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U.S. Transportation Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies49
  • 7D2.6%
  • 3M2.6%
  • 1Y6.8%
  • YTD3.0%

In the last week, the Transportation industry is up 2.6%, with Union Pacific up 7.7%. During this same period, the Uber Technologies underperformed, falling 7.9%. In the last 12 months, the industry was up 6.8%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$648.9bUS$230.7bUS$26.4b40.8x24.6x2.8x
Sun, 04 Jan 2026US$630.5bUS$228.4bUS$33.3b31.5x18.9x2.8x
Tue, 02 Dec 2025US$628.6bUS$228.0bUS$33.3b27.6x18.9x2.8x
Thu, 30 Oct 2025US$642.7bUS$224.0bUS$29.2b25.8x22x2.9x
Sat, 27 Sep 2025US$657.0bUS$223.6bUS$29.7b23.5x22.1x2.9x
Mon, 25 Aug 2025US$652.1bUS$222.6bUS$30.2b28x21.6x2.9x
Wed, 23 Jul 2025US$636.2bUS$219.7bUS$29.8b25.9x21.4x2.9x
Fri, 20 Jun 2025US$596.1bUS$219.0bUS$29.6b25.7x20.2x2.7x
Sun, 18 May 2025US$626.3bUS$218.8bUS$29.6b27.3x21.2x2.9x
Tue, 15 Apr 2025US$541.4bUS$216.7bUS$26.5b25x20.4x2.5x
Thu, 13 Mar 2025US$580.5bUS$216.4bUS$27.3b27.2x21.3x2.7x
Sat, 08 Feb 2025US$617.0bUS$215.5bUS$27.3b29.3x22.6x2.9x
Mon, 06 Jan 2025US$590.9bUS$213.3bUS$21.8b30.2x27.1x2.8x
Wed, 04 Dec 2024US$651.7bUS$213.5bUS$21.9b30.4x29.8x3.1x
Fri, 01 Nov 2024US$613.9bUS$222.4bUS$20.3b31x30.2x2.8x
Sun, 29 Sep 2024US$626.2bUS$220.8bUS$17.2b30.2x36.3x2.8x
Tue, 27 Aug 2024US$614.0bUS$220.1bUS$17.0b28.5x36.1x2.8x
Thu, 25 Jul 2024US$586.5bUS$216.7bUS$16.6b27.5x35.4x2.7x
Sat, 22 Jun 2024US$578.1bUS$217.0bUS$16.7b25x34.7x2.7x
Mon, 20 May 2024US$591.4bUS$216.2bUS$16.7b25.7x35.4x2.7x
Wed, 17 Apr 2024US$618.3bUS$214.9bUS$18.2b22.8x34x2.9x
Fri, 15 Mar 2024US$647.0bUS$212.8bUS$17.5b22.5x36.9x3x
Sun, 11 Feb 2024US$624.3bUS$212.9bUS$16.6b24.8x37.6x2.9x
Tue, 09 Jan 2024US$566.0bUS$216.1bUS$16.9b21.6x33.4x2.6x
Thu, 07 Dec 2023US$557.1bUS$216.1bUS$16.8b21.5x33.2x2.6x
Sat, 04 Nov 2023US$500.8bUS$214.5bUS$14.9b19.1x33.7x2.3x
Mon, 02 Oct 2023US$500.7bUS$217.5bUS$16.6b14.3x30.2x2.3x
Wed, 30 Aug 2023US$521.6bUS$214.3bUS$13.8b15.1x37.9x2.4x
Fri, 28 Jul 2023US$545.8bUS$214.6bUS$11.7b13.3x46.7x2.5x
Sun, 25 Jun 2023US$483.3bUS$217.0bUS$12.9b12.7x37.4x2.2x
Tue, 23 May 2023US$468.0bUS$217.5bUS$12.9b13.8x36.3x2.2x
Thu, 20 Apr 2023US$460.5bUS$220.7bUS$3.5b13.5x132.6x2.1x
Sat, 18 Mar 2023US$442.0bUS$221.0bUS$3.5b14.2x125.5x2x
Mon, 13 Feb 2023US$500.1bUS$220.3bUS$2.6b15.5x194.4x2.3x
Price to Earnings Ratio

