The tentative U.S. Iran peace deal and a possible reopening of the Strait of Hormuz are already reshaping expectations for global transportation and logistics stocks, as oil flows and shipping routes start to adjust. For investors, this is less about predicting headlines and more about understanding which companies are directly exposed to cheaper fuel, smoother trade lanes, and lower geopolitical risk. This article highlights 3 stocks from our Global Transportation & Logistics screener that appear positioned to benefit from these developments, helping you decide whether they deserve a closer look or a place on your watchlist.

RXO (RXO)

Overview: RXO is an asset light trucking and logistics broker that connects shippers with carriers across truckload, managed transportation, last mile, and international freight forwarding in the U.S., Canada, Mexico, Asia, and Europe.

Operations: RXO generates all of its approximately US$5.7b in revenue from Transportation, Trucking, with around US$5.3b coming from the U.S. and about US$416m from markets outside the U.S.

Market Cap: US$4.6b

RXO stock sits at the intersection of several forces that matter for this screener, including a potential lift in global freight flows if the U.S. Iran deal holds and oil supply chains keep normalizing, which can help an asset light broker that depends on volumes and network density. The company is pushing hard into AI driven digital freight matching and LTL brokerage, aiming for better margins and operating leverage. It is still loss making, with funding coming entirely from external borrowing and sensitive exposure to sectors like autos. With the shares trading well below some fair value estimates and recent updates pointing to improving truckload economics, investors watching RXO are assessing whether its technology, scale, and Coyote integration can outweigh the credit and execution risks ahead.

RXO’s push into AI freight matching and LTL brokerage could be the missing piece investors are underestimating, especially if volumes keep building. See how the analysis report for RXO ties together its funding risks, technology initiatives, and oil linkages.

XPO (XPO)

Overview: XPO is a freight transportation and logistics company that helps customers move goods across North America and Europe through its less than truckload network, truck brokerage, managed transportation, last mile delivery, and warehousing services.

Operations: XPO generates about US$4.9b from its North American LTL segment and around US$3.4b from European Transportation, with revenue primarily coming from the United States, France, and the United Kingdom.

Market Cap: US$25.9b

XPO stock sits at the center of this potential U.S. Iran peace deal, because more predictable oil flows and smoother cross border trade can directly support its LTL volumes, European trucking, and cross border corridors into Mexico and Canada. The company is leaning heavily on AI driven optimization and cost control to lift productivity, while recent quarters show higher revenue and net income alongside active debt refinancing and share buybacks, which matter for long term returns. On the flip side, XPO carries high debt, trades on a rich P/E multiple, and remains exposed to cyclical freight demand and rising labor costs. If you want to understand whether XPO’s technology, pricing power, and network density can justify that risk profile, the rest of this analysis goes much deeper into the trade offs that matter most.

XPO’s high P/E and heavy debt raise questions that many investors stop at, but the real story sits in how its freight network, pricing and cash flows stack up in the analysis report for XPO

TFI International (TSX:TFII)

Overview: TFI International is a North American transport and logistics group that moves everything from small parcels to full truckloads, using its LTL, Truckload, and Logistics segments to serve customers across the United States, Canada, and Mexico.

Operations: TFI International generates about US$3.3b from Less Than Truckload, US$3.1b from Truckload, and US$1.6b from Logistics services, with roughly US$5.5b of revenue coming from the United States and around US$2.4b from Canada.

Market Cap: CA$17.9b

TFI International stands out in this transportation and logistics screener because it combines a large, diversified network with factors that could matter if oil prices remain lower and trade routes continue to normalize after the tentative U.S. Iran deal. Management is focusing on efficiency tools, such as AI supported routing and an asset light Logistics segment, which may help earnings recover after recent pressure on margins and volumes. At the same time, the company still carries meaningful debt, insider selling, and CEO pay that some investors may question. With analysts expecting stronger earnings growth and higher future returns on equity, plus fresh attention after price target upgrades and a new dividend declaration, the key question is whether TFI International’s freight mix and capital allocation justify the premium P/E paid for that story.

TFI International’s premium P/E, fresh dividend and focus on AI supported efficiency give the story real tension, and the analyst forecasts for TFI International reveal whether that optimism masks a bigger twist investors should not ignore

The three stocks in this article are only a starting point, and the full screener uncovered 24 more transportation and logistics companies with equally compelling stories that might fit different risk profiles and investment styles in the Global Transportation & Logistics screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction opportunities across this group.

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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.