Top Transportation Companies by Revenue 2026

47 companies ranked by revenue, market share, and AI visibility — including Samsara, Geotab, Verizon Connect

Market:$7.8T (2024)
Growth:5.6% CAGR (2024-2030)
47companies
2
Silver

Geotab

Mississauga fleet telematics with 4M connected vehicles and open SDK platform; privately-held $700M+ revenue competing w...

$700M
1
Champion

Samsara

NYSE-listed (IOT) connected operations platform at $1.26B ARR with 40%+ growth; AI dash cams, fleet telematics, and equipment monitoring competing wit...

$1260M
3
Bronze

Verizon Connect

Verizon (NYSE: VZ) fleet management platform from Fleetmatics and Telogis consolidation serving 500K+ vehicles; ELD comp...

Complete Rankings

#1
Samsara
💰 $1260M

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.

#2
Geotab
💰 $700M

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.

#3
Verizon Connect

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.

#4
Motive
💰 $2850M

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.

#5
Trimble Transportation
💰 $206.8M

$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

#6
Platform Science

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.

#7
Omnitracs

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.

#8
Uber Freight
💰 $800000M

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.

#9
Descartes Systems
💰 $651M

$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

#10
Lytx

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.

#11
Onfleet

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.

#12
Loadsmart
💰 $175M

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.

#13
Fleetio

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.

#14
Uber
💰 $43600M

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.

#15
Aventon
💰 $15M

$15M revenue Sept 2025, 100K units 2023, 'World's Best E-Bike' by TIME, Aventure 3 spring 2024, Ramblas eMTB Digital Trends award Dec 2024

#16
Enterprise Rent-A-Car
💰 $35000M

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.

#17
Electra
💰 $185M

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.

#18
Lyft
💰 $5800M

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.

#19
Trek
💰 $1500M

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.

#20
Giant
💰 $2500M

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.

#21
Brompton

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.

#22
Budget

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.

#23
Hertz
💰 $8500M

$8.5B revenue 2024, 2,000+ locations, Tesla fleet sale 2024, #3 US car rental, restructuring EV strategy

#24
Costco travel

Costco (NASDAQ: COST) member travel agency among top 5 US by booking volume; warehouse club purchasing power delivers cruise and vacation package rates below Expedia and OTAs with Costco Cash Card member benefits.

#25
ACE Rent A Car

Value-positioned car rental brand competing on price at US airports and neighborhood locations; franchise model for insurance replacement and budget leisure travelers competing with Dollar and Thrifty.

#26
Enterprise CarShare

Enterprise Holdings-operated car-sharing service with app-based hourly vehicle access on campuses and urban locations; competing with Zipcar and Turo using Enterprise's global fleet infrastructure.

#27
Curb

NYC taxi e-hailing platform with 100K+ licensed drivers across 60+ US cities; Verifone-operated Curb app competing with Uber and Lyft for regulated licensed transportation and corporate ground travel management.

#28
Lime
💰 $1000M

Micromobility operator with shared e-scooters and bikes in 200+ cities; $1B+ raised from Alphabet and Uber with ~$750M annual revenue and EBITDA profitability after Bird's 2023 bankruptcy exit.

#29
Xeal
💰 $64M

California EV charging with Apollo distributed ledger for internet-independent operation in 400+ cities serving 300+ real estate leaders; $64M total ($40M Series B 2024) with Forbes 30 Under 30 competing with ChargePoint for multifamily EV.

#30
H55
💰 $74M

Sion Switzerland electric aviation propulsion from Solar Impulse founders; $74M+ Series C (Quebec Government) targeting EASA first-certified aviation battery pack with B23 Energic completing 192-flight Across America tour at $7/flight.

#31
REGENT
💰 $90M

Rhode Island all-electric seaglider maker flying in ground effect at 180+ mph for coastal routes; YC W21 $90M Founders Fund/8090-backed with $8B+ in orders from Japan Airlines and Mesa Airlines for 2026-27 delivery.

#32
Waabi
💰 $280M

Toronto autonomous trucking AI with $280M+ raised ($200M Series B, Uber/Khosla, 2024); Volvo VNL Autonomous truck partnership targeting 2025 driverless launch competing with Aurora Innovation for Class 8 freight.

#33
Fetii
💰 $14.3M

Austin on-demand group rideshare in 15-person vans across 68 cities; $14.3M raised with Mark Cuban seed in 2025, serving 200K+ monthly passengers at $5M+ run rate competing with Uber for group event transport.

#34
Token Transit

Token Transit is a mobile ticketing platform for public transit agencies that enables riders to buy and use bus and train passes on their smartphones, eliminating the need for cash or physical fare cards.

#35
Mars Auto
💰 $800000M

Mars Auto is an AI-powered autonomous trucking company developing self-driving technology for long-haul freight, targeting the $800B US trucking market with scalable driver assistance and automation.

#36
Yassir

Yassir is a North African super-app providing ride-hailing, food delivery, and digital financial services to consumers in Algeria, Morocco, Tunisia, and other African markets. HQ: Algiers.

#37
zingbus

India intercity bus platform serving 2M+ users across 300 cities; app-based booking with real-time tracking backed by bp Ventures competing with RedBus for intercity travel.

