Global trade tensions are heating up again, with fresh US tariffs of 10% to 12.5% on imports from more than 60 countries and a swift response from China adding to supply chain uncertainty. For logistics and freight providers, this mix of higher costs, rerouted trade flows, and shifting customer demand can create both pressure and opportunity. This article discusses 3 stocks from our Global Logistics and Freight Providers screener that are directly exposed to the latest tariff moves and outlines how each may be affected by the current backdrop.

ArcBest (ARCB)

Overview: ArcBest is a US based logistics company that moves freight by truck, air, and ocean, combining its own less than truckload network with brokerage, warehousing, and managed transportation services so shippers can handle everything from everyday pallets to time critical and final mile deliveries.

Operations: ArcBest generates about US$2.7b from its Asset-Based LTL operations and around US$1.4b from its Asset-Light logistics activities, with nearly all of its roughly US$4.0b in revenue coming from the United States.

Market Cap: US$3.5b

ArcBest sits at the center of current tariff driven supply chain disruption, offering customers a mix of asset based trucking and asset light brokerage, warehousing, and managed solutions that can help reroute freight and rethink sourcing at short notice. Forecast earnings growth above 40% a year and a Simply Wall St estimate of fair value well above the recent share price give investors a reason to study the stock closely. However, the picture is not one way, as net margins are currently thin at 1.4%, recent earnings have declined, and a relatively new board is still bedding down a cost cutting and brand simplification plan. How those moving pieces play out could be critical for anyone watching ArcBest in this tariff cycle.

ArcBest’s thin 1.4% net margins and recent earnings pressure can make that forecast growth look fragile, so it helps to see what is already reflected in analyst expectations for ArcBest via the analyst forecasts for ArcBest

Yamato Holdings (TSE:9064)

Overview: Yamato Holdings is a Japanese logistics group that runs parcel delivery, trucking, and contract logistics operations, while also offering warehousing, customs, and air freight services for both individual and corporate customers in Japan and overseas.

Operations: Yamato Holdings generates most of its ¥1.87t revenue from its Express Business at about ¥1.60t, with additional contributions from Contract Logistics at ¥186.8b, Global Business at ¥101.6b, and smaller Mobility and Other segments.

Market Cap: ¥647.4b

Yamato Holdings sits in the slipstream of rising global tariffs, as more importers and exporters look for reliable partners to redesign supply chains and manage parcel and freight flows between Japan and overseas markets. Analysts expect earnings growth of around 26% a year, and Simply Wall St figures suggest the stock is trading well below an estimate of fair value. However, profit margins are thin at 0.7%, the P/E is high, and return on equity is modest at 2.4%. In addition, the company has a refreshed board, a new Corporate Value Enhancement Committee, and a dividend policy that targets at least a 40% payout. Overall, this is a complex story that may appeal to investors who look closely at how this logistics platform responds to the tariff shock.

Yamato Holdings pairs thin 0.7% margins with earnings growth expectations around 26% a year. This raises a bigger question: what is already priced in, and what the analyst forecasts for Yamato Holdings might be missing right now?

Xiamen Xiangyu (SHSE:600057)

Overview: Xiamen Xiangyu is a Chinese supply chain services company that helps move and manage global trade in bulk commodities like agricultural products, energy, chemicals, metals, and minerals, while also offering door to door logistics, warehousing, customs, and financing support for shippers.

Market Cap: CN¥17.3b

Xiamen Xiangyu sits close to the heart of current tariff tension, as it is deeply involved in international freight, sea transport, and multimodal logistics between China and overseas markets. The stock is trading significantly below a Simply Wall St estimate of fair value and analysts see earnings growing much faster than revenue. However, profitability is thin with a 0.3% net margin, a low 4.9% ROE, higher risk funding, and a recent CN¥2.0b one off loss. For investors who think global supply chains may keep shifting trade routes rather than shrinking them, this mix of deep trade exposure, valuation appeal, governance questions, and upcoming August meetings and results makes Xiamen Xiangyu a company worth a closer look in the Global Logistics and Freight Providers screener.

Tariff driven rerouting, thin 0.3% margins, and that recent CN¥2.0b loss make Xiamen Xiangyu look like a high tension story, but the potential upside case is hidden in the 3 key rewards and 2 important warning signs

The three logistics stocks covered here are just a starting point, with the full Global Logistics and Freight Providers screener surfacing 16 more companies whose stories around tariffs, supply chains, and operational resilience may be just as compelling. Use Simply Wall St to identify and analyze the exact catalysts and narratives that matter to you, so you can focus on the logistics and freight opportunities that best align with your own research in the current tariff cycle.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.