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U.S. Cargo Ground Transportation Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies32
  • 7D0.6%
  • 3M-8.8%
  • 1Y-28.6%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has remained flat, although notably Old Dominion Freight Line gained 3.4%. Unfortunately though, the industry is down 29% over the past 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Nov 2025US$116.7bUS$86.2bUS$3.7b27.7x31.2x1.4x
Wed, 22 Oct 2025US$126.5bUS$85.6bUS$3.8b28.2x33.6x1.5x
Fri, 19 Sep 2025US$123.4bUS$85.6bUS$3.8b26.2x32.9x1.4x
Sun, 17 Aug 2025US$123.2bUS$85.4bUS$3.7b27x33.6x1.4x
Tue, 15 Jul 2025US$133.8bUS$85.0bUS$3.9b26.9x34.5x1.6x
Thu, 12 Jun 2025US$128.8bUS$85.0bUS$3.9b26.7x33.2x1.5x
Sat, 10 May 2025US$122.5bUS$84.8bUS$3.9b26x31.2x1.4x
Mon, 07 Apr 2025US$117.5bUS$84.6bUS$4.0b27.2x29.1x1.4x
Wed, 05 Mar 2025US$137.3bUS$84.4bUS$4.0b29.1x33.9x1.6x
Fri, 31 Jan 2025US$151.7bUS$83.6bUS$4.2b31.3x36x1.8x
Sun, 29 Dec 2024US$148.2bUS$84.0bUS$4.2b30.7x35.6x1.8x
Tue, 26 Nov 2024US$167.3bUS$84.1bUS$3.9b36x42.6x2x
Thu, 24 Oct 2024US$147.8bUS$83.7bUS$4.4b31.1x33.7x1.8x
Sat, 21 Sep 2024US$151.1bUS$83.9bUS$4.5b29x33.8x1.8x
Mon, 19 Aug 2024US$145.8bUS$83.8bUS$4.4b28.7x32.9x1.7x
Wed, 17 Jul 2024US$145.5bUS$83.3bUS$4.4b26.8x33.1x1.7x
Fri, 14 Jun 2024US$135.7bUS$83.3bUS$4.4b25.5x30.9x1.6x
Sun, 12 May 2024US$140.9bUS$83.2bUS$4.4b27.5x32.1x1.7x
Tue, 09 Apr 2024US$157.7bUS$83.6bUS$4.8b25x33.1x1.9x
Thu, 07 Mar 2024US$154.9bUS$85.2bUS$4.7b24.8x32.9x1.8x
Sat, 03 Feb 2024US$149.9bUS$87.9bUS$4.8b25.1x31.6x1.7x
Mon, 01 Jan 2024US$147.7bUS$89.0bUS$5.1b22.4x28.8x1.7x
Wed, 29 Nov 2023US$138.0bUS$88.9bUS$5.1b21.2x26.9x1.6x
Fri, 27 Oct 2023US$127.0bUS$89.6bUS$5.4b12.9x23.6x1.4x
Sun, 24 Sep 2023US$136.4bUS$91.0bUS$5.8b13.8x23.7x1.5x
Tue, 22 Aug 2023US$137.6bUS$91.0bUS$5.7b15.1x24.1x1.5x
Thu, 20 Jul 2023US$140.7bUS$93.7bUS$6.8b13x20.8x1.5x
Sat, 17 Jun 2023US$123.5bUS$94.4bUS$6.8b12.6x18.1x1.3x
Mon, 15 May 2023US$118.7bUS$94.4bUS$6.8b13.8x17.5x1.3x
Wed, 12 Apr 2023US$123.0bUS$95.8bUS$7.2b12.3x17x1.3x
Price to Earnings Ratio

17x


Total Market Cap: US$123.2bTotal Earnings: US$7.2bTotal Revenue: US$95.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Cargo Ground Transportation Industry Price to Earnings3Y Average 29.9x20242025
Current Industry PE
  • Investors are relatively neutral on the American Cargo Ground Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 29.9x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 20% per year over the last three years,
  • Revenues have also declined 3.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Cargo Ground Transportation compare with similar industries?

US Market-1.31%
Industrials-0.69%
Transportation-1.89%
Cargo Ground Transportation0.62%
Railroads1.82%
Trucking-6.99%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
XPO XPOUS$133.674.5%
+US$675.0m		-11.8%PE47.3x
JBHT J.B. Hunt Transport ServicesUS$166.493.9%
+US$588.9m		-11.6%PE27.7x
ODFL Old Dominion Freight LineUS$132.331.9%
+US$510.2m		-41.2%PE26.2x
KNX Knight-Swift Transportation HoldingsUS$44.556.5%
+US$438.3m		-24.2%PE50.8x
UHAL U-Haul HoldingUS$50.542.8%
+US$266.7m		-30.0%PE42.6x

Latest News

KNX
US$44.55
Knight-Swift Transportation Holdings
7D
6.5%
1Y
-24.2%

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.
ODFL
US$132.33
Old Dominion Freight Line
7D
1.9%
1Y
-41.2%
R
US$169.64
Ryder System
7D
3.2%
1Y
0.1%

R: Share Repurchases And New Facility Will Support Future Upside

Analysts have maintained their price target for Ryder System at $201.33 per share. They state that stable growth and margin expectations continue to support current valuations.
YMM
US$10.75
Full Truck Alliance
7D
-0.9%
1Y
13.3%
TOPP
US$1.03
Toppoint Holdings
7D
-4.6%
1Y
n/a
SAIA
US$271.92
Saia
7D
3.7%
1Y
-51.2%

SAIA: Operational Efficiency Will Drive Margin Expansion Despite Volume Pressures

Saia's analyst price target has decreased moderately, falling from $331.10 to $323.37 per share. Analysts point to industry-wide margin pressure and soft volume trends, which are overshadowing recent quarterly outperformance.
JBHT
US$166.49
J.B. Hunt Transport Services
7D
3.9%
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.
BTOC
US$0.54
Armlogi Holding
7D
-2.2%
1Y
-91.3%
RXO
US$12.17
RXO
7D
15.0%
1Y
-60.0%
XPO
US$133.67
XPO
7D
4.5%
1Y
-11.8%

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$50.54
U-Haul Holding
7D
2.8%
1Y
-30.0%
SLGB
US$1.79
Smart Logistics Global
7D
-12.9%
1Y
n/a
ETS
US$0.52
Elite Express Holding
7D
-4.0%
1Y
n/a
ELOG
US$1.99
Eastern International
7D
-10.4%
1Y
n/a
YGMZ
US$1.06
MingZhu Logistics Holdings
7D
-8.6%
1Y
-94.0%

Take Care Before Jumping Onto MingZhu Logistics Holdings Limited (NASDAQ:YGMZ) Even Though It's 26% Cheaper

Sep 28
Take Care Before Jumping Onto MingZhu Logistics Holdings Limited (NASDAQ:YGMZ) Even Though It's 26% Cheaper
PAMT
US$9.80
Pamt
7D
-0.5%
1Y
-48.7%

Benign Growth For Pamt Corp. (NASDAQ:PAMT) Underpins Its Share Price

Sep 17
Benign Growth For Pamt Corp. (NASDAQ:PAMT) Underpins Its Share Price