, dating back to 1961, and the company has since grown to become one of the largest transportation and logistics providers in North America, with over 33,000 employees and a fleet of over 21,000 trucks. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is among the top logistics companies in USA and has a market cap of $17.7 billion, as of October 31.

On October 19, Baird analyst Garrett Holland reiterated an Outperform rating and his $185 price target on J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT).

As of June 30, Durable Capital Partners is the largest investor in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) and has a stake of $399 million in the company.

2. FedEx Corporation (NYSE:FDX)

Market Cap as of October 31: $41.70 Billion

Number of Hedge Fund Holders: 63

FedEx Corporation (NYSE:FDX) is among the largest and most popular logistics companies in the world. The company has a head count of over 547,000 employees and operates in more than 220 countries and territories across the globe. The company has a fleet of over 487 aircraft and more than 86,000 vehicles. As of October 31, FedEx Corporation (NYSE:FDX) is worth $41.70 billion on the open market and is ranked high among the top logistics companies in USA.

Some of the key competitive advantages of FedEx Corporation (NYSE:FDX) include its strong global brand, its large-scale operations, its efficient transportation network, and its customer-focused business model. These advantages allow the company to provide a high level of service to its customers and to maintain a strong market position. The company also has a strong cash position and has free cash flows of $2.87 billion. On October 24, Jefferies analyst Stephanie Moore took coverage of FedEx Corporation (NYSE:FDX) with a Hold rating and a $170 price target.

As of June 30, Southeastern Asset Management is the most prominent shareholder in FedEx Corporation (NYSE:FDX) and has disclosed a stake of $310.7 million in the company.

Here is what Longleaf Partners had to say about FedEx Corporation (NYSE:FDX) in its third-quarter 2022 investor letter:

“FedEx Corporation (NYSE:FDX) – Global logistics company FedEx was another top detractor in the quarter after a large earnings miss, driven by its overseas express business. The decline in Asia was primarily macro driven, while the European miss was a combination of macro and service quality issues related to the TNT integration. Management is cutting costs and taking steps to address the service issues. To the positive, the US Ground and Freight businesses reported solid earnings growth. These domestic businesses alone are generating almost $15 per share in free cash flow power and are worth $240, significantly more than FedEx’s share price today. In early October, the company announced an acceleration of its previously announced share repurchase program, a strong vote of confidence from management.”

1. United Parcel Service, Inc. (NYSE:UPS)

Market Cap as of October 31: $145.12 Billion

Number of Hedge Fund Holders: 38

Founded in 1907, United Parcel Service, Inc. (NYSE:UPS) has grown into one of the biggest logistics companies in the world. United Parcel Service, Inc. (NYSE:UPS) provides logistics services in over 220 countries and territories worldwide and has a fleet of 119,000 delivery vehicles. As of 2022, United Parcel Service, Inc. (NYSE:UPS) has over 534,000 employees worldwide.

On October 27, Deutsche Bank analyst Amit Mehrotra revised his price target on United Parcel Service, Inc. (NYSE:UPS) to $197 from $200 and maintained a Hold rating on the shares.

United Parcel Service, Inc. (NYSE:UPS) has over $10 billion in free cash flows, which allows it to make strategic investments in its operations and disruptive technologies that help the company provide optimized supply chain solutions to its customers. These technologies give United Parcel Service, Inc. (NYSE:UPS) a significant advantage in terms of operational efficiency over peers.  As of October 31, United Parcel Service, Inc. (NYSE:UPS) has a market capitalization of $145 billion and is among the top logistics companies in USA.

As of June 30, Adage Capital Management is the largest shareholder in United Parcel Service, Inc. (NYSE:UPS) and has stakes of $139.6 million in the company.

Here is what Mayar Capital had to say about United Parcel Service, Inc. (NYSE:UPS) in its second-quarter 2022 investor letter:

“UPS has been a beneficiary of the pandemic-related shift to e-commerce. Revenues increased 15% in the year, with strong leverage in the business boosting operating profit by al- most 67%. Management is focusing on a ‘Better not Bigger’ strategy for the business and divested the UPS Freight business early in the year. Mean- while, the company is expected to increase distributions to shareholders in 2022, from both dividends and share buybacks.”

You can also take a look at 15 Biggest Tech Companies in the World and 10 Best Utility Dividend Stocks To Buy.

Follow Insider Monkey on Twitter