Ryder System is the top performing cargo transportation stocks YTD

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The S&P 500 industrials sector has delivered a robust performance in 2025, with a year to date performance of up +18.2%.

The sector ranked as the third-best-performing sector year to date and, outpacing the broader benchmark S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500#hasComeFromMpArticle=false#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]).

As we look at the sub-sectors within the industrials sector, below is a list of the top 10 cargo transportation stocks arranged by their YTD performance. The list includes market capitalization data and Quant ratings for each stock.

The list is topped by Ryder System, with a YTD performance of +25.59%. J.B. Hunt Transport Services (JBHT [https://seekingalpha.com/symbol/JBHT]) and XPO (XPO [https://seekingalpha.com/symbol/XPO]) are next, with Full Truck Alliance (YMM [https://seekingalpha.com/symbol/YMM]) and Knight-Swift Transportation (KNX [https://seekingalpha.com/symbol/KNX]) rounding out the rest of the top five.

Most stocks on the list carry a Quant rating of “Hold.” Notably, U-Haul Holding (UHAL [https://seekingalpha.com/symbol/UHAL]) is the only stock with a “Sell” Quant rating of 1.54 and is among the weakest performers with a YTD decline of -25.88%.

Here is the list:

*
Ryder System, YTD perf: +25.59%, Quant Rating: Hold 2.81

*
J.B. Hunt Transport Services (JBHT [https://seekingalpha.com/symbol/JBHT]), YTD perf: +15.45%, Quant Rating: Hold 3.41

*
XPO (XPO [https://seekingalpha.com/symbol/XPO]), YTD perf: +6.82%, Quant Rating: Hold 2.82

*
Full Truck Alliance (YMM [https://seekingalpha.com/symbol/YMM]), YTD perf: +3.60%, Quant Rating: Hold 2.63

*
Knight-Swift Transportation (KNX [https://seekingalpha.com/symbol/KNX]), YTD perf: +1.07%, Quant Rating: Hold 2.98

*
Schneider National (SNDR [https://seekingalpha.com/symbol/SNDR]), YTD perf: -7.31%, Quant Rating: Hold 2.76

*
Old Dominion Freight Line (ODFL [https://seekingalpha.com/symbol/ODFL]), YTD perf: -10.08%, Quant Rating: Hold 2.76

*
Landstar System (LSTR [https://seekingalpha.com/symbol/LSTR]), YTD perf: -15.70%, Quant Rating: Hold 2.64

*
U-Haul Holding (UHAL [https://seekingalpha.com/symbol/UHAL]), YTD perf: -25.88%, Quant Rating: Sell 1.54

*
Saia (SAIA [https://seekingalpha.com/symbol/SAIA]), YTD perf: -27.96%, Quant Rating: Hold 3.00

INDUSTRIALS ETFS: (XLI [https://seekingalpha.com/symbol/XLI]), (VIS [https://seekingalpha.com/symbol/VIS]), (FXR [https://seekingalpha.com/symbol/FXR]), (IYJ [https://seekingalpha.com/symbol/IYJ]), (FIDU [https://seekingalpha.com/symbol/FIDU]), and (RSPN [https://seekingalpha.com/symbol/RSPN])

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