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Canadian (TSX) Transportation Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies5
  • 7D4.2%
  • 3M13.9%
  • 1Y2.0%
  • YTD9.2%

In the last week, the Transportation industry is up 4.2%, with Canadian National Railway up 5.7%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 7.6% annually.

Industry Valuation and Performance

Has the Canadian Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026CA$207.1bCA$45.5bCA$9.4b21.9x22.1x4.6x
Wed, 14 Jan 2026CA$188.5bCA$45.5bCA$9.4b19.4x20x4.1x
Fri, 12 Dec 2025CA$189.4bCA$45.4bCA$9.4b19.9x20.1x4.2x
Sun, 09 Nov 2025CA$183.0bCA$45.6bCA$9.4b19.4x19.4x4x
Tue, 07 Oct 2025CA$195.1bCA$45.7bCA$9.4b19.7x20.8x4.3x
Thu, 04 Sep 2025CA$191.8bCA$45.5bCA$9.4b19.9x20.5x4.2x
Sat, 02 Aug 2025CA$185.5bCA$45.5bCA$9.3b18.3x19.9x4.1x
Mon, 30 Jun 2025CA$200.6bCA$45.7bCA$9.0b19.7x22.3x4.4x
Wed, 28 May 2025CA$206.3bCA$45.8bCA$9.0b19.5x23x4.5x
Fri, 25 Apr 2025CA$190.1bCA$45.4bCA$8.8b18.7x21.6x4.2x
Sun, 23 Mar 2025CA$194.2bCA$45.6bCA$8.9b17.9x21.9x4.3x
Tue, 18 Feb 2025CA$209.6bCA$45.3bCA$8.9b21.8x23.4x4.6x
Thu, 16 Jan 2025CA$207.7bCA$45.5bCA$9.8b20.6x21.3x4.6x
Sat, 14 Dec 2024CA$212.5bCA$45.4bCA$9.8b22.3x21.8x4.7x
Mon, 11 Nov 2024CA$216.3bCA$45.1bCA$9.7b22x22.2x4.8x
Wed, 09 Oct 2024CA$216.9bCA$44.2bCA$9.7b21x22.4x4.9x
Fri, 06 Sep 2024CA$225.4bCA$44.1bCA$9.7b21.8x23.3x5.1x
Sun, 04 Aug 2024CA$218.6bCA$44.3bCA$9.7b22.1x22.6x4.9x
Tue, 02 Jul 2024CA$221.1bCA$42.9bCA$10.2b21.9x21.7x5.2x
Thu, 30 May 2024CA$223.4bCA$42.9bCA$10.2b23x21.9x5.2x
Sat, 27 Apr 2024CA$230.1bCA$42.9bCA$10.2b19.8x22.5x5.4x
Mon, 25 Mar 2024CA$247.9bCA$41.6bCA$10.4b20.4x23.9x6x
Wed, 21 Feb 2024CA$235.8bCA$41.6bCA$10.4b19.7x22.7x5.7x
Fri, 19 Jan 2024CA$221.8bCA$40.3bCA$10.0b21.1x22.2x5.5x
Sun, 17 Dec 2023CA$215.3bCA$40.2bCA$10.0b19.1x21.6x5.4x
Tue, 14 Nov 2023CA$204.4bCA$40.5bCA$10.0b18.2x20.5x5x
Thu, 12 Oct 2023CA$205.9bCA$40.4bCA$10.6b16.9x19.4x5.1x
Sat, 09 Sep 2023CA$212.2bCA$40.4bCA$10.6b17.7x20x5.3x
Mon, 07 Aug 2023CA$220.3bCA$40.2bCA$10.6b17.6x20.8x5.5x
Wed, 05 Jul 2023CA$221.1bCA$40.3bCA$10.4b12.4x21.3x5.5x
Fri, 02 Jun 2023CA$212.6bCA$40.4bCA$10.4b11.9x20.5x5.3x
Sun, 30 Apr 2023CA$220.5bCA$40.5bCA$10.4b15.8x21.3x5.4x
Tue, 28 Mar 2023CA$215.8bCA$40.0bCA$9.9b16.2x21.8x5.4x
Thu, 23 Feb 2023CA$216.6bCA$39.9bCA$9.9b16.8x21.9x5.4x
Price to Earnings Ratio

21.9x


Total Market Cap: CA$216.6bTotal Earnings: CA$9.9bTotal Revenue: CA$39.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 21.6x202420252026
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 industry is trading close to its 3-year average PS ratio of 4.9x.
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 Market1.92%
Industrials-0.53%
Transportation4.21%
Trucking13.24%
Railroads4.72%
Cargo Ground Transportation-1.88%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 19.2x.
    • Analysts are expecting annual earnings growth of 15.7%, which is higher than its past year's earnings decline of 24.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 6.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CNR Canadian National RailwayCA$146.424.5%
+CA$3.8b
1.7%PE19x
CP Canadian Pacific Kansas CityCA$114.103.7%
+CA$3.7b
3.8%PE24.7x

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