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U.S. Transportation Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies49
  • 7D-4.1%
  • 3M-3.3%
  • 1Y5.6%
  • YTD-2.9%

Over the last 7 days, the Transportation industry has dropped 4.2%, driven by Union Pacific declining 4.6%. Over the past 12 months, the industry was up 6.6%. 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
Mon, 16 Mar 2026US$610.4bUS$231.8bUS$29.3b31.7x20.9x2.6x
Wed, 11 Feb 2026US$652.6bUS$230.8bUS$26.3b39.6x24.8x2.8x
Fri, 09 Jan 2026US$633.1bUS$228.4bUS$33.3b33.8x19x2.8x
Sun, 07 Dec 2025US$650.7bUS$228.0bUS$33.3b31x19.5x2.9x
Tue, 04 Nov 2025US$651.4bUS$224.0bUS$29.0b27x22.5x2.9x
Thu, 02 Oct 2025US$661.9bUS$223.6bUS$29.7b23.2x22.3x3x
Sat, 30 Aug 2025US$635.5bUS$222.8bUS$30.2b26.2x21.1x2.9x
Mon, 28 Jul 2025US$642.0bUS$219.6bUS$29.8b27x21.6x2.9x
Wed, 25 Jun 2025US$624.0bUS$219.1bUS$29.6b25.8x21.1x2.8x
Fri, 23 May 2025US$604.7bUS$218.8bUS$29.7b25.8x20.4x2.8x
Sun, 20 Apr 2025US$550.4bUS$216.4bUS$26.3b24.6x21x2.5x
Tue, 18 Mar 2025US$581.8bUS$216.4bUS$27.3b27.1x21.3x2.7x
Thu, 13 Feb 2025US$639.1bUS$215.9bUS$27.4b30x23.3x3x
Sat, 11 Jan 2025US$588.8bUS$213.2bUS$21.8b27.7x27x2.8x
Mon, 09 Dec 2024US$618.4bUS$213.5bUS$21.9b30.3x28.3x2.9x
Wed, 06 Nov 2024US$614.4bUS$222.4bUS$20.4b31.6x30.2x2.8x
Fri, 04 Oct 2024US$615.2bUS$220.8bUS$17.2b29.3x35.7x2.8x
Sun, 01 Sep 2024US$615.7bUS$220.2bUS$17.0b27.7x36.2x2.8x
Tue, 30 Jul 2024US$587.6bUS$217.7bUS$17.2b26.9x34.1x2.7x
Thu, 27 Jun 2024US$577.0bUS$216.9bUS$16.7b25.7x34.6x2.7x
Sat, 25 May 2024US$570.3bUS$216.2bUS$16.7b24.8x34.1x2.6x
Mon, 22 Apr 2024US$596.1bUS$214.5bUS$18.0b23x33.1x2.8x
Wed, 20 Mar 2024US$631.1bUS$212.8bUS$17.5b22.2x36x3x
Fri, 16 Feb 2024US$642.8bUS$212.8bUS$17.1b24x37.6x3x
Sun, 14 Jan 2024US$578.6bUS$216.0bUS$16.9b21.6x34.2x2.7x
Tue, 12 Dec 2023US$562.4bUS$216.0bUS$16.8b21.4x33.5x2.6x
Thu, 09 Nov 2023US$504.2bUS$215.3bUS$16.3b20.3x31x2.3x
Sat, 07 Oct 2023US$498.4bUS$217.5bUS$16.6b14.3x30.1x2.3x
Mon, 04 Sep 2023US$526.7bUS$214.3bUS$13.7b14.8x38.3x2.5x
Wed, 02 Aug 2023US$544.4bUS$215.2bUS$13.2b15.7x41.1x2.5x
Fri, 30 Jun 2023US$500.9bUS$216.8bUS$13.0b13x38.7x2.3x
Sun, 28 May 2023US$459.5bUS$217.4bUS$12.9b13.7x35.6x2.1x
Tue, 25 Apr 2023US$457.4bUS$221.0bUS$3.5b14.2x130.5x2.1x
Thu, 23 Mar 2023US$319.1bUS$125.2b-US$3,717,431,102.0014x-85.8x2.5x
Price to Earnings Ratio

