What percentage of FedEx revenue comes from its core package delivery operations?

Following the June 2026 spinoff of FedEx Freight, the Federal Express segment (core package delivery) represents more than 95% of total revenue, up from the previous 87%. The remainder comes from FedEx Office, FedEx Logistics, and other services.

How does Knight-Swift Transportation diversify its revenue across service lines?

Knight-Swift generates approximately 82% of revenue from asset-based trucking, with full truckload (dry van, refrigerated, dedicated contract) at 63% and less-than-truckload at 19%. Truck brokerage and asset-light logistics services account for 8%, intermodal for nearly 5%, and the remainder from equipment maintenance and leasing services.

What is Republic Services Group's operational scale in waste management?

Republic Services operates 208 active landfills, 248 transfer stations, and 75 recycling centers across North America, generating $16 billion in annual revenue. The company reports across three geographic segments: Western United States (Group 1), Eastern United States (Group 2), and Environmental Solutions (Group 3), with 89% of revenue from recycling and waste operations.

What significant corporate action affected FedEx's business structure in 2026?

FedEx completed a spinoff of FedEx Freight (less-than-truckload shipping) in June 2026, concentrating its revenue base in the Federal Express segment for overnight package delivery, which now represents more than 95% of consolidated revenue.

How does Masco position itself within the home improvement supply chain?

Masco is a branded manufacturer focusing on plumbing fixtures (70% of revenue) and decorative architectural coatings (30%), serving the repair and remodel market through retail, wholesale, and e-commerce channels. Key brands include Delta, Hansgrohe, and Behr.

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Freight and Logistics Sector Players: Stock Performance Overview

Oct 23, 2026

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The signal

This article provides a sectoral overview of major integrated freight and logistics companies, including Republic Services, FedEx, Knight-Swift Transportation, and Masco, compiled for investors interested in industrials sector exposure. The content describes each company's revenue composition, service lines, and geographic footprint rather than reporting on operational disruptions or market-moving events.

While the article mentions that market data is temporarily delayed, the core value lies in summarizing the business models of key logistics players for investment analysis purposes. For supply chain professionals, this serves as a useful reference on how major carriers and service providers structure their revenue streams and operational segments.

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