United States trucking excluding local industry landscape illustrating listed-company operations, infrastructure and market activity

Prism Finance USA · comparison snapshot

Trucking Excluding Local Stocks in USA: Revenue Cohort 2

Name: Trucking Excluding Local Stocks in USA: Revenue Cohort 2 comparison snapshot
Creator: Fliar BI Prism

A five-company trucking excluding local cohort selected by latest filing revenue, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 31 August 2026Not investment adviceRanked by Prism readiness

Readiness leaderSaia · 40

Strongest available pathCovenant Logistics · +155.7%

Widest latest marginSaia · 7.9%

Companies compared5 · U.S.-listed

01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1SAIA · Nasdaq

Saia

A U.S.-listed issuer classified by the SEC in Trucking Excluding Local

Founded 1924Wilmington$9.45B market cap

View full Companies Radar profile

40Cautious

Snapshot price$355.1as of page date

Monthly-close return+49.2%five-year window

FY2025 revenue$3.23BSAIA INC

Net margin7.9%FY2025

P/E snapshot34.3xone ratio, not a verdict

Prism attention35.8%share across these five

Filing track recordRevenue, USD billions

+41.3%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 9.0%

52-week position43% through range

$249.3$494.7

News mentions1.9K

Community mentions331partial coverage

U.S.-scope patents500

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal64/100
Management stability90/100
Market position9/100
Capital-event signal16/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 8 asset-acquisition events and 1 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2WERN · Nasdaq

Werner Enterprises

A U.S.-listed issuer classified by the SEC in Trucking Excluding Local

Founded 1956OMAHA$2.35B market cap

View full Companies Radar profile

38Cautious

Snapshot price$39.18as of page date

Monthly-close return-11.5%five-year window

FY2025 revenue$2.90BWERNER ENTERPRISES INC

Net margin-0.5%FY2025

P/E snapshot17.8xone ratio, not a verdict

Prism attention40.1%share across these five

Filing track recordRevenue, USD billions

-1.9%

FY2024–FY2025 · 2 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -1.9%

52-week position66% through range

$23.06$47.49

News mentions2.2K

Community mentions29partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal48/100
Management stability90/100
Market position26/100
Capital-event signal5/100
Innovation pulse10/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 26 M&A involvements, 10 asset-acquisition events and 3 contract events.

Innovation activity

Prism records 3 lifetime product-launch events, 0 in the latest 360 days, and 7 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3CVLG · NYSE

Covenant Logistics

A U.S.-listed issuer classified by the SEC in Trucking Excluding Local

Founded 1986Chattanooga$897.1M market cap

View full Companies Radar profile

37Cautious

Snapshot price$35.35as of page date

Monthly-close return+155.7%five-year window

FY2025 revenue$1.16BCOVENANT LOGISTICS GROUP, INC.

Net margin0.6%FY2025

P/E snapshot707.0xone ratio, not a verdict

Prism attention4.6%share across these five

Filing track recordRevenue, USD billions

+11.3%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 2.7%

52-week position54% through range

$18.00$49.88

News mentions247

Community mentions4partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal59/100
Management stability90/100
Market position15/100
Capital-event signal0/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 6 M&A involvements, 3 asset-acquisition events and 1 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4HTLD · Nasdaq

Heartland Express

A U.S.-listed issuer classified by the SEC in Trucking Excluding Local

Founded 1978North Liberty$955.8M market cap

View full Companies Radar profile

35Cautious

Snapshot price$12.36as of page date

Monthly-close return-22.8%five-year window

FY2025 revenue$0.06BHEARTLAND EXPRESS INC

Net margin-90.3%FY2025

P/E snapshot24.6xone ratio, not a verdict

Prism attention13.1%share across these five

Filing track recordRevenue, USD billions

+409.6%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 50.3%

52-week position56% through range

$7.00$16.64

News mentions711

Community mentions18partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal42/100
Management stability90/100
Market position20/100
Capital-event signal5/100
Innovation pulse8/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 10 M&A involvements, 6 asset-acquisition events and 1 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 4 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5MRTN · Nasdaq

Marten Transport

A U.S.-listed issuer classified by the SEC in Trucking Excluding Local

Founded 1946Mondovi, Wisconsin$1.18B market cap

View full Companies Radar profile

32Cautious

Snapshot price$14.42as of page date

Monthly-close return-8.1%five-year window

FY2025 revenue$0.88BMARTEN TRANSPORT LTD

Net margin2.0%FY2025

P/E snapshot96.1xone ratio, not a verdict

Prism attention6.4%share across these five

Filing track recordRevenue, USD billions

-9.2%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -2.4%

52-week position56% through range

$9.35$18.48

News mentions349

Community mentions14partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal43/100
Management stability90/100
Market position15/100
Capital-event signal0/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 2 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 3 M&A involvements, 7 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

Covenant Logistics

+155.7%

Saia

+49.2%

Marten Transport

-8.1%

Werner Enterprises

-11.5%

Heartland Express

-22.8%

Latest revenue

USD billions, official filing scope shown on each company card.

