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U.S. Construction Machinery and Vehicles Industry Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies38
  • 7D4.4%
  • 3M23.9%
  • 1Y24.3%
  • YTDn/a

In the last week, the Construction Machinery and Vehicles industry is up 4.4%, with Caterpillar up 4.6%. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.S. Construction Machinery and Vehicles Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Nov 2025US$453.5bUS$183.1bUS$18.5b19.9x24.6x2.5x
Tue, 28 Oct 2025US$436.8bUS$181.9bUS$18.6b20.5x23.5x2.4x
Thu, 25 Sep 2025US$410.4bUS$183.6bUS$18.3b19.2x22.4x2.2x
Sat, 23 Aug 2025US$378.8bUS$183.5bUS$18.3b18.8x20.7x2.1x
Mon, 21 Jul 2025US$370.3bUS$185.0bUS$19.1b16.9x19.4x2x
Wed, 18 Jun 2025US$339.0bUS$184.7bUS$19.0b15.6x17.8x1.8x
Fri, 16 May 2025US$334.7bUS$184.6bUS$19.0b14.8x17.6x1.8x
Sun, 13 Apr 2025US$290.1bUS$188.3bUS$21.5b11x13.5x1.5x
Tue, 11 Mar 2025US$340.5bUS$189.2bUS$21.5b11.8x15.8x1.8x
Thu, 06 Feb 2025US$360.4bUS$189.1bUS$21.9b12x16.5x1.9x
Sat, 04 Jan 2025US$349.7bUS$191.1bUS$20.3b12.5x17.2x1.8x
Mon, 02 Dec 2024US$389.2bUS$191.5bUS$20.3b13x19.2x2x
Wed, 30 Oct 2024US$366.4bUS$191.8bUS$20.3b12.4x18.1x1.9x
Fri, 27 Sep 2024US$350.1bUS$192.4bUS$20.8b12.5x16.8x1.8x
Sun, 25 Aug 2024US$331.4bUS$192.5bUS$20.8b12.1x15.9x1.7x
Tue, 23 Jul 2024US$334.6bUS$192.0bUS$21.0b15.1x15.9x1.7x
Thu, 20 Jun 2024US$319.5bUS$192.2bUS$21.0b14.3x15.2x1.7x
Sat, 18 May 2024US$335.8bUS$192.4bUS$20.7b15.3x16.2x1.7x
Mon, 15 Apr 2024US$351.6bUS$191.3bUS$17.9b15.6x19.7x1.8x
Wed, 13 Mar 2024US$326.0bUS$190.2bUS$17.4b15.2x18.8x1.7x
Fri, 09 Feb 2024US$313.9bUS$189.6bUS$16.8b15.9x18.7x1.7x
Sun, 07 Jan 2024US$287.2bUS$191.4bUS$17.2b13.7x16.7x1.5x
Tue, 05 Dec 2023US$265.8bUS$190.2bUS$17.1b14x15.6x1.4x
Thu, 02 Nov 2023US$239.5bUS$190.1bUS$16.9b13.3x14.2x1.3x
Sat, 30 Sep 2023US$274.3bUS$185.6bUS$15.4b16x17.8x1.5x
Mon, 28 Aug 2023US$272.1bUS$185.5bUS$15.4b16.2x17.6x1.5x
Wed, 26 Jul 2023US$274.6bUS$178.1bUS$13.9b17.4x19.7x1.5x
Fri, 23 Jun 2023US$252.1bUS$176.1bUS$13.4b17.2x18.8x1.4x
Sun, 21 May 2023US$227.8bUS$176.1bUS$13.4b18.2x17x1.3x
Tue, 18 Apr 2023US$237.2bUS$168.3bUS$12.5b17.7x18.9x1.4x
Thu, 16 Mar 2023US$231.3bUS$167.8bUS$12.4b17.7x18.6x1.4x
Sat, 11 Feb 2023US$256.2bUS$167.1bUS$12.6b22.1x20.3x1.5x
Mon, 09 Jan 2023US$250.5bUS$159.3bUS$12.1b21x20.8x1.6x
Wed, 07 Dec 2022US$242.4bUS$159.8bUS$12.1b20.5x20.1x1.5x
Price to Earnings Ratio

