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U.S. Transportation Industry Analysis

UpdatedMar 23, 2025
DataAggregated Company Financials
Companies46
  • 7D0.8%
  • 3M1.6%
  • 1Y-8.3%
  • YTD1.4%

Last week, the Transportation industry hasn't moved much but Uber Technologies is up 6.0% in that time. As for the longer term, the industry has declined 8.3% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Mar 2025US$586.5bUS$216.4bUS$27.3b26.6x21.5x2.7x
Tue, 18 Feb 2025US$646.3bUS$216.1bUS$27.4b29.9x23.6x3x
Thu, 16 Jan 2025US$588.2bUS$213.3bUS$21.8b29.4x26.9x2.8x
Sat, 14 Dec 2024US$605.3bUS$213.5bUS$21.9b29x27.7x2.8x
Mon, 11 Nov 2024US$645.8bUS$222.5bUS$20.0b33.3x32.2x2.9x
Wed, 09 Oct 2024US$612.6bUS$220.6bUS$17.2b30.1x35.5x2.8x
Fri, 06 Sep 2024US$615.2bUS$220.5bUS$17.2b28.6x35.7x2.8x
Sun, 04 Aug 2024US$568.2bUS$217.9bUS$16.2b27.2x35x2.6x
Tue, 02 Jul 2024US$583.2bUS$216.9bUS$16.7b25x35x2.7x
Thu, 30 May 2024US$568.1bUS$216.2bUS$16.7b24.4x34x2.6x
Sat, 27 Apr 2024US$596.7bUS$214.5bUS$17.1b24x35x2.8x
Mon, 25 Mar 2024US$644.8bUS$212.7bUS$17.5b23x36.8x3x
Wed, 21 Feb 2024US$632.1bUS$212.7bUS$17.1b23.6x36.9x3x
Fri, 19 Jan 2024US$579.3bUS$215.9bUS$16.9b21.6x34.2x2.7x
Sun, 17 Dec 2023US$578.5bUS$216.2bUS$16.8b21.5x34.5x2.7x
Tue, 14 Nov 2023US$509.9bUS$215.5bUS$16.9b20.1x30.2x2.4x
Thu, 12 Oct 2023US$512.0bUS$217.5bUS$16.6b14.6x30.9x2.4x
Sat, 09 Sep 2023US$509.4bUS$214.1bUS$13.8b14.4x37x2.4x
Mon, 07 Aug 2023US$532.2bUS$214.3bUS$13.0b15.7x40.9x2.5x
Wed, 05 Jul 2023US$504.3bUS$216.9bUS$12.9b13.1x39x2.3x
Fri, 02 Jun 2023US$462.3bUS$217.3bUS$12.9b13.7x35.9x2.1x
Sun, 30 Apr 2023US$450.4bUS$220.6bUS$2.9b14x157.2x2x
Tue, 28 Mar 2023US$442.7bUS$221.0bUS$3.5b12.8x125.8x2x
Thu, 23 Feb 2023US$470.8bUS$220.5bUS$2.7b13.8x176.3x2.1x
Sat, 21 Jan 2023US$499.9bUS$221.8bUS$3.4b11.1x149x2.3x
Mon, 19 Dec 2022US$473.7bUS$220.8bUS$3.6b10x131.6x2.1x
Wed, 16 Nov 2022US$483.8bUS$220.4bUS$3.0b10x162.7x2.2x
Fri, 14 Oct 2022US$419.1bUS$205.9bUS$1.1b8.8x398.6x2x
Sun, 11 Sep 2022US$486.4bUS$206.8bUS$795.7m9.2x611.3x2.4x
Tue, 09 Aug 2022US$500.4bUS$207.1bUS$305.9m9.8x1635.7x2.4x
Thu, 07 Jul 2022US$434.9bUS$195.4bUS$2.5b9.5x172.3x2.2x
Sat, 04 Jun 2022US$462.4bUS$195.5bUS$2.4b10x190.6x2.4x
Mon, 02 May 2022US$497.3bUS$189.7bUS$6.8b13.3x73.1x2.6x
Wed, 30 Mar 2022US$583.9bUS$185.7bUS$4.2b14.6x140.5x3.1x
Price to Earnings Ratio

140.5x


Total Market Cap: US$583.9bTotal Earnings: US$4.2bTotal Revenue: US$185.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 139.8x202320242025
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 21.5x which is lower than its 3-year average PE of 140x.
  • 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 87% per year over the last three years.
  • Revenues for these companies have grown 5.2% 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 Market0.59%
Industrials0.48%
Transportation0.79%
Trucking3.61%
Cargo Ground Transportation0.44%
Railroads-1.23%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 29.0x.
    • Analysts are expecting annual earnings growth of 21.0%, 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 24.8x.
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 7.2% 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$75.846.0%
+US$9.0b
-5.5%PE16.1x
GRAB Grab HoldingsUS$4.645.5%
+US$976.9m
47.3%PS6.8x
ODFL Old Dominion Freight LineUS$165.221.7%
+US$578.1m
-25.1%PE29.6x
SAIA SaiaUS$362.902.6%
+US$245.9m
-38.1%PE26.6x
YMM Full Truck AllianceUS$13.131.7%
+US$230.1m
78.6%PE32.4x
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Latest News

UBER

US$75.84

Uber Technologies

7D

6.0%

1Y

-5.5%

XPO

US$108.61

XPO

7D

1.3%

1Y

-13.4%

CSX

US$29.57

CSX

7D

-1.5%

1Y

-20.8%

SNDR

US$23.15

Schneider National

7D

-2.5%

1Y

5.7%

SAIA

US$362.90

Saia

7D

2.6%

1Y

-38.1%

GRAB

US$4.64

Grab Holdings

7D

5.5%

1Y

47.3%

KNX

US$44.42

Knight-Swift Transportation Holdings

7D

-4.5%

1Y

-15.5%

UHAL

US$62.46

U-Haul Holding

7D

-0.7%

1Y

-5.5%

FIP

US$5.30

FTAI Infrastructure

7D

10.4%

1Y

-14.1%