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U.S. Infrastructure Industry Analysis

UpdatedMar 20, 2026
DataAggregated Company Financials
Companies7
  • 7D2.7%
  • 3M2.0%
  • 1Y27.1%
  • YTD-2.1%

The Infrastructure industry is up 2.7% in the last week, with Corporación América Airports up 2.4%. In the last 12 months, the industry was up 27%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Mar 2026US$5.0bUS$2.5bUS$222.7m16.7x22.3x2x
Sun, 15 Feb 2026US$5.4bUS$2.4bUS$153.0m25.7x35.4x2.2x
Tue, 13 Jan 2026US$5.3bUS$2.4bUS$153.0m24.6x34.4x2.2x
Thu, 11 Dec 2025US$5.1bUS$2.4bUS$153.0m23.5x33.2x2.1x
Sat, 08 Nov 2025US$4.5bUS$2.4bUS$121.8m23.6x36.8x1.9x
Mon, 06 Oct 2025US$3.9bUS$2.4bUS$122.8m20.6x31.6x1.6x
Wed, 03 Sep 2025US$4.5bUS$2.4bUS$122.8m22.9x36.8x1.9x
Fri, 01 Aug 2025US$4.2bUS$2.4bUS$130.7m16.3x32x1.8x
Sun, 29 Jun 2025US$3.8bUS$2.4bUS$130.7m17x29.1x1.6x
Tue, 27 May 2025US$4.4bUS$2.4bUS$130.7m17x33.9x1.9x
Thu, 24 Apr 2025US$4.0bUS$2.3bUS$240.4m10.7x16.6x1.7x
Sat, 22 Mar 2025US$3.9bUS$2.3bUS$243.5m10.3x16.1x1.7x
Mon, 17 Feb 2025US$4.1bUS$2.0bUS$296.9m9x13.7x2.1x
Wed, 15 Jan 2025US$4.1bUS$2.0bUS$296.9m9.1x13.7x2.1x
Fri, 13 Dec 2024US$4.5bUS$2.0bUS$299.3m9.7x14.9x2.3x
Sun, 10 Nov 2024US$4.1bUS$1.9bUS$337.4m8.5x12.2x2.1x
Tue, 08 Oct 2024US$3.8bUS$1.9bUS$333.9m7.9x11.5x2x
Thu, 05 Sep 2024US$3.4bUS$1.9bUS$333.9m6.6x10.1x1.7x
Sat, 03 Aug 2024US$3.5bUS$1.9bUS$332.8m6.8x10.4x1.8x
Mon, 01 Jul 2024US$3.5bUS$1.9bUS$332.8m7.4x10.6x1.9x
Wed, 29 May 2024US$4.0bUS$1.9bUS$332.8m8.3x12x2.1x
Fri, 26 Apr 2024US$3.5bUS$1.8bUS$199.1m7.3x17.5x1.9x
Sun, 24 Mar 2024US$3.8bUS$1.8bUS$209.7m7.6x18x2.1x
Tue, 20 Feb 2024US$3.4bUS$2.0bUS$125.3m9.9x27.2x1.7x
Thu, 18 Jan 2024US$7.9bUS$3.7bUS$684.2m7.6x11.5x2.1x
Sat, 16 Dec 2023US$7.8bUS$3.7bUS$684.2m7.6x11.4x2.1x
Mon, 13 Nov 2023US$6.9bUS$3.7bUS$699.9m7.6x9.8x1.9x
Wed, 11 Oct 2023US$6.8bUS$3.6bUS$701.9m7.6x9.7x1.9x
Fri, 08 Sep 2023US$7.0bUS$3.6bUS$701.0m7.6x10x1.9x
Sun, 06 Aug 2023US$6.9bUS$3.5bUS$714.2m9.1x9.7x1.9x
Tue, 04 Jul 2023US$6.8bUS$3.5bUS$714.2m9.5x9.5x1.9x
Thu, 01 Jun 2023US$6.4bUS$3.5bUS$714.2m8.5x9x1.8x
Sat, 29 Apr 2023US$6.6bUS$3.4bUS$718.3m8.9x9.2x1.9x
Mon, 27 Mar 2023US$6.5bUS$3.4bUS$712.8m8.2x9.1x1.9x
Price to Earnings Ratio

9.1x


Total Market Cap: US$6.5bTotal Earnings: US$712.8mTotal Revenue: US$3.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Infrastructure Industry Price to Earnings3Y Average 18.7x202420252026
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 22.3x which is higher than its 3-year average PE of 18.7x.
  • 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 32% per year over the last three years,
  • Revenues have also declined 9.9% 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-0.66%
Industrials-0.55%
Infrastructure2.69%
Airport Services2.70%
Highways and Railtracks0%0
Marine Ports and Services-2.31%
Industry PE
  • Investors are most optimistic about the Airport Services industry, which is trading close to its 3-year average PE ratio of 19.8x.
    • Analysts are expecting annual earnings growth of 19.3%, which is higher than its past year's earnings decline of 12.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airport Services industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 12% per year.
  • In contrast, the Airport Services industry is expected to see its earnings grow by 19% 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$25.412.4%
+US$97.9m
43.7%PE16.7x
SKYH Sky Harbour GroupUS$9.476.2%
+US$18.7m
-19.1%PS13.4x

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