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U.S. Transportation Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies49
  • 7D2.4%
  • 3M-0.5%
  • 1Y15.5%
  • YTD1.4%

In the last week, the Transportation industry is up 2.4%, with Union Pacific leading the way, up 2.5%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026US$624.5bUS$232.1bUS$29.3b40.2x21.3x2.7x
Sat, 07 Mar 2026US$655.2bUS$231.0bUS$29.1b34.2x22.5x2.8x
Mon, 02 Feb 2026US$627.4bUS$228.4bUS$33.1b34.3x18.9x2.7x
Wed, 31 Dec 2025US$629.5bUS$228.4bUS$33.3b31.1x18.9x2.8x
Fri, 28 Nov 2025US$622.7bUS$227.9bUS$33.3b26.7x18.7x2.7x
Sun, 26 Oct 2025US$639.9bUS$223.9bUS$29.2b26.3x21.9x2.9x
Tue, 23 Sep 2025US$650.8bUS$223.7bUS$29.7b24x21.9x2.9x
Thu, 21 Aug 2025US$643.7bUS$222.5bUS$30.1b26.6x21.4x2.9x
Sat, 19 Jul 2025US$636.5bUS$219.6bUS$29.8b25.3x21.4x2.9x
Mon, 16 Jun 2025US$597.9bUS$219.1bUS$29.6b25.7x20.2x2.7x
Wed, 14 May 2025US$615.7bUS$218.8bUS$29.6b26x20.8x2.8x
Fri, 11 Apr 2025US$560.6bUS$216.6bUS$26.5b25.5x21.1x2.6x
Sun, 09 Mar 2025US$612.1bUS$216.4bUS$27.3b28.6x22.4x2.8x
Tue, 04 Feb 2025US$609.5bUS$213.0bUS$22.0b29.3x27.7x2.9x
Thu, 02 Jan 2025US$574.0bUS$213.4bUS$21.8b29x26.3x2.7x
Sat, 30 Nov 2024US$652.6bUS$213.3bUS$21.0b32.6x31.1x3.1x
Mon, 28 Oct 2024US$619.0bUS$220.6bUS$17.9b30x34.5x2.8x
Wed, 25 Sep 2024US$621.4bUS$220.8bUS$17.2b30x36x2.8x
Fri, 23 Aug 2024US$610.7bUS$220.0bUS$17.0b28.4x35.9x2.8x
Sun, 21 Jul 2024US$590.3bUS$216.7bUS$16.6b26.1x35.6x2.7x
Tue, 18 Jun 2024US$571.3bUS$217.0bUS$16.7b24.8x34.3x2.6x
Thu, 16 May 2024US$591.2bUS$216.1bUS$16.6b25.5x35.7x2.7x
Sat, 13 Apr 2024US$631.7bUS$214.9bUS$18.2b23.3x34.7x2.9x
Mon, 11 Mar 2024US$645.3bUS$212.9bUS$17.5b22.6x36.8x3x
Wed, 07 Feb 2024US$617.6bUS$211.8bUS$16.3b24.6x38x2.9x
Fri, 05 Jan 2024US$568.3bUS$216.1bUS$16.9b21.6x33.6x2.6x
Sun, 03 Dec 2023US$557.7bUS$216.1bUS$16.8b21.4x33.3x2.6x
Tue, 31 Oct 2023US$477.8bUS$214.8bUS$14.9b16.2x32x2.2x
Thu, 28 Sep 2023US$493.9bUS$214.2bUS$13.7b14.2x36x2.3x
Sat, 26 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Mon, 24 Jul 2023US$526.4bUS$215.8bUS$12.4b13x42.6x2.4x
Wed, 21 Jun 2023US$483.8bUS$217.0bUS$12.9b12.6x37.4x2.2x
Fri, 19 May 2023US$469.1bUS$217.4bUS$12.8b13.9x36.6x2.2x
Sun, 16 Apr 2023US$455.1bUS$221.1bUS$3.5b13.4x130.1x2.1x
Price to Earnings Ratio

