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U.S. Transportation Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies50
  • 7D3.6%
  • 3M-0.3%
  • 1Y21.4%
  • YTD-0.7%

Over the last 7 days, the Transportation industry has risen 3.6%, driven by gains from Uber Technologies of 3.8%. During this same period, the Smart Logistics Global underperformed, falling 20%. This means that the industry has gained 21% over the past year. 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
Sun, 05 Apr 2026US$622.6bUS$231.8bUS$29.3b37x21.3x2.7x
Tue, 03 Mar 2026US$666.0bUS$231.2bUS$29.2b37.5x22.8x2.9x
Thu, 29 Jan 2026US$631.5bUS$228.4bUS$33.3b32.8x19x2.8x
Sat, 27 Dec 2025US$631.4bUS$228.3bUS$33.3b31x19x2.8x
Mon, 24 Nov 2025US$606.4bUS$227.2bUS$33.2b26.6x18.3x2.7x
Wed, 22 Oct 2025US$652.3bUS$223.7bUS$29.5b27.9x22.1x2.9x
Fri, 19 Sep 2025US$636.2bUS$223.7bUS$29.7b24.5x21.4x2.8x
Sun, 17 Aug 2025US$631.4bUS$222.5bUS$30.1b26.6x21x2.8x
Tue, 15 Jul 2025US$649.5bUS$219.7bUS$29.8b26.1x21.8x3x
Thu, 12 Jun 2025US$612.7bUS$219.0bUS$29.6b25.8x20.7x2.8x
Sat, 10 May 2025US$575.5bUS$218.7bUS$29.6b24.2x19.4x2.6x
Mon, 07 Apr 2025US$521.9bUS$216.8bUS$26.5b24.6x19.7x2.4x
Wed, 05 Mar 2025US$606.0bUS$216.2bUS$27.3b27.8x22.2x2.8x
Fri, 31 Jan 2025US$613.5bUS$213.0bUS$22.0b30.1x27.9x2.9x
Sun, 29 Dec 2024US$580.2bUS$213.4bUS$21.9b28.8x26.6x2.7x
Tue, 26 Nov 2024US$645.2bUS$213.4bUS$20.8b32.4x31x3x
Thu, 24 Oct 2024US$634.4bUS$220.3bUS$17.9b29.1x35.5x2.9x
Sat, 21 Sep 2024US$626.1bUS$220.7bUS$17.2b29x36.3x2.8x
Mon, 19 Aug 2024US$604.0bUS$219.8bUS$17.0b28x35.6x2.7x
Wed, 17 Jul 2024US$599.2bUS$217.0bUS$16.7b25.7x36x2.8x
Fri, 14 Jun 2024US$576.1bUS$217.0bUS$16.7b24.9x34.6x2.7x
Sun, 12 May 2024US$597.9bUS$216.0bUS$16.6b26.1x36.1x2.8x
Tue, 09 Apr 2024US$637.8bUS$214.9bUS$18.2b24x35x3x
Thu, 07 Mar 2024US$647.0bUS$212.8bUS$17.5b24x37x3x
Sat, 03 Feb 2024US$607.4bUS$214.7bUS$16.2b23.7x37.5x2.8x
Mon, 01 Jan 2024US$588.0bUS$216.3bUS$16.9b21.6x34.7x2.7x
Wed, 29 Nov 2023US$536.4bUS$216.2bUS$16.8b21.2x32x2.5x
Fri, 27 Oct 2023US$469.3bUS$214.9bUS$15.1b14.1x31.1x2.2x
Sun, 24 Sep 2023US$501.0bUS$214.2bUS$13.7b14.5x36.5x2.3x
Tue, 22 Aug 2023US$514.3bUS$214.0bUS$13.3b15x38.8x2.4x
Thu, 20 Jul 2023US$529.8bUS$216.3bUS$12.7b13x41.6x2.4x
Sat, 17 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Mon, 15 May 2023US$467.4bUS$217.3bUS$12.6b14.4x37.1x2.2x
Wed, 12 Apr 2023US$455.5bUS$221.0bUS$3.5b13.3x129.4x2.1x
Price to Earnings Ratio

