US transport stocks record mixed 2025 as railroads outperform trucking

Schneider National

31/12/2025 14:05

** U.S. transportation stocks deliver mixed performance in 2025, with railroads advancing while truckload carriers struggle

** Shares of railroad CSX CSX.N advance 12.9% YTD; Union Pacific UNP.N climbs 2.2%; Norfolk Southern NSC.N rises 23.6%, amid progress towards its merger with UNP

** Major trucking firms: Werner WERN.O down 15.6% YTD; Schneider National SNDR.N drops 8.3%; Knight-Swift Transportation KNX.N loses 0.8%

** J.B. Hunt JBHT.O frontrunner among trucking firms, posting a 15% yearly rise driven by cost-cutting efforts

     ** Among less-than-truckload (LTL) operators, Old Dominion ODFL.O down 9.7% YTD, while Saia SAIA.O falls 27.1%

** YTD, S&P 500 Transportation index .SPLRCTRN up 11.1% vs. 17.3% rise in broader S&P 500 index

(Reporting by Abhinav Parmar in Bengaluru)

((Abhinav.Parmar@thomsonreuters.com;))