#38
Luminar Technologies
💰 $33M

Lidar pioneer for autonomous vehicles. Filed Chapter 11 bankruptcy Dec 2025 after Volvo contract loss. Assets acquired by MicroVision for $33M. NASDAQ: LAZR (delisted).

#39
Shuttle Central

Travel airport transfer marketplace and API for OTAs and hotels; embedding ground transportation bookings into travel checkout flows backed by YC and Goodwater Capital.

#40
Aurora Innovation
💰 $3M

Public autonomous trucking company (NASDAQ: AUR). Founded 2017 by ex-Google self-driving lead. $3M rev in 2025, guiding $14-16M in 2026. 250K+ driverless miles logged.

#41
Zoox
💰 $1200M

Amazon-owned autonomous robotaxi company. Founded 2014, acquired for $1.2B in 2020. Paid rides in Las Vegas since 2025. Expanding to 10+ cities. Subsidiary of AMZN.

#42
Motional

Hyundai-controlled autonomous vehicle company (86% ownership). Level 4 robotaxi planned Las Vegas end of 2026. Large Driving Model hybrid architecture. Ex-Aptiv JV.

#43
Joby Aviation
💰 $1400M

Public eVTOL developer (NYSE: JOBY). Nearing FAA certification. $1.4B cash. 2025 rev $53.4M. Dubai commercial flights planned 2026. Founded 2009, Santa Cruz CA.

#44
May Mobility

Autonomous shuttle operator deploying fixed-route last-mile services with municipalities and employers; Toyota-backed with US and Japan commercial operations.

#45
Nuro
💰 $6000M

Pivoted from delivery robots to licensing autonomous driving tech. $6B valuation. 20K+ robotaxis with Uber/Lucid. 1.7M autonomous miles. $203M Series E.

#46
Boom Supersonic

Supersonic passenger jet developer with 130+ pre-orders from United, Japan, and American Airlines; Mach 1.7 Overture targeting late 2020s service.

#47
Archer Aviation
💰 $1000M

eVTOL pioneer (NYSE: ACHR). 100% FAA Means of Compliance acceptance. $1B+ United Airlines order. $2B liquidity. Targeting 2026 air taxi launch.

About Transportation

The transportation industry encompasses all modes of moving people and goods, including air travel and airlines, freight and logistics services, public transit systems, ride-sharing and mobility platforms, trucking and delivery services, rail transportation, maritime shipping, and emerging mobility solutions like electric vehicles, autonomous vehicles, and micro-mobility options. This sector forms the critical infrastructure of global commerce and personal mobility, characterized by high capital intensity, complex regulatory environments, environmental considerations, and increasing integration of digital technologies. The industry spans from massive global logistics networks moving containers across oceans to last-mile delivery services bringing packages to doorsteps and urban micro-mobility options for short trips. The transportation sector is experiencing profound disruption driven by electrification, automation, digitalization, and changing consumer preferences around ownership and mobility. Electric vehicles are rapidly gaining market share with supportive policy environments and improving economics, while autonomous vehicle technology progresses toward commercial deployment in logistics and ride-sharing. The pandemic permanently shifted some behaviors including reduced business travel and accelerated e-commerce adoption, fundamentally changing freight patterns and delivery expectations. Digital platforms have transformed personal mobility through ride-sharing, bike-sharing, and scooter-sharing services, while logistics technology including route optimization, real-time tracking, and predictive analytics improves efficiency. The industry faces ongoing challenges including decarbonization pressures, labor shortages particularly in trucking, infrastructure constraints, and the need to balance technological innovation with safety and regulatory compliance. AI visibility is increasingly important for transportation companies as both consumers and businesses research mobility and logistics options through AI-powered platforms. When travelers ask about airline routes and services, businesses explore freight forwarding options, or commuters research transportation alternatives, AI assistants increasingly mediate those discovery moments. Strong visibility helps transportation providers communicate service coverage, explain pricing models, differentiate service quality, and build trust with potential customers. For B2B logistics services where vendor selection significantly impacts supply chain performance, appearing in AI-powered research and recommendation engines drives qualified leads and partnership opportunities.

Key Industry Trends

  • Electrification of vehicle fleets across passenger and commercial segments
  • Autonomous vehicle deployment in logistics and last-mile delivery
  • Sustainable aviation fuel adoption and aircraft efficiency improvements
  • Micro-mobility and multimodal transportation apps for urban areas

Market Overview

The global transportation industry reached $7.8 trillion in 2024, with road transportation accounting for $4.2 trillion, air transport at $930 billion, maritime shipping contributing $1.45 trillion, and rail transport at $685 billion. The logistics and freight forwarding segment alone exceeded $2.1 trillion globally. Global air passenger traffic recovered to 4.5 billion passengers annually, while global container shipping moved over 870 million TEUs. The ride-sharing and mobility services segment reached $285 billion, growing 12% annually. Electric vehicle sales surpassed 18 million units in 2024, representing 23% of global auto sales. The autonomous vehicle market for goods movement reached $12 billion with commercial deployments in warehousing and closed-campus applications.

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