Saia

$3.23B

Werner Enterprises

$2.90B

Covenant Logistics

$1.16B

Marten Transport

$0.88B

Heartland Express

$0.06B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

Saia

7.9%

Marten Transport

2.0%

Covenant Logistics

0.6%

Werner Enterprises

-0.5%

Heartland Express

-90.3%

Prism news attention

Normalized share across these five names; attention is not quality.

Werner Enterprises

40.1%

Saia

35.8%

Heartland Express

13.1%

Marten Transport

6.4%

Covenant Logistics

4.6%

03 · Prism readout

What the signals say—and what they do not

The headline share is normalized trucking excluding local news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

Werner Enterprises leads the conversation

It holds 40.1% of measured trucking excluding local news attention and also carries the basket's largest revenue base at $2.90B.

Price path

Covenant Logistics leads the available price paths

Its monthly-close return is +155.7% for the five-year window. At the other end, Heartland Express is -22.8% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

Saia has the widest latest margin

Its FY2025 net margin is 7.9%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Werner Enterprises shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 17.8x while its five-year window price return is -11.5%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · SAIA

Saia

1,943available Prism news records

Prism top themes

Price action & investor response

226

Earnings & financial performance

199

Capital allocation & transactions

Macro demand & rates

Leadership & governance

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+3.0%406 latest 12m vs 394 prior 12m

Machine-classified coverage tone

88.9% positive+8.1 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock performance 95stock price 70stock surge 37share price 34earnings report 31annual earnings 26logistics update 24earnings per share 23

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-05–2026-06-19 · trend and themes shown through 2026-06

Areas of research · WERN

Werner Enterprises

2,172available Prism news records

Prism top themes

Earnings & financial performance

Price action & investor response

Capital allocation & transactions

Leadership & governance

Legal, arbitration & regulatory

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+60.2%423 latest 12m vs 264 prior 12m

Machine-classified coverage tone

76.3% positive+4.0 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

truck space utilization 41freight cube optimization 35cargo stacking 35freight budgeting 32cargo load planning 32cargo handling certification 27freight cost analysis 26urban freight 26

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-21–2026-06-12 · trend and themes shown through 2026-06

05 · Community discussion

Common topics where conversation clears the gate

Shown only above 25 entity-matched mentions. Coverage is partial and topic counts exclude identified namesake noise.

SAIA

Saia

331 mentions

Stock and valuation

119

Products, pricing and logistics

Workplace and hiring

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 331 records remained after filtering.

WERN

Werner Enterprises

29 mentions

Workplace and hiring

Stock and valuation

Products, pricing and logistics

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 29 records remained after filtering.

06 · Company event log

Common news types and recent highlights

Event patterns and selected recent headlines come from available Prism company-event records since 2023. Obvious forecast, holdings, duplicate and retrospective noise is filtered.

SAIA

Saia

through 2026-02-11

Earnings releases 20Asset acquisitions 8Company announcements 8Business contracts 1

2026-02-11
Earnings releases
Based on Saia’s latest earnings release for the quarter ending September 30, the company reported a quarterly revenue of $839.64 million and a net profit of $86.32 million.
2025-07-28
Asset acquisitions
In a series of moves announced on May 5, the Johns Creek, Ga.-based trucking firm is scooping up three terminal leases for $6.5 million—a 72-door center in Orlando, Fla.; a 54-door location in Deer Park, N.Y.; and a facility with 21 doors in Calexico, Calif.
2024-08-13
Company announcements
On August 26, Saia will complete its August expansion with three additional terminals in Rapid City and Watertown, South Dakota, and Butte, Montana.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

WERN

Werner Enterprises

through 2026-04-28

Earnings releases 16Company announcements 14Leadership changes 8M&A 8Asset acquisitions 4

2026-04-28
Earnings releases
Total revenues for the quarter were $808.6 million , an increase of $96.5 million compared to the prior year, due to a $92.4 million , or 18% increase in Truckload Transportation Services (“TTS”) revenues and a slight increase in Werner Logistics revenues of $0.3 million.
2026-04-23
Company announcements
Werner reported Q4 intermodal revenues increased by $6.5 million, crediting the growth to a 22% increase in shipments and relatively stable revenue per shipment, according to its earnings release.
2026-02-16
Asset acquisitions
Werner Enterprises (NASDAQ:WERN) executives Derek Leathers, CEO, and Chris Wikoff discussed the company’s strategy and market outlook in a recent conference appearance, highlighting the planned acquisition of FirstFleet.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

CVLG

Covenant Logistics

through 2026-04-23

Earnings releases 20M&A 2Asset acquisitions 1Lawsuits 1

2026-04-23
Earnings releases
Adjusted earnings per share came in at $0.26, compared to $0.32 in the prior-year period.
2023-05-01
M&A
Huntsville-based poultry carrier Lew Thompson & Son Trucking Inc. was recently acquired by Covenant Logistics Group Inc. for about $100 million.
2023-05-01
Asset acquisitions
Covenant Logistics Group Inc. of Chattanooga, Tennessee, bought Lew Thompson & Son Trucking Inc. of Huntsville for $100 million in a deal that closed April 26.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