130.1x


Total Market Cap: US$455.1bTotal Earnings: US$3.5bTotal Revenue: US$221.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 31.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Transportation 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 21.3x which is lower than its 3-year average PE of 31.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 103% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market2.97%
Industrials3.75%
Transportation2.40%
Cargo Ground Transportation5.88%
Railroads2.26%
Trucking-0.12%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 31.4x.
    • Analysts are expecting annual earnings growth of 20.1%, which is higher than its past year's earnings decline of 18.3% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 37.4x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.0% 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
UNP Union PacificUS$249.112.5%
+US$3.6b		11.4%PE20.7x
CAR Avis Budget GroupUS$261.3553.7%
+US$3.2b		253.6%PS0.8x
ODFL Old Dominion Freight LineUS$207.534.0%
+US$1.6b		25.4%PE42.3x
NSC Norfolk SouthernUS$294.102.5%
+US$1.6b		32.5%PE23x
XPO XPOUS$211.706.7%
+US$1.6b		100.5%PE78.5x

Latest News

XPO
US$211.70
XPO
7D
6.7%
1Y
100.5%
UNP
US$249.11
Union Pacific
7D
2.5%
1Y
11.4%

UNP: Merger Prospects And Rail Asset Durability Will Shape Future Returns

Union Pacific's analyst price target edges higher to about $272 as analysts weigh tempered revenue growth and slightly lower margin assumptions against higher expected future P/E multiples and potential benefits from the proposed Norfolk Southern transaction and broader rail sector reratings. Analyst Commentary Recent research on Union Pacific points to a mix of optimism around the proposed Norfolk Southern transaction and the value of its rail network, alongside a more cautious stance on regulatory risk and the macro backdrop for freight demand.
GRAB
US$3.63
Grab Holdings
7D
-1.1%
1Y
-14.8%

Grab Holdings Ltd – Launch of Autonomous Ride-Hailing Service (Ai.R) in Singapore

Author: Qudus Adebara (Head of equity, Wane Trading Club) Grab Holdings Ltd has officially launched its autonomous ride-hailing service, Ai.R (Autonomously Intelligent Ride), in partnership with WeRide Inc. , marking a significant milestone in Southeast Asia’s transition toward next-generation urban mobility.
UBER
US$72.38
Uber Technologies
7D
0.9%
1Y
-0.4%

Uber Technologies Inc. – Acquisition of Blacklane to Accelerate Global Luxury Mobility Expansion

Author: Qudus Adebara (Founder of Wane Investment House) Uber Technologies Inc. has announced an agreement to acquire Blacklane , marking a significant strategic move to expand its presence in the fast-growing premium and executive travel segment.
CSX
US$42.14
CSX
7D
1.7%
1Y
47.0%

CSX Corporation: Valuation Premium Faces Pressure From Weak Results

Apr 07
NSC
US$294.10
Norfolk Southern
7D
2.5%
1Y
32.5%

NSC: Merger Synergies And Rail Projects Will Shape Future Infrastructure Appeal

The analyst price target for Norfolk Southern has been trimmed by about $1 to reflect a slightly higher discount rate, modest tweaks to revenue growth and margin assumptions, and a mix of recent target cuts and raises across the Street as analysts reassess merger related opportunities and risks. Analyst Commentary Recent Street research on Norfolk Southern presents a mix of optimism and caution, with several firms revisiting price targets and views as the Union Pacific merger proposal moves through the regulatory process.
CAR
US$261.35
Avis Budget Group
7D
53.7%
1Y
253.6%

CAR: Equity Offering And Margin Pressure Will Limit Future Earnings Power

Analysts have adjusted their price target on Avis Budget Group to $85.00, reflecting updated views on slightly higher revenue growth, a modestly improved profit margin outlook, and a revised future P/E assumption. What's in the News Avis Budget Group filed a follow on equity offering of $5 million in common stock, structured as an at the market offering (Key Developments).
SAIA
US$400.31
Saia
7D
12.8%
1Y
6.8%

SAIA: Freight Cycle Recovery And Tight Capacity Will Support Future Upside

Saia's analyst fair value estimate has moved higher from $354.95 to $395.40 as analysts incorporate stronger revenue growth assumptions, modestly different margin expectations, and higher target P/E multiples. These changes reflect a series of recent price target increases alongside a mix of upgrades and downgrades across the transport group.
ODFL
US$207.53
Old Dominion Freight Line
7D
4.0%
1Y
25.4%
SWVL
US$1.35
Swvl Holdings
7D
-2.9%
1Y
-53.4%
WETO
US$0.48
Wetour Robotics
7D
-2.3%
1Y
-87.7%
ETS
US$0.68
Elite Express Holding
7D
-1.6%
1Y
n/a