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U.S. Transportation Industry Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies45
  • 7D2.8%
  • 3M4.8%
  • 1Y4.5%
  • YTD13.2%

In the last week, the Transportation industry is up 2.8%, with Uber Technologies up 2.3%. This means that the industry has gained 4.5% over the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025US$646.3bUS$216.0bUS$27.4b30.7x23.6x3x
Sun, 19 Jan 2025US$602.4bUS$213.1bUS$21.8b29.6x27.6x2.8x
Tue, 17 Dec 2024US$599.4bUS$213.5bUS$21.9b28.5x27.4x2.8x
Thu, 14 Nov 2024US$642.6bUS$213.3bUS$20.9b30.8x30.7x3x
Sat, 12 Oct 2024US$623.5bUS$220.6bUS$17.2b30.3x36.2x2.8x
Mon, 09 Sep 2024US$596.3bUS$220.5bUS$17.2b28.3x34.6x2.7x
Wed, 07 Aug 2024US$558.3bUS$217.9bUS$16.2b27.4x34.5x2.6x
Fri, 05 Jul 2024US$581.3bUS$216.9bUS$16.7b25.3x34.9x2.7x
Sun, 02 Jun 2024US$574.3bUS$217.0bUS$16.7b25.1x34.4x2.6x
Tue, 30 Apr 2024US$596.7bUS$214.6bUS$17.1b23.8x35x2.8x
Thu, 28 Mar 2024US$614.1bUS$212.7bUS$17.5b22.2x35x2.9x
Sat, 24 Feb 2024US$649.6bUS$212.8bUS$17.5b24.6x37.1x3.1x
Mon, 22 Jan 2024US$581.9bUS$215.7bUS$16.9b21.6x34.5x2.7x
Wed, 20 Dec 2023US$582.9bUS$216.2bUS$16.8b21.5x34.7x2.7x
Fri, 17 Nov 2023US$529.9bUS$215.7bUS$16.9b21x31.4x2.5x
Sun, 15 Oct 2023US$497.4bUS$217.5bUS$16.6b14.3x30x2.3x
Tue, 12 Sep 2023US$515.9bUS$214.3bUS$13.7b14.4x37.6x2.4x
Thu, 10 Aug 2023US$524.6bUS$214.2bUS$13.3b15.5x39.4x2.4x
Sat, 08 Jul 2023US$498.8bUS$216.9bUS$12.9b12.8x38.5x2.3x
Mon, 05 Jun 2023US$471.5bUS$217.3bUS$12.9b14x36.6x2.2x
Wed, 03 May 2023US$462.8bUS$217.8bUS$12.4b14.3x37.2x2.1x
Fri, 31 Mar 2023US$452.3bUS$221.1bUS$3.5b13.2x129.1x2x
Sun, 26 Feb 2023US$467.6bUS$220.6bUS$3.4b14x137.1x2.1x
Tue, 24 Jan 2023US$503.2bUS$221.8bUS$3.4b11.3x150x2.3x
Thu, 22 Dec 2022US$466.5bUS$220.8bUS$3.6b9.8x129.2x2.1x
Sat, 19 Nov 2022US$472.0bUS$220.3bUS$3.7b10.3x127.7x2.1x
Mon, 17 Oct 2022US$411.8bUS$205.8bUS$1.1b8.8x384.6x2x
Wed, 14 Sep 2022US$492.8bUS$206.8bUS$794.4m9.2x620.4x2.4x
Fri, 12 Aug 2022US$517.3bUS$207.2bUS$306.1m9.9x1689.9x2.5x
Sun, 10 Jul 2022US$441.3bUS$195.4bUS$2.5b9.7x176x2.3x
Tue, 07 Jun 2022US$467.9bUS$195.5bUS$2.4b10.2x193.5x2.4x
Thu, 05 May 2022US$495.9bUS$190.9bUS$7.1b13.7x69.4x2.6x
Sat, 02 Apr 2022US$541.8bUS$185.7bUS$4.2b13.3x130.4x2.9x
Mon, 28 Feb 2022US$563.0bUS$187.9bUS$7.4b14.8x76.3x3x
Price to Earnings Ratio

76.3x


Total Market Cap: US$563.0bTotal Earnings: US$7.4bTotal Revenue: US$187.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 141.2x202320242025
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 23.6x which is lower than its 3-year average PE of 141x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 55% per year over the last three years.
  • Revenues for these companies have grown 4.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market1.21%
Industrials-0.086%
Transportation2.84%
Trucking5.61%
Cargo Ground Transportation1.87%
Railroads1.29%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 28.8x.
    • Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings decline of 21.6% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 23.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 22% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.5% 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
UBER Uber TechnologiesUS$81.261.2%
+US$685.5m
4.1%PE17.2x
JBHT J.B. Hunt Transport ServicesUS$168.541.9%
+US$309.7m
-20.1%PE29.7x
CAR Avis Budget GroupUS$93.837.6%
+US$230.6m
-6.2%PS0.3x
R Ryder SystemUS$166.073.1%
+US$210.4m
47.5%PE14.4x
HTZ Hertz Global HoldingsUS$4.5015.4%
+US$184.7m
-38.0%PS0.2x
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Latest News

GRAB

US$4.79

Grab Holdings

7D

-3.5%

1Y

51.4%

UBER

US$81.26

Uber Technologies

7D

1.2%

1Y

4.1%

JBHT

US$168.54

J.B. Hunt Transport Services

7D

1.9%

1Y

-20.1%

CSX

US$32.46

CSX

7D

-1.9%

1Y

-14.3%

R

US$166.07

Ryder System

7D

3.1%

1Y

47.5%

SAIA

US$453.90

Saia

7D

-5.9%

1Y

-18.8%

SWVL

US$5.12

Swvl Holdings

7D

3.6%

1Y

14.0%

MRT

US$3.70

Marti Technologies

7D

16.4%

1Y

325.1%