129.4x


Total Market Cap: US$455.5bTotal Earnings: US$3.5bTotal Revenue: US$221.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 31.7x202420252026
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 21.3x which is lower than its 3-year average PE of 31.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 103% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market3.46%
Industrials2.97%
Transportation3.58%
Cargo Ground Transportation5.05%
Trucking3.82%
Railroads2.68%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 31.3x.
    • Analysts are expecting annual earnings growth of 19.9%, 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 37.3x.
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 7.0% 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$71.843.8%
+US$5.4b		11.2%PE14.6x
UNP Union PacificUS$244.712.5%
+US$3.5b		14.7%PE20.4x
CSX CSXUS$41.223.9%
+US$2.9b		51.5%PE26.5x
ODFL Old Dominion Freight LineUS$198.005.1%
+US$2.0b		30.2%PE40.3x
CAR Avis Budget GroupUS$190.4228.3%
+US$1.5b		175.2%PS0.6x

Latest News

CAR
US$190.42
Avis Budget Group
7D
28.3%
1Y
175.2%
XPO
US$200.52
XPO
7D
6.1%
1Y
119.0%

XPO: Elevated P/E Levels Will Face Ongoing Freight Cycle Weakness

The updated analyst price target for XPO edges slightly lower by about $0.10 to $134.77 as analysts balance a modestly lower assumed future P/E multiple with slightly higher revenue growth and profit margin inputs. Analyst Commentary Recent research on XPO shows a mix of higher price targets from several firms and a growing pocket of caution as some Bearish analysts question how much upside is left after the stock's prior rally.
CSX
US$41.22
CSX
7D
3.9%
1Y
51.5%

CSX: Heavy Rail Assets And Locomotive Upgrades Will Offset Volume And Cycle Risks

The updated analyst price target for CSX has shifted modestly higher to reflect a new fair value estimate of $41.15. This is supported by recent Street research that points to steady revisions in discount rates, revenue growth assumptions, profit margins, and future P/E expectations.
ODFL
US$198.00
Old Dominion Freight Line
7D
5.1%
1Y
30.2%
NSC
US$288.00
Norfolk Southern
7D
1.7%
1Y
36.5%
UBER
US$71.84
Uber Technologies
7D
3.8%
1Y
11.2%
SWVL
US$1.35
Swvl Holdings
7D
-2.9%
1Y
-53.4%
UNP
US$244.71
Union Pacific
7D
2.5%
1Y
14.7%
MRT
US$2.00
Marti Technologies
7D
-1.0%
1Y
-29.8%

$MRT at Roth - Pick of the Panel

Is $MRT the most under the radar mobility play in emerging markets? Marti Technologies Co-Founder & President Cankut Durgun just took the stage at the 38th Annual Roth Capital Partners Growth Conference — as the only public company on a panel titled "Rideshare At Crossroads: Autonomy, Global Expansion, and the Next Phase of Mobility." When the moderator asked panelists "Uber, Lyft, or Marti?" — all three picked Marti!
JBHT
US$214.91
J.B. Hunt Transport Services
7D
4.5%
1Y
59.6%

JBHT: Freight Cycle Recovery And Capital Returns Will Test Current Expectations

J.B. Hunt's analyst price target edges higher to $211, as analysts factor in a modest tweak to the discount rate and reference a broad wave of target increases that link the stock to an ongoing freight cycle recovery in transportation equities. Analyst Commentary Recent research on J.B. Hunt shows a cluster of higher price targets alongside a mix of optimism on the freight recovery and caution about how much good news is already reflected in the shares.
ETS
US$0.66
Elite Express Holding
7D
-2.1%
1Y
n/a
ELOG
US$0.94
Eastern International
7D
-5.2%
1Y
n/a
SLGB
US$0.69
Smart Logistics Global
7D
-20.0%
1Y
n/a