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[@JohnHKingston](/creator/twitter/JohnHKingston)
"Here are some of the biggest #trucking related gainers today on Wall Street (rounded): $XPO 7.4%; $WNC 11.5%; $WERN 5.1%; $ULH 14%; $TFIN 9.9%; $SAIA 8.9%; $RXO 15.4%; $ODFL XXX% $MRTN 5.5%; $ARCB 6.9%; $HTLD 6.7%; $HUBG 6.4%. Takeover prospect $FWRD up 10.7%"  
[X Link](https://x.com/JohnHKingston/status/1959013594760130925) [@JohnHKingston](/creator/x/JohnHKingston) 2025-08-22T22:03Z 4293 followers, 1184 engagements


"(4/4) Warehouses/Dealer $PLD: +8.94% $RUSHA: +3.81% $LINE: -XXXXX% $COLD: -XXXX% Equipment $CMI: +28.97% $PCAR: +3.43% $TRN: +3.81% $WNC: -XXXX% Logistics software $TRMB: +7.46% $MANH: +3.8% Trucking-focused bank $TFIN: -9.2%"  
[X Link](https://x.com/JohnHKingston/status/1973143252170666009) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-30T21:49Z 4293 followers, XXX engagements


"@AndrewCFollett Let's note that there are no maps in Vermont and there are only two districts in New Hampshire Maine and Rhode Island the latter of which is likely to lose one of two seats next time around. There's not much gerrymandering you can do given that"  
[X Link](https://x.com/JohnHKingston/status/1978836435877720508) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-16T14:52Z 4293 followers, 44.1K engagements


"Some #logistics news out of quarterly 13F filing of investment manager Jana Partners. It's taken a stake in transportation payments company $WEX buying about 164K shares tiny % of float. Sold about 337k shares of $TRMB also tiny % of float but still owns about XXX million"  
[X Link](https://x.com/JohnHKingston/status/1955997162740875376) [@JohnHKingston](/creator/x/JohnHKingston) 2025-08-14T14:17Z 4292 followers, XXX engagements


"Two #logistics-related 52-week lows today in the big stock market selloff. $MRTN hit a 52-week low at $XXXXX. It's down about XXXX% in the last XX weeks. Cold storage realty trust $COLD a very appropriate symbol hit a 52-week low and is down XXXX% in the last year"  
[X Link](https://x.com/JohnHKingston/status/1962995853934710787) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-02T21:47Z 4291 followers, 1319 engagements


"Is there an echo in here The same four #trucking and #logistics companies that reached 52-week lows yesterday did it again today: $COLD $LSTR $ODFL and $MRTN. There were not any others hitting 52-week lows that could be considered part of that industry"  
[X Link](https://x.com/JohnHKingston/status/1970587691969347900) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-23T20:34Z 4291 followers, 2837 engagements


"We had another 52-week high today for a company heavily involved in #logistics: $TRMB. But it's in a lot of other things too. Stock is up about XXXX% in the last year"  
[X Link](https://x.com/JohnHKingston/status/1940580975123353944) [@JohnHKingston](/creator/x/JohnHKingston) 2025-07-03T01:18Z 4292 followers, XXX engagements


"It's not a 52-week high but gotta mention $PAL stock. The auto hauler is up XXXX% at about 3:35 to $XXXX. More notable since a June XX 52-week low at $XXXX it's up 22.2%. Two 52-week highs today in #logistics: $TRMB and $PAG continuing a strong trend for both"  
[X Link](https://x.com/JohnHKingston/status/1943395029675811200) [@JohnHKingston](/creator/x/JohnHKingston) 2025-07-10T19:40Z 4293 followers, XXX engagements


"Price of $MANH was insane today. Not the XX% increase at the close. $XXXXXX. But early in the day it rose to $XXX right off the bat up almost XX% from Tuesday. Gotta think some shorts needed to cover after strong earnings. Some unverified data suggests short positions were big"  
[X Link](https://x.com/JohnHKingston/status/1948118063242477942) [@JohnHKingston](/creator/x/JohnHKingston) 2025-07-23T20:28Z 4293 followers, XXX engagements


"One 52-week high today: $TRMB. But the supplier of all sorts of services necessary to #trucking construction and other businesses been doing that a lot recently; it's up about XXXX% in X months. After more bad earnings $HTLD not at a 52-wk low but down about XXX% for the day"  
[X Link](https://x.com/JohnHKingston/status/1948466743405404200) [@JohnHKingston](/creator/x/JohnHKingston) 2025-07-24T19:34Z 4292 followers, XXX engagements


