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U.S. Infrastructure Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies7
  • 7D0.2%
  • 3M12.0%
  • 1Y42.9%
  • YTD8.4%

The Infrastructure is pretty flat in the last 7 days, but Sky Harbour Group has stood out, gaining 3.4%. The past year has been better, since the industry has gained 43% in that time. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$5.6bUS$2.4bUS$152.7m26.6x36.8x2.3x
Sun, 25 Jan 2026US$5.5bUS$2.4bUS$153.0m25.8x35.7x2.3x
Tue, 23 Dec 2025US$5.0bUS$2.4bUS$153.0m23.6x32.4x2.1x
Thu, 20 Nov 2025US$4.5bUS$2.4bUS$130.0m24.1x34.3x1.9x
Sat, 18 Oct 2025US$3.9bUS$2.4bUS$122.6m19.9x31.4x1.6x
Mon, 15 Sep 2025US$4.1bUS$2.4bUS$122.8m23x33.5x1.7x
Wed, 13 Aug 2025US$4.5bUS$2.4bUS$130.7m17x34.3x1.9x
Fri, 11 Jul 2025US$4.2bUS$2.4bUS$130.7m16.6x32x1.8x
Sun, 08 Jun 2025US$4.3bUS$2.4bUS$130.7m17x32.6x1.8x
Tue, 06 May 2025US$4.2bUS$2.3bUS$240.4m11x17.4x1.8x
Thu, 03 Apr 2025US$4.1bUS$2.3bUS$240.5m10.7x17.2x1.8x
Sat, 01 Mar 2025US$3.9bUS$2.0bUS$297.6m8.7x13.1x2x
Mon, 27 Jan 2025US$3.7bUS$2.0bUS$296.9m9.4x12.5x1.9x
Wed, 25 Dec 2024US$4.2bUS$2.0bUS$296.9m9.1x14.2x2.1x
Fri, 22 Nov 2024US$4.2bUS$2.0bUS$299.3m8.6x13.9x2.1x
Sun, 20 Oct 2024US$3.9bUS$1.9bUS$337.4m8.3x11.6x2x
Tue, 17 Sep 2024US$3.9bUS$1.9bUS$333.9m7.8x11.5x2x
Thu, 15 Aug 2024US$3.3bUS$1.9bUS$337.8m7x9.8x1.7x
Sat, 13 Jul 2024US$3.7bUS$1.9bUS$332.8m7.7x11.2x2x
Mon, 10 Jun 2024US$3.7bUS$1.9bUS$332.8m7.7x11.1x1.9x
Wed, 08 May 2024US$3.8bUS$1.8bUS$199.1m7.8x19x2.1x
Fri, 05 Apr 2024US$3.8bUS$1.8bUS$199.1m7.5x19.2x2.1x
Sun, 03 Mar 2024US$3.4bUS$2.0bUS$125.3m9.8x27.2x1.7x
Tue, 30 Jan 2024US$7.8bUS$3.7bUS$684.2m7.6x11.4x2.1x
Thu, 28 Dec 2023US$7.8bUS$3.7bUS$684.2m7.6x11.4x2.1x
Sat, 25 Nov 2023US$7.2bUS$3.7bUS$684.2m7.6x10.5x1.9x
Mon, 23 Oct 2023US$6.7bUS$3.6bUS$701.9m7.6x9.5x1.8x
Wed, 20 Sep 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x2x
Fri, 18 Aug 2023US$7.0bUS$3.5bUS$702.3m7.6x9.9x2x
Sun, 16 Jul 2023US$6.9bUS$3.5bUS$714.2m9x9.6x1.9x
Tue, 13 Jun 2023US$6.5bUS$3.5bUS$714.2m8.8x9.1x1.8x
Thu, 11 May 2023US$6.7bUS$3.4bUS$718.3m9.3x9.3x1.9x
Sat, 08 Apr 2023US$6.6bUS$3.4bUS$718.6m8.8x9.1x1.9x
Mon, 06 Mar 2023US$6.5bUS$3.3bUS$706.0m8.7x9.2x2x
Price to Earnings Ratio

9.2x


Total Market Cap: US$6.5bTotal Earnings: US$706.0mTotal Revenue: US$3.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 18.2x202420252026
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 36.8x which is higher than its 3-year average PE of 18.2x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 40% per year over the last three years,
  • Revenues have also declined 9.8% 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 Market0.58%
Industrials0.061%
Infrastructure0.21%
Marine Ports and Services14.56%
Airport Services0.20%
Highways and Railtracks0%0
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 19.5x.
    • Analysts are expecting annual earnings growth of 23.2%, which is higher than its past year's earnings decline of 47.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 47% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 23% 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$9.163.4%
+US$10.2m		-14.6%PS12.9x
SGLY Singularity Future TechnologyUS$0.4214.5%
+US$392.4k		-47.6%PS2.4x

Latest News

SGLY
US$0.42
Singularity Future Technology
7D
14.5%
1Y
-47.6%
CAAP
US$28.96
Corporación América Airports
7D
-0.1%
1Y
61.0%

CAAP: Updated Traffic Trends And P/E Expectations Will Guide A Balanced Outlook

Analysts have raised their price target on Corporación América Airports by about $1.15 to $29.95, citing updated assumptions around revenue growth, profit margins and future P/E estimates. Analyst Commentary Recent research, including the price target move to $29.95 and a separate $2.50 target increase highlighted by JPMorgan, suggests that analysts are revisiting their assumptions on Corporación América Airports around growth, profitability and valuation multiples such as P/E.
SKYH
US$9.16
Sky Harbour Group
7D
3.4%
1Y
-14.6%