20.1x


Total Market Cap: US$242.4bTotal Earnings: US$12.1bTotal Revenue: US$159.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Construction Machinery and Vehicles Industry Price to Earnings3Y Average 18.1x202320242025
Current Industry PE
  • Investors are optimistic on the American Construction Machinery and Heavy Trucks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 24.6x which is higher than its 3-year average PE of 18.1x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Construction Machinery and Heavy Trucks industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 4.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Construction Machinery and Vehicles compare with similar industries?

US Market4.11%
Industrials3.71%
Machinery3.60%
Construction Machinery and Vehicles4.40%
Industrial Machinery5.07%
Agricultural Machinery-3.97%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CAT CaterpillarUS$575.764.6%
+US$11.9b		41.8%PE29.1x
CMI CumminsUS$497.985.4%
+US$3.5b		32.8%PE25.8x
WAB Westinghouse Air Brake TechnologiesUS$208.554.2%
+US$1.4b		4.0%PE30.3x
PCAR PACCARUS$105.422.4%
+US$1.3b		-9.9%PE20.6x
ALSN Allison Transmission HoldingsUS$88.665.1%
+US$361.2m		-25.2%PE10.6x

Latest News

PCAR
US$105.42
PACCAR
7D
2.4%
1Y
-9.9%

PCAR: Future Margins Will Depend On Tariff Relief And Demand Stability

PACCAR's analyst price target saw a modest increase to approximately $108. Analysts point to improving cost structures and a shift to competitive advantages from U.S.-based production, despite ongoing questions around margins and future demand.
BLBD
US$52.22
Blue Bird
7D
-3.0%
1Y
28.5%

Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Nov 27
Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year
CMI
US$497.98
Cummins
7D
5.4%
1Y
32.8%
FSS
US$114.00
Federal Signal
7D
4.9%
1Y
17.0%
ATMU
US$50.61
Atmus Filtration Technologies
7D
5.8%
1Y
16.9%

ATMU: Multi-Year Outgrowth Execution Will Drive Confidence Amid Challenging Demand

Analysts have raised their fair value estimate for Atmus Filtration Technologies from $49.20 to $55.00. They cite ongoing execution on growth opportunities, even as the company faces a challenging demand environment.
OSK
US$128.18
Oshkosh
7D
4.3%
1Y
12.8%
CAT
US$575.76
Caterpillar
7D
4.6%
1Y
41.8%

CAT: Future Performance Will Balance Demand Momentum And Rising Tariff Headwinds

Caterpillar's analyst price target has increased from $559 to $588. This reflects growing confidence among analysts due to strong recent earnings and an improved demand outlook across key segments.
WAB
US$208.55
Westinghouse Air Brake Technologies
7D
4.2%
1Y
4.0%

WAB: Landmark Kazakhstan Rail Deal Will Drive Stronger Returns Ahead

Analysts have raised their price target for Westinghouse Air Brake Technologies from $231.50 to $233.82, citing improvements in profit margin and revenue growth expectations. What's in the News Wabtec Corporation signed a landmark agreement with Kazakhstan Temir Zholy (KTZ) to supply Evolution Series locomotives and long-term service support, valued at $4.2 billion.
ALSN
US$88.66
Allison Transmission Holdings
7D
5.1%
1Y
-25.2%

ALSN: Consistent Execution Will Support Margin Strength Despite Medium-Duty Truck Weakness

Analysts have slightly lowered their price target for Allison Transmission Holdings from $101.89 to $100.20. They cite consistent business performance while anticipating softer long-term demand in the medium-duty truck segment.
GP
US$1.02
GreenPower Motor
7D
-19.4%
1Y
-89.7%
KITT
US$0.84
Nauticus Robotics
7D
-3.5%
1Y
-92.2%
HCAI
US$0.38
Huachen AI Parking Management Technology Holding
7D
-2.4%
1Y
n/a