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U.S. Infrastructure Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies6
  • 7D3.0%
  • 3M-11.0%
  • 1Y10.2%
  • YTD-3.8%

In the last week, the Infrastructure industry is up 3.0%, with Corporación América Airports up 4.2%. In the same time, Sky Harbour Group was down 5.8%. This takes the industry's 12 month performance to a gain of 10%. 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
Thu, 21 May 2026US$4.8bUS$2.6bUS$281.9m14.9x17.1x1.8x
Sat, 18 Apr 2026US$5.3bUS$2.5bUS$245.1m18.6x21.5x2.1x
Mon, 16 Mar 2026US$4.9bUS$2.4bUS$152.7m22.4x31.8x2x
Wed, 11 Feb 2026US$5.7bUS$2.4bUS$153.0m27x37x2.4x
Fri, 09 Jan 2026US$5.2bUS$2.4bUS$153.0m25x33.9x2.2x
Sun, 07 Dec 2025US$5.1bUS$2.4bUS$153.0m23.6x33.2x2.1x
Tue, 04 Nov 2025US$4.6bUS$2.4bUS$122.6m22.6x37.3x1.9x
Thu, 02 Oct 2025US$3.9bUS$2.4bUS$122.8m19.8x31.8x1.6x
Sat, 30 Aug 2025US$4.6bUS$2.4bUS$122.8m23.1x37.2x1.9x
Mon, 28 Jul 2025US$4.3bUS$2.4bUS$130.7m16.7x32.8x1.8x
Wed, 25 Jun 2025US$4.2bUS$2.4bUS$130.7m17x31.8x1.8x
Fri, 23 May 2025US$4.5bUS$2.4bUS$242.6m13.2x18.4x1.9x
Sun, 20 Apr 2025US$4.0bUS$2.3bUS$240.4m10.4x16.6x1.7x
Tue, 18 Mar 2025US$3.9bUS$2.0bUS$297.6m9.2x13.2x2x
Thu, 13 Feb 2025US$4.1bUS$2.0bUS$296.9m9x13.8x2.1x
Sat, 11 Jan 2025US$4.1bUS$2.0bUS$296.9m9x13.8x2.1x
Mon, 09 Dec 2024US$4.3bUS$2.0bUS$299.3m9.4x14.4x2.2x
Wed, 06 Nov 2024US$4.0bUS$1.9bUS$337.4m8.6x11.8x2.1x
Fri, 04 Oct 2024US$3.8bUS$1.9bUS$333.9m7.8x11.2x1.9x
Sun, 01 Sep 2024US$3.5bUS$1.9bUS$333.9m6.8x10.5x1.8x
Tue, 30 Jul 2024US$3.5bUS$1.9bUS$332.8m7.3x10.6x1.9x
Thu, 27 Jun 2024US$3.6bUS$1.9bUS$332.8m7.5x10.8x1.9x
Sat, 25 May 2024US$3.9bUS$1.9bUS$332.8m8x11.6x2x
Mon, 22 Apr 2024US$3.5bUS$1.8bUS$199.1m7.2x17.5x1.9x
Wed, 20 Mar 2024US$3.5bUS$2.0bUS$125.3m10x28.2x1.7x
Fri, 16 Feb 2024US$3.5bUS$2.0bUS$125.3m10.2x27.6x1.7x
Sun, 14 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Tue, 12 Dec 2023US$7.5bUS$3.7bUS$684.2m7.6x11x2x
Thu, 09 Nov 2023US$6.8bUS$3.7bUS$699.5m7.6x9.6x1.8x
Sat, 07 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Mon, 04 Sep 2023US$7.0bUS$3.6bUS$701.0m7.6x10.1x1.9x
Wed, 02 Aug 2023US$7.0bUS$3.5bUS$714.2m9x9.8x2x
Fri, 30 Jun 2023US$6.7bUS$3.5bUS$714.2m9.2x9.3x1.9x
Sun, 28 May 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 pessimistic on the American Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.1x which is lower than its 3-year average PE 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 Market-0.32%
Industrials-1.74%
Infrastructure2.96%
Airport Services2.97%
Highways and Railtracks0%0
Marine Ports and Services-3.94%
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 15.1%, 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$24.844.2%
+US$161.5m
16.3%PE14.3x

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