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U.S. Infrastructure Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies6
  • 7D-0.1%
  • 3M-10.0%
  • 1Y11.7%
  • YTD-3.4%

The Infrastructure is pretty flat in the last 7 days, but Corporación América Airports has stood out, gaining 4.2%. The past year has been better, since the industry has gained 12% in that time. 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
Wed, 27 May 2026US$5.0bUS$2.6bUS$281.9m15x17.7x1.9x
Fri, 24 Apr 2026US$5.1bUS$2.5bUS$245.1m17.7x20.8x2x
Sun, 22 Mar 2026US$4.9bUS$2.5bUS$245.8m16.6x19.8x1.9x
Tue, 17 Feb 2026US$5.4bUS$2.4bUS$152.7m25.7x35.4x2.2x
Thu, 15 Jan 2026US$5.1bUS$2.4bUS$153.0m23.7x33.6x2.1x
Sat, 13 Dec 2025US$5.2bUS$2.4bUS$153.0m23.9x34x2.2x
Mon, 10 Nov 2025US$4.5bUS$2.4bUS$121.8m23.6x36.9x1.9x
Wed, 08 Oct 2025US$3.8bUS$2.4bUS$122.8m20.4x31.3x1.6x
Fri, 05 Sep 2025US$4.4bUS$2.4bUS$122.8m22.9x36x1.9x
Sun, 03 Aug 2025US$4.1bUS$2.4bUS$130.7m15.9x31.2x1.7x
Tue, 01 Jul 2025US$4.2bUS$2.4bUS$130.7m17x32.4x1.8x
Thu, 29 May 2025US$4.4bUS$2.4bUS$130.7m16.9x33.5x1.8x
Sat, 26 Apr 2025US$4.1bUS$2.3bUS$240.4m11x17.1x1.8x
Mon, 24 Mar 2025US$4.0bUS$2.3bUS$243.5m10.3x16.5x1.7x
Wed, 19 Feb 2025US$4.1bUS$2.0bUS$296.9m9.3x13.7x2.1x
Fri, 17 Jan 2025US$4.1bUS$2.0bUS$296.9m8.9x13.8x2.1x
Sun, 15 Dec 2024US$4.5bUS$2.0bUS$299.3m9.7x15x2.3x
Tue, 12 Nov 2024US$4.1bUS$1.9bUS$337.4m8.5x12.2x2.1x
Thu, 10 Oct 2024US$3.8bUS$1.9bUS$333.9m8.1x11.3x2x
Sat, 07 Sep 2024US$3.4bUS$1.9bUS$333.9m6.7x10.2x1.8x
Mon, 05 Aug 2024US$2.9bUS$1.9bUS$332.8m6.8x8.6x1.5x
Wed, 03 Jul 2024US$3.6bUS$1.9bUS$332.8m7.4x10.7x1.9x
Fri, 31 May 2024US$4.0bUS$1.9bUS$332.8m8.3x11.9x2.1x
Sun, 28 Apr 2024US$3.6bUS$1.8bUS$199.1m7.4x17.9x2x
Tue, 26 Mar 2024US$3.8bUS$1.8bUS$209.7m7.6x18x2.1x
Thu, 22 Feb 2024US$3.4bUS$2.0bUS$125.3m9.9x27.4x1.7x
Sat, 20 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Mon, 18 Dec 2023US$7.8bUS$3.7bUS$684.2m7.6x11.4x2.1x
Wed, 15 Nov 2023US$6.9bUS$3.7bUS$699.9m7.6x9.9x1.9x
Fri, 13 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Sun, 10 Sep 2023US$6.8bUS$3.6bUS$701.0m7.6x9.7x1.9x
Tue, 08 Aug 2023US$6.9bUS$3.5bUS$714.2m9.1x9.7x2x
Thu, 06 Jul 2023US$6.8bUS$3.5bUS$714.2m9.5x9.5x1.9x
Sat, 03 Jun 2023US$6.5bUS$3.5bUS$714.2m8.8x9.1x1.8x
Price to Earnings Ratio

9.1x


Total Market Cap: US$6.5bTotal Earnings: US$714.2mTotal Revenue: US$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 19.3x202420252026
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 19.3x.
  • 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 Market1.21%
Industrials1.14%
Infrastructure-0.14%
Highways and Railtracks0%0
Airport Services-0.14%
Marine Ports and Services-6.51%
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 14.9%, which is lower than the prior year's growth of 86.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 15% over the next 5 years.
  • However this is lower than its past earnings growth rate of 87% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 15% 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$25.546.6%
+US$257.8m		22.0%PE14.7x
SKYH Sky Harbour GroupUS$8.980.1%
+US$344.8k		-17.3%PE15.8x

Latest News

CAAP
US$25.54
Corporación América Airports
7D
6.6%
1Y
22.0%
Narrative Update • May 24

CAAP: Bullish Initiation And Rising Traffic Will Support Future Earnings Power

Analysts have maintained the fair value estimate for Corporación América Airports at $32.0 and have made slight adjustments to their underlying assumptions on discount rate, revenue growth, profit margin, and future P/E, supported in part by a recently bullish initiation from the Street. Analyst Commentary Analysts keeping the fair value estimate at US$32.0 see the recent bullish initiation as broadly consistent with their updated assumptions on discount rate, revenue growth, profit margins, and future P/E.
SGLY
US$0.39
Singularity Future Technology
7D
-7.6%
1Y
-55.5%
SKYH
US$8.98
Sky Harbour Group
7D
0.1%
1Y
-17.3%