Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Cargo Ground Transportation Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies33
  • 7D6.0%
  • 3M18.6%
  • 1Y-1.0%
  • YTDn/a

The Cargo Ground Transportation industry is up 5.9% in the last week, with Old Dominion Freight Line up 8.8%. In the same time, Full Truck Alliance was down 6.9%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026US$141.4bUS$86.3bUS$3.8b34.4x37.6x1.6x
Tue, 09 Dec 2025US$131.6bUS$86.2bUS$3.7b31.6x35.1x1.5x
Thu, 06 Nov 2025US$124.7bUS$85.7bUS$3.6b28.1x34.7x1.5x
Sat, 04 Oct 2025US$120.9bUS$85.6bUS$3.7b25.3x32.3x1.4x
Mon, 01 Sep 2025US$126.6bUS$85.6bUS$3.7b27.1x33.8x1.5x
Wed, 30 Jul 2025US$131.3bUS$84.9bUS$3.8b27x34.3x1.5x
Fri, 27 Jun 2025US$125.7bUS$85.0bUS$3.9b25.3x32.4x1.5x
Sun, 25 May 2025US$122.5bUS$84.9bUS$4.0b26.8x30.6x1.4x
Tue, 22 Apr 2025US$117.2bUS$84.5bUS$4.0b25x29.1x1.4x
Thu, 20 Mar 2025US$130.5bUS$84.5bUS$4.0b28.2x32.3x1.5x
Sat, 15 Feb 2025US$155.2bUS$84.4bUS$4.1b32.5x38.3x1.8x
Mon, 13 Jan 2025US$145.0bUS$83.9bUS$4.2b30.2x34.9x1.7x
Wed, 11 Dec 2024US$162.9bUS$84.0bUS$4.2b32.8x39.1x1.9x
Fri, 08 Nov 2024US$169.0bUS$83.7bUS$4.3b35.7x39.5x2x
Sun, 06 Oct 2024US$145.4bUS$83.9bUS$4.5b28.6x32.6x1.7x
Tue, 03 Sep 2024US$143.7bUS$83.9bUS$4.5b29.2x32.2x1.7x
Thu, 01 Aug 2024US$149.4bUS$83.7bUS$4.4b29.2x33.8x1.8x
Sat, 29 Jun 2024US$135.5bUS$83.3bUS$4.4b26.4x30.9x1.6x
Mon, 27 May 2024US$134.5bUS$83.4bUS$4.4b26.3x30.4x1.6x
Wed, 24 Apr 2024US$150.0bUS$83.4bUS$4.7b23.9x32.1x1.8x
Fri, 22 Mar 2024US$154.4bUS$85.2bUS$4.7b23.9x32.6x1.8x
Sun, 18 Feb 2024US$154.7bUS$85.2bUS$4.8b26.2x32.3x1.8x
Tue, 16 Jan 2024US$142.4bUS$88.9bUS$5.1b22.4x27.8x1.6x
Thu, 14 Dec 2023US$138.4bUS$88.9bUS$5.1b21.5x27x1.6x
Sat, 11 Nov 2023US$130.4bUS$88.9bUS$5.1b20.5x25.6x1.5x
Mon, 09 Oct 2023US$137.9bUS$91.0bUS$5.8b13.6x23.7x1.5x
Wed, 06 Sep 2023US$140.9bUS$91.0bUS$5.8b14.3x24.4x1.5x
Fri, 04 Aug 2023US$146.7bUS$91.2bUS$5.9b16.7x24.9x1.6x
Sun, 02 Jul 2023US$130.8bUS$94.4bUS$6.8b12.6x19.2x1.4x
Tue, 30 May 2023US$119.9bUS$94.4bUS$6.9b13.5x17.5x1.3x
Thu, 27 Apr 2023US$114.7bUS$95.4bUS$7.1b12.9x16.2x1.2x
Sat, 25 Mar 2023US$118.0bUS$95.8bUS$7.2b11.6x16.3x1.2x
Price to Earnings Ratio

