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U.S. Infrastructure Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies6
  • 7D3.6%
  • 3M8.6%
  • 1Y31.8%
  • YTD5.5%

In the last week, the Infrastructure industry is up 3.6%, with Sky Harbour Group up 1.5%. In the last 12 months, the industry was up 32%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Jun 2026US$5.4bUS$2.6bUS$281.9m16.3x19.3x2.1x
Thu, 21 May 2026US$4.8bUS$2.6bUS$281.9m14.9x17.1x1.8x
Sat, 18 Apr 2026US$5.3bUS$2.5bUS$245.1m18.6x21.5x2.1x
Mon, 16 Mar 2026US$4.9bUS$2.4bUS$152.7m22.4x31.8x2x
Wed, 11 Feb 2026US$5.7bUS$2.4bUS$153.0m27x37x2.4x
Fri, 09 Jan 2026US$5.2bUS$2.4bUS$153.0m25x33.9x2.2x
Sun, 07 Dec 2025US$5.1bUS$2.4bUS$153.0m23.6x33.2x2.1x
Tue, 04 Nov 2025US$4.6bUS$2.4bUS$122.6m22.6x37.3x1.9x
Thu, 02 Oct 2025US$3.9bUS$2.4bUS$122.8m19.8x31.8x1.6x
Sat, 30 Aug 2025US$4.6bUS$2.4bUS$122.8m23.1x37.2x1.9x
Mon, 28 Jul 2025US$4.3bUS$2.4bUS$130.7m16.7x32.8x1.8x
Wed, 25 Jun 2025US$4.2bUS$2.4bUS$130.7m17x31.8x1.8x
Fri, 23 May 2025US$4.5bUS$2.4bUS$242.6m13.2x18.4x1.9x
Sun, 20 Apr 2025US$4.0bUS$2.3bUS$240.4m10.4x16.6x1.7x
Tue, 18 Mar 2025US$3.9bUS$2.0bUS$297.6m9.2x13.2x2x
Thu, 13 Feb 2025US$4.1bUS$2.0bUS$296.9m9x13.8x2.1x
Sat, 11 Jan 2025US$4.1bUS$2.0bUS$296.9m9x13.8x2.1x
Mon, 09 Dec 2024US$4.3bUS$2.0bUS$299.3m9.4x14.4x2.2x
Wed, 06 Nov 2024US$4.0bUS$1.9bUS$337.4m8.6x11.8x2.1x
Fri, 04 Oct 2024US$3.8bUS$1.9bUS$333.9m7.8x11.2x1.9x
Sun, 01 Sep 2024US$3.5bUS$1.9bUS$333.9m6.8x10.5x1.8x
Tue, 30 Jul 2024US$3.5bUS$1.9bUS$332.8m7.3x10.6x1.9x
Thu, 27 Jun 2024US$3.6bUS$1.9bUS$332.8m7.5x10.8x1.9x
Sat, 25 May 2024US$3.9bUS$1.9bUS$332.8m8x11.6x2x
Mon, 22 Apr 2024US$3.5bUS$1.8bUS$199.1m7.2x17.5x1.9x
Wed, 20 Mar 2024US$3.5bUS$2.0bUS$125.3m10x28.2x1.7x
Fri, 16 Feb 2024US$3.5bUS$2.0bUS$125.3m10.2x27.6x1.7x
Sun, 14 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Tue, 12 Dec 2023US$7.5bUS$3.7bUS$684.2m7.6x11x2x
Thu, 09 Nov 2023US$6.8bUS$3.7bUS$699.5m7.6x9.6x1.8x
Sat, 07 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Mon, 04 Sep 2023US$7.0bUS$3.6bUS$701.0m7.6x10.1x1.9x
Wed, 02 Aug 2023US$7.0bUS$3.5bUS$714.2m9x9.8x2x
Fri, 30 Jun 2023US$6.7bUS$3.5bUS$714.2m9.2x9.3x1.9x
Price to Earnings Ratio

9.3x


Total Market Cap: US$6.7bTotal Earnings: US$714.2mTotal Revenue: US$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 19.6x202420252026
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 19.6x.
  • 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 27% per year over the last three years,
  • Revenues have also declined 9.6% 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 Market1.40%
Industrials2.54%
Infrastructure3.63%
Airport Services3.63%
Marine Ports and Services2.58%
Highways and Railtracks0%0
Industry PE
  • Investors are most optimistic about the Airport Services industry, which is trading close to its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 14.3%, which is lower than the prior year's growth of 84.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 14% over the next 5 years.
  • However this is lower than its past earnings growth rate of 85% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 14% 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$9.420.2%
+US$689.6k		-2.0%PE16.6x
SGLY Singularity Future TechnologyUS$0.350.8%
+US$20.4k		-67.1%PS1.9x

Latest News

CAAP
US$26.59
Corporación América Airports
7D
-5.2%
1Y
35.2%
Seeking Alpha • Jun 21

CorporacióN AméRica Airports: Strong Execution Keeps Shares Flying Higher

Summary Corporación América Airports (CAAP) remains a buy, with a $31.78 price target and 15% upside, driven by robust free cash flow growth. Revenue growth of 15%-19% outpaced 7% passenger growth, reflecting strong pricing power and higher retail spending per passenger. Adjusted EBITDA margins expanded to nearly 40%, with broad-based regional growth and healthy cash conversion and leverage profiles. Free cash flow is set to accelerate, supporting future dividends and potential net cash position by 2028, enhancing shareholder value. Read the full article on Seeking Alpha
SKYH
US$9.42
Sky Harbour Group
7D
0.2%
1Y
-2.0%
Narrative Update • Jun 17

SKYH: Higher Margin Outlook And Lower P E Will Support Upside

Analysts have made a modest adjustment to their Sky Harbour Group price target, fine tuning their expectations for fair value at $12.60 while incorporating slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect the latest outlook on the business model and risk profile. What’s in the News for Sky Harbour Group No recent Sky Harbour Group news items were provided in the available sources.
SGLY
US$0.35
Singularity Future Technology
7D
0.8%
1Y
-67.1%