Seeking Alpha • Aug 20
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U.S. Infrastructure Industry Analysis
UpdatedAug 26, 2026
DataAggregated Company Financials
Companies6
- 7D6.3%
- 3M-1.6%
- 1Y13.2%
- YTD-1.4%
In the last week, the Infrastructure industry is up 6.3%, with Corporación América Airports up 8.0%. During this same period, the Singularity Future Technology underperformed, falling 38%. This means that the industry has gained 13% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the U.S. Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | US$5.0b | US$2.7b | US$268.2m | 229.3x | 18.6x | 1.9x |
| Fri, 24 Jul 2026 | US$5.1b | US$2.6b | US$281.9m | 16.2x | 18.2x | 2x |
| Sun, 21 Jun 2026 | US$5.4b | US$2.6b | US$281.9m | 16.3x | 19.3x | 2.1x |
| Tue, 19 May 2026 | US$4.8b | US$2.6b | US$281.9m | 15.4x | 17x | 1.8x |
| Thu, 16 Apr 2026 | US$5.3b | US$2.5b | US$245.1m | 18.5x | 21.8x | 2.1x |
| Sat, 14 Mar 2026 | US$4.9b | US$2.4b | US$152.7m | 22.4x | 32.2x | 2x |
| Mon, 09 Feb 2026 | US$5.6b | US$2.4b | US$153.0m | 26.5x | 36.4x | 2.3x |
| Wed, 07 Jan 2026 | US$5.3b | US$2.4b | US$153.0m | 24.6x | 34.7x | 2.2x |
| Fri, 05 Dec 2025 | US$5.2b | US$2.4b | US$156.4m | 23.9x | 33.4x | 2.2x |
| Sun, 02 Nov 2025 | US$4.6b | US$2.4b | US$122.6m | 22.6x | 37.2x | 1.9x |
| Tue, 30 Sep 2025 | US$4.0b | US$2.4b | US$122.8m | 22.4x | 32.6x | 1.7x |
| Thu, 28 Aug 2025 | US$4.4b | US$2.4b | US$122.8m | 22.8x | 36.1x | 1.9x |
| Sat, 26 Jul 2025 | US$4.3b | US$2.4b | US$130.7m | 16.7x | 32.9x | 1.8x |
| Mon, 23 Jun 2025 | US$4.1b | US$2.4b | US$130.7m | 16.6x | 31.7x | 1.7x |
| Wed, 21 May 2025 | US$4.6b | US$2.4b | US$242.6m | 13.3x | 19.1x | 2x |
| Fri, 18 Apr 2025 | US$4.0b | US$2.3b | US$240.4m | 10.4x | 16.6x | 1.7x |
| Sun, 16 Mar 2025 | US$3.9b | US$2.0b | US$297.6m | 8.8x | 13.2x | 2x |
| Tue, 11 Feb 2025 | US$4.2b | US$2.0b | US$296.9m | 9.4x | 14.1x | 2.1x |
| Thu, 09 Jan 2025 | US$4.1b | US$2.0b | US$296.9m | 9.2x | 13.8x | 2.1x |
| Sat, 07 Dec 2024 | US$4.3b | US$2.0b | US$299.3m | 9.4x | 14.2x | 2.2x |
| Mon, 04 Nov 2024 | US$3.9b | US$1.9b | US$337.4m | 8.3x | 11.7x | 2x |
| Wed, 02 Oct 2024 | US$3.8b | US$1.9b | US$333.9m | 7.9x | 11.3x | 2x |
| Fri, 30 Aug 2024 | US$3.4b | US$1.9b | US$333.9m | 6.9x | 10.2x | 1.8x |
| Sun, 28 Jul 2024 | US$3.5b | US$1.9b | US$332.8m | 7.3x | 10.6x | 1.9x |
| Tue, 25 Jun 2024 | US$3.7b | US$1.9b | US$332.8m | 7.7x | 11.1x | 1.9x |
| Thu, 23 May 2024 | US$4.0b | US$1.9b | US$211.8m | 12.3x | 19.1x | 2.2x |
| Sat, 20 Apr 2024 | US$3.5b | US$1.8b | US$199.1m | 7.2x | 17.7x | 2x |
| Mon, 18 Mar 2024 | US$3.5b | US$2.0b | US$125.3m | 9.9x | 27.9x | 1.7x |
| Wed, 14 Feb 2024 | US$3.4b | US$2.0b | US$122.7m | 10.1x | 27.9x | 1.7x |
| Fri, 12 Jan 2024 | US$7.8b | US$3.7b | US$684.2m | 7.6x | 11.5x | 2.1x |
| Sun, 10 Dec 2023 | US$7.1b | US$3.7b | US$684.2m | 7.6x | 10.3x | 1.9x |
| Tue, 07 Nov 2023 | US$6.7b | US$3.7b | US$699.5m | 7.6x | 9.6x | 1.8x |
| Thu, 05 Oct 2023 | US$7.0b | US$3.6b | US$701.9m | 7.6x | 9.9x | 1.9x |
| Sat, 02 Sep 2023 | US$7.0b | US$3.6b | US$701.0m | 7.6x | 10.1x | 1.9x |
Price to Earnings Ratio
10.1x
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 20.2x.
- 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 9.5% 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 | -0.31% | |
| Industrials | -3.03% | |
| Infrastructure | 6.33% | |
| Airport Services | 6.48% | |
| Highways and Railtracks | 0% | 0 |
| Marine Ports and Services | -38.27% | |
Industry PE
- Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 20.6x.
- Analysts are expecting annual earnings growth of 19.9%, which is lower than the prior year's growth of 104.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 20% over the next 5 years.
- However this is lower than its past earnings growth rate of 105% per year.
- In contrast, the Airport Services industry is expected to see its earnings grow by 20% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CAAP Corporación América Airports | US$24.82 | 8.0% +US$298.9m | 18.8% | PE14x | |
| SKYH Sky Harbour Group | US$10.66 | 4.0% +US$15.8m | -1.0% | PE444.5x |