"I remember where I was when he heard $BP was buying Amoco; I miss the data from the earnings reports of TA; and I just attended a conference held by $WEX at its Portland hq. So I will share that WEX now has a fuel card that gives loyalty points at all BP retail #diesel brands"  
[X Link](https://x.com/JohnHKingston/status/1950193275823858159) [@JohnHKingston](/creator/x/JohnHKingston) 2025-07-29T13:54Z 4293 followers, XXX engagements


"Checking out fuel info in $CASY earnings. Same-store fuel sales up 1.7%. July vehicle miles traveled for US were up X% as point of comparison. Fuel margin was up slightly to XX cts/g from XXXX cts/g. It's mostly gasoline but do not break out gasoline vs. #diesel. EPS up 19.5%"  
[X Link](https://x.com/JohnHKingston/status/1965418240815104138) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-09T14:13Z 4293 followers, XXX engagements


"Remember when convenience store operator $ARKO wanted to buy TA and snatch it away from $BP But ARKO'S weak credit rating was cited by TA board as a reason to push back. ARKO's credit rating is a junk credit B2 and now $MCO has changed its outlook to negative from stable"  
[X Link](https://x.com/JohnHKingston/status/1973021670878367965) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-30T13:46Z 4293 followers, XXX engagements


"Privately-owned @ArgusMedia debt affirmed by $MCO at B2. Here's what else we learned: FY 2025 revenue was $501M up 9%. Subscription revenues grew 11%. Projected EBITDA next year is $257M for gross debt to EBITDA of 6.3X. FCF expected at $112M. A solid competitor to @SPGCI"  
[X Link](https://x.com/JohnHKingston/status/1973071885718999396) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-30T17:06Z 4292 followers, XXX engagements


"(3/4) LTL/Parcel/Drayage $ARCB: -XXXX% $EXPD: +7.3% $FDX: +3.74% $FWRD: +4.48% $ODFL: -XXXXX% $RRTS: -XXXXX% $SAIA: +9.26% $UPS: -XXXXX% $ULH: -XXXX% $XPO: +2.36% 3PL/Leasing/Logistics $CHRW: +37.99% $GXO: +8.6% $LSTR: -XXXXX% $R: +18.64% $RXO: -2.16%"  
[X Link](https://x.com/JohnHKingston/status/1973143250501283951) [@JohnHKingston](/creator/x/JohnHKingston) 2025-09-30T21:49Z 4292 followers, XXX engagements


"FULL STORY TO COME. But if you're in freight #trucking or logistics you should know that the Supreme Court this morning accepted a request for certiorari in Montgomery vs. Caribe a case that tangentially involves $CHRW. The issue is broker liability. Stay tuned"  
[X Link](https://x.com/JohnHKingston/status/1974113081690370405) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-03T14:03Z 4292 followers, XXX engagements


"Good story here by my colleague @NoiMahoney at a $WEX conference where Derek Leathers CEO of $WERN laid out a pretty grim outlook on #trucking"  
[X Link](https://x.com/JohnHKingston/status/1974172192855441696) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-03T17:58Z 4292 followers, XXX engagements


"TDCowen analyst Jason Seidl cut his 3Q estimate on several #trucking companies. $CHRW X cts to $XXXX per share. $CVLG X cts to XX cts; $KNX X ct to XX cts; $SNDR dn X ct to XX cts; $TFII dn X cts to $1.19; $WERN dn X ct to XX cts. $RXO EBITDA dn $X million to $XX million"  
[X Link](https://x.com/JohnHKingston/status/1975890701528502499) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-08T11:47Z 4292 followers, XXX engagements


"For a #trucking industry that has been beleaguered for.well forever.this was good news. The earnings at $JBHT not even an hour after they were released has sent the stock up about 11.1%. $ODFL is up about XXX% at 4:50 EDT $KNX up about X% $WERN up a little less than 3%"  
[X Link](https://x.com/JohnHKingston/status/1978565010184962162) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-15T20:53Z 4293 followers, XXX engagements


"The day after: here are some of the #trucking gainers at about 10:45 am EDT in post $JBHT earnings late Wednesday. J.B. Hunt is up a whopping 18.6%. Other gains: $TFIN which also reported earnings 7.1%; $KNX 5.9%; $WERN 3.96%; $PAMT 5.52%; $SNDR 3.66%; $LSTR 3.4%"  
[X Link](https://x.com/JohnHKingston/status/1978835884360208816) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-16T14:50Z 4293 followers, XXX engagements


"@SotoC803 Carpenter's not going to be platooning. That bomb he hit in game X was off a lefty"  
[X Link](https://x.com/JohnHKingston/status/1979265281923993619) [@JohnHKingston](/creator/x/JohnHKingston) 2025-10-17T19:16Z 4293 followers, XXX engagements