--- title: "Global Shipping Stocks Poised For Trade Route Disruption After Strait Of Hormuz Tensions" type: "News" locale: "en" url: "https://longbridge.com/en/news/291987938.md" description: "Rising U.S.-Iran tensions in the Strait of Hormuz are increasing geopolitical risks for global shipping stocks. The article highlights three companies potentially benefiting from trade route disruptions: TFI International, which offers exposure to North American freight capacity; Freightways Group, providing access to Australasian e-commerce parcel volumes; and James Fisher and Sons, a marine services firm positioned at the intersection of energy, defense, and maritime transport amid high geopolitical risk." datetime: "2026-07-07T23:54:34.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291987938.md) - [en](https://longbridge.com/en/news/291987938.md) - [zh-HK](https://longbridge.com/zh-HK/news/291987938.md) --- # Global Shipping Stocks Poised For Trade Route Disruption After Strait Of Hormuz Tensions Rising tensions in the Strait of Hormuz after fresh U.S. strikes on Iran have pushed geopolitical risk back to the forefront for global shipping and logistics stocks. With vital trade routes under threat and oil markets on edge, some companies could see new opportunities while others may face higher costs and operational headaches. This article looks at how that news shock ripples through our Global Shipping and Logistics Stocks screener and highlights three stocks that appear more exposed to potential upside from these developments, helping you decide whether they merit closer examination or a place on your watchlist. ## TFI International (TSX:TFII) **Overview:** TFI International is a large North American trucking and logistics company that moves freight across the United States, Canada and Mexico through less than truckload services for smaller shipments, full truckload runs for bigger loads and asset light logistics like brokerage and parcel delivery. **Operations:** TFI International generates most of its revenue from Less Than Truckload at about $3.3b and Truckload at about $3.1b, with logistics contributing around $1.6b. Geographically, its $7.9b in revenue is primarily from the United States at about $5.5b and Canada at about $2.4b. **Market Cap:** CA$16.5b TFI International gives you direct exposure to tight North American freight capacity at a time when global disruptions can push more volume onto trucking and logistics networks. At the same time, the company carries meaningful debt, has recently experienced declining earnings and reported insider selling, so expectations around growth and margins may be important for today’s valuation. For investors willing to weigh the company’s growth prospects, forecast ROE and active M&A against leverage and integration risks, TFI International is a stock that may warrant further research, especially in the context of potential shifts in global trade. TFI International’s mix of trucking, logistics and M&A can look like a growth story masking deeper questions around leverage and margins, so it is worth reviewing the 2 key rewards and 2 important warning signs to see what might be hiding in plain sight. TSX:TFII Earnings & Revenue Growth as at Jul 2026 ## Freightways Group (NZSE:FRW) **Overview:** Freightways Group is an Australasian logistics company that focuses on express parcel delivery, business mail and information management, tying together courier brands, mail services and waste handling across New Zealand, Australia and selected international routes. **Operations:** Freightways Group generates most of its revenue from Express Package & Business Mail at about NZ$1.1b, with Information Management contributing roughly NZ$233m and Corporate around NZ$5m, partly offset by NZ$10m of inter segment eliminations. **Market Cap:** NZ$2.5b Freightways Group provides exposure to e commerce parcel volumes across Australia and New Zealand, while also building earnings streams from information management, clinical waste and e waste services. The current P/E premium and reliance on higher risk external funding mean the bar for execution is set reasonably high. If volumes soften or margin pressure from labor and input costs returns, that could test the investment case. For investors tracking how global trade disruptions and regional shipping shifts flow into ground networks, the mix of growth initiatives, governance and funding risks makes Freightways Group a company that some may wish to examine more closely. Freightways Group’s e commerce engine and new earnings streams could be masking a very different risk and reward profile than its current P/E suggests, so the analysis report for Freightways Group might be where the real story starts to shift. NZSE:FRW P/E Ratio as at Jul 2026 ## James Fisher and Sons (LSE:FSJ) **Overview:** James Fisher and Sons is a specialist marine services company that supports energy, defence and maritime transport customers worldwide with offshore engineering, subsea services, submarine rescue, military diving systems and coastal shipping operations. **Operations:** James Fisher and Sons generates most of its revenue from Energy at £158.9m and Maritime Transport at £147.0m, with Defence contributing £88.8m and a small offset from £0.3m of inter segment sales. **Market Cap:** £234.2m James Fisher and Sons sits at the intersection of marine energy, defence and offshore infrastructure at a time when geopolitical risk in key shipping lanes is high and offshore activity is important for global supply chains. Forecast revenue growth of around 5% a year, a path from losses toward profitability and an improving margin outlook are paired with a share price that screens below some fair value estimates and analyst targets. This can catch the eye of investors looking for potential mispriced turnarounds. However, the company carries funding and execution risk, relies on defence budgets and offshore project timing, and is in the middle of a complex self help program that will need to deliver for today’s valuation to hold up. James Fisher and Sons looks like a turnaround story that many investors may be underestimating, with marine energy, defence and offshore exposure potentially pulling in different directions. As a result, the analyst forecasts for James Fisher and Sons could reveal where expectations quietly hinge. LSE:FSJ Earnings & Revenue History as at Jul 2026 The three shipping and logistics stocks in this article are just a starting point, with the full Global Shipping and Logistics Stocks screener surfacing 18 more companies that carry equally compelling narratives around trade routes, balance sheets and exposure to global freight shifts. Use Simply Wall St to identify and analyze the specific catalysts, funding profiles and business models that matter most to you so you can focus on the highest conviction ideas in this theme. ## Take Control of Your Investment Journey If James Fisher and Sons or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market. ## Seeking Fresh Alternatives Beyond Shipping? Fresh stock ideas do not stay under the radar for long, and momentum can shift before the crowd catches on. Scan these focused collections now and consider them early in your research process. - Target reliable income streams by reviewing 6 dividend fortresses which is curated to highlight companies that combine meaningful yield with balance sheets that some investors may see as more resilient while it matters most. - Explore the infrastructure backbone of AI by checking 52 AI infrastructure stocks featuring businesses tied to the chips, data centers and power demands that support this fast moving theme. - Review the next wave in clean energy by using 89 nuclear energy infrastructure stocks grouping companies positioned around nuclear build outs that many investors are only starting to pay attention to. _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._ ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [TFII.US](https://longbridge.com/en/quote/TFII.US.md) - [FSJ.UK](https://longbridge.com/en/quote/FSJ.UK.md) ## Related News & Research - [TFI International FY26 Q2 net income climbs 39% to $136.2 million; revenue rises 12% to $2.29 billion](https://longbridge.com/en/news/293969152.md) - [TFII: Q2 2026 delivered robust profit and margin growth, led by a 50% Truckload income jump](https://longbridge.com/en/news/293971184.md) - [These Analysts Revise Their Forecasts On TFI International Following Q2 Earnings](https://longbridge.com/en/news/294093142.md) - [Berenberg Bank Sticks to Their Buy Rating for James Fisher & Sons (FSJ)](https://longbridge.com/en/news/294334167.md) - [RUA GOLD's Auld Creek Project Qualifies for New Zealand's 6-Month Fast-Track Approvals Process | NZAUF Stock News](https://longbridge.com/en/news/294353191.md)