Narrative Update • Jun 17

In the last week, the Infrastructure industry is up 3.6%, with all of the companies up. In the last 12 months, the industry was up 32%. Earnings are forecast to grow by 14% annually.
Has the U.S. Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 20 Jun 2026 | US$5.4b | US$2.6b | US$281.9m | 16.3x | 19.3x | 2.1x |
| Mon, 18 May 2026 | US$4.8b | US$2.6b | US$281.6m | 14.5x | 17x | 1.8x |
| Wed, 15 Apr 2026 | US$5.4b | US$2.5b | US$245.1m | 18.5x | 21.9x | 2.2x |
| Fri, 13 Mar 2026 | US$5.1b | US$2.4b | US$152.7m | 22.8x | 33.4x | 2.1x |
| Sun, 08 Feb 2026 | US$5.6b | US$2.4b | US$153.0m | 26.5x | 36.4x | 2.3x |
| Tue, 06 Jan 2026 | US$5.3b | US$2.4b | US$153.0m | 25.2x | 34.7x | 2.2x |
| Thu, 04 Dec 2025 | US$5.2b | US$2.4b | US$156.4m | 24.3x | 33.4x | 2.2x |
| Sat, 01 Nov 2025 | US$4.5b | US$2.4b | US$122.6m | 22.6x | 36.7x | 1.9x |
| Mon, 29 Sep 2025 | US$4.0b | US$2.4b | US$122.8m | 22.6x | 32.6x | 1.7x |
| Wed, 27 Aug 2025 | US$4.4b | US$2.4b | US$122.8m | 22.8x | 36.1x | 1.9x |
| Fri, 25 Jul 2025 | US$4.2b | US$2.4b | US$130.7m | 16.8x | 32.5x | 1.8x |
| Sun, 22 Jun 2025 | US$4.2b | US$2.4b | US$130.7m | 16.6x | 31.8x | 1.8x |
| Tue, 20 May 2025 | US$4.6b | US$2.4b | US$242.6m | 14x | 18.8x | 1.9x |
| Thu, 17 Apr 2025 | US$3.9b | US$2.3b | US$240.4m | 10.4x | 16.4x | 1.7x |
| Sat, 15 Mar 2025 | US$3.8b | US$2.0b | US$297.6m | 8.8x | 12.9x | 1.9x |
| Mon, 10 Feb 2025 | US$4.2b | US$2.0b | US$296.9m | 9.3x | 14.1x | 2.1x |
| Wed, 08 Jan 2025 | US$4.2b | US$2.0b | US$296.9m | 9.3x | 14.2x | 2.1x |
| Fri, 06 Dec 2024 | US$4.1b | US$2.0b | US$299.3m | 9.4x | 13.5x | 2.1x |
| Sun, 03 Nov 2024 | US$3.9b | US$1.9b | US$337.4m | 8.3x | 11.7x | 2x |
| Tue, 01 Oct 2024 | US$3.9b | US$1.9b | US$333.9m | 7.9x | 11.6x | 2x |
| Thu, 29 Aug 2024 | US$3.4b | US$1.9b | US$333.9m | 6.7x | 10.2x | 1.8x |
| Sat, 27 Jul 2024 | US$3.5b | US$1.9b | US$332.8m | 7.3x | 10.6x | 1.9x |
| Mon, 24 Jun 2024 | US$3.7b | US$1.9b | US$332.8m | 7.9x | 11.1x | 1.9x |
| Wed, 22 May 2024 | US$4.1b | US$1.9b | US$211.8m | 12.5x | 19.4x | 2.2x |
| Fri, 19 Apr 2024 | US$3.5b | US$1.8b | US$199.1m | 7.2x | 17.7x | 2x |
| Sun, 17 Mar 2024 | US$3.5b | US$2.0b | US$125.3m | 9.9x | 27.9x | 1.7x |
| Tue, 13 Feb 2024 | US$3.6b | US$2.0b | US$122.7m | 10.7x | 29.4x | 1.8x |
| Thu, 11 Jan 2024 | US$7.8b | US$3.7b | US$684.2m | 7.6x | 11.3x | 2.1x |
| Sat, 09 Dec 2023 | US$7.5b | US$3.7b | US$684.2m | 7.6x | 11x | 2x |
| Mon, 06 Nov 2023 | US$6.7b | US$3.7b | US$699.5m | 7.6x | 9.5x | 1.8x |
| Wed, 04 Oct 2023 | US$7.0b | US$3.6b | US$701.9m | 7.6x | 9.9x | 1.9x |
| Fri, 01 Sep 2023 | US$7.1b | US$3.6b | US$701.0m | 7.6x | 10.1x | 1.9x |
| Sun, 30 Jul 2023 | US$6.9b | US$3.5b | US$714.2m | 8.9x | 9.7x | 2x |
| Tue, 27 Jun 2023 | US$6.6b | US$3.5b | US$714.2m | 9.1x | 9.3x | 1.9x |
9.3x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.40% | |
| Industrials | 2.54% | |
| Infrastructure | 3.63% | |
| Airport Services | 3.63% | |
| Marine Ports and Services | 2.58% | |
| Highways and Railtracks | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAAP Corporación América Airports | US$27.54 | 4.2% +US$181.1m | 39.4% | PE15.8x | |
| SKYH Sky Harbour Group | US$9.54 | 3.6% +US$11.4m | -0.5% | PE16.8x | |
| SGLY Singularity Future Technology | US$0.36 | 4.1% +US$104.3k | -66.8% | PS2x |