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U.S. Transportation Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies48
  • 7D-1.9%
  • 3M-4.6%
  • 1Y-5.4%
  • YTD6.2%

Over the last 7 days, the Transportation industry has dropped 1.9%, driven by Uber Technologies declining 8.9%. Overall the industry is down 5.4% in 12 months. Earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Nov 2025US$606.4bUS$227.2bUS$33.2b26.6x18.3x2.7x
Thu, 23 Oct 2025US$650.6bUS$223.7bUS$29.5b27.3x22x2.9x
Sat, 20 Sep 2025US$644.8bUS$223.7bUS$29.7b24.2x21.7x2.9x
Mon, 18 Aug 2025US$631.4bUS$222.5bUS$30.1b26.6x21x2.8x
Wed, 16 Jul 2025US$643.9bUS$219.7bUS$29.8b26.5x21.6x2.9x
Fri, 13 Jun 2025US$608.3bUS$219.1bUS$29.6b25.8x20.6x2.8x
Sun, 11 May 2025US$576.0bUS$218.7bUS$29.6b24.2x19.5x2.6x
Tue, 08 Apr 2025US$521.5bUS$216.7bUS$26.5b24.2x19.7x2.4x
Thu, 06 Mar 2025US$602.3bUS$216.3bUS$27.3b28x22.1x2.8x
Sat, 01 Feb 2025US$614.4bUS$213.0bUS$22.0b29.7x27.9x2.9x
Mon, 30 Dec 2024US$580.2bUS$213.4bUS$21.9b28.8x26.6x2.7x
Wed, 27 Nov 2024US$662.1bUS$213.4bUS$20.8b32.9x31.8x3.1x
Fri, 25 Oct 2024US$628.4bUS$220.6bUS$17.9b28.9x35x2.8x
Sun, 22 Sep 2024US$615.7bUS$220.7bUS$17.2b29x35.7x2.8x
Tue, 20 Aug 2024US$604.6bUS$219.9bUS$17.0b28.4x35.6x2.7x
Thu, 18 Jul 2024US$616.2bUS$216.8bUS$16.6b25.6x37.1x2.8x
Sat, 15 Jun 2024US$576.1bUS$217.0bUS$16.7b24.6x34.6x2.7x
Mon, 13 May 2024US$597.9bUS$216.0bUS$16.6b26.1x36.1x2.8x
Wed, 10 Apr 2024US$632.7bUS$214.9bUS$18.2b24x34.8x2.9x
Fri, 08 Mar 2024US$647.9bUS$212.9bUS$17.6b23.8x36.9x3x
Sun, 04 Feb 2024US$607.4bUS$214.7bUS$16.2b23.7x37.5x2.8x
Tue, 02 Jan 2024US$588.0bUS$216.3bUS$16.9b21.6x34.7x2.7x
Thu, 30 Nov 2023US$537.1bUS$216.2bUS$16.8b20.8x32x2.5x
Sat, 28 Oct 2023US$466.4bUS$214.7bUS$14.9b16x31.2x2.2x
Mon, 25 Sep 2023US$501.0bUS$214.2bUS$13.7b14.5x36.5x2.3x
Wed, 23 Aug 2023US$512.1bUS$214.0bUS$13.3b14.9x38.6x2.4x
Fri, 21 Jul 2023US$530.0bUS$216.4bUS$12.7b13x41.8x2.4x
Sun, 18 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Tue, 16 May 2023US$468.4bUS$217.3bUS$12.6b14.4x37.2x2.2x
Thu, 13 Apr 2023US$452.9bUS$221.0bUS$3.5b13.3x129x2x
Sat, 11 Mar 2023US$453.9bUS$220.9bUS$3.5b14.6x128.5x2.1x
Mon, 06 Feb 2023US$509.8bUS$222.6bUS$3.2b12.9x157.3x2.3x
Wed, 04 Jan 2023US$464.2bUS$221.1bUS$3.5b10x131.3x2.1x
Fri, 02 Dec 2022US$485.3bUS$220.6bUS$3.7b10.6x131.4x2.2x
Price to Earnings Ratio

