Transportation-Services Stocks to Buy Amid Freight Improvement

Zacks says a gradual improvement in freight conditions is a major positive for the Transportation-Services industry, which has been coming off a prolonged downturn. The firm points to tightening capacity and rising rates as support, alongside efficiency gains from increased AI-related investments. It also highlights shareholder-reward efforts as a plus. However, it flags headwinds including tariffs, high inflation and geopolitical risks. Zacks argues the industry has shown resilience, especially among companies pursuing growth strategies and operational efficiency. It recommends stocks such as Expeditors International of Washington, Matson and Schneider National. The article cites the Cass Freight Shipments Index improving 5.6% month over month in August 2026 and a first year-over-year gain since January 2023.