194.4x


Total Market Cap: US$500.1bTotal Earnings: US$2.6bTotal Revenue: US$220.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 38.4x202420252026
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 24.6x which is lower than its 3-year average PE of 38.4x.
  • 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 117% 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-2.98%
Industrials0.79%
Transportation2.63%
Cargo Ground Transportation10.52%
Railroads6.55%
Trucking-7.65%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 30.3x.
    • Analysts are expecting annual earnings growth of 20.7%, which is higher than its past year's earnings decline of 19.0% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 35.6x.
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 19% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 9.1% 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$251.457.7%
+US$10.6b		3.3%PE20.9x
ODFL Old Dominion Freight LineUS$202.1417.1%
+US$6.2b		3.2%PE41.3x
XPO XPOUS$185.6223.0%
+US$4.1b		26.3%PE65.6x
NSC Norfolk SouthernUS$306.915.8%
+US$3.8b		22.0%PE24x
CSX CSXUS$39.875.3%
+US$3.7b		21.8%PE25.7x

Latest News

UNP
US$251.45
Union Pacific
7D
7.7%
1Y
3.3%
ODFL
US$202.14
Old Dominion Freight Line
7D
17.1%
1Y
3.2%
UHAL
US$50.35
U-Haul Holding
7D
-12.1%
1Y
-28.6%
GRAB
US$4.15
Grab Holdings
7D
-7.2%
1Y
-11.1%

GRAB: Indonesia Merger Talks And Q3 Execution Will Drive Future Leadership

Narrative Update The updated analyst price target for Grab Holdings edges lower to approximately $6.80 from about $6.83, as analysts factor in a slightly higher discount rate and a marginally lower future P/E multiple, while keeping their core growth and margin assumptions broadly unchanged. Analyst Commentary Recent research on Grab Holdings highlights a mix of optimism around execution and growth, alongside some caution around valuation and the path forward.
UBER
US$75.21
Uber Technologies
7D
-7.9%
1Y
7.5%
SAIA
US$404.75
Saia
7D
18.4%
1Y
-20.4%
XPO
US$185.62
XPO
7D
23.0%
1Y
26.3%
CSX
US$39.87
CSX
7D
5.3%
1Y
21.8%
JBHT
US$225.25
J.B. Hunt Transport Services
7D
9.8%
1Y
33.3%
LYFT
US$15.84
Lyft
7D
-10.8%
1Y
12.6%

LYFT: Expanding Rideshare Partnerships Will Support Healthier Marketplace And Profitability Profile

Analysts have adjusted their Lyft price targets in a tight range, with some pulling back from prior highs and others lifting forecasts into the low to mid US$20s and up to US$32. This reflects mixed Q3 results, a more constructive view on execution, and differing opinions on how growth and profitability might balance into 2026.
NSC
US$306.91
Norfolk Southern
7D
5.8%
1Y
22.0%
FIP
US$5.40
FTAI Infrastructure
7D
-9.8%
1Y
-21.9%
YMM
US$9.68
Full Truck Alliance
7D
-4.6%
1Y
-18.5%

YMM: Order Quality Cleanup And Governance Efforts Will Support Future Margin Expansion

Analysts have trimmed their blended price target for Full Truck Alliance to about US$17.91 from roughly US$18.23 as they factor in lower forecast revenue growth, a reduced assumed future P/E multiple, and mixed views on order momentum and regulatory headwinds, despite stronger modeled profit margins. Analyst Commentary Recent Street research on Full Truck Alliance presents a split picture, with JPMorgan turning more cautious while other firms still see room for execution on growth plans and margin potential.
CAR
US$114.62
Avis Budget Group
7D
-0.9%
1Y
26.2%

CAR: Future Share Repurchase Capacity And Lower P/E May Unlock Upside

Analysts now place their price target for Avis Budget Group at US$184, down from US$200, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple. What's in the News From July 1, 2025 to September 30, 2025, Avis Budget Group reported no share repurchases under its existing buyback program, with 0 shares repurchased for US$0 million in that period (Key Developments).
R
US$214.30
Ryder System
7D
11.4%
1Y
36.6%

R: Leadership Transition And M&A Expansion Will Support Measured Outlook Into 2027

Narrative Update: Ryder System Analyst Price Target Shift Analysts have adjusted their fair value estimate for Ryder System from about US$211.10 to roughly US$215.44, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News CEO Robert E.
SLGB
US$1.50
Smart Logistics Global
7D
-48.1%
1Y
n/a