Filing Flows › Industries › Industrials › Trucking (except Local)
Trucking (except Local) SIC 4213
13 companies filing with the SEC under SIC 4213. Median revenue growth +14% year on year in Q3 2026 (middle half +8% to +19%, 13 companies). The growth model expects the industry's combined revenue to grow +16% in Q3 2026. 8 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- ULH → GM 25% of the supplier's revenue, $390M
- WERN → DG 11% of the supplier's revenue, $327M
- ULH → F 20% of the supplier's revenue, $312M
- MRTN → WMT 20% of the supplier's revenue, $177M
- PAMT → GM 14% of the supplier's revenue, $83.7M
- PAMT → F 9% of the supplier's revenue, $53.8M
- PAMT → WMT 8% of the supplier's revenue, $47.8M
- WNC → WERN
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +15.8% | $15.0B | $13.7B – $16.4B |
| Q4 2026 | +16.2% | $14.6B | $13.0B – $16.1B |
| Q1 2027 | +15.6% | $14.6B | $12.9B – $16.3B |
| Q2 2027 | +14.6% | $16.6B | $14.6B – $18.6B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| JBHT Hunt J B Transport Services | $3.7B | +20% | expansion |
| KNX Knight-Swift Transportation Holdings | $2.2B | +14% | transition |
| ODFL Old Dominion Freight Line | $1.6B | +13% | transition |
| SNDR Schneider National | $1.6B | +9% | mature |
| LSTR Landstar System | $1.5B | +25% | expansion |
| ARCB Arcbest | $1.2B | +15% | transition |
| SAIA Saia | $982M | +17% | transition |
| WERN Werner Enterprises | $951M | +23% | transition |
| ULH Universal Logistics Holdings | $394M | -0.7% | mature |
| CVLG Covenant Logistics Group | $354M | +19% | reacceleration |
| MRTN Marten Transport | $223M | +1% | mature |
| HTLD Heartland Express | $180M | -9% | mature |
| PAMT Pamt | $163M | +8% | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.