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U.S. Transportation Industry Analysis

UpdatedJan 28, 2026
DataAggregated Company Financials
Companies49
  • 7D1.5%
  • 3M-1.5%
  • 1Y4.3%
  • YTD0.2%

The Transportation industry is up 1.5% in the last week, with Union Pacific up 4.9%. In the last 12 months, the industry was up 4.3%. As for the next few years, earnings are expected to grow by 8.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026US$631.5bUS$228.5bUS$33.2b32.8x19x2.8x
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
Fri, 10 Mar 2023US$464.6bUS$220.7bUS$3.6b14.7x129.5x2.1x
Sun, 05 Feb 2023US$509.9bUS$222.5bUS$3.3b12.4x155.5x2.3x
Price to Earnings Ratio

155.5x


Total Market Cap: US$509.9bTotal Earnings: US$3.3bTotal Revenue: US$222.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 39.4x202420252026
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 19.0x which is lower than its 3-year average PE of 39.5x.
  • 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 116% 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 Market2.04%
Industrials0.99%
Transportation1.51%
Railroads4.75%
Cargo Ground Transportation1.39%
Trucking-2.18%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 30.2x.
    • Analysts are expecting annual earnings growth of 19.7%, which is higher than its past year's earnings decline of 19.8% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 35.3x.
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 20% per year.
  • In contrast, the Trucking industry is expected to see its earnings grow by 4.4% 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
CSX CSXUS$37.382.3%
+US$1.6b		13.3%PE24.1x
GRAB Grab HoldingsUS$4.533.0%
+US$531.3m		-5.2%PE151.8x
YMM Full Truck AllianceUS$10.021.7%
+US$177.8m		-12.0%PE18.3x
SLGB Smart Logistics GlobalUS$2.8756.0%
+US$42.2m		n/aPE61.9x
WERN Werner EnterprisesUS$34.331.2%
+US$23.9m		-6.8%PE81.2x

Latest News

UNP
US$227.71
Union Pacific
7D
-0.7%
1Y
-8.8%
WERN
US$34.33
Werner Enterprises
7D
1.2%
1Y
-6.8%
LYFT
US$17.20
Lyft
7D
-7.0%
1Y
28.1%
UBER
US$79.78
Uber Technologies
7D
-5.3%
1Y
19.5%
NSC
US$284.47
Norfolk Southern
7D
-1.6%
1Y
10.8%
JBHT
US$205.06
J.B. Hunt Transport Services
7D
-2.2%
1Y
19.3%
YMM
US$10.02
Full Truck Alliance
7D
1.7%
1Y
-12.0%

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$115.10
Avis Budget Group
7D
-9.0%
1Y
25.4%

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).
CSX
US$37.38
CSX
7D
2.3%
1Y
13.3%
ZDAI
US$0.62
DirectBooking Technology
7D
12.1%
1Y
-34.2%
SLGB
US$2.87
Smart Logistics Global
7D
56.0%
1Y
n/a
RYDE
US$0.35
Ryde Group
7D
0.6%
1Y
-9.5%
UHAL
US$56.17
U-Haul Holding
7D
-3.8%
1Y
-21.9%
GRAB
US$4.53
Grab Holdings
7D
3.0%
1Y
-5.2%

GRAB: Indonesia Merger Talks Will Support Future Market Leadership

Analysts have nudged their price target for Grab Holdings slightly higher to about US$6.83 per share, citing recent upgrades, better than expected Q3 results, raised FY25 guidance, and confidence in the company's category leading position and long term growth outlook in Southeast Asia. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 results that were better than expected, with the company beating both top and bottom line consensus, which supports their case for higher valuation multiples.
ODFL
US$172.72
Old Dominion Freight Line
7D
-3.2%
1Y
-7.1%

ODFL: Capacity Tightening And Buybacks Will Shape Returns Through 2026

Analysts nudged their price targets on Old Dominion Freight Line higher, lifting the fair value estimate from about $155.92 to $167.17 as they weigh tighter trucking capacity, potential margin recovery into 2026, and updated earnings models against ongoing demand and cyclicality risks. Analyst Commentary Recent research on Old Dominion Freight Line clusters around a higher fair value range, but the reasoning splits between optimism on execution into 2026 and caution on the freight cycle and earnings risk.
BTOC
US$0.51
Armlogi Holding
7D
2.6%
1Y
-86.8%