Transport and Diversified Industrials
Transport and Diversified Industrials Rail and Parcel
Class I rail carloads and intermodal
BTS monthly carloads remain below the 2015 peak. Intermodal recovered in 2024 and 2025 after a 2023 dip.
UPS and FedEx revenue
Parcel revenue peaked in the 2021 to 2022 e-commerce surge and has not returned to that run rate. FedEx years end 31 May.
Freight forwarder revenue
Robinson and Expeditors are rate-sensitive. Both reset hard after the 2021 to 2022 ocean and air-freight spike.
Filed Class I volumes
Did Union Pacific and CSX add carloads on their own books, not just on the BTS monthly series?
Class I operating ratio
Who ran the tighter railroad? Lower is better. Norfolk Southern's 2023 print is the East Palestine year.
Union Pacific freight mix
Is the western franchise still an industrial railroad, or did premium (auto plus intermodal) take the dollar?
UPS revenue by segment
Did International Package offset the US Domestic and Supply Chain Solutions fade?
FedEx operating income by segment
Did the Federal Express network earn more while Freight, the LTL business being separated, earned less?