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U.S. Transportation Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies46
  • 7D3.8%
  • 3M-6.9%
  • 1Y-12.5%
  • YTD-6.3%

In the last week, the Transportation industry is up 3.8%, with Uber Technologies up 12%. Meanwhile, Full Truck Alliance actually underperformed within the industry, shrinking 13% in the last week. In contrast, the industry has lost 13% in the last 12 months. 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
Mon, 14 Apr 2025US$542.0bUS$216.8bUS$26.5b24.2x20.4x2.5x
Wed, 12 Mar 2025US$598.0bUS$216.4bUS$27.3b27x21.9x2.8x
Fri, 07 Feb 2025US$604.6bUS$215.5bUS$27.3b29.3x22.1x2.8x
Sun, 05 Jan 2025US$590.9bUS$213.3bUS$21.8b30.2x27.1x2.8x
Tue, 03 Dec 2024US$651.9bUS$213.2bUS$21.0b32.7x31x3.1x
Thu, 31 Oct 2024US$628.2bUS$220.5bUS$17.9b31.2x35.1x2.8x
Sat, 28 Sep 2024US$623.2bUS$220.8bUS$17.2b30.2x36.1x2.8x
Mon, 26 Aug 2024US$613.9bUS$220.1bUS$17.0b28.9x36.1x2.8x
Wed, 24 Jul 2024US$592.4bUS$216.7bUS$16.6b27x35.7x2.7x
Fri, 21 Jun 2024US$575.0bUS$217.0bUS$16.7b24.6x34.5x2.7x
Sun, 19 May 2024US$591.4bUS$216.2bUS$16.7b25.7x35.4x2.7x
Tue, 16 Apr 2024US$624.9bUS$214.9bUS$18.2b23.1x34.3x2.9x
Thu, 14 Mar 2024US$648.0bUS$212.9bUS$17.5b23x37x3x
Sat, 10 Feb 2024US$624.2bUS$213.0bUS$16.6b23.8x37.6x2.9x
Mon, 08 Jan 2024US$566.0bUS$216.1bUS$16.9b21.6x33.4x2.6x
Wed, 06 Dec 2023US$562.4bUS$216.1bUS$16.8b21.4x33.5x2.6x
Fri, 03 Nov 2023US$482.7bUS$214.5bUS$14.8b18.6x32.6x2.3x
Sun, 01 Oct 2023US$500.7bUS$217.5bUS$16.6b14.3x30.2x2.3x
Tue, 29 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Thu, 27 Jul 2023US$545.7bUS$215.2bUS$11.7b13.3x46.5x2.5x
Sat, 24 Jun 2023US$483.3bUS$217.0bUS$12.9b12.7x37.4x2.2x
Mon, 22 May 2023US$467.6bUS$217.5bUS$12.8b13.4x36.5x2.1x
Wed, 19 Apr 2023US$456.7bUS$220.8bUS$3.5b13.4x131.8x2.1x
Fri, 17 Mar 2023US$450.9bUS$220.9bUS$3.5b14.5x128.1x2x
Sun, 12 Feb 2023US$506.4bUS$220.3bUS$2.6b15.5x196.4x2.3x
Tue, 10 Jan 2023US$488.4bUS$221.7bUS$3.4b10.6x144.3x2.2x
Thu, 08 Dec 2022US$470.3bUS$220.8bUS$3.6b10.4x130.6x2.1x
Sat, 05 Nov 2022US$444.0bUS$219.5bUS$3.5b9.2x126.9x2x
Mon, 03 Oct 2022US$413.9bUS$206.1bUS$993.2m8.8x416.7x2x
Wed, 31 Aug 2022US$472.7bUS$206.8bUS$781.3m9.3x605.1x2.3x
Fri, 29 Jul 2022US$458.3bUS$199.1bUS$2.8b9.7x166.1x2.3x
Sun, 26 Jun 2022US$450.0bUS$195.5bUS$2.5b9.4x179.8x2.3x
Tue, 24 May 2022US$445.0bUS$195.4bUS$2.4b9.7x185.4x2.3x
Thu, 21 Apr 2022US$516.3bUS$185.5bUS$5.4b13.3x95x2.8x
Price to Earnings Ratio

95x


Total Market Cap: US$516.3bTotal Earnings: US$5.4bTotal Revenue: US$185.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 137.7x202320242025
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 20.4x which is lower than its 3-year average PE of 138x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 71% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market5.42%
Industrials5.90%
Transportation3.84%
Trucking8.30%
Railroads2.78%
Cargo Ground Transportation-0.76%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 19.5%, which is higher than its past year's earnings decline of 21.6% per year.
  • Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 20.1x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 19% 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 6.7% 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$72.2811.9%
+US$16.0b
-4.0%PE15.3x
UNP Union PacificUS$218.592.5%
+US$3.2b
-6.7%PE19.6x
NSC Norfolk SouthernUS$218.313.5%
+US$1.7b
-11.2%PE18.9x
CSX CSXUS$28.012.9%
+US$1.5b
-20.7%PE15.3x
GRAB Grab HoldingsUS$4.058.6%
+US$1.3b
21.6%PS5.9x
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