16.3x


Total Market Cap: US$118.0bTotal 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 30.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Cargo Ground Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.4x which is higher than its 3-year average PE of 30.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.6x.
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 Market1.88%
Industrials3.40%
Transportation0.97%
Cargo Ground Transportation5.96%
Trucking1.03%
Railroads-1.55%
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
ODFL Old Dominion Freight LineUS$173.138.8%
+US$2.9b		-1.9%PE34.2x
JBHT J.B. Hunt Transport ServicesUS$206.855.1%
+US$958.8m		18.7%PE34.4x
XPO XPOUS$146.735.7%
+US$932.0m		9.3%PE51.9x
UHAL U-Haul HoldingUS$54.808.4%
+US$833.3m		-18.1%PE46.2x
KNX Knight-Swift Transportation HoldingsUS$57.189.5%
+US$803.6m		9.2%PE65.3x

Latest News

PAL
US$9.72
Proficient Auto Logistics
7D
-0.9%
1Y
-1.7%
SNDR
US$28.89
Schneider National
7D
7.1%
1Y
2.2%
KNX
US$57.18
Knight-Swift Transportation Holdings
7D
9.5%
1Y
9.2%

KNX: Tighter Truckload Capacity Into 2026 Will Support Upside Potential

Analysts have lifted their fair value estimate for Knight-Swift Transportation Holdings to $70.00 from $66.05, reflecting higher price targets across the Street as they factor in a potential truckload supply recovery, tighter capacity into 2026, and a willingness to apply a richer future P/E multiple, even while using more measured assumptions for revenue growth and profit margins. Analyst Commentary Bullish analysts are leaning into a tighter truckload capacity setup into 2026, and that is coming through in higher valuation markers for Knight-Swift.
SAIA
US$366.96
Saia
7D
8.8%
1Y
-18.6%

SAIA: Tighter LTL Capacity Into 2026 Will Support Margin Expansion

Narrative Update The analyst price target for Saia has moved from US$405 to US$431, as analysts cite a tighter capacity setup into 2026, improved margin expectations, and recent rating upgrades that offset more cautious views from some peers. Analyst Commentary Recent research on Saia shows a split tape, with some bullish analysts lifting price targets and ratings, while others turn more cautious on near term freight trends and sector valuations.
JBHT
US$206.85
J.B. Hunt Transport Services
7D
5.1%
1Y
18.7%
XPO
US$146.73
XPO
7D
5.7%
1Y
9.3%

XPO: AI Productivity And Margin Expansion Will Drive Next Freight Upcycle Outperformance

Analysts have modestly lifted their price targets on XPO, with a roughly $7 to $16 range of increases across recent reports. They highlight improving margins, better than expected tonnage trends, and potential for further productivity gains, even as some now see a more challenging path for trucking stocks overall.
ODFL
US$173.13
Old Dominion Freight Line
7D
8.8%
1Y
-1.9%
R
US$191.51
Ryder System
7D
-1.4%
1Y
23.9%

R: Leadership Transition And Buybacks Will Support Measured Outlook Into 2027

Analysts have slightly increased their price target on Ryder System, raising their fair value estimate from about $208.90 to roughly $211.10. This change reflects updated assumptions around revenue growth, profit margins and future P/E levels.
RXO
US$14.75
RXO
7D
14.9%
1Y
-39.2%
YMM
US$10.47
Full Truck Alliance
7D
-6.9%
1Y
0.6%

Full Truck Alliance (NYSE:YMM) Is Experiencing Growth In Returns On Capital

Jan 03
Full Truck Alliance (NYSE:YMM) Is Experiencing Growth In Returns On Capital
SLGB
US$1.18
Smart Logistics Global
7D
-13.2%
1Y
n/a
UHAL
US$54.80
U-Haul Holding
7D
8.4%
1Y
-18.1%
TOPP
US$0.82
Toppoint Holdings
7D
-3.4%
1Y
n/a