Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Marine and Shipping Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies36
  • 7D-3.1%
  • 3M2.3%
  • 1Y44.6%
  • YTD27.1%

Over the last 7 days, the Marine and Shipping industry has remained flat, although notably Kirby declined by 3.6%. The past year has been better, since the industry has gained 45% in that time. Earnings are forecast to grow by 2.7% annually.

Industry Valuation and Performance

Has the U.S. Marine and Shipping Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 May 2026US$32.9bUS$22.0bUS$2.9b13.4x11.4x1.5x
Sat, 25 Apr 2026US$32.0bUS$22.2bUS$3.2b8.8x10.1x1.4x
Mon, 23 Mar 2026US$29.5bUS$22.2bUS$3.2b8.5x9.2x1.3x
Wed, 18 Feb 2026US$29.7bUS$24.3bUS$3.5b7x8.5x1.2x
Fri, 16 Jan 2026US$27.4bUS$24.2bUS$3.4b6.5x8x1.1x
Sun, 14 Dec 2025US$25.0bUS$24.2bUS$3.4b6x7.3x1x
Tue, 11 Nov 2025US$23.5bUS$25.2bUS$4.5b6.4x5.2x0.9x
Thu, 09 Oct 2025US$21.3bUS$25.3bUS$4.5b8x4.7x0.8x
Sat, 06 Sep 2025US$22.2bUS$25.3bUS$4.6b8.4x4.9x0.9x
Mon, 04 Aug 2025US$23.8bUS$26.9bUS$5.3b6.3x4.5x0.9x
Wed, 02 Jul 2025US$24.4bUS$26.8bUS$5.3b5.2x4.6x0.9x
Fri, 30 May 2025US$23.7bUS$26.8bUS$5.2b5.4x4.5x0.9x
Sun, 27 Apr 2025US$21.5bUS$25.3bUS$5.4b4x4x0.8x
Tue, 25 Mar 2025US$24.0bUS$25.4bUS$5.5b4.3x4.4x0.9x
Thu, 20 Feb 2025US$25.6bUS$24.2bUS$4.8b4.2x5.3x1.1x
Sat, 18 Jan 2025US$25.0bUS$24.2bUS$5.0b3.9x5x1x
Mon, 16 Dec 2024US$26.1bUS$24.2bUS$5.0b4.3x5.2x1.1x
Wed, 13 Nov 2024US$30.1bUS$22.5bUS$1.5b4.7x19.5x1.3x
Fri, 11 Oct 2024US$28.8bUS$22.0bUS$1.4b5.3x21x1.3x
Sun, 08 Sep 2024US$26.5bUS$22.2bUS$1.4b6.5x19.4x1.2x
Tue, 06 Aug 2024US$27.3bUS$21.7bUS$710.9m5.9x38.4x1.3x
Thu, 04 Jul 2024US$30.9bUS$21.4bUS$604.0m8.7x51.1x1.4x
Sat, 01 Jun 2024US$30.7bUS$21.4bUS$604.2m10.2x50.8x1.4x
Mon, 29 Apr 2024US$26.7bUS$20.8bUS$333.4m7.6x80.1x1.3x
Wed, 27 Mar 2024US$24.4bUS$21.1bUS$318.8m10x76.6x1.2x
Fri, 23 Feb 2024US$23.6bUS$22.1bUS$913.2m4.4x25.8x1.1x
Sun, 21 Jan 2024US$23.2bUS$22.3bUS$1.0b5.3x22.3x1x
Tue, 19 Dec 2023US$20.5bUS$22.3bUS$1.0b5.1x19.8x0.9x
Thu, 16 Nov 2023US$19.0bUS$24.5bUS$4.7b4.5x4.1x0.8x
Sat, 14 Oct 2023US$19.9bUS$24.9bUS$5.2b3.3x3.8x0.8x
Mon, 11 Sep 2023US$19.6bUS$25.0bUS$5.2b3x3.7x0.8x
Wed, 09 Aug 2023US$20.8bUS$27.1bUS$6.9b2.7x3x0.8x
Fri, 07 Jul 2023US$19.6bUS$27.9bUS$7.5b2.5x2.6x0.7x
Sun, 04 Jun 2023US$19.4bUS$27.9bUS$7.5b2.6x2.6x0.7x
Price to Earnings Ratio

