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Canadian (TSX) Transportation Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies5
  • 7D0.3%
  • 3M17.0%
  • 1Y18.7%
  • YTD24.4%

Over the last 7 days, the Transportation industry has remained flat, although notably TFI International declined by 4.6%. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 8.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026CA$233.6bCA$45.6bCA$9.3b24.7x25.1x5.1x
Mon, 01 Jun 2026CA$228.0bCA$45.3bCA$9.3b24.5x24.6x5x
Wed, 29 Apr 2026CA$220.1bCA$45.3bCA$9.4b23.2x23.5x4.9x
Fri, 27 Mar 2026CA$199.0bCA$45.4bCA$9.4b21x21.2x4.4x
Sun, 22 Feb 2026CA$212.1bCA$45.3bCA$9.4b22.4x22.6x4.7x
Tue, 20 Jan 2026CA$191.1bCA$45.5bCA$9.4b20x20.3x4.2x
Thu, 18 Dec 2025CA$186.5bCA$45.4bCA$9.4b19.7x19.8x4.1x
Sat, 15 Nov 2025CA$184.4bCA$45.6bCA$9.4b19.5x19.5x4x
Mon, 13 Oct 2025CA$190.1bCA$45.7bCA$9.4b18.8x20.3x4.2x
Wed, 10 Sep 2025CA$187.6bCA$45.6bCA$9.4b19.3x20.1x4.1x
Fri, 08 Aug 2025CA$188.8bCA$45.5bCA$9.3b18.5x20.2x4.2x
Sun, 06 Jul 2025CA$204.9bCA$45.6bCA$9.0b20.2x22.8x4.5x
Tue, 03 Jun 2025CA$206.1bCA$45.7bCA$9.0b19.3x22.9x4.5x
Thu, 01 May 2025CA$187.4bCA$45.3bCA$8.8b18.3x21.3x4.1x
Sat, 29 Mar 2025CA$196.4bCA$45.6bCA$8.9b17.5x22.1x4.3x
Mon, 24 Feb 2025CA$208.1bCA$45.5bCA$8.9b19.9x23.4x4.6x
Wed, 22 Jan 2025CA$213.6bCA$45.5bCA$9.8b20.8x21.9x4.7x
Fri, 20 Dec 2024CA$209.4bCA$45.5bCA$9.8b21.2x21.4x4.6x
Sun, 17 Nov 2024CA$212.3bCA$45.3bCA$9.7b21.8x21.8x4.7x
Tue, 15 Oct 2024CA$223.3bCA$44.3bCA$9.7b21.6x23.1x5x
Thu, 12 Sep 2024CA$226.2bCA$44.1bCA$9.7b21.8x23.4x5.1x
Sat, 10 Aug 2024CA$214.8bCA$44.2bCA$9.7b21.6x22.2x4.9x
Mon, 08 Jul 2024CA$222.2bCA$42.8bCA$10.2b22.1x21.8x5.2x
Wed, 05 Jun 2024CA$224.6bCA$42.8bCA$10.2b21.6x22.1x5.2x
Fri, 03 May 2024CA$221.7bCA$42.9bCA$10.2b19.3x21.7x5.2x
Sun, 31 Mar 2024CA$245.1bCA$41.6bCA$10.4b20.3x23.6x5.9x
Tue, 27 Feb 2024CA$241.4bCA$41.6bCA$10.4b20.3x23.2x5.8x
Thu, 25 Jan 2024CA$223.6bCA$40.3bCA$10.7b19x20.9x5.6x
Sat, 23 Dec 2023CA$221.3bCA$40.1bCA$10.0b21.3x22.2x5.5x
Mon, 20 Nov 2023CA$208.7bCA$40.5bCA$10.0b18.4x20.9x5.2x
Wed, 18 Oct 2023CA$204.4bCA$40.4bCA$10.6b16.7x19.3x5.1x
Fri, 15 Sep 2023CA$213.5bCA$40.3bCA$10.6b17.5x20.2x5.3x
Sun, 13 Aug 2023CA$222.0bCA$40.3bCA$10.6b17.8x21x5.5x
Tue, 11 Jul 2023CA$212.4bCA$40.3bCA$10.4b12.2x20.5x5.3x
Price to Earnings Ratio

20.5x


Total Market Cap: CA$212.4bTotal Earnings: CA$10.4bTotal Revenue: CA$40.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Transportation Industry Price to Earnings3Y Average 21.8x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 24.9x which is higher than its 3-year average PE of 21.8x.
  • The industry is trading close to its 3-year average PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have declined 3.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.2% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Canadian Industrials industry?

CA Market0.96%
Industrials1.35%
Transportation0.35%
Railroads0.53%
Cargo Ground Transportation-1.82%
Trucking-1.89%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 21.6x.
    • Analysts are expecting annual earnings growth of 26.8%, which is higher than its past year's earnings decline of 17.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 6.8% 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$172.430.8%
+CA$868.9m		19.6%PE22.3x
CP Canadian Pacific Kansas CityCA$124.740.2%
+CA$275.2m		13.5%PE27.2x
MTL Mullen GroupCA$21.430.3%
+CA$5.8m		48.8%PE21.8x

Latest News

MTL
CA$21.43
Mullen Group
7D
0.3%
1Y
48.8%
CP
CA$124.74
Canadian Pacific Kansas City
7D
0.2%
1Y
13.5%
TFII
CA$200.65
TFI International
7D
-2.1%
1Y
57.5%
CNR
CA$172.43
Canadian National Railway
7D
0.8%
1Y
19.6%
ARGH
CA$0.26
Argo
7D
-1.9%
1Y
-55.2%