Oracle SCM Cloud
Oracle (NYSE: ORCL) cloud supply chain platform with demand planning, manufacturing, procurement, and logistics; competi...
UPS
NYSE-listed (UPS) global package carrier with $91.1B revenue and 24M+ daily deliveries; managing Amazon volume reduction while growing healthcare logi...
Samsara
NYSE-listed (IOT) connected operations platform at $1.26B ARR with 40%+ growth; AI dash cams, fleet telematics, and equi...
Complete Rankings
NYSE-listed (UPS) global package carrier with $91.1B revenue and 24M+ daily deliveries; managing Amazon volume reduction while growing healthcare logistics and international express competing with FedEx.
Oracle (NYSE: ORCL) cloud supply chain platform with demand planning, manufacturing, procurement, and logistics; competing with SAP IBP and Kinaxis for enterprise SCM integrated with Oracle Fusion ERP.
NYSE-listed (IOT) connected operations platform at $1.26B ARR with 40%+ growth; AI dash cams, fleet telematics, and equipment monitoring competing with Geotab and Motive for physical operations IoT.
SAP (NYSE: SAP) cloud supply chain planning with demand sensing, inventory optimization, and S&OP for enterprise manufacturers; competing with Kinaxis and o9 Solutions as the native planning layer for SAP ERP customers.
Mississauga fleet telematics with 4M connected vehicles and open SDK platform; privately-held $700M+ revenue competing with Samsara and Verizon Connect for commercial fleet GPS and driver safety.
World's leading international logistics company; opened new Europe Innovation Center with AI and robotics focus; partnership with Dronamics for 4,000 cargo drones in Europe;
Verizon (NYSE: VZ) fleet management platform from Fleetmatics and Telogis consolidation serving 500K+ vehicles; ELD compliance, GPS tracking, and route optimization competing with Samsara and Geotab.
NYSE-listed (FDX) global express and ground shipping at $87.7B revenue processing 15M+ packages daily; 670+ aircraft network competing with UPS for B2B and e-commerce parcel delivery worldwide.
AI supply chain platform covering demand planning through warehouse and transportation management; Panasonic-owned with $8.5B acquisition, serving global retail and manufacturing.
Schindellegi Switzerland world's largest ocean and air freight forwarder (SIX: KNIN) at $29.7B TTM revenue Sep 2025; Gartner 3PL Leader 2025 with 85,000 employees in 100 countries competing with DHL and Expeditors for global freight forwarding.
San Francisco fleet management platform (formerly KeepTruckin) serving 120K+ customers with AI dashcams, ELD compliance, and GPS; $2.85B valuation competing with Samsara for commercial fleet telematics.
$483.11M revenue 2024 (+13.15% YoY); $535-550M projected 2025; $391M ARR Q2 2025; 17% SaaS growth Q4 2024; 4th consecutive Rule of 40 quarter; customers: Ford, Cisco, Qualcomm
Copenhagen container shipping and integrated logistics (Nasdaq CPH: MAERSK-B) at $55.5B 2024 revenue; +56% net profit to $6.09B from Red Sea disruption with 2025 EBITDA guidance $9-9.5B competing with MSC for global logistics.
NASDAQ-listed (MANH) cloud supply chain execution at $1B revenue with WMS, TMS, and OMS for 1,200+ enterprise retailers; competing with Blue Yonder and Oracle for omnichannel fulfillment orchestration.
$206.8M Q4 2024 revenue (+6% YoY); 234 companies using 2025; Transporeon +20% YoY bookings FY2024; 81.86% customers from US; fleet management competitive market
AI supply chain planning platform with $2.7B valuation; Enterprise Knowledge Graph enabling cross-functional scenarios for Google, Nike, and PepsiCo replacing SAP APO and legacy planning.
DSV A/S (DSV) reported DKK 161B (~$23B) revenue in FY2024. World's #1 logistics company after acquiring DB Schenker. ~160,000 employees. HQ: Hedehusene, Denmark.
Eden Prairie MN freight broker and 3PL (NASDAQ: CHRW) at $17.7B 2024 revenue; €1.4B European divestiture to sennder, AI LTL classification agent Jun 2025, and Navisphere TMS serving 200,000 companies competing with Echo for freight brokerage.