-85.8x


Total Market Cap: US$319.1bTotal Earnings: -US$3,717,431,102.00Total Revenue: US$125.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 33.8x202420252026
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 20.9x which is lower than its 3-year average PE of 33.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • Total earnings for the Transportation industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 23% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

US Market-2.40%
Industrials-3.83%
Transportation-4.09%
Trucking-1.80%
Railroads-4.17%
Cargo Ground Transportation-6.91%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 30.9x.
    • 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 36.9x.
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 8.9% 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
CAR Avis Budget GroupUS$100.715.0%
+US$169.9m		70.1%PS0.3x
RYDE Ryde GroupUS$0.6913.2%
+US$9.8m		118.7%PS10.4x
WETO Webus InternationalUS$0.5212.2%
+US$1.2m		-86.6%PS2.2x
HXHX Haoxin HoldingsUS$0.460.4%
+US$27.5k		n/aPE1.7x

Latest News

UBER
US$73.33
Uber Technologies
7D
-0.7%
1Y
0.8%
CAR
US$100.71
Avis Budget Group
7D
5.0%
1Y
70.1%
ODFL
US$180.75
Old Dominion Freight Line
7D
-8.4%
1Y
8.8%
JBHT
US$200.25
J.B. Hunt Transport Services
7D
-7.9%
1Y
34.0%
SAIA
US$321.00
Saia
7D
-13.0%
1Y
-10.5%
UNP
US$242.44
Union Pacific
7D
-4.6%
1Y
2.1%

UNP: Merger Synergies And Rail Infrastructure Resilience Will Shape Forward Outlook

The updated analyst price target for Union Pacific edges higher, with our fair value estimate moving from $266.08 to $272.21 as analysts factor in potential cost synergies from the proposed Norfolk Southern merger, sustained operating performance across the rail group, and the appeal of hard to replicate rail infrastructure. Analyst Commentary Recent Street research on Union Pacific clusters around two big themes: the proposed Norfolk Southern merger and the value the market places on irreplaceable rail infrastructure.
NSC
US$289.37
Norfolk Southern
7D
-4.3%
1Y
23.5%

NSC: Merger Synergies And Rail Corridor Expansion Will Shape Balanced Future Outlook

Analysts have nudged their blended fair value estimate for Norfolk Southern higher to roughly $313 per share, reflecting modestly adjusted assumptions on growth, margins and P/E multiples. They also highlight potential merger related synergies with Union Pacific and the appeal of rail infrastructure as a long lived, hard to replicate asset base.
GRAB
US$3.71
Grab Holdings
7D
-6.8%
1Y
-15.7%

GRAB: Share Buyback And Lidar Partnership Will Support Future Upside Potential

The analyst price target for Grab Holdings has shifted slightly from $6.65 to about $6.55 as analysts refresh their models with modestly adjusted assumptions for growth, margins, discount rate and future P/E, following recent research upgrades that highlight valuation support and a more constructive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts point to valuation support, with recent upgrades framed around the view that the current share price already reflects many execution risks.
CSX
US$39.30
CSX
7D
-3.2%
1Y
29.6%

CSX: Heavy Asset Rail Recovery Will Balance Trucking Headwinds And Safety Risks

The analyst price target for CSX has been lifted modestly, with the fair value estimate moving from $39.85 to $40.31, as analysts increasingly highlight the company as a core heavy-asset rail exposure in a freight cycle they view as progressing along a recovery path. Analyst Commentary Recent research on CSX points to a mixed but generally constructive view, with several firms adjusting price targets and framing the stock as a key way to get exposure to rail and broader freight trends.
RYDE
US$0.69
Ryde Group
7D
13.2%
1Y
118.7%
WETO
US$0.52
Webus International
7D
12.2%
1Y
-86.6%
HXHX
US$0.46
Haoxin Holdings
7D
0.4%
1Y
n/a

Haoxin Holdings Limited (NASDAQ:HXHX) Stock Catapults 31% Though Its Price And Business Still Lag The Market

Jan 10
Haoxin Holdings Limited (NASDAQ:HXHX) Stock Catapults 31% Though Its Price And Business Still Lag The Market