Transport and Diversified Industrials

Class I rails, parcel and freight forwarding, passenger airlines, construction machinery, waste and facilities, and industrial distribution. These businesses share an S&P 500 neighborhood, not one cycle. Factory automation stays on Industrial Automation. Airframers stay on Commercial Aerospace.

Data updated 2026-08-25
Transport and Diversified Industrials

The Transport and Diversified Industrials sector on Sterling tracks 26 companies.

Freight versus passenger

Freight TSI has been range-bound near 137 since 2018. Passenger TSI collapsed in 2020 and is still below 2019. That split is the sector.

Roster revenue

Latest reported annual revenue for every locked name, colored by vertical. UPS and FedEx dominate the dollar scale. DuPont 2025 is post-Qnity.
ParcelMachineryAirlinesWaste and facilitiesConglomerateRailDistributionForwardingServices

US air carrier revenue passenger miles

System RPM is above the 2019 average. This is the passenger-cycle scoreboard that feeds the airline tab and, one layer up, airframe demand on Commercial Aerospace.

Construction machinery prices

BLS PPI for NAICS 333120 stepped up through 2021 to 2023, the same window Caterpillar reported as favorable price realization.

Frequently asked questions

What is the Transport and Diversified Industrials sector?

Class I rails, parcel and freight forwarding, passenger airlines, construction machinery, waste and facilities, and industrial distribution. These businesses share an S&P 500 neighborhood, not one cycle. Factory automation stays on Industrial Automation. Airframers stay on Commercial Aerospace.

Which companies lead the Transport and Diversified Industrials sector?

Sterling tracks 26 companies in Transport and Diversified Industrials, led by C.H. Robinson (CHRW), Expeditors International (EXPD), FedEx (FDX), United Parcel Service (UPS), Caterpillar Inc. (CAT) and Copart (CPRT).

How can I invest in the Transport and Diversified Industrials sector?

Publicly traded names in Transport and Diversified Industrials include C.H. Robinson (CHRW), Expeditors International (EXPD), FedEx (FDX), United Parcel Service (UPS) and Caterpillar Inc. (CAT). Compare them side by side on Sterling.

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