The Idiot Index

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Sector
MarkupApplied to airlines, parcel delivery, freight rail, and trucking. COGS captures fuel, crew, equipment maintenance, and direct operations. Capital intensity is high (fleets, terminals, networks); Operational Markup is the load-bearing signal because pure Markup ignores the…
OrderHighest first

Markup in Transportation · FY 2023

3 of 30 companies · highest first
  1. 1
    WABWabtec
    $1 of cost becomes $1.43 of revenue
    sector median 1.3052Top 17%
    1.4344
    × revenue / cost
  2. 2
    TRNTrinity Industries
    $1 of cost becomes $1.31 of revenue
    sector median 1.3052Median range
    1.3052
    × revenue / cost
  3. 3
    GBXGreenbrier
    $1 of cost becomes $1.15 of revenue
    sector median 1.3052Bottom 17%
    1.1527
    × revenue / cost

Not yet covered (27)

These companies are in the Transportation cohort but don't have a Markup computed for FY 2023. Either the underlying inputs aren't tagged in their XBRL filings, the DEF 14A pay-ratio narrative didn't parse cleanly, or this fiscal year hasn't been ingested for them yet.

What this measures

Full methodology →

How much revenue per dollar of cost.

Ratio
Markup
Sector
Transportation
Methodology version
v1.0.0
Formula
Revenue / COGS
Sector context

Applied to airlines, parcel delivery, freight rail, and trucking. COGS captures fuel, crew, equipment maintenance, and direct operations. Capital intensity is high (fleets, terminals, networks); Operational Markup is the load-bearing signal because pure Markup ignores the depreciation and SG&A required to keep the network running. Labor Share is closely watched in this sector — most transport firms are unionized.

Captures gross extraction per dollar of input. A markup ratio of 5.0 means the company collects $5 in revenue for every $1 of cost-of-goods.

Source data: Revenues (us-gaap:Revenues / ifrs-full:Revenue) and CostOfGoodsAndServicesSold (us-gaap) or CostOfSales (ifrs-full).