131.4x


Total Market Cap: US$485.3bTotal Earnings: US$3.7bTotal Revenue: US$220.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 46.3x202320242025
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 18.3x which is lower than its 3-year average PE of 46.4x.
  • 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 107% 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 Market-1.31%
Industrials-0.69%
Transportation-1.89%
Railroads1.82%
Cargo Ground Transportation0.62%
Trucking-6.99%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 29.9x.
    • Analysts are expecting annual earnings growth of 20.2%, which is higher than its past year's earnings decline of 15.1% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 33.3x.
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 15% per year.
  • In contrast, the Trucking industry is expected to see its earnings grow by 3.1% 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
UNP Union PacificUS$226.222.4%
+US$3.1b		-9.3%PE19x
NSC Norfolk SouthernUS$286.291.7%
+US$1.1b		3.8%PE21.7x
ODFL Old Dominion Freight LineUS$134.283.4%
+US$917.9m		-40.3%PE26.6x
JBHT J.B. Hunt Transport ServicesUS$166.433.8%
+US$583.7m		-11.6%PE27.7x
XPO XPOUS$132.533.6%
+US$541.1m		-12.6%PE46.9x

Latest News

KNX
US$44.17
Knight-Swift Transportation Holdings
7D
5.5%
1Y
-24.8%

KNX: Upcoming Tariffs Will Tighten Supply And Support Market Recovery

Knight-Swift Transportation Holdings saw its average analyst price target decline modestly, as analysts cited ongoing industry oversupply and tepid growth as key factors supporting more conservative projections. Analyst Commentary Recent Street research has delivered a mix of optimistic and cautious perspectives on Knight-Swift Transportation Holdings, with analysts debating the outlook amid continued industry headwinds and pockets of improving sentiment.
UBER
US$83.87
Uber Technologies
7D
-8.9%
1Y
14.2%
CSX
US$34.28
CSX
7D
0.8%
1Y
-6.4%
UNP
US$226.22
Union Pacific
7D
2.4%
1Y
-9.3%
HTZ
US$5.09
Hertz Global Holdings
7D
-3.2%
1Y
11.1%

HTZ: Lower Discount Rate Will Not Offset Ongoing Margin Pressures

Narrative Update on Hertz Global Holdings Analysts have revised their price target for Hertz Global Holdings slightly upward to $4.39 per share. They cite modest improvements in projected revenue growth and profit margin expectations as key factors in this revision.
ODFL
US$134.28
Old Dominion Freight Line
7D
3.4%
1Y
-40.3%
YMM
US$10.37
Full Truck Alliance
7D
-4.4%
1Y
9.3%
FIP
US$4.16
FTAI Infrastructure
7D
-1.2%
1Y
-53.4%

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Nov 18
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NSC
US$286.29
Norfolk Southern
7D
1.7%
1Y
3.8%

NSC: Shares Will Navigate Merger Uncertainty And Industry Shifts Ahead

The analyst consensus price target for Norfolk Southern was adjusted slightly lower to $311.50 from $311.63, as analysts factor in modestly increased revenue growth expectations. This is offset by a lower profit margin and discount rate, reflecting resilience despite mixed transports sector outlooks.
LYFT
US$19.78
Lyft
7D
-8.3%
1Y
10.6%

LYFT: Outlook Will Balance Cost Savings And Execution Amid Heightened Competition

Lyft’s fair value estimate has been raised from $20.18 to $23.46. Analysts point to robust guidance, ongoing marketplace improvements, solid execution, and strategic partnerships supporting the company’s outlook.
GRAB
US$4.90
Grab Holdings
7D
-8.1%
1Y
-4.7%

GRAB: Market Share Could Expand Significantly on Potential Indonesia Merger

Analysts have raised their price target for Grab Holdings by $0.35 to $6.80, citing stronger than expected Q3 results, revised FY25 guidance, and improved long-term growth prospects. Analyst Commentary Recent Street research highlights a mix of positive outlooks and valuation-driven caution regarding Grab Holdings following its Q3 results and updated guidance.
JBHT
US$166.43
J.B. Hunt Transport Services
7D
3.8%
1Y
-11.6%

JBHT: Earnings Momentum And Cost Discipline Will Offset Freight Market Uncertainty

J.B. Hunt Transport Services’ analyst price target was slightly reduced by less than $1 per share. Analysts point to ongoing operational cost improvements and higher profit margins supporting the company’s valuation, despite continued freight market uncertainty.
XPO
US$132.53
XPO
7D
3.6%
1Y
-12.6%

XPO: Margin Gains And Productivity Will Balance Industry Risks Ahead

Analysts have increased their price target for XPO from $141.52 to $148.63 per share. They cite strong margin outperformance, improvements in yield and productivity, and management’s confidence in continued earnings growth despite a challenging freight environment.
UHAL
US$50.58
U-Haul Holding
7D
2.8%
1Y
-29.9%
SLGB
US$1.89
Smart Logistics Global
7D
-7.8%
1Y
n/a
SWVL
US$2.70
Swvl Holdings
7D
-12.1%
1Y
-57.9%