As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the transportation and logistics industry, including Union Pacific (NYSE: UNP) and its peers.

The growth of e-commerce and global trade continues to drive demand for shipping services, presenting opportunities for transportation and logistics companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Companies that win in this space boast speed, reach, reliability, and last-mile efficiency while those who do not see their market shares diminish. Like other industrials companies, transportation and logistics companies are at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies’ offerings while fuel costs influence profit margins.

The 28 transportation and logistics stocks we track reported a slower Q4. As a group, revenues were in line with analysts’ consensus estimates.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 7% since the latest earnings results.

Union Pacific (NYSE: UNP)

Part of the transcontinental railroad project, Union Pacific (NYSE: UNP) is a freight transportation company that operates a major railroad network.

Union Pacific reported revenues of $6.09 billion, flat year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with a miss of analysts’ adjusted operating income estimates and a miss of analysts’ EBITDA estimates.

Interestingly, the stock is up 4.9% since reporting and currently trades at $242.25.

Read our full report on Union Pacific here, it’s free.

Best Q4: XPO (NYSE: XPO)

Owning a mobile game simulating freight operations for the Tour de France, XPO (NYSE: XPO) is a transportation company specializing in expedited shipping services.

XPO reported revenues of $2.01 billion, up 4.7% year on year, outperforming analysts’ expectations by 2.9%. The business had an exceptional quarter with an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ revenue estimates.

The market seems content with the results as the stock is up 3.1% since reporting. It currently trades at $185.14.

Is now the time to buy XPO? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Avis Budget Group (NASDAQ: CAR)

The parent company of brands such as Zipcar and Budget Truck Rental, Avis (NASDAQ: CAR) is a provider of car rental and mobility solutions.

Avis Budget Group reported revenues of $2.66 billion, down 1.7% year on year, falling short of analysts’ expectations by 2.9%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

As expected, the stock is down 20.5% since the results and currently trades at $98.01.

Read our full analysis of Avis Budget Group’s results here.

Landstar (NASDAQ: LSTR)

Covering billions of miles throughout North America, Landstar (NASDAQ: LSTR) is a transportation company specializing in freight and last-mile delivery services.

Landstar reported revenues of $1.18 billion, down 2.9% year on year. This print lagged analysts' expectations by 1.4%. It was a slower quarter as it also logged a significant miss of analysts’ EPS estimates and a slight miss of analysts’ revenue estimates.

The stock is down 3.2% since reporting and currently trades at $148.61.

Read our full, actionable report on Landstar here, it’s free.

Hertz (NASDAQ: HTZ)

Started with a dozen Model T Fords, Hertz (NASDAQ: HTZ) is a global car rental company providing vehicle rental services to leisure and business travelers.

Hertz reported revenues of $2.03 billion, flat year on year. This result topped analysts’ expectations by 1.5%. However, it was a slower quarter as it recorded a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates.

The stock is down 10.2% since reporting and currently trades at $3.97.

Read our full, actionable report on Hertz here, it’s free.

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