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U.S. Transportation Industry Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies42
- 7D-5.0%
- 3M-6.3%
- 1Y-0.8%
- YTD0.5%
Over the last 7 days, the Transportation industry has dropped 5.0%, driven by a pullback from Union Pacific of 4.5%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sat, 21 Dec 2024 | US$582.5b | US$213.4b | US$21.9b | 27.2x | 26.7x | 2.7x |
| Mon, 18 Nov 2024 | US$633.4b | US$213.2b | US$20.9b | 31.7x | 30.3x | 3x |
| Wed, 16 Oct 2024 | US$644.3b | US$220.4b | US$17.2b | 30.5x | 37.4x | 2.9x |
| Fri, 13 Sep 2024 | US$599.5b | US$220.4b | US$17.2b | 29.3x | 34.8x | 2.7x |
| Sun, 11 Aug 2024 | US$585.9b | US$219.7b | US$16.9b | 26.7x | 34.7x | 2.7x |
| Tue, 09 Jul 2024 | US$578.8b | US$216.9b | US$16.7b | 24.9x | 34.7x | 2.7x |
| Thu, 06 Jun 2024 | US$566.9b | US$217.0b | US$16.7b | 25.1x | 34x | 2.6x |
| Sat, 04 May 2024 | US$591.2b | US$214.3b | US$16.9b | 25.3x | 35x | 2.8x |
| Mon, 01 Apr 2024 | US$639.5b | US$212.7b | US$17.6b | 23.5x | 36.2x | 3x |
| Wed, 28 Feb 2024 | US$647.0b | US$212.8b | US$17.5b | 24.2x | 37x | 3x |
| Fri, 26 Jan 2024 | US$583.6b | US$215.9b | US$16.6b | 21.6x | 35.1x | 2.7x |
| Sun, 24 Dec 2023 | US$586.6b | US$216.2b | US$16.8b | 21.6x | 34.9x | 2.7x |
| Tue, 21 Nov 2023 | US$531.9b | US$215.8b | US$16.7b | 21x | 31.8x | 2.5x |
| Thu, 19 Oct 2023 | US$493.1b | US$216.8b | US$16.5b | 14.1x | 29.9x | 2.3x |
| Sat, 16 Sep 2023 | US$514.6b | US$214.3b | US$13.7b | 14.7x | 37.5x | 2.4x |
| Mon, 14 Aug 2023 | US$523.8b | US$214.1b | US$13.2b | 15.5x | 39.6x | 2.4x |
| Wed, 12 Jul 2023 | US$513.6b | US$217.0b | US$12.9b | 12.9x | 39.7x | 2.4x |
| Fri, 09 Jun 2023 | US$479.6b | US$217.2b | US$12.9b | 13.3x | 37.2x | 2.2x |
| Sun, 07 May 2023 | US$470.7b | US$217.8b | US$12.4b | 14.6x | 38x | 2.2x |
| Tue, 04 Apr 2023 | US$455.2b | US$221.0b | US$3.5b | 13.2x | 129.5x | 2.1x |
| Thu, 02 Mar 2023 | US$476.4b | US$220.9b | US$3.3b | 13.8x | 143.7x | 2.2x |
| Sat, 28 Jan 2023 | US$486.0b | US$222.9b | US$3.3b | 12.3x | 147.9x | 2.2x |
| Mon, 26 Dec 2022 | US$476.0b | US$220.8b | US$3.6b | 9.9x | 131.6x | 2.2x |
| Wed, 23 Nov 2022 | US$472.2b | US$220.2b | US$3.7b | 10.1x | 126.6x | 2.1x |
| Fri, 21 Oct 2022 | US$409.1b | US$206.6b | US$1.2b | 8.4x | 350.1x | 2x |
| Sun, 18 Sep 2022 | US$453.9b | US$206.5b | US$864.8m | 8.7x | 524.9x | 2.2x |
| Tue, 16 Aug 2022 | US$518.1b | US$207.1b | US$339.7m | 10.2x | 1525.3x | 2.5x |
| Thu, 14 Jul 2022 | US$429.1b | US$195.3b | US$2.5b | 9.7x | 169.1x | 2.2x |
| Sat, 11 Jun 2022 | US$440.5b | US$195.4b | US$2.5b | 9.6x | 174.4x | 2.3x |
| Mon, 09 May 2022 | US$481.3b | US$194.8b | US$1.7b | 13.4x | 286.3x | 2.5x |
| Wed, 06 Apr 2022 | US$531.5b | US$185.6b | US$4.2b | 13x | 127.5x | 2.9x |
| Fri, 04 Mar 2022 | US$568.1b | US$188.0b | US$7.6b | 15.4x | 74.4x | 3x |
| Sun, 30 Jan 2022 | US$560.3b | US$187.5b | US$5.4b | 15.8x | 104x | 3x |
| Tue, 28 Dec 2021 | US$626.4b | US$181.2b | US$12.4b | 18.1x | 50.4x | 3.5x |
Price to Earnings Ratio
50.4x
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 26.7x which is lower than its 3-year average PE of 145x.
- 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 21% per year over the last three years.
- Revenues for these companies have grown 5.6% 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 | -3.53% | |
| Industrials | -4.92% | |
| Transportation | -5.04% | |
| Trucking | -2.28% | |
| Railroads | -5.53% | |
| Cargo Ground Transportation | -7.27% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 28.0x.
- Analysts are expecting annual earnings growth of 21.4%, which is higher than its past year's earnings decline of 22.3% per year.
- Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 20.5x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 28% over the next 5 years.
- In contrast, the Railroads industry is expected to see its earnings grow by 8.1% 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 | |
|---|---|---|---|---|---|
| UBER Uber Technologies | US$60.73 | 1.3% +US$1.7b | -1.6% | PE29.1x | |
| YMM Full Truck Alliance | US$11.32 | 1.0% +US$115.0m | 68.5% | PE27.9x | |
| DSKE Daseke | US$8.29 | 0.2% +US$944.0k | 7.8% | PS0.2x | |
| PATI Patriot Transportation Holding | US$16.26 | 0.5% +US$284.3k | 118.3% | PE21.6x |
