Filing Flows › Industries › Trucking (No Local) › Capital spending and supply chain
Trucking (No Local): capital spending and supply chain
SIC 4213 · 11 companies with filed cash-flow statements
Analysis
11 companies in Trucking (No Local) (SIC 4213) spent $2.1B on capital projects over their latest twelve months, 42% of the $5.1B their operations generated; the three largest spenders — JBHT, SAIA, SNDR — account for 56%.
Capital spending is 3.9% of the industry's $54.7B of annual revenue.
By the industry's asset mix most of it goes to equipment (85%); about $730M is imported.
The largest supplier of that spending is heavy duty truck manufacturing ($836M).
Its largest supplying industries, by the input-output tables: scenic and sightseeing transportation and support activities ($4.2B), petroleum refineries ($2.7B), truck transportation ($2.3B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| JBHT Hunt J B Transport Services | $528M | $1.5B | 35% | TTM to Q3 2026 |
| SAIA Saia | $339M | $618M | 55% | TTM to Q3 2026 |
| SNDR Schneider National | $331M | $589M | 56% | TTM to Q3 2026 |
| ODFL Old Dominion Freight Line | $252M | $1.4B | 18% | TTM to Q3 2026 |
| WERN Werner Enterprises | $220M | $274M | 81% | TTM to Q2 2026 |
| HTLD Heartland Express | $151M | $70.0M | 216% | TTM to Q3 2026 |
| ULH Universal Logistics Holdings | $110M | $147M | 75% | TTM to Q2 2026 |
| CVLG Covenant Logistics Group | $108M | $70.4M | 153% | TTM to Q3 2026 |
| ARCB Arcbest | $43.8M | $300M | 15% | TTM to Q3 2026 |
| PAMT Pamt | $41.1M | −$23.5M | — | TTM to Q3 2026 |
| LSTR Landstar System | $13.8M | $171M | 8% | TTM to Q3 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| ULH | GM | 25% | Stated in 10-K (sentence) | filing |
| WERN | DG | 11% | Stated in 10-K (sentence) | filing |
| ULH | F | 20% | Stated in 10-K (sentence) | filing |
| MRTN | WMT | 20% | Stated in 10-K (sentence) | filing |
| PAMT | GM | 14% | Stated in 10-K (sentence) | filing |
| PAMT | F | 9% | Stated in 10-K (sentence) | filing |
| PAMT | WMT | 8% | Stated in 10-K (sentence) | filing |
| WNC | WERN | — | Stated in 10-K (named, share not stated) | filing |
The interactive money flow: switch views, follow each dollar →
Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.