Supply chains do not stop when a chokepoint like the Strait of Hormuz is disrupted; they reroute, reprice, and reshape where value sits. With U.S. imports from affected ports down 93.2% year over year and mineral fuel inflows under pressure, attention is shifting to logistics and supply chain technology stocks that may be directly exposed to this news. This article walks through three stocks from our Logistics and Supply Chain Technology screener that could be affected by these trade flow changes, helping you decide which opportunities might deserve a closer look and which to treat with caution.

DiDi Global (DIDI.Y)

Overview: DiDi Global runs a large-scale mobility and logistics platform, connecting riders, drivers, couriers, and merchants across China, Latin America, and other international markets through ride hailing, food delivery, freight, and shared mobility services. It also invests in areas like autonomous driving, energy services, and bike and e-bike sharing.

Operations: DiDi Global generates most of its revenue from China Mobility at about CN¥206.1b, with additional contributions from International operations at roughly CN¥16.2b and Other Initiatives at around CN¥9.8b.

Market Cap: US$16.1b

For investors watching supply chain technology, DiDi Global stands out because it sits at the intersection of mobility, freight, and energy efficient routing at a time when disruptions like the Strait of Hormuz shock are highlighting the value of digital coordination. The stock screens as low on P/S relative to peers and our estimate of fair value. However, the business is still loss making and Q1 2026 swung back to a net loss of CNY 1,220m, so profitability timing remains a real risk. Analysts expect earnings and revenue growth to move the company toward profitability, but funding relies on external borrowing and governance is still developing. These are important trade offs for investors to weigh against the potential upside from a scaled platform.

DiDi Global appears to be a scaled platform with already diversified revenue, but the story around future earnings is still developing. See how professional expectations stack up in the analyst forecasts for DiDi Global and what they might be missing.

Freightways Group (NZSE:FRW)

Overview: Freightways Group is a New Zealand based logistics company that focuses on express parcel delivery, business mail, and information management, using a mix of courier networks, temperature controlled freight, and secure data and waste services across New Zealand, Australia, and selected international markets.

Operations: Freightways Group generates most of its revenue from Express Package & Business Mail at about NZ$1.1b, with Information Management contributing roughly NZ$233.1m and Corporate services around NZ$5.2m, partly offset by NZ$10.5m of inter segment eliminations.

Market Cap: NZ$2.4b

Freightways Group gives you exposure to e commerce parcel activity and higher value logistics services at a time when supply chain resilience is in focus after the Strait of Hormuz disruption. The company reports earnings and revenue growth, with profit margins and return on equity currently in the mid single digits and teens and forecast to improve. It is also investing in automation, routing technology, and temperature controlled and medical logistics. On the other hand, funding is entirely reliant on external borrowing, and the stock trades on a higher P/E than many global logistics peers, so pricing power and margin execution matter. If you are weighing whether that trade off is worthwhile, the detailed growth forecasts, margin expectations, and valuation work are where the real story starts to come into focus.

Freightways Group’s earnings growth and higher P/E suggest investors may be pricing in more than parcel volumes alone. See how margin and cash flow expectations line up in the analyst forecasts for Freightways Group and what could tilt the story.

Proficient Auto Logistics (PAL)

Overview: Proficient Auto Logistics provides auto transportation and logistics services across North America, moving finished vehicles from factories, ports, and rail yards to dealerships and other end customers using a fleet of around 800 transport trucks and trailers. The company serves traditional and electric vehicle manufacturers, dealers, auctions, and rental and leasing companies.

Operations: Proficient Auto Logistics generates about US$270.7m of revenue from Subhaulers and roughly US$158.2m from Company Drivers, all from the United States, for total revenue of approximately US$428.9m.

Market Cap: US$208.8m

Proficient Auto Logistics operates in a part of the supply chain where stress and disruption can quickly affect volumes, translating automakers’ shifting production and import decisions into contract haulage activity at a time when energy supply uncertainty and tariffs are reshaping trade flows. The company has been winning OEM contracts and integrating acquisitions. Management links these efforts to higher volumes and better asset use. However, revenue per unit has been under pressure and Q1 2026 still showed a loss of US$6.5m on US$93.7m of revenue. With the stock priced on a low P/S and analysts expecting a move toward profitability, the contrast between its contract-backed growth narrative and its funding, concentration, and governance risks is a central focus for investors.

Proficient Auto Logistics looks like a classic tension between contract backed growth and a low P/S, which hints investors may be missing something in the analyst forecasts for Proficient Auto Logistics and the funding risk that could flip the script

The three logistics and supply chain technology stocks covered here are just a starting point, and the full Logistics and Supply Chain Technology screener surfaces 19 more companies with narratives around freight, shipping, and digital coordination. Use Simply Wall St to identify, filter, and analyze the specific catalysts, financial traits, and business stories that matter to you so you can focus on the ideas in this theme that best match your own views and research process.

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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.