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U.S. Infrastructure Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies6
  • 7D2.2%
  • 3M-5.9%
  • 1Y8.6%
  • YTD-4.1%

In the last week, the Infrastructure industry is up 3.5%, with Corporación América Airports up 3.9%. Meanwhile, Singularity Future Technology actually underperformed within the industry, shrinking 41% in the last week. In the last 12 months, the industry was up 8.4%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026US$5.0bUS$2.7bUS$268.2m227.2x18.8x1.9x
Mon, 27 Jul 2026US$5.1bUS$2.6bUS$281.9m16.2x18.1x2x
Wed, 24 Jun 2026US$5.3bUS$2.6bUS$281.9m15.9x18.8x2x
Fri, 22 May 2026US$5.0bUS$2.6bUS$281.9m15x17.6x1.9x
Sun, 19 Apr 2026US$5.3bUS$2.5bUS$245.1m18.6x21.7x2.1x
Tue, 17 Mar 2026US$4.9bUS$2.4bUS$152.7m22.4x31.8x2x
Thu, 12 Feb 2026US$5.7bUS$2.4bUS$153.0m27.1x37x2.4x
Sat, 10 Jan 2026US$5.3bUS$2.4bUS$153.0m24.8x34.7x2.2x
Mon, 08 Dec 2025US$5.1bUS$2.4bUS$153.0m23.6x33.2x2.1x
Wed, 05 Nov 2025US$4.6bUS$2.4bUS$121.8m23.5x37.4x1.9x
Fri, 03 Oct 2025US$3.8bUS$2.4bUS$122.8m20.5x31.2x1.6x
Sun, 31 Aug 2025US$4.5bUS$2.4bUS$122.8m23.1x36.8x1.9x
Tue, 29 Jul 2025US$4.3bUS$2.4bUS$130.7m16.6x32.8x1.8x
Thu, 26 Jun 2025US$4.2bUS$2.4bUS$130.7m17x31.9x1.8x
Sat, 24 May 2025US$4.5bUS$2.4bUS$130.7m17x34.5x1.9x
Mon, 21 Apr 2025US$3.5bUS$2.3bUS$240.4m10.4x14.5x1.5x
Wed, 19 Mar 2025US$4.1bUS$2.0bUS$297.6m9.2x13.8x2.1x
Fri, 14 Feb 2025US$4.1bUS$2.0bUS$296.9m9.1x13.7x2.1x
Sun, 12 Jan 2025US$4.0bUS$2.0bUS$296.9m9x13.5x2x
Tue, 10 Dec 2024US$4.3bUS$2.0bUS$299.3m9.4x14.4x2.2x
Thu, 07 Nov 2024US$4.1bUS$1.9bUS$337.4m8.6x12.1x2.1x
Sat, 05 Oct 2024US$3.7bUS$1.9bUS$333.9m8x11.2x1.9x
Mon, 02 Sep 2024US$3.5bUS$1.9bUS$333.9m6.8x10.5x1.8x
Wed, 31 Jul 2024US$3.5bUS$1.9bUS$332.8m7.1x10.6x1.9x
Fri, 28 Jun 2024US$3.5bUS$1.9bUS$332.8m7.5x10.6x1.8x
Sun, 26 May 2024US$4.0bUS$1.9bUS$332.8m8x12x2.1x
Tue, 23 Apr 2024US$3.5bUS$1.8bUS$199.1m7.2x17.5x1.9x
Thu, 21 Mar 2024US$3.5bUS$2.0bUS$125.3m10.3x28.3x1.7x
Sat, 17 Feb 2024US$3.4bUS$2.0bUS$125.3m9.9x27.5x1.7x
Mon, 15 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.6x2.1x
Wed, 13 Dec 2023US$7.6bUS$3.7bUS$684.2m7.6x11.1x2x
Fri, 10 Nov 2023US$6.8bUS$3.7bUS$699.5m7.6x9.7x1.8x
Sun, 08 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Tue, 05 Sep 2023US$7.0bUS$3.6bUS$701.0m7.6x10.1x1.9x
Price to Earnings Ratio

10.1x


Total Market Cap: US$7.0bTotal Earnings: US$701.0mTotal Revenue: US$3.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 20.2x202420252026
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 20.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
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 9.5% 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 Market0.25%
Industrials-2.02%
Infrastructure2.20%
Airport Services2.33%
Highways and Railtracks0%0
Marine Ports and Services-42.71%
Industry PE
  • Investors are most optimistic about the Airport Services industry, which is trading close to its 3-year average PE ratio of 20.6x.
    • Analysts are expecting annual earnings growth of 19.8%, which is lower than the prior year's growth of 104.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 20% over the next 5 years.
  • However this is lower than its past earnings growth rate of 105% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 20% 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$24.102.7%
+US$104.5m		12.0%PE13.6x
SKYH Sky Harbour GroupUS$10.571.1%
+US$4.6m		0.3%PE440.7x

Latest News

SGLY
US$1.47
Singularity Future Technology
7D
-42.8%
1Y
-90.4%
CAAP
US$24.10
Corporación América Airports
7D
2.7%
1Y
12.0%
Seeking Alpha • Aug 20

Corporación América Airports: Buy The Earnings Dip And Enjoy The New 3.9% Yield

Summary Corporación América Airports reported mixed Q2 results, with EPS and revenues rising but not quite meeting expectations. Passenger traffic was essentially flat, with declines in Argentina offset by growth in other geographies; July traffic returned to positive territory. CAAP announced its first-ever dividend, a $0.91/share lump sum (3.9% yield) payment, which reflects the firm's improved balance sheet. With an EV/EBITDA of 6x and the new dividend policy, CAAP is positioned attractively versus peers, despite Argentina-specific and macro risks. Read the full article on Seeking Alpha
SKYH
US$10.57
Sky Harbour Group
7D
1.1%
1Y
0.3%