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Jul 26
U.S. Transportation Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies41
- 7D-1.0%
- 3M-2.5%
- 1Y7.8%
- YTD1.3%
Over the last 7 days, the Transportation industry has dropped 1.0%, driven by a pullback from Union Pacific of 3.2%. In contrast, Old Dominion Freight Line has gained 5.2%. In the past year, the industry has gained 7.8%. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the U.S. Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | US$579.2b | US$217.2b | US$16.6b | 28.7x | 35x | 2.7x |
| Sun, 23 Jun 2024 | US$579.5b | US$217.0b | US$16.7b | 25x | 34.8x | 2.7x |
| Tue, 21 May 2024 | US$591.4b | US$216.2b | US$16.7b | 25.5x | 35.4x | 2.7x |
| Thu, 18 Apr 2024 | US$600.8b | US$214.6b | US$18.1b | 22.3x | 33.1x | 2.8x |
| Sat, 16 Mar 2024 | US$638.7b | US$212.8b | US$17.5b | 22.4x | 36.4x | 3x |
| Mon, 12 Feb 2024 | US$624.3b | US$212.9b | US$16.6b | 24.8x | 37.6x | 2.9x |
| Wed, 10 Jan 2024 | US$571.4b | US$216.1b | US$16.9b | 21.6x | 33.7x | 2.6x |
| Fri, 08 Dec 2023 | US$557.1b | US$216.1b | US$16.8b | 21.3x | 33.2x | 2.6x |
| Sun, 05 Nov 2023 | US$500.8b | US$214.5b | US$14.9b | 20.3x | 33.7x | 2.3x |
| Tue, 03 Oct 2023 | US$500.6b | US$217.5b | US$16.6b | 14.3x | 30.2x | 2.3x |
| Thu, 31 Aug 2023 | US$525.1b | US$214.3b | US$13.8b | 15.1x | 38.2x | 2.5x |
| Sat, 29 Jul 2023 | US$542.6b | US$214.0b | US$10.3b | 14.4x | 52.7x | 2.5x |
| Mon, 26 Jun 2023 | US$483.3b | US$217.0b | US$12.9b | 12.7x | 37.4x | 2.2x |
| Wed, 24 May 2023 | US$463.8b | US$217.4b | US$12.9b | 14x | 35.9x | 2.1x |
| Fri, 21 Apr 2023 | US$461.6b | US$221.0b | US$3.5b | 13.5x | 133.5x | 2.1x |
| Sun, 19 Mar 2023 | US$391.9b | US$173.3b | US$366.2m | 11.3x | 1070.3x | 2.3x |
| Tue, 14 Feb 2023 | US$500.9b | US$220.2b | US$2.6b | 15.6x | 193.5x | 2.3x |
| Thu, 12 Jan 2023 | US$496.4b | US$221.7b | US$3.4b | 10.6x | 146.7x | 2.2x |
| Sat, 10 Dec 2022 | US$474.9b | US$220.9b | US$3.6b | 10.3x | 132.5x | 2.1x |
| Mon, 07 Nov 2022 | US$443.9b | US$219.6b | US$3.5b | 9.2x | 127.4x | 2x |
| Wed, 05 Oct 2022 | US$443.2b | US$206.1b | US$992.9m | 9.2x | 446.4x | 2.2x |
| Fri, 02 Sep 2022 | US$470.8b | US$206.8b | US$775.5m | 9.2x | 607.2x | 2.3x |
| Sun, 31 Jul 2022 | US$477.7b | US$202.3b | US$4.2b | 9.7x | 114.1x | 2.4x |
| Tue, 28 Jun 2022 | US$446.2b | US$195.4b | US$2.5b | 9.5x | 178.1x | 2.3x |
| Thu, 26 May 2022 | US$439.9b | US$195.2b | US$2.5b | 10x | 179.4x | 2.3x |
| Sat, 23 Apr 2022 | US$494.0b | US$187.9b | US$6.1b | 13.2x | 80.8x | 2.6x |
| Mon, 21 Mar 2022 | US$582.7b | US$187.9b | US$7.7b | 15.3x | 75.7x | 3.1x |
| Wed, 16 Feb 2022 | US$576.9b | US$186.7b | US$7.7b | 15.2x | 74.8x | 3.1x |
| Fri, 14 Jan 2022 | US$608.8b | US$183.8b | US$4.5b | 18.1x | 134.9x | 3.3x |
| Sun, 12 Dec 2021 | US$619.7b | US$181.2b | US$12.4b | 17.4x | 49.8x | 3.4x |
| Tue, 09 Nov 2021 | US$651.8b | US$180.8b | US$12.6b | 19x | 51.6x | 3.6x |
| Thu, 07 Oct 2021 | US$597.1b | US$171.9b | US$11.5b | 17.8x | 51.7x | 3.5x |
| Sat, 04 Sep 2021 | US$591.2b | US$174.4b | US$11.2b | 18.3x | 52.7x | 3.4x |
| Mon, 02 Aug 2021 | US$589.0b | US$174.4b | US$11.2b | 18.7x | 52.5x | 3.4x |
Price to Earnings Ratio
52.5x
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 35.0x which is lower than its 3-year average PE of 148x.
- The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 7.6% 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 Market | -2.42% | |
| Industrials | -1.05% | |
| Transportation | -1.02% | |
| Cargo Ground Transportation | 3.71% | |
| Trucking | -1.14% | |
| Railroads | -3.38% | |
Industry PE
- Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 48.1%, which is higher than its past year's earnings decline of 87.2% per year.
- Investors are most pessimistic about the Railroads industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 20.9x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 48% over the next 5 years.
- This is better than its past earnings decline of 87% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 10% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ODFL Old Dominion Freight Line | US$205.70 | 5.2% +US$2.2b | -0.2% | PE35x | |
| JBHT J.B. Hunt Transport Services | US$170.78 | 6.2% +US$1.0b | -14.7% | PE28.8x | |
| XPO XPO | US$114.90 | 3.5% +US$456.0m | 62.8% | PE55.2x | |
| KNX Knight-Swift Transportation Holdings | US$52.05 | 4.6% +US$366.9m | -12.4% | PE125.2x | |
| SNDR Schneider National | US$26.02 | 7.8% +US$331.8m | -14.4% | PE28.7x |
