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U.S. Infrastructure Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies6
  • 7D3.8%
  • 3M5.8%
  • 1Y27.4%
  • YTD1.8%

Over the last 7 days, the Infrastructure industry has risen 3.8%, driven by gains from Corporación América Airports of 4.3%. Meanwhile, Singularity Future Technology actually underperformed within the industry, shrinking 7.5% in the last week. This means that the industry has gained 27% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$5.3bUS$2.6bUS$281.9m15.7x18.7x2x
Wed, 13 May 2026US$5.0bUS$2.5bUS$238.3m16.9x21.2x2x
Fri, 10 Apr 2026US$5.3bUS$2.5bUS$245.1m18.3x21.6x2.1x
Sun, 08 Mar 2026US$5.0bUS$2.4bUS$152.7m23.3x33x2.1x
Tue, 03 Feb 2026US$5.7bUS$2.4bUS$153.0m27.1x37.3x2.4x
Thu, 01 Jan 2026US$5.1bUS$2.4bUS$153.0m23.9x33.3x2.1x
Sat, 29 Nov 2025US$5.0bUS$2.4bUS$156.4m23.3x32x2.1x
Mon, 27 Oct 2025US$4.0bUS$2.4bUS$122.6m20.6x32.6x1.7x
Wed, 24 Sep 2025US$4.0bUS$2.4bUS$122.8m22.6x32.8x1.7x
Fri, 22 Aug 2025US$4.4bUS$2.4bUS$142.2m22.3x30.9x1.9x
Sun, 20 Jul 2025US$3.7bUS$2.4bUS$130.7m16.4x28.6x1.6x
Tue, 17 Jun 2025US$4.1bUS$2.4bUS$130.7m16.5x31.6x1.7x
Thu, 15 May 2025US$4.6bUS$2.4bUS$244.0m9.4x18.9x2x
Sat, 12 Apr 2025US$3.7bUS$2.3bUS$240.5m9.9x15.5x1.6x
Mon, 10 Mar 2025US$3.9bUS$2.0bUS$297.6m8.6x13x1.9x
Wed, 05 Feb 2025US$4.2bUS$2.0bUS$296.9m9.3x14.1x2.1x
Fri, 03 Jan 2025US$4.1bUS$2.0bUS$296.9m9.2x13.7x2.1x
Sun, 01 Dec 2024US$4.1bUS$2.0bUS$299.3m9x13.6x2.1x
Tue, 29 Oct 2024US$4.0bUS$1.9bUS$337.4m8.6x11.8x2.1x
Thu, 26 Sep 2024US$4.0bUS$1.9bUS$333.9m7.9x11.9x2.1x
Sat, 24 Aug 2024US$3.4bUS$1.9bUS$335.5m6.9x10.1x1.8x
Mon, 22 Jul 2024US$3.6bUS$1.9bUS$332.8m7.5x10.8x1.9x
Wed, 19 Jun 2024US$3.7bUS$1.9bUS$332.8m7.7x11x1.9x
Fri, 17 May 2024US$4.0bUS$1.9bUS$200.5m12.1x20x2.2x
Sun, 14 Apr 2024US$3.7bUS$1.8bUS$199.1m7.4x18.6x2.1x
Tue, 12 Mar 2024US$3.4bUS$2.0bUS$125.3m9.5x26.7x1.6x
Thu, 08 Feb 2024US$3.8bUS$2.0bUS$122.7m10.9x30.6x1.8x
Sat, 06 Jan 2024US$7.7bUS$3.7bUS$684.2m7.6x11.3x2.1x
Mon, 04 Dec 2023US$7.6bUS$3.7bUS$684.2m7.6x11x2x
Wed, 01 Nov 2023US$6.5bUS$3.6bUS$701.9m7.6x9.3x1.8x
Fri, 29 Sep 2023US$7.0bUS$3.6bUS$701.0m7.6x10x1.9x
Sun, 27 Aug 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x2x
Tue, 25 Jul 2023US$7.0bUS$3.5bUS$714.2m9x9.8x2x
Thu, 22 Jun 2023US$6.6bUS$3.5bUS$714.2m9.1x9.3x1.9x
Price to Earnings Ratio

9.3x


Total Market Cap: US$6.6bTotal Earnings: US$714.2mTotal Revenue: US$3.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 19.5x202420252026
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 19.5x.
  • 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 Market0.87%
Industrials1.15%
Infrastructure3.79%
Airport Services3.80%
Highways and Railtracks0%0
Marine Ports and Services-7.28%
Industry PE
  • Investors are most optimistic about the Airport Services industry even though it's trading below its 3-year average PE ratio of 20.3x.
    • Analysts are expecting annual earnings growth of 14.5%, 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 15% 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 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$26.434.3%
+US$176.2m		34.4%PE15.2x
SKYH Sky Harbour GroupUS$9.211.7%
+US$5.2m		-5.3%PE16.2x

Latest News

SGLY
US$0.35
Singularity Future Technology
7D
-7.5%
1Y
-67.5%
CAAP
US$26.43
Corporación América Airports
7D
4.3%
1Y
34.4%
Narrative Update • Jun 08

CAAP: International Passenger Momentum And Q1 Execution Will Support Future Upside

Analysts have kept the fair value estimate for Corporación América Airports steady at $32, as recent bullish coverage aligns with updated assumptions for slightly higher revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News Q1 results showed a 7% year on year increase in passenger traffic, with international passengers up 14%, alongside an 18.8% rise in consolidated revenue and higher operating income and adjusted EBITDA, according to recent company reports.
SKYH
US$9.21
Sky Harbour Group
7D
1.7%
1Y
-5.3%
Seeking Alpha • Jun 07

Sky Harbour: The Ultimate HALO Investment Taking Flight

Summary Sky Harbour is building a national network of private aviation campuses on some of America's most irreplaceable airport real estate. The company's business model fits squarely within my HALO framework: Heavy Assets, Low Obsolescence. Airport land is among the most supply-constrained infrastructure assets in the United States. Four structural advantages create what I believe could become a significant economic moat. With execution proven, capital secured, and cash flow at breakeven, the risk/reward profile is now highly asymmetric for long-term investors. Read the full article on Seeking Alpha