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U.S. Infrastructure Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies7
  • 7D2.0%
  • 3M35.2%
  • 1Y28.2%
  • YTD2.0%

In the last week, the Infrastructure industry is up 2.0%, with all of the companies up. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026US$5.3bUS$2.4bUS$153.0m24.8x34.4x2.2x
Tue, 09 Dec 2025US$5.1bUS$2.4bUS$153.0m23.5x33.2x2.1x
Thu, 06 Nov 2025US$4.5bUS$2.4bUS$121.8m23.8x36.9x1.9x
Sat, 04 Oct 2025US$3.8bUS$2.4bUS$122.8m20.6x31.1x1.6x
Mon, 01 Sep 2025US$4.5bUS$2.4bUS$122.8m23.1x36.8x1.9x
Wed, 30 Jul 2025US$4.2bUS$2.4bUS$130.7m16.7x32.2x1.8x
Fri, 27 Jun 2025US$4.1bUS$2.4bUS$130.7m16.9x31.7x1.7x
Sun, 25 May 2025US$4.4bUS$2.4bUS$130.7m17x33.9x1.9x
Tue, 22 Apr 2025US$4.0bUS$2.3bUS$240.4m10.3x16.6x1.7x
Thu, 20 Mar 2025US$3.9bUS$2.0bUS$297.6m8.6x13x2x
Sat, 15 Feb 2025US$4.1bUS$2.0bUS$296.9m9x13.8x2.1x
Mon, 13 Jan 2025US$4.0bUS$2.0bUS$296.9m9x13.5x2x
Wed, 11 Dec 2024US$4.4bUS$2.0bUS$299.3m9.5x14.6x2.2x
Fri, 08 Nov 2024US$4.1bUS$1.9bUS$337.4m8.6x12.2x2.1x
Sun, 06 Oct 2024US$3.8bUS$1.9bUS$333.9m8x11.5x2x
Tue, 03 Sep 2024US$3.5bUS$1.9bUS$333.9m6.8x10.5x1.8x
Thu, 01 Aug 2024US$3.5bUS$1.9bUS$332.8m7.1x10.5x1.8x
Sat, 29 Jun 2024US$3.5bUS$1.9bUS$332.8m7.4x10.6x1.9x
Mon, 27 May 2024US$4.0bUS$1.9bUS$332.8m8x12x2.1x
Wed, 24 Apr 2024US$3.6bUS$1.8bUS$199.1m7.4x17.9x2x
Fri, 22 Mar 2024US$3.7bUS$1.8bUS$209.7m7.5x17.5x2x
Sun, 18 Feb 2024US$3.4bUS$2.0bUS$125.3m9.9x27.2x1.7x
Tue, 16 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Thu, 14 Dec 2023US$7.6bUS$3.7bUS$684.2m7.6x11.1x2x
Sat, 11 Nov 2023US$6.8bUS$3.7bUS$699.9m7.6x9.7x1.8x
Mon, 09 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Wed, 06 Sep 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x1.9x
Fri, 04 Aug 2023US$6.9bUS$3.5bUS$714.2m9.1x9.7x2x
Sun, 02 Jul 2023US$6.7bUS$3.5bUS$714.2m9.2x9.3x1.9x
Tue, 30 May 2023US$6.5bUS$3.5bUS$714.2m8.8x9.1x1.8x
Thu, 27 Apr 2023US$6.6bUS$3.4bUS$718.3m9.1x9.2x1.9x
Sat, 25 Mar 2023US$6.5bUS$3.4bUS$712.8m8.2x9.1x1.9x
Mon, 20 Feb 2023US$6.3bUS$3.3bUS$706.0m8.6x8.9x1.9x
Wed, 18 Jan 2023US$6.3bUS$3.1bUS$780.2m8.4x8.1x2x
Price to Earnings Ratio

8.1x


Total Market Cap: US$6.3bTotal Earnings: US$780.2mTotal Revenue: US$3.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 17x202420252026
Current Industry PE
  • Investors are optimistic on the American Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.4x which is higher than its 3-year average PE of 17.0x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 42% per year over the last three years,
  • Revenues have also declined 8.0% 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 Market1.88%
Industrials3.40%
Infrastructure1.99%
Marine Ports and Services20.56%
Airport Services1.97%
Highways and Railtracks0%0
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 18.6x.
    • Analysts are expecting annual earnings growth of 37.9%, which is higher than its past year's earnings decline of 47.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 47% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 38% 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
CAAP Corporación América AirportsUS$27.001.6%
+US$70.1m		43.5%PE24.8x
SKYH Sky Harbour GroupUS$9.395.4%
+US$16.3m		-15.5%PS13.2x
SGLY Singularity Future TechnologyUS$0.7521.0%
+US$946.0k		-65.7%PS3.4x

Latest News

CAAP
US$27.00
Corporación América Airports
7D
1.6%
1Y
43.5%

CAAP: Steady Traffic Trends And Baghdad Award Will Shape Balanced Outlook

Analysts have maintained their price target for Corporación América Airports at US$26.38. This steady view is supported by updated assumptions around a slightly lower discount rate, as well as essentially unchanged revenue growth, profit margin and future P/E expectations.
SKYH
US$9.39
Sky Harbour Group
7D
5.4%
1Y
-15.5%
SGLY
US$0.75
Singularity Future Technology
7D
21.0%
1Y
-65.7%