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U.S. Transportation Industry Analysis

UpdatedJul 09, 2025
DataAggregated Company Financials
Companies44
  • 7D2.1%
  • 3M16.7%
  • 1Y15.4%
  • YTD13.1%

Over the last 7 days, the Transportation industry has risen 2.1%, driven by gains from Uber Technologies of 5.8%. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 09 Jul 2025US$645.2bUS$219.7bUS$29.8b26.2x21.7x2.9x
Fri, 06 Jun 2025US$596.6bUS$219.1bUS$29.6b25x20.2x2.7x
Sun, 04 May 2025US$578.0bUS$216.3bUS$27.0b24.3x21.4x2.7x
Tue, 01 Apr 2025US$577.5bUS$216.4bUS$27.3b25.9x21.2x2.7x
Thu, 27 Feb 2025US$611.2bUS$216.2bUS$27.4b28.3x22.3x2.8x
Sat, 25 Jan 2025US$619.1bUS$213.2bUS$21.8b29.7x28.4x2.9x
Mon, 23 Dec 2024US$576.9bUS$213.4bUS$21.9b28.4x26.4x2.7x
Wed, 20 Nov 2024US$625.6bUS$213.2bUS$20.9b31.3x29.9x2.9x
Fri, 18 Oct 2024US$647.2bUS$220.3bUS$17.3b30.7x37.5x2.9x
Sun, 15 Sep 2024US$607.9bUS$220.5bUS$17.2b29.5x35.3x2.8x
Tue, 13 Aug 2024US$585.9bUS$219.7bUS$16.9b26.5x34.7x2.7x
Thu, 11 Jul 2024US$571.1bUS$216.9bUS$16.7b24.3x34.3x2.6x
Sat, 08 Jun 2024US$577.5bUS$217.0bUS$16.7b25.1x34.6x2.7x
Mon, 06 May 2024US$596.0bUS$214.3bUS$16.9b25.3x35.2x2.8x
Wed, 03 Apr 2024US$635.2bUS$214.9bUS$18.2b23.2x34.9x3x
Fri, 01 Mar 2024US$641.4bUS$212.8bUS$17.5b24.3x36.7x3x
Sun, 28 Jan 2024US$588.4bUS$215.6bUS$16.3b22.3x36x2.7x
Tue, 26 Dec 2023US$586.6bUS$216.2bUS$16.8b21.6x34.9x2.7x
Thu, 23 Nov 2023US$534.2bUS$215.9bUS$16.8b21.3x31.8x2.5x
Sat, 21 Oct 2023US$493.1bUS$215.8bUS$15.7b14.7x31.4x2.3x
Mon, 18 Sep 2023US$515.8bUS$214.3bUS$13.7b14.7x37.6x2.4x
Wed, 16 Aug 2023US$517.0bUS$214.0bUS$13.3b15.1x39x2.4x
Fri, 14 Jul 2023US$518.6bUS$217.1bUS$12.9b13.2x40.2x2.4x
Sun, 11 Jun 2023US$477.0bUS$217.2bUS$12.9b13x37x2.2x
Tue, 09 May 2023US$471.6bUS$217.7bUS$12.2b14.5x38.5x2.2x
Thu, 06 Apr 2023US$444.9bUS$221.0bUS$3.5b12.9x126.7x2x
Sat, 04 Mar 2023US$489.6bUS$220.8bUS$3.3b14.3x147.9x2.2x
Mon, 30 Jan 2023US$486.0bUS$222.9bUS$3.3b12.3x147.9x2.2x
Wed, 28 Dec 2022US$475.3bUS$220.9bUS$3.6b9.9x132.5x2.2x
Fri, 25 Nov 2022US$475.8bUS$220.3bUS$3.8b10.2x124.6x2.2x
Sun, 23 Oct 2022US$413.7bUS$208.4bUS$1.6b8.7x260.9x2x
Tue, 20 Sep 2022US$459.7bUS$206.5bUS$881.0m8.9x521.8x2.2x
Thu, 18 Aug 2022US$509.3bUS$207.0bUS$94.2m10.1x5404.1x2.5x
Sat, 16 Jul 2022US$428.5bUS$195.2bUS$2.6b9.7x165.8x2.2x
Price to Earnings Ratio

165.8x


Total Market Cap: US$428.5bTotal Earnings: US$2.6bTotal Revenue: US$195.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 126.3x202320242025
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 21.7x which is lower than its 3-year average PE of 126x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 126% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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 Market0.39%
Industrials0.75%
Transportation2.12%
Trucking4.72%
Cargo Ground Transportation1.41%
Railroads0.068%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 29.3x.
    • Analysts are expecting annual earnings growth of 18.9%, which is higher than its past year's earnings decline of 13.1% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 28.8x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 4.8% 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$96.645.0%
+US$9.6b
39.5%PE16.4x
GRAB Grab HoldingsUS$4.991.8%
+US$371.1m
39.4%PE894.7x
YMM Full Truck AllianceUS$12.362.3%
+US$292.9m
51.7%PE24.7x
SAIA SaiaUS$301.662.7%
+US$208.8m
-31.5%PE24.9x
KNX Knight-Swift Transportation HoldingsUS$47.621.0%
+US$74.5m
-3.0%PE51.1x

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