3 Logistics Stocks for Tariff Driven Supply Chain Shifts

Global trade is being redrawn in real time as talk of new U.S. tariffs on Chinese imports and wider G20 pushback against cheap exports collide with efforts to keep oil and bond markets steady. That mix can shuffle winners and losers across logistics and freight, and investors who ignore it risk missing important shifts in sentiment. This article breaks down three stocks from our Global Trade Logistics and Freight Intermediaries screener that appear positively exposed to these cross‑currents.

The stocks covered below are only a starting sample from this Global Trade Logistics and Freight Intermediaries idea. The full screen surfaced 20 more companies with equally detailed narratives that are not discussed in this article. If you want to identify and analyze your own highest conviction logistics plays, head straight to the Global Trade Logistics and Freight Intermediaries screener.

XPO (XPO)

XPO is a freight transportation company that moves goods across North America and Europe, which fits the screener’s focus on large logistics intermediaries that help shippers handle more complex, regulated trade routes. It earns about US$5.1b of revenue from its North American Less Than Truckload segment and around US$3.5b from European Transportation, giving it scale in both domestic and cross border freight. With a market cap of roughly US$22.7b, XPO sits firmly in the large cap bracket of the logistics space.

Investors watching trade routes get rewired may want XPO on their radar. The company is using AI driven routing and cost discipline to lift productivity, and its premium LTL services give it leverage to shippers that prefer bigger, more capable intermediaries as regulations and tariffs increase. At the same time, high leverage, rising labor costs and heavy exposure to the U.S. freight cycle mean execution and capital allocation really matter. Recent rating upgrades and record LTL operating metrics suggest the story is evolving quickly, but the current valuation and insider selling leave little room for complacency if freight demand or regulation shifts against it.

XPO’s accelerating efficiency story can look convincing, yet leverage, labor pressure and tariff risk may be pulling in the opposite direction. For the full context, see the 3 key rewards and 2 important warning signs

TFI International (TSX:TFII)

TFI International is a large North American trucking and logistics company that fits this screener through its mix of asset heavy freight and asset light brokerage and parcel services across the U.S., Canada and Mexico. It generates about US$3.4b from Less Than Truckload freight, US$3.2b from Truckload and around US$1.6b from its Logistics segment, giving it meaningful exposure to complex 3PL and freight forwarding work alongside traditional trucking. With a market cap of roughly CA$15.3b, TFI International is one of the larger listed logistics intermediaries in the region.

Investors watching trade rules harden and cross border supply chains become more complex may find TFI International worth a closer look. The company is leaning into North American reshoring, efficiency programs and higher margin customers, while also talking up its appetite for further U.S. LTL and logistics acquisitions. At the same time, high debt, earnings that recently came under pressure and ongoing tariff uncertainty across its industrial customer base mean execution and capital discipline really matter. The combination of recent profit numbers, analyst expectations and visible risks around leverage and regulatory change creates a setup that may reward deeper research into what might come next for this freight operator.

TFI International’s reshoring angle, efficiency push and acquisition appetite are often discussed separately. To see how that overall story aligns with its balance sheet and tariff exposure, review the TFI International financial health report

Schneider National (SNDR)

Schneider National is a North American freight intermediary that fits this screener through its mix of trucking, intermodal rail and asset light logistics services that help shippers handle more complex trade routes and documentation. The company generates about US$2.5b from Truckload, US$1.1b from Intermodal and US$1.3b from Logistics, alongside roughly US$694 million of fuel surcharge revenue and smaller Other and inter segment items. This gives it a broad revenue base tied to how goods move across the continent. With a market cap of about US$6.0b, Schneider National is a sizable player in listed logistics.

Investors watching trade rules harden and supply chains tilt toward Mexico and other lower cost regions may find Schneider National worth attention. Its mix of truckload, intermodal and logistics services, plus existing cross border flows, positions it to serve customers dealing with new tariff walls and more complex documentation. At the same time, thin margins, reliance on external funding and a relatively new leadership team mean any misstep on pricing, costs or capital allocation could matter. The stronger earnings forecasts, discount to some value estimates and recent commentary on nearshoring and capacity tightening set up a story where the potential upside is clear, but the full risk reward balance deserves closer scrutiny.

Schneider National’s mix of trucking, intermodal and logistics could be masking a very different earnings path from what headline freight sentiment implies. Get the full story in the analysis report for Schneider National.

Seeking Alternatives Before The Crowd

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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