2.6x


Total Market Cap: US$19.4bTotal Earnings: US$7.5bTotal Revenue: US$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine and Shipping Industry Price to Earnings3Y Average 16.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Shipping 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 11.4x which is lower than its 3-year average PE of 16.6x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Shipping industry have declined 27% per year over the last three years,
  • Revenues have also declined 7.7% 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 Market1.27%
Industrials2.40%
Marine and Shipping-3.14%
Marine-3.14%
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
SBLK Star Bulk CarriersUS$27.332.4%
+US$71.4m		70.7%PE21.4x
CCEC Capital Clean Energy CarriersUS$22.414.0%
+US$51.7m		-2.9%PE13.4x
EDRY EuroDryUS$23.3710.3%
+US$6.3m		188.5%PS1.2x
SVRN OceanPalUS$11.2537.0%
+US$5.7m		-97.1%PS1.6x
USEA United MaritimeUS$2.598.8%
+US$2.0m		100.5%PS0.7x

Latest News

GNK
US$23.32
Genco Shipping & Trading
7D
-3.2%
1Y
77.7%
USEA
US$2.59
United Maritime
7D
8.8%
1Y
100.5%
KEX
US$143.33
Kirby
7D
-3.6%
1Y
29.4%
Seeking Alpha • May 25

Kirby Corporation: Cashing In On AI Boom

Summary Kirby Corporation is rated 'Buy' as power generation, driven by AI and data center demand, fuels robust order growth. KEX's power generation segment posted 45% YoY revenue growth in Q1 ’26 and is expected to reach 45-55% of total revenues. Despite OEM supply constraints compressing D&S margins, KEX’s diversified revenue base and marine transportation outlook support resilience. Management guides 2026 EPS up 5-15% YoY, with consensus at $7.01, reflecting strong fundamentals and potential to beat estimates. Read the full article on Seeking Alpha
CCEC
US$22.41
Capital Clean Energy Carriers
7D
4.0%
1Y
-2.9%
GSL
US$36.74
Global Ship Lease
7D
-11.3%
1Y
47.4%
Narrative Update • May 24

GSL: Sub 10,000 TEU Fleet Positioning Is Expected To Drive Upside

Analysts have lifted their fair value estimate for Global Ship Lease to $45.00 from $32.00, citing higher price targets from recent bullish research and updated assumptions that include a higher future P/E, as well as slight tweaks to discount rate, revenue growth, and profit margin expectations. Analyst Commentary Recent research coverage on Global Ship Lease has highlighted a generally constructive stance, with higher fair value estimates and updated price targets.
SBLK
US$27.33
Star Bulk Carriers
7D
2.4%
1Y
70.7%
CMRE
US$16.21
Costamare
7D
-6.9%
1Y
93.4%
ESEA
US$66.00
Euroseas
7D
-7.3%
1Y
75.3%
EDRY
US$23.37
EuroDry
7D
10.3%
1Y
188.5%
MATX
US$184.26
Matson
7D
-2.3%
1Y
66.2%
Seeking Alpha • May 22

Matson: Better Outlook, But The Stock Already Prices In The Quality

Summary Matson demonstrates strong business quality and disciplined management, but current valuation limits upside after a significant stock rally. Q4 2025 results highlight resilient margins and stable operating income, though headline EPS was boosted by a one-off tax benefit. Q1 2026 volumes and operating income declined YoY, yet management guides for 2026 operating income above 2025, improving forward visibility. China demand recovery is a key swing factor for MATX, but ongoing capital intensity and cyclical risks temper the investment case; hold rating maintained. Read the full article on Seeking Alpha
PXS
US$4.73
Pyxis Tankers
7D
1.3%
1Y
64.8%
LSH
US$0.59
Lakeside Holding
7D
2.7%
1Y
-37.2%
DAC
US$127.52
Danaos
7D
-4.0%
1Y
52.5%
SVRN
US$11.25
OceanPal
7D
37.0%
1Y
-97.1%
SB
US$6.53
Safe Bulkers
7D
-5.4%
1Y
73.7%
Narrative Update • May 13

SB: Newbuild Fleet Investments And Limited Buybacks Will Likely Keep Shares Fairly Valued

Analysts now estimate Safe Bulkers' fair value at $6.90, up from the previous $5.70. They cite updated assumptions regarding discount rates, revenue growth, profit margins and future P/E levels.
GLBS
US$2.03
Globus Maritime
7D
1.0%
1Y
76.1%