$1.21B revenue 2025 (first GAAP profitable year); acquired by Thoma Bravo Feb 2023; 3,000+ global customers; $5T spend managed; $175B+ savings delivered; 128% QOQ supply chain bookings growth; spend management leader
Greenwich CT second-largest North American LTL carrier (NYSE: XPO) at $8.07B 2024 revenue; acquired 28 Yellow Corp terminals ($870M), LTL 2.0 AI optimization, Q3 2025 EPS beat competing with Old Dominion for LTL freight.
Commercial fleet tablet OS with OEM integration in Daimler Freightliner and Western Star trucks; flexible platform for ELD compliance and fleet apps competing with Samsara and Motive.
Supply chain cloud platform with $650M revenue; acquisition-driven consolidation of BluJay, Logility, and INTTRA for end-to-end multi-tier supply chain visibility and execution.
Lowell AR intermodal and trucking leader (NASDAQ: JBHT) at $12.2B 2024 revenue; 122,000+ container fleet on 35-year intermodal history with CEO Shelley Simpson competing with Schneider for North American freight logistics.
Legacy fleet management and ELD compliance platform for commercial trucking; telematics, driver safety, and routing competing with Samsara and Motive in modernized cloud-native market.
Supply chain visibility platform with $2.7B valuation; real-time multi-modal tracking for 1,000+ carriers with AI-powered predictive ETAs for ocean, truck, and air freight.
Uber's digital freight brokerage with Transplace managed transportation; app-based carrier matching and shipper rate transparency competing with C.H. Robinson in $800B trucking market.
Global freight forwarder with $10B revenue; asset-light air and ocean logistics intermediary with customs brokerage for multinational corporations competing with Kuehne+Nagel and DSV.
Global supply chain network platform with 90,000+ connected partners; Nucleus Research Leader 2024 (5th consecutive year); Gartner WMS Leader 2025 (7th consecutive year);
$651M revenue FY2025 (+14% YoY); Q4 FY25 $167.5M (+13% YoY); $181.1M operating income (+27% YoY); $143.3M net income (+24% YoY); #1 cloud TMS provider 2025 (ARC Advisory); 12 G2 Grid Leader categories; logistics leader
World's largest pure-play contract logistics company with $9B revenue; 970 warehouses with robotics automation for e-commerce fulfillment and reverse logistics competing with DHL Supply Chain.
AI video telematics and driver safety platform serving 1.5M commercial vehicles with dashcam coaching; Permira-owned competing with Samsara and Motive using 20+ years of fleet safety data.
CMA CGM-owned global 3PL with $17B revenue; air, ocean freight forwarding and contract logistics across 170+ countries competing with DHL Supply Chain and Kuehne+Nagel.
San Francisco last-mile delivery management with route optimization, real-time tracking, and driver app; Index Ventures-backed competing with Route4Me and Bringg for local delivery operations across retail, restaurant, and courier.
Beijing-listed (HKEx: 0598) COSCO-backed freight forwarder handling 4.87M+ TEUs at ~$9.4B revenue; China's largest logistics company competing with DHL and Kuehne+Nagel for cross-border freight forwarding.
Tech-enabled freight forwarder; founder Ryan Petersen returned as CEO Sept 2023 after Dave Clark exit; Shopify Logistics acquisition 2023; ~$2.1B revenue; Red Sea disruptions created demand spike.
Shenzhen-listed (SZSE: 002352) SF Express China largest time-definite courier with 85+ cargo aircraft at ~$37B revenue; premium direct-operation model competing with ZTO and Cainiao for domestic and international cross-border logistics.
Collaborative warehouse robots working alongside human pickers for 2-3x productivity in fulfillment; restructured from 2023 bankruptcy competing with 6 River Systems and Geek+ for 3PL automation.
AI digital freight brokerage and TMS with instant truckload pricing and carrier matching; $175M+ raised backed by Maersk serving Fortune 500 shippers competing with C.H. Robinson and Convoy.
