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U.S. Infrastructure Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies7
  • 7D0.2%
  • 3M-2.5%
  • 1Y19.8%
  • YTD-5.7%

Last week, the Infrastructure industry hasn't moved much but Sky Harbour Group is up 5.0% in that time. As for the the longer term, the industry is up 20% over the past 12 months. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026US$4.9bUS$2.5bUS$245.8m16.6x19.8x1.9x
Wed, 18 Feb 2026US$5.4bUS$2.4bUS$152.7m26.4x35.4x2.2x
Fri, 16 Jan 2026US$5.1bUS$2.4bUS$153.0m23.5x33.2x2.1x
Sun, 14 Dec 2025US$5.1bUS$2.4bUS$153.0m23.9x33.6x2.1x
Tue, 11 Nov 2025US$4.5bUS$2.4bUS$121.8m23.7x36.9x1.9x
Thu, 09 Oct 2025US$3.9bUS$2.4bUS$122.8m20.5x31.5x1.6x
Sat, 06 Sep 2025US$4.4bUS$2.4bUS$122.8m23.1x36x1.9x
Mon, 04 Aug 2025US$4.1bUS$2.4bUS$130.7m15.9x31.2x1.7x
Wed, 02 Jul 2025US$4.2bUS$2.4bUS$130.7m17x32.4x1.8x
Fri, 30 May 2025US$4.4bUS$2.4bUS$130.7m16.1x33.5x1.8x
Sun, 27 Apr 2025US$4.1bUS$2.3bUS$240.4m11x17.2x1.8x
Tue, 25 Mar 2025US$4.0bUS$2.3bUS$243.5m10.5x16.5x1.7x
Thu, 20 Feb 2025US$4.1bUS$2.0bUS$296.9m9.3x13.7x2.1x
Sat, 18 Jan 2025US$4.0bUS$2.0bUS$296.9m8.8x13.5x2x
Mon, 16 Dec 2024US$4.5bUS$2.0bUS$299.3m9.7x15x2.3x
Wed, 13 Nov 2024US$4.1bUS$1.9bUS$337.4m8.6x12.1x2.1x
Fri, 11 Oct 2024US$3.9bUS$1.9bUS$333.9m8.5x11.6x2x
Sun, 08 Sep 2024US$3.4bUS$1.9bUS$333.9m6.7x10.2x1.8x
Tue, 06 Aug 2024US$3.3bUS$1.9bUS$332.8m6.5x9.9x1.7x
Thu, 04 Jul 2024US$3.6bUS$1.9bUS$332.8m7.5x10.7x1.9x
Sat, 01 Jun 2024US$4.0bUS$1.9bUS$332.8m8.2x11.9x2.1x
Mon, 29 Apr 2024US$3.6bUS$1.8bUS$199.1m7.4x17.9x2x
Wed, 27 Mar 2024US$3.8bUS$1.8bUS$209.7m7.6x17.9x2.1x
Fri, 23 Feb 2024US$3.4bUS$2.0bUS$125.3m9.7x27.3x1.7x
Sun, 21 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Tue, 19 Dec 2023US$7.8bUS$3.7bUS$684.2m7.6x11.4x2.1x
Thu, 16 Nov 2023US$6.9bUS$3.7bUS$700.7m7.6x9.9x1.9x
Sat, 14 Oct 2023US$6.7bUS$3.6bUS$701.9m7.6x9.6x1.9x
Mon, 11 Sep 2023US$6.8bUS$3.6bUS$701.0m7.6x9.7x1.9x
Wed, 09 Aug 2023US$7.0bUS$3.5bUS$714.2m9.1x9.8x2x
Fri, 07 Jul 2023US$6.7bUS$3.5bUS$714.2m9.3x9.4x1.9x
Sun, 04 Jun 2023US$6.5bUS$3.5bUS$714.2m8.8x9.1x1.8x
Tue, 02 May 2023US$6.7bUS$3.4bUS$718.3m9.4x9.4x2x
Thu, 30 Mar 2023US$6.6bUS$3.4bUS$718.6m8.8x9.2x1.9x
Price to Earnings Ratio

9.2x


Total Market Cap: US$6.6bTotal Earnings: US$718.6mTotal Revenue: US$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 18.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Infrastructure 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 18.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 30% per year over the last three years,
  • Revenues have also declined 9.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-1.83%
Industrials-1.80%
Infrastructure0.25%
Airport Services0.25%
Highways and Railtracks0%0
Marine Ports and Services-6.11%
Industry PE
  • Investors are most optimistic about the Airport Services industry, which is trading close to its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 18% 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
SKYH Sky Harbour GroupUS$9.455.0%
+US$15.7m
-21.7%PE17.1x

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