Are Trucking Companies Winning From Supply Chain Strain?

Supply chain issues appear to be an opportunity for some sectors. Freight and Logistics companies, especially in North America, have recently reported highest-ever quarterly revenue and operating income.

Figure 1 outlines the credit trends for the North America and Europe Trucking sector.

North America trucking firms show a steep decline in credit risk from Jan-20 to Dec-20 but since then has shown significant recovery. The decline in Europe is very shallow, and has been on a gently improving trend since mid-2020.

Figures 2 and 3 show the change in credit distribution over the past year for North America and Europe Trucking respectively [please continue below to access full report].

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