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U.S. Infrastructure Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies7
  • 7D3.6%
  • 3M27.3%
  • 1Y18.6%
  • YTD22.4%

The Infrastructure industry is up 3.6% in the last week, with Corporación América Airports up 3.9%. In the same time, Singularity Future Technology was down 20%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 38% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025US$5.1bUS$2.4bUS$153.0m23.9x33.2x2.1x
Sat, 22 Nov 2025US$4.5bUS$2.4bUS$130.0m24.2x34.4x1.9x
Mon, 20 Oct 2025US$3.9bUS$2.4bUS$122.6m19.9x31.8x1.6x
Wed, 17 Sep 2025US$4.1bUS$2.4bUS$122.8m22.8x33.4x1.7x
Fri, 15 Aug 2025US$4.6bUS$2.4bUS$142.4m17.2x32.1x1.9x
Sun, 13 Jul 2025US$3.6bUS$2.4bUS$130.7m16.3x27.9x1.5x
Tue, 10 Jun 2025US$4.3bUS$2.4bUS$130.7m16.8x32.6x1.8x
Thu, 08 May 2025US$4.2bUS$2.3bUS$240.4m11.4x17.5x1.8x
Sat, 05 Apr 2025US$4.0bUS$2.3bUS$240.5m10x16.6x1.7x
Mon, 03 Mar 2025US$4.0bUS$2.0bUS$297.6m8.7x13.3x2x
Wed, 29 Jan 2025US$4.2bUS$2.0bUS$296.9m9.3x14.1x2.1x
Fri, 27 Dec 2024US$4.2bUS$2.0bUS$296.9m9.1x14.2x2.1x
Sun, 24 Nov 2024US$4.1bUS$1.9bUS$319.7m8.4x12.7x2.1x
Tue, 22 Oct 2024US$3.9bUS$1.9bUS$337.4m8.1x11.6x2x
Thu, 19 Sep 2024US$3.8bUS$1.9bUS$333.9m7.8x11.5x2x
Sat, 17 Aug 2024US$3.5bUS$1.9bUS$337.0m7.2x10.3x1.8x
Mon, 15 Jul 2024US$3.7bUS$1.9bUS$332.8m7.7x11.1x1.9x
Wed, 12 Jun 2024US$3.7bUS$1.9bUS$332.8m7.8x11.2x2x
Fri, 10 May 2024US$3.8bUS$1.8bUS$199.1m7.9x19.2x2.1x
Sun, 07 Apr 2024US$3.8bUS$1.8bUS$199.1m7.6x19.1x2.1x
Tue, 05 Mar 2024US$3.4bUS$2.0bUS$125.3m9.6x27.1x1.7x
Thu, 01 Feb 2024US$7.9bUS$3.7bUS$684.2m7.6x11.5x2.1x
Sat, 30 Dec 2023US$7.7bUS$3.7bUS$684.2m7.6x11.3x2.1x
Mon, 27 Nov 2023US$7.2bUS$3.7bUS$684.2m7.6x10.5x1.9x
Wed, 25 Oct 2023US$6.7bUS$3.6bUS$701.9m7.6x9.5x1.8x
Fri, 22 Sep 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x1.9x
Sun, 20 Aug 2023US$7.1bUS$3.6bUS$701.0m7.6x10.1x2x
Tue, 18 Jul 2023US$6.9bUS$3.5bUS$714.2m8.9x9.6x1.9x
Thu, 15 Jun 2023US$6.5bUS$3.5bUS$714.2m8.7x9.1x1.8x
Sat, 13 May 2023US$6.6bUS$3.4bUS$701.5m7.6x9.4x1.9x
Mon, 10 Apr 2023US$6.6bUS$3.4bUS$718.6m8.8x9.1x1.9x
Wed, 08 Mar 2023US$6.5bUS$3.3bUS$694.4m8.6x9.3x2x
Fri, 03 Feb 2023US$6.2bUS$3.1bUS$780.2m8.1x7.9x2x
Sun, 01 Jan 2023US$6.0bUS$3.1bUS$780.2m7.8x7.7x1.9x
Price to Earnings Ratio

7.7x


Total Market Cap: US$6.0bTotal Earnings: US$780.2mTotal Revenue: US$3.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 16.6x202320242025
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 33.2x which is higher than its 3-year average PE of 16.6x.
  • 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 42% per year over the last three years,
  • Revenues have also declined 8.0% 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 Market3.10%
Industrials3.28%
Infrastructure3.58%
Airport Services3.60%
Highways and Railtracks0%0
Marine Ports and Services-19.55%
Industry PE
  • Investors are most optimistic about the Airport Services industry which is trading above its 3-year average PE ratio of 18.3x.
    • Analysts are expecting annual earnings growth of 37.9%, 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 38% 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 38% 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$26.023.9%
+US$159.9m		37.0%PE23.9x
SKYH Sky Harbour GroupUS$9.174.1%
+US$12.2m		-29.1%PS12.9x

Latest News

SKYH
US$9.17
Sky Harbour Group
7D
4.1%
1Y
-29.1%
CAAP
US$26.02
Corporación América Airports
7D
3.9%
1Y
37.0%

CAAP: Baghdad Award And Steady Traffic Will Support Balanced Future Outlook

Analysts have raised their price target on Corporación América Airports by approximately 2 percent to about $26.38, citing slightly lower perceived discount rates and a modestly higher valuation multiple, while growth and margin assumptions remain stable. What's in the News Third quarter 2025 passenger traffic rose to 23.3 million from 21.3 million a year earlier, with nine-month traffic up to 64.4 million from 58.5 million, underscoring sustained demand recovery (company operating results).
SGLY
US$0.45
Singularity Future Technology
7D
-19.7%
1Y
-69.7%