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U.S. Infrastructure Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies7
  • 7D-0.2%
  • 3M-2.8%
  • 1Y11.5%
  • YTD2.3%

Over the last 7 days, the Infrastructure industry has dropped 1.3%, driven by Corporación América Airports declining 2.3%. This takes the industry's 12 month performance to a gain of 6.4%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026US$11.1bUS$5.8bUS$424.8m39.7x26.2x1.9x
Thu, 23 Jul 2026US$5.1bUS$2.6bUS$281.9m16.3x18x1.9x
Sat, 20 Jun 2026US$5.4bUS$2.6bUS$281.9m16.3x19.3x2.1x
Mon, 18 May 2026US$4.8bUS$2.6bUS$281.6m14.5x17x1.8x
Wed, 15 Apr 2026US$5.4bUS$2.5bUS$245.1m18.5x21.9x2.2x
Fri, 13 Mar 2026US$5.1bUS$2.4bUS$152.7m22.8x33.4x2.1x
Sun, 08 Feb 2026US$5.6bUS$2.4bUS$153.0m26.5x36.4x2.3x
Tue, 06 Jan 2026US$5.3bUS$2.4bUS$153.0m25.2x34.7x2.2x
Thu, 04 Dec 2025US$5.2bUS$2.4bUS$156.4m24.3x33.4x2.2x
Sat, 01 Nov 2025US$4.5bUS$2.4bUS$122.6m22.6x36.7x1.9x
Mon, 29 Sep 2025US$4.0bUS$2.4bUS$122.8m22.6x32.6x1.7x
Wed, 27 Aug 2025US$4.4bUS$2.4bUS$122.8m22.8x36.1x1.9x
Fri, 25 Jul 2025US$4.2bUS$2.4bUS$130.7m16.8x32.5x1.8x
Sun, 22 Jun 2025US$4.2bUS$2.4bUS$130.7m16.6x31.8x1.8x
Tue, 20 May 2025US$4.6bUS$2.4bUS$242.6m14x18.8x1.9x
Thu, 17 Apr 2025US$3.9bUS$2.3bUS$240.4m10.4x16.4x1.7x
Sat, 15 Mar 2025US$3.8bUS$2.0bUS$297.6m8.8x12.9x1.9x
Mon, 10 Feb 2025US$4.2bUS$2.0bUS$296.9m9.3x14.1x2.1x
Wed, 08 Jan 2025US$4.2bUS$2.0bUS$296.9m9.3x14.2x2.1x
Fri, 06 Dec 2024US$4.1bUS$2.0bUS$299.3m9.4x13.5x2.1x
Sun, 03 Nov 2024US$3.9bUS$1.9bUS$337.4m8.3x11.7x2x
Tue, 01 Oct 2024US$3.9bUS$1.9bUS$333.9m7.9x11.6x2x
Thu, 29 Aug 2024US$3.4bUS$1.9bUS$333.9m6.7x10.2x1.8x
Sat, 27 Jul 2024US$3.5bUS$1.9bUS$332.8m7.3x10.6x1.9x
Mon, 24 Jun 2024US$3.7bUS$1.9bUS$332.8m7.9x11.1x1.9x
Wed, 22 May 2024US$4.1bUS$1.9bUS$211.8m12.5x19.4x2.2x
Fri, 19 Apr 2024US$3.5bUS$1.8bUS$199.1m7.2x17.7x2x
Sun, 17 Mar 2024US$3.5bUS$2.0bUS$125.3m9.9x27.9x1.7x
Tue, 13 Feb 2024US$3.6bUS$2.0bUS$122.7m10.7x29.4x1.8x
Thu, 11 Jan 2024US$7.8bUS$3.7bUS$684.2m7.6x11.3x2.1x
Sat, 09 Dec 2023US$7.5bUS$3.7bUS$684.2m7.6x11x2x
Mon, 06 Nov 2023US$6.7bUS$3.7bUS$699.5m7.6x9.5x1.8x
Wed, 04 Oct 2023US$7.0bUS$3.6bUS$701.9m7.6x9.9x1.9x
Fri, 01 Sep 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x1.9x
Price to Earnings Ratio

10.1x


Total Market Cap: US$7.1bTotal Earnings: US$701.0mTotal Revenue: US$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 20.1x202420252026
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 26.2x which is higher than its 3-year average PE of 20.1x.
  • 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 15% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-1.55%
Industrials-4.62%
Infrastructure-0.18%
Highways and Railtracks0%0
Marine Ports and Services-0.029%
Airport Services-0.36%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 0.55x.
    • Analysts are expecting annual earnings growth of 11.6%, which is higher than its past year's earnings decline of 2.1% per year.
  • Investors are most pessimistic about the Airport Services industry, which is trading below its 3-year average of 20.6x.
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 Marine Ports and Services industry is expected to see its earnings grow by 12% 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$10.542.5%
+US$10.0m		-1.0%PE439.5x

Latest News

SGLY
US$2.53
Singularity Future Technology
7D
-43.7%
1Y
-83.6%
CAAP
US$23.85
Corporación América Airports
7D
-0.7%
1Y
14.5%
Seeking Alpha • Aug 20

Corporación América Airports: Buy The Earnings Dip And Enjoy The New 3.9% Yield

Summary Corporación América Airports reported mixed Q2 results, with EPS and revenues rising but not quite meeting expectations. Passenger traffic was essentially flat, with declines in Argentina offset by growth in other geographies; July traffic returned to positive territory. CAAP announced its first-ever dividend, a $0.91/share lump sum (3.9% yield) payment, which reflects the firm's improved balance sheet. With an EV/EBITDA of 6x and the new dividend policy, CAAP is positioned attractively versus peers, despite Argentina-specific and macro risks. Read the full article on Seeking Alpha
SKYH
US$10.54
Sky Harbour Group
7D
2.5%
1Y
-1.0%