US transport stocks record mixed 2025 as railroads outperform trucking

U.S. transportation stocks deliver mixed performance in 2025, with railroads advancing while truckload carriers struggle

Shares of railroad CSX CSX.N advance 12.9% YTD; Union Pacific UNP.N climbs 2.2%; Norfolk Southern NSC.N rises 23.6%, amid progress towards its merger with UNP

Major trucking firms: Werner WERN.O down 15.6% YTD; Schneider National SNDR.N drops 8.3%; Knight-Swift Transportation KNX.N loses 0.8%

J.B. Hunt JBHT.O frontrunner among trucking firms, posting a 15% yearly rise driven by cost-cutting efforts

Among less-than-truckload (LTL) operators, Old Dominion ODFL.O down 9.7% YTD, while Saia SAIA.O falls 27.1%

YTD, S&P 500 Transportation index .SPLRCTRN up 11.1% vs. 17.3% rise in broader S&P 500 index