Transportation
Airlines, railroads, freight and logistics.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +3.8pp, 21 sessions −0.8pp, 63 sessions −15.0pp. Participation 53%; 16 of 17 members eligible.
- 21-session excess -0.8pp
- 63-session excess -16.6pp (robust)
Member companies
- Expeditors International of Was (EXPD)
- CSX Corporation (CSX)
- Union Pacific Corporation (UNP)
- Norfolk Southern Corporation (NSC)
- United Parcel Service, Inc. (UPS)
- FedEx Corporation (FDX)
- Southwest Airlines Company (LUV)
- Delta Air Lines, Inc. (DAL)
- Westinghouse Air Brake Technolo (WAB)
- J.B. Hunt Transport Services, I (JBHT)
- Old Dominion Freight Line, Inc. (ODFL)
- United Airlines Holdings, Inc. (UAL)
- American Airlines Group Inc. (AAL)
- C.H. Robinson Worldwide, Inc. (CHRW)
- Alaska Air Group, Inc. (ALK)
- FedEx Freight Holding Company, (FDXF)
- JetBlue Airways Corporation (JBLU)
Themes in this family
- Freight & Logistics: Improving — 21-session vs SPY +3.2pp, participation 71%
- Airlines: Lagging — 21-session vs SPY −9.8pp, participation 17%
- Railroads: Tracked (too few stocks for a leadership state) — 21-session vs SPY +5.8pp, participation 75%