US federal postal agency delivering to 167M+ addresses with 644,000+ employees; FY2024 shipping/package revenue $32.26B (+2%) with PMG David Steiner appointed July 2025 and $40B Delivering for America modernization plan.
Trimble (NASDAQ: TRMB) European freight platform connecting 1,400+ shippers with 145,000+ carriers; acquired for €1.88B providing freight tendering, slot management, and real-time visibility across European logistics.
Cloud fleet maintenance platform for vehicle tracking, preventive maintenance, and fuel management; Birmingham-based serving 100+ countries competing with Samsara and Motive for fleet lifecycle management.
NYSE-listed rideshare and delivery platform (UBER) with $43.6B gross bookings in 2023 and first GAAP profit; expanding with Waymo AV partnership competing with Lyft and DoorDash across mobility verticals.
California e-bike brand with $15M revenue Sept 2025 and 100K+ units sold in 2023; TIME 'World's Best E-Bike' award winner; Aventure 3 and Ramblas eMTB launched spring 2024.
Enterprise Holdings (private) world's largest car rental at ~$35B revenue with 6,000+ neighborhood locations; insurance replacement partnerships with major insurers driving captive rental volume ahead of Hertz and Avis.
Electrochemical ironmaking startup with $185M raised; zero-carbon iron production using renewable electricity and electrolysis to decarbonize the 7-9% of global CO2 from steel.
Second-largest US rideshare with $5.8B revenue; US-Canada focus improving profitability under CEO David Risher while preparing for autonomous vehicle competition from Waymo.
Private Waterloo WI premium bicycle maker with ~$1.5B revenue and 1,500+ stores; Tour de France team sponsor competing with Specialized and Giant for high-performance and e-bike market share.
Taiwan-listed global bicycle giant with $2.5B revenue producing Giant, Liv, and CADEX brands; OEM manufacturer for Trek and Specialized competing across road, mountain, and the booming e-bike segment.
British premium folding bicycle made in London; compact 20-second fold for urban commuters with cult following in Asia competing with Dahon and Tern for premium folding bikes.
Value-positioned car rental brand in 120 countries under Avis Budget Group; targeting cost-conscious travelers with competitive daily rates at airports and urban locations.
| Rank | Brand |
|---|---|
#1 | UPS 💰 $91.1B |
#2 | Oracle SCM Cloud |
#3 | Samsara 💰 $1.26B |
#4 | SAP Integrated Business Planning |
#5 | Geotab 💰 $700M |
#6 | DHL |
#7 | Verizon Connect |
#8 | FedEx 💰 $87.7B |
#9 | Blue Yonder |
#10 | Kuehne + Nagel |
#11 | Motive |
#12 | Kinaxis 💰 $483.11M |
#13 | Maersk |
#14 | Manhattan Associates 💰 $1B |
#15 | Trimble Transportation |
#16 | o9 Solutions |
#17 | DSV |
#18 | C.H. Robinson |
#19 | Coupa 💰 $1.21B |
#20 | XPO Logistics |
#21 | Platform Science |
#22 | E2open 💰 $650M |
#23 | J.B. Hunt |
#24 | Omnitracs |
#25 | project44 |
#26 | Uber Freight |
#27 | Expeditors 💰 $10B |
#28 | Infor Nexus |
#29 | Descartes Systems 💰 $651M |
#30 | GXO Logistics 💰 $9B |
#31 | Lytx |
#32 | CEVA Logistics 💰 $17B |
#33 | Onfleet |
#34 | Sinotrans 💰 $9.4B |
#35 | Flexport 💰 $2.1B |
#36 | SF Express 💰 $37B |
#37 | Locus Robotics |
#38 | Loadsmart |
#39 | USPS 💰 $32.26B |
#40 | Transporeon |
#41 | Fleetio |
#42 | Uber |
#43 | Aventon 💰 $15M |
#44 | Enterprise Rent-A-Car 💰 $35B |
#45 | Electra |
#46 | Lyft 💰 $5.8B |
#47 | Trek 💰 $1.5B |
#48 | Giant 💰 $2.5B |
#49 | Brompton |
#50 | Budget |