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Canadian (TSX) Transportation Industry Analysis
UpdatedApr 04, 2026
DataAggregated Company Financials
Companies5
- 7D2.2%
- 3M6.3%
- 1Y9.5%
- YTD6.3%
In the last week, the Transportation industry is up 1.9%, with all of the companies up. This takes the industry's 12 month performance to a gain of 9.8%. Looking forward, earnings are forecast to grow by 6.7% annually.
Industry Valuation and Performance
Has the Canadian Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Apr 2026 | CA$201.6b | CA$45.5b | CA$9.4b | 21.3x | 21.5x | 4.4x |
| Mon, 02 Mar 2026 | CA$216.0b | CA$45.3b | CA$9.4b | 22.9x | 23.1x | 4.8x |
| Wed, 28 Jan 2026 | CA$187.8b | CA$45.3b | CA$9.4b | 19.5x | 19.9x | 4.1x |
| Fri, 26 Dec 2025 | CA$188.3b | CA$45.3b | CA$9.4b | 19.8x | 20x | 4.2x |
| Sun, 23 Nov 2025 | CA$180.8b | CA$45.7b | CA$9.4b | 19.2x | 19.2x | 4x |
| Tue, 21 Oct 2025 | CA$194.6b | CA$45.7b | CA$9.4b | 20x | 20.8x | 4.3x |
| Thu, 18 Sep 2025 | CA$190.3b | CA$45.5b | CA$9.4b | 19.5x | 20.3x | 4.2x |
| Sat, 16 Aug 2025 | CA$185.2b | CA$45.5b | CA$9.3b | 19x | 19.8x | 4.1x |
| Mon, 14 Jul 2025 | CA$206.0b | CA$45.7b | CA$9.0b | 19.8x | 22.9x | 4.5x |
| Wed, 11 Jun 2025 | CA$205.4b | CA$45.7b | CA$9.0b | 20.1x | 22.9x | 4.5x |
| Fri, 09 May 2025 | CA$192.4b | CA$45.9b | CA$9.0b | 18.8x | 21.4x | 4.2x |
| Sun, 06 Apr 2025 | CA$190.0b | CA$45.5b | CA$8.9b | 17.6x | 21.4x | 4.2x |
| Tue, 04 Mar 2025 | CA$209.5b | CA$45.8b | CA$8.9b | 18.7x | 23.6x | 4.6x |
| Thu, 30 Jan 2025 | CA$219.7b | CA$45.6b | CA$9.8b | 21.2x | 22.5x | 4.8x |
| Sat, 28 Dec 2024 | CA$210.2b | CA$45.5b | CA$9.8b | 20.9x | 21.5x | 4.6x |
| Mon, 25 Nov 2024 | CA$216.8b | CA$45.2b | CA$9.7b | 22.4x | 22.3x | 4.8x |
| Wed, 23 Oct 2024 | CA$216.6b | CA$44.7b | CA$9.7b | 21.2x | 22.4x | 4.8x |
| Fri, 20 Sep 2024 | CA$227.9b | CA$44.1b | CA$9.7b | 22.7x | 23.5x | 5.2x |
| Sun, 18 Aug 2024 | CA$216.5b | CA$44.2b | CA$9.7b | 22x | 22.4x | 4.9x |
| Tue, 16 Jul 2024 | CA$228.1b | CA$42.8b | CA$10.2b | 23.1x | 22.4x | 5.3x |
| Thu, 13 Jun 2024 | CA$223.5b | CA$42.9b | CA$10.2b | 22x | 22x | 5.2x |
| Sat, 11 May 2024 | CA$233.1b | CA$42.9b | CA$10.2b | 24x | 22.8x | 5.4x |
| Mon, 08 Apr 2024 | CA$243.4b | CA$41.6b | CA$10.4b | 20.1x | 23.4x | 5.8x |
| Wed, 06 Mar 2024 | CA$240.3b | CA$41.6b | CA$10.4b | 20.1x | 23.1x | 5.8x |
| Fri, 02 Feb 2024 | CA$228.8b | CA$41.5b | CA$10.4b | 19.4x | 21.9x | 5.5x |
| Sun, 31 Dec 2023 | CA$221.8b | CA$40.1b | CA$10.0b | 21.9x | 22.3x | 5.5x |
| Tue, 28 Nov 2023 | CA$207.9b | CA$40.4b | CA$10.0b | 19x | 20.8x | 5.1x |
| Thu, 26 Oct 2023 | CA$199.1b | CA$39.5b | CA$10.1b | 17.7x | 19.7x | 5x |
| Sat, 23 Sep 2023 | CA$209.4b | CA$40.3b | CA$10.6b | 17.6x | 19.8x | 5.2x |
| Mon, 21 Aug 2023 | CA$216.7b | CA$40.3b | CA$10.6b | 17.5x | 20.5x | 5.4x |
| Wed, 19 Jul 2023 | CA$215.1b | CA$40.2b | CA$10.4b | 12.7x | 20.8x | 5.4x |
| Fri, 16 Jun 2023 | CA$213.6b | CA$40.3b | CA$10.4b | 11.7x | 20.6x | 5.3x |
| Sun, 14 May 2023 | CA$226.1b | CA$40.5b | CA$10.4b | 15.9x | 21.8x | 5.6x |
| Tue, 11 Apr 2023 | CA$216.3b | CA$39.9b | CA$9.9b | 16.4x | 21.9x | 5.4x |
Price to Earnings Ratio
21.9x
Current Industry PE
- Investors are relatively neutral on the Canadian Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 21.6x.
- The 3-year average PS ratio of 4.9x is higher than the industry's current PS ratio of 4.4x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 4.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Canadian Industrials industry?
| CA Market | 3.31% | |
| Industrials | 2.69% | |
| Transportation | 2.24% | |
| Cargo Ground Transportation | 6.24% | |
| Railroads | 1.95% | |
| Trucking | 0% | 0 |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 19.6x.
- Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings decline of 22.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings decline of 23% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 5.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CNR Canadian National Railway | CA$144.93 | 2.9% +CA$2.5b | 5.5% | PE18.8x | |
| CP Canadian Pacific Kansas City | CA$109.83 | 1.1% +CA$1.1b | 10.0% | PE23.8x | |
| TFII TFI International | CA$155.08 | 6.6% +CA$790.6m | 37.2% | PE29.4x | |
| MTL Mullen Group | CA$17.33 | 3.5% +CA$56.6m | 42.2% | PE18.2x |