New U.S. tariffs on goods from major trading partners are reshaping how products move into and across the country, and that puts transportation and logistics stocks squarely in focus. Higher import costs, complex trade rules, and potential pressure on consumer spending all feed directly into freight volumes and pricing power. Some companies may find extra demand as supply chains tilt closer to home, while others could face margin pressure. This article walks through three U.S. Transportation and Logistics Stocks from the screener that appear positively exposed to the latest tariff news and explains what makes each stock a candidate for closer review.

Proficient Auto Logistics (PAL)

Overview: Proficient Auto Logistics is a Jacksonville based auto transport specialist that moves finished vehicles from factories, ports, and rail yards to dealers and fleets across North America, using a mix of its own 800 truck fleet and subcontracted haulers to serve traditional and electric vehicle makers, auctions, rental firms, and leasing companies.

Operations: Proficient Auto Logistics generates about US$270.7 million of revenue from Subhaulers and US$158.2 million from Company Drivers, with all reported revenue of roughly US$428.9 million coming from the United States.

Market Cap: US$194.7 million

Proficient Auto Logistics sits at the center of the finished vehicle supply chain in North America, which puts it in the spotlight as tariffs and trade rules push auto production and inventory flows closer to home. The company is winning contracts with original equipment manufacturers, integrating recent acquisitions, and shifting more volume onto its own trucks. This can support better asset use and pricing power over time. At the same time, it is still loss making, heavily tied to a few large auto customers, and carries meaningful debt, so any slowdown in auto sales or contract repricing can hit margins quickly. That mix of growth initiatives, restructuring, and real risk is what makes Proficient Auto Logistics worth a closer look for investors following transportation stocks.

Proficient Auto Logistics is stitching together acquisitions, fresh contracts, and a bigger owned fleet, yet the real story sits in how those moving parts show up in the 4 key rewards and 1 important warning sign

Marten Transport (MRTN)

Overview: Marten Transport is a long established Wisconsin based trucking company that focuses on temperature controlled freight, moving food and consumer goods across the United States, Mexico, and Canada through its truckload, dedicated, and brokerage services.

Operations: Marten Transport generates most of its revenue from Truckload services at about US$432.6 million, alongside Dedicated contracts at roughly US$263.7 million and Brokerage activities at around US$151.5 million, with a small segment adjustment of US$9.9 million.

Market Cap: US$1.26b

Marten Transport sits in the slipstream of the new tariff regime, as more producers look to shift sourcing and final processing inside North America and rely on dependable refrigerated trucking. Earnings have been under pressure with profit margins thin and the dividend not well covered by earnings or free cash flow, and the stock trades on a high P/E multiple, so investors are paying a premium for a potential recovery. At the same time, analysts have indicated expectations of stronger earnings in the coming years, and recent Q2 2026 results show improving refrigerated freight conditions as weaker operators exit. That mix of tariff supported freight demand, tight reefer capacity, and funding risk makes Marten Transport a stock that some investors may choose to watch closely in this tariff reshaped trucking cycle.

Marten Transport’s thin margins and premium P/E hint at a story that is still forming. For the full picture, see the 1 key reward and 3 important warning signs (1 is major!) and explore what could tilt this setup in an unexpected direction.

Star Bulk Carriers (SBLK)

Overview: Star Bulk Carriers is a Greece based shipping company that owns and operates a global fleet of dry bulk vessels, moving large cargoes such as iron ore, minerals, grains, bauxite, fertilizers, and steel products between major ports worldwide.

Operations: Star Bulk Carriers generates about US$1.1b of revenue from its dry bulk vessels segment.

Market Cap: US$3.0b

Star Bulk Carriers is notable for combining a large, modernizing fleet with strong earnings forecasts and clear exposure to any pickup in bulk commodity flows that follow tariff driven shifts in trade routes and domestic production. Analysts expect earnings to grow much faster than the broader market, and the stock trades well below some fair value estimates. However, revenue is projected to be broadly flat and past earnings have declined, which highlights the company’s reliance on freight rates and efficient fleet use. In addition, the company faces high debt levels, an aging fleet, insider selling, and an upcoming Q2 2026 results event. Overall, the potential upside is accompanied by meaningful risks.

Star Bulk Carriers sits at an interesting crossroads, with earnings forecasts, fleet decisions, and tariff reshaped trade routes all pulling in different directions. To see how this story fits together, including a key risk that could flip the script, read the analyst forecasts for Star Bulk Carriers

The three U.S. Transportation and Logistics Stocks covered here are only a starting point, and the full screener highlights 12 more companies with equally compelling narratives that could fit different risk and return preferences across the sector. Identify and analyze the highest conviction ideas for your own watchlist by using the U.S. Transportation and Logistics Stocks screener to filter for the specific catalysts and narratives that matter most to you.

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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.