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U.S. Infrastructure Industry Analysis

UpdatedJul 26, 2026
DataAggregated Company Financials
Companies6
  • 7D0.2%
  • 3M1.4%
  • 1Y19.2%
  • YTD-1.1%

The Infrastructure industry has stayed flat over the last week. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Jul 2026US$5.1bUS$2.6bUS$281.9m16.2x18.1x2x
Tue, 23 Jun 2026US$5.4bUS$2.6bUS$281.9m15.9x19.3x2.1x
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
Price to Earnings Ratio

9.8x


Total Market Cap: US$7.0bTotal Earnings: US$714.2mTotal Revenue: US$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 19.9x202420252026
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 19.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
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 Market-1.05%
Industrials1.38%
Infrastructure0.24%
Marine Ports and Services1.70%
Airport Services0.24%
Highways and Railtracks0%0
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 20.5x.
    • Analysts are expecting annual earnings growth of 14.1%, 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
CAAP Corporación América AirportsUS$25.171.4%
+US$55.5m		23.8%PE14.5x
SGLY Singularity Future TechnologyUS$0.271.7%
+US$33.6k		-74.9%PS1.5x

Latest News

CAAP
US$25.17
Corporación América Airports
7D
1.4%
1Y
23.8%
SKYH
US$10.18
Sky Harbour Group
7D
-2.3%
1Y
-1.7%
Seeking Alpha • Jun 24

Sky Harbour: A REIT-Like Price For A Narrow Aviation Business

Summary Sky Harbour Group is a niche private aviation real estate developer, not a traditional REIT, and should be valued on aviation demand, not real estate scarcity. SKYH's current valuation implies aggressive growth—requiring a 37% adjusted EBITDA CAGR over 10 years—which far exceeds industry and peer benchmarks. Despite improving revenue and positive private aviation trends, current cash flow and operating leverage do not justify SKYH’s premium valuation. I rate SKYH a Sell, as the market prices in success and stability that are not yet evident or supported by realized financial performance. Read the full article on Seeking Alpha
SGLY
US$0.27
Singularity Future Technology
7D
1.7%
1Y
-74.9%