Top Transportation & Logistics Companies by Revenue 2026

6 companies ranked by revenue, market share, and AI visibility — including Gatik AI, Wayve, Waymo

2
Silver

Wayve

Autonomous driving AI using end-to-end deep learning. $8.6B valuation after $1.2B Series D (Feb 2026). Zero-shot driving...

$8600M
1
Champion

Gatik AI

Autonomous middle-mile trucking. First US company to operate fully driverless trucks at commercial scale. $600M in contracts. Founded 2017, Mountain V...

$600M
3
Bronze

Waymo

Alphabet subsidiary operating 500K+ paid robotaxi rides/week across 10 US cities; raised $16B at $126B valuation in Feb ...

$16000M

Complete Rankings

#1
Gatik AI
💰 $600M

Autonomous middle-mile trucking. First US company to operate fully driverless trucks at commercial scale. $600M in contracts. Founded 2017, Mountain View. $273M raised.

#2
Wayve
💰 $8600M

Autonomous driving AI using end-to-end deep learning. $8.6B valuation after $1.2B Series D (Feb 2026). Zero-shot driving in 500+ cities. Founded 2017, London. Private.

#3
Waymo
💰 $16000M

Alphabet subsidiary operating 500K+ paid robotaxi rides/week across 10 US cities; raised $16B at $126B valuation in Feb 2026; expanding to 20+ new cities and London

#4
Cerence AI

Automotive AI veteran with 525M+ cars shipped; launching agentic xUI platform with Geely, premium automakers in 2026; NVIDIA AI Enterprise and Azure partnerships

#5
Zipline
💰 $800M

Autonomous drone delivery pioneer raised $800M Series H at $7.6B valuation; surpassed 2M deliveries; expanding to 4+ US states; 15% week-over-week US growth

#6
Mobileye
💰 $1900M

Dominant global ADAS supplier with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; 2026 is transition year toward full autonomy

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