BGSA Supply Chain Index

Navigate the supply chain economy.

A monthly analysis of stock-market performance across the supply chain economy.

Senior-led execution · Sector-focused since 2002
Antique compass on a nautical chart
about the Index

BGSA Supply Chain Index

The BGSA Supply Chain Index analyzes the absolute and relative share price performance of 55 companies across nine market segments, representing approximately $1.4 trillion in market capitalization. These companies could potentially serve as leading economic indicators and may provide insight into the broader economy's direction.

nine segments tracked

Warehousing icon

Logistics

Truckload icon

Truckload

Less-than-truckload icon

Less Than Truckload

Healthcare distribution icon

Healthcare Distribution

Rail icon

Railroads & Rail Services

Freight technology icon

Technology Distribution

Supply chain SaaS icon

Supply Chain Technology & Software

Energy transportation icon

Energy Transportation & Logistics

Global reach icon

Global Parcel & Logistics

This Month's Index

September 2026 BGSA Supply Chain Index

View this month's report below.  To download the full PDF, complete the short form at the bottom of this page.  

14.4x
Average EV / LTM EBITDA across the Index
+1.6%
Index in August · S&P 500: +1.1%
+26.0%
Index, trailing 12 months · S&P 500: +19.0%
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