Revenue
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.00B | $12.09B | $12.83B | $14.81B | $12.17B | $9.64B | $9.17B | $8.61B | $7.19B | $6.56B | $6.19B | $6.17B | $5.58B | $5.05B | $4.53B | $3.79B | $3.20B | $3.73B |
| Operating expenses | $11.13B | $11.26B | $11.84B | $13.48B | $11.12B | $8.92B | $8.43B | $7.93B | $6.57B | $5.83B | $5.47B | $5.53B | $5.01B | $4.52B | $4.08B | $3.45B | $2.96B | $3.37B |
| Operating income | $865.1M | $831.2M | $993.2M | $1.33B | $1.05B | $713.1M | $733.8M | $681.0M | $623.8M | $721.0M | $715.7M | $631.5M | $576.7M | $530.2M | $444.2M | $347.6M | $248.0M | $358.4M |
| Operating margin | 7.21% | 6.88% | 7.74% | 8.99% | 8.59% | 7.40% | 8.01% | 7.91% | 8.68% | 11.00% | 11.57% | 10.24% | 10.33% | 10.49% | 9.81% | 9.16% | 7.74% | 9.60% |
| EBITDA | $1.58B | $1.59B | $1.73B | $1.98B | $1.60B | $1.24B | $1.23B | $1.12B | $1.01B | $1.08B | $1.06B | $926.0M | $830.1M | $759.4M | $658.2M | $544.7M | $437.0M | $560.7M |
| EBITDA margin | 13.17% | 13.17% | 13.49% | 13.34% | 13.17% | 12.87% | 13.45% | 12.96% | 14.01% | 16.51% | 17.06% | 15.02% | 14.86% | 15.02% | 14.54% | 14.36% | 13.64% | 15.02% |
| Net income | $598.3M | $570.9M | $728.3M | $969.4M | $760.8M | $506.0M | $516.3M | $489.6M | $686.3M | $432.1M | $427.2M | $374.8M | $342.4M | $310.4M | $257.0M | $199.6M | $136.4M | $200.6M |
| Net profit margin | 4.99% | 4.72% | 5.68% | 6.54% | 6.25% | 5.25% | 5.63% | 5.68% | 9.55% | 6.59% | 6.90% | 6.08% | 6.13% | 6.14% | 5.68% | 5.26% | 4.26% | 5.38% |
| Basic EPSper basic share | $6.16 | $5.60 | $7.04 | $9.31 | $7.22 | $4.79 | $4.81 | $4.48 | $6.24 | $3.84 | $3.69 | $3.20 | $2.92 | $2.64 | $2.16 | $1.60 | $1.08 | $1.60 |
| Diluted EPSper diluted share | $6.12 | $5.56 | $6.97 | $9.21 | $7.14 | $4.74 | $4.77 | $4.43 | $6.18 | $3.81 | $3.66 | $3.16 | $2.87 | $2.59 | $2.11 | $1.56 | $1.05 | $1.56 |
Reported shareholders
| Holder | % owned |
|---|---|
HUNT JOHNELLE D | ≈19.51%18.33M shares |
BlackRock, Inc. | 6.75%6.34M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 5.22%4.9M shares |
AQR CAPITAL MANAGEMENT LLC | 4.43%4.16M shares |
STATE STREET CORP | 4.25%3.99M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.08%3.84M shares |
Jupiter Topco LLC | 3.28%3.08M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.22%2.08M shares |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.20%2.06M shares |
MORGAN STANLEY | 2.00%1.88M shares |
Invesco Ltd. | 1.83%1.72M shares |
JPMORGAN CHASE & CO | 1.54%1.44M shares |
GARRISON EARL WAYNE | ≈1.18%1.11M shares |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.12%1.06M shares |
DIMENSIONAL FUND ADVISORS LP | 1.09%1.03M shares |
NORGES BANK | 1.08%1.02M shares |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.06%993.61K shares |
Artemis Investment Management LLP | 0.84%784.93K shares |
PARK PRESIDIO CAPITAL LLC | 0.80%753.54K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.80%752.71K shares |
Percentages use 93.91M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 5, 2026Form 4 | Keefauver DavidEVP of People | SellCommon Stock | 703 | $285.13 | $200.4K | 790 |
| Jun 5, 2026Form 4 | Webb BrianEVP- Final Mile Services | SellCommon Stock | 1.5K | $284.01 | $426.0K | 15.9K |
| May 19, 2026Form 4 | Frazier SpencerEVP of Sales and Marketing | SellCommon Stock | 2.0K | $258.20 | $516.4K | 4.6K |
| May 15, 2026Form 4 | Hicks Bradley W.President of DCS | SellCommon Stock | 7.6K | $261.91 | $2.00M | 24.0K |
| May 14, 2026Form 4 | Field Darren P.EVP and President Intermodal | SellCommon Stock | 4.0K | $254.49 | $1.02M | 8.7K |