Global shipping and logistics stocks are suddenly back in focus, as container rates surge about 80% in 30 days, routes are diverted around the closed Strait of Hormuz, and retailers scramble to book capacity ahead of possible new U.S. tariffs. These shifts are pushing shipping costs and fuel expenses higher, with ripple effects for import prices, retailer margins, and consumer wallets. For investors, the key question is which companies stand to benefit from tighter capacity and which might feel the squeeze. This article examines three stocks from the Global Shipping and Logistics Companies screener that are currently exposed to these forces.

Canadian Pacific Kansas City (TSX:CP)

Overview: Canadian Pacific Kansas City operates a transcontinental freight railway linking Canada, the U.S. and Mexico, hauling bulk commodities like grain, coal and potash, industrial and consumer goods, autos and intermodal containers over a 20,000 mile network.

Operations: The company generates about CA$15.0b in revenue from rail transportation services.

Market Cap: CA$109.2b

Canadian Pacific Kansas City gives you direct exposure to North America’s freight corridors at a time when container rates, fuel costs and rerouted trade are putting a premium on reliable inland transport. Its unified three country rail network, partnerships with major ocean carriers and intermodal capacity position it to capture freight as shippers look for alternatives to congested sea routes, while revenue growth, strong profit margins and analyst support point to an established earnings engine. The flip side is meaningful debt, tariff and trade policy sensitivity on cross border flows, and recent insider selling that may signal caution. How those positives and risks balance out, especially with tariffs and supply chains in flux, is where the investment story gets interesting.

Canadian Pacific Kansas City’s three country rail engine might be masking some crucial trade and tariff sensitivities, so it helps to see how the positives and pressure points stack up in the 3 key rewards and 2 important warning signs

Uber Technologies (UBER)

Overview: Uber Technologies connects riders, eaters and shippers to drivers, couriers and carriers through its Mobility, Delivery and Freight apps across the U.S. and major international markets, acting as a digital marketplace for on demand transport and logistics.

Operations: Uber generates about US$53.7b in revenue, led by Mobility at roughly US$30.0b, Delivery at about US$18.5b and Freight at around US$5.2b.

Market Cap: US$147.9b

Uber Technologies sits at the intersection of everyday transport, food and retail delivery, and freight brokerage, so rising shipping rates and logistics complexity directly affect its Freight platform, which connects shippers and carriers worldwide. Analysts currently forecast revenue and earnings growth with high forecast ROE, while investors also focus on Uber’s push into robotaxis and autonomous partnerships that could influence its cost base over time. However, heavy spending on autonomy, regulatory and legal pressures, and reliance on external funding all add risk and can pressure margins. Understanding how Uber balances potential growth against these financial and regulatory pressures is important when considering how it fits into a shipping and logistics focused portfolio.

Uber’s push into autonomy, its high forecast ROE, and its mix of Mobility, Delivery and Freight suggest a story that could be accelerating faster than many realize, and the real twist may sit inside the analyst forecasts for Uber Technologies

Mainfreight (NZSE:MFT)

Overview: Mainfreight is a global logistics group based in New Zealand that manages end to end freight, from domestic trucking to international air and ocean forwarding, along with warehousing and supply chain management across Australasia, the Americas, Europe and Asia.

Operations: Mainfreight generates about NZ$2.5b from domestic transport, NZ$2.0b from Air & Ocean freight, and NZ$0.9b from warehousing, supplemented by a broad spread of revenue across New Zealand, Australia, Europe, Asia and the Americas.

Market Cap: NZ$6.3b

Mainfreight gives you direct exposure to the global logistics theme at a time when container rates, fuel costs and tariff uncertainty are reshaping how goods move. The stock is flagged as trading about 16.9% below its estimated fair value with high quality earnings and a seasoned, independent board. Revenue sits above NZ$5.3b with a broad mix across regions and services, but recent net income declined and returns on equity are viewed as modest, so you are not paying for perfection. With reliance on external borrowing and recent underperformance versus the New Zealand logistics sector, the debate is whether current pricing already reflects those risks or underestimates the value of a global network when shipping capacity is tight and customers want end to end solutions.

Mainfreight’s global network, broad revenue mix and discounted share price suggest there may be more to the story than investors realise, and the missing context could be inside the analysis report for Mainfreight

The three stocks covered here are only a starting point, and the full Global Shipping and Logistics Companies screener surfaces 24 more companies with equally compelling shipping and logistics stories that you have not seen yet. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can filter this wider group down to the highest conviction ideas for your portfolio.

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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.