3 Logistics Stocks to Watch as Tariffs Rewrite Global Supply Chains

Global trade rules are being rewritten in real time, and supply chains are feeling the shock. That disruption creates a fork in the road for investors who either lean into companies adapting to new routes and tariffs or stay parked on the sidelines. This article unpacks three logistics and freight stocks exposed to the latest policy shifts, explaining why each could matter for your portfolio and where the key pressure points sit.

The three stocks covered below are just a starting sample from this theme, and the full screen surfaced 41 more logistics and freight companies with equally compelling narratives that are not in this article. To identify and analyze potential high conviction ideas in this space directly, head straight into the Global Logistics Infrastructure & Freight Operators screener.

Nippon Express Holdings plugs directly into the Global Logistics Infrastructure & Freight Operators theme, with a network that spans domestic Japanese transport, international freight forwarding, warehousing and specialist services across major trade lanes as multinational customers rethink how their goods move.

Nippon Express Holdings runs an integrated logistics platform across rail, road, air, sea and warehousing, with its largest division Logistics Japan generating about ¥1,277.9b and Logistics Support adding ¥430.7b, and the group carrying a market value near ¥1.35t.

“Global trade patterns are being reshaped by U.S. tariff policy and supply chain rerouting, and if client companies continue to take a wait and see stance, international air and ocean volumes could stay weak, keeping pressure on revenue and limiting operating profit growth.”

This raises the question of what happens if a quiet shift in how customers use its broader logistics network changes the balance between resilient margins and renewed pressure.

That shift in mix is exactly what the full narrative for Nippon Express Holdings unpacks, showing where volumes, contracts and capital allocation could be quietly decoupling from headline trade flows.

XPO sits right in the middle of the Global Logistics Infrastructure & Freight Operators theme. It uses its less than truckload freight network and European trucking operations to move goods as supply chains are rewired and shippers look for reliable, day definite road based alternatives.

XPO runs a freight transportation platform geared to rerouted trade, with North American less than truckload generating about US$5.1b of revenue and European Transportation adding roughly US$3.5b. The business carries a market value close to US$20.8b.

“XPO’s ongoing investments in AI-powered optimization and proprietary technology are driving measurable productivity gains, even in a weak freight market, by reducing linehaul miles, improving labor efficiency, and cutting maintenance costs.”

The real question is how that efficiency story interacts with one less visible pressure that could tilt future margins and growth either way.

That hidden pressure point is exactly where the full narrative for XPO picks up, showing whether XPO’s tech gains are masking risks or setting up accelerating returns.

TFI International plugs directly into the Global Logistics Infrastructure & Freight Operators theme, running less than truckload, full truckload and asset light logistics services that tie together cross border freight across North America as trade routes and customer shipping patterns keep shifting.

TFI International generates about US$3.4b from Less Than Truckload, roughly US$3.2b from Truckload and around US$1.6b from Logistics, giving the group a diversified freight mix and supporting a market value near CA$14.5b.

For investors watching how trade rules push freight around North America, TFI International offers a clear way to track that shift through everyday truckloads, higher value LTL moves and asset light logistics contracts that touch many of the same trade flows regulators are rewriting.

“Continued investments in operational efficiency, including digitalization (Optym rollouts for linehaul and P&D), AI-driven process improvements, and a focus on asset-light brokerage models, are reducing costs, improving margins, and supporting higher free cash flow conversion as volumes recover.”

What really matters now is how a single pressure point in its freight mix shapes the balance between pricing power and future margin resilience.

That pressure point is exactly where the full narrative for TFI International picks up, tracking whether TFI International’s freight mix is quietly accelerating, stalling or masking larger margin swings.

Seeking Alternatives Before The Crowd

New trade routes are opening, fresh themes are gaining momentum and early entries can get caught flying before pricing adjusts. These ideas stay under the radar for now, so consider exploring them early.

• Spot potential turnaround stories before sentiment flips by scanning the curated 17 high quality undervalued stocks that combine quality, cash flow strength and balance sheet support while it still matters.
• Follow structural tech themes by focusing on 85 AI infrastructure stocks that support data centers, networks and compute demand before these picks move out of reach.
• Target income-oriented opportunities by filtering for 15 dividend fortresses built around cash generation and elevated yields that could reset lower once the crowd catches on.

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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