HTLD

Heartland Express

through 2026-03-13

Earnings releases 24Company announcements 2

2026-03-13
Company announcements
The Board of Directors of Heartland Express, Inc. (Nasdaq: HTLD ) announced today the declaration of a regular quarterly cash dividend.
2026-02-03
Earnings releases
Operating Revenue of $805.7 million, Operating Loss of $57.4 million, Net Loss of $52.5 million, Basic Loss per Share of $0.67,
2026-02-03
Earnings releases
Operating Revenue of $179.4 million, Net Loss of $19.4 million and Basic Loss per Share of $0.25,

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

MRTN

Marten Transport

through 2026-01-28

Earnings releases 29Asset acquisitions 7Leadership changes 3M&A 2

2026-01-28
Earnings releases
Third quarter revenue was $220.4 million, dropping to $210.1 million in the fourth quarter.
2025-09-30
Asset acquisitions
The transaction was structured as an asset sale of certain intermodal equipment, including over 1,200 refrigerated containers, and contracts to Hub Group, Inc. for $51.8 million in cash.
2025-09-11
M&A
On July 22, 2025, the company announced entering an agreement to acquire the intermodal assets of Marten Transport, Ltd., a division of Marten Transport, Ltd. The $51.8 million acquisition will be carried out in cash and structured as an asset purchase of equipment and contracts.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

07 · Industry landscape

Trucking Excluding Local Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary trucking excluding local news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

freight trucking market

9 sources90.6% extraction confidence

2022 extracted base$2.20T–$2.73T

2027 extracted forecast$1.11T

Implied source CAGR5.1%

global traderetailincrease in global trade

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, United States, China. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Trucking Excluding Local news pulse

126,691available Prism news records

Latest 12m volume+22.9%56034 vs 45586 records

Positive classified tone60.3%+5.9 pp vs prior four quarters

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

Available U.S.-primary Prism records matching excluding, local, trucking, freight. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

municipal government meetings and decisions

26,576

local budgets and tax changes

22,380

local school district updates and policies

19,684

neighborhood zoning and development plans

17,373

land use and urban planning proposals

16,678

education system changes and school board decisions

16,462

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

city council meeting 3,530local seafood sourcing 3,412zoning hearings 2,292school closures 2,202zoning changes 2,157shrimp aquaculture 1,832superintendent announcements 1,832local fuel trends 1,824

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

global trade

9 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card

Opportunity · demand

municipal government meetings and decisions

26,576 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata

Opportunity · innovation

Innovation and product activity

3,233 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule

Caution · market restraint

comparatively slower

3,372 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata

Caution · news pulse

Coverage growth can reverse

+22.9% news volume

The latest 12 months contain 56,034 matched records versus 45,586 in the previous window.

Available Prism coverage through 2026-06-21

Caution · sentiment

Classified tone is not demand

60.3% positive · +5.9pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-06-21; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →

08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 4213 (Trucking Excluding Local), selected as the first five names that pass all live publication gates from the latest filing revenue candidate pool ranked 6–10. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

Official annual filingsFY revenue history and latest profitability
U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
Prism market-growth extractionDated third-party Trucking Excluding Local Industry in USA market benchmark with source-count, geography and confidence context

Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 31 August 2026.

09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions

Saia leads the readiness ranking

Its Prism readiness score is 40/100, the highest in this five-company comparison.

Open Saia in Companies Radar

Scale and margin leadership sit with Saia and Saia

Saia has the largest displayed latest revenue at $3.23B; Saia has the widest displayed latest margin at 7.9%.

Open Saia in Companies Radar

Comparisons

Strongest versus weakest available price path

Covenant Logistics is +155.7% for its five-year window; Heartland Express is -22.8% for its five-year window.

Open Covenant Logistics in Companies Radar Open Heartland Express in Companies Radar

Largest versus smallest displayed revenue base

The latest displayed revenue ranges from $3.23B for Saia to $0.06B for Heartland Express. Entity and filing-period labels remain visible on the company cards.

Open Saia in Companies Radar Open Heartland Express in Companies Radar

Anomalies

Covenant Logistics has the widest attention-readiness rank gap

It ranks #5 by measured news attention (4.6%) and #3 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Covenant Logistics in Companies Radar

Heartland Express shows a price-operating divergence to inspect

Its displayed filing-revenue change is +409.6% while its available monthly-close return is -22.8%. The signs differ, but the two measures cover different windows and do not establish causality.

Open Heartland Express in Companies Radar

Explanations

Attention measures coverage volume, not quality

Werner Enterprises's 40.1% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Open Werner Enterprises in Companies Radar

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open Saia's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 40/100 score.

Open Saia in Companies Radar

Stress-test the largest divergence before forming a view

Compare Heartland Express's profile with Covenant Logistics's profile, then reconcile the displayed filing and price windows. This is a next-research action, not a buy or sell decision.

Open Heartland Express in Companies Radar Open Covenant Logistics in Companies Radar

Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.