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U.S. Cargo Ground Transportation Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies33
  • 7D1.0%
  • 3M22.2%
  • 1Y49.8%
  • YTDn/a

The Cargo Ground Transportation is pretty flat in the last 7 days, but Ryder System has stood out, gaining 7.2%. As for the the longer term, the industry is up 50% over the past 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Apr 2026US$170.5bUS$86.1bUS$3.3b48.6x51.1x2x
Fri, 27 Mar 2026US$145.2bUS$85.9bUS$3.3b36.8x43.7x1.7x
Sun, 22 Feb 2026US$159.3bUS$86.0bUS$3.3b42x47.9x1.9x
Tue, 20 Jan 2026US$141.4bUS$86.2bUS$3.8b32.9x37.4x1.6x
Thu, 18 Dec 2025US$133.6bUS$86.2bUS$3.8b32.3x35.6x1.5x
Sat, 15 Nov 2025US$119.6bUS$86.2bUS$3.6b27.1x33.4x1.4x
Mon, 13 Oct 2025US$118.1bUS$85.6bUS$3.7b25.6x31.6x1.4x
Wed, 10 Sep 2025US$125.9bUS$85.6bUS$3.8b27x33.6x1.5x
Fri, 08 Aug 2025US$121.6bUS$84.9bUS$3.7b26x33.1x1.4x
Sun, 06 Jul 2025US$133.6bUS$85.0bUS$3.9b27x34.4x1.6x
Tue, 03 Jun 2025US$123.2bUS$85.0bUS$3.9b26.9x31.4x1.4x
Thu, 01 May 2025US$114.8bUS$84.2bUS$3.9b25.4x29.2x1.4x
Sat, 29 Mar 2025US$133.5bUS$84.5bUS$4.0b28.4x33x1.6x
Mon, 24 Feb 2025US$144.0bUS$84.4bUS$4.1b30.2x35.5x1.7x
Wed, 22 Jan 2025US$152.6bUS$83.8bUS$4.2b31.7x36.7x1.8x
Fri, 20 Dec 2024US$152.9bUS$84.0bUS$4.2b29.7x36.7x1.8x
Sun, 17 Nov 2024US$158.8bUS$83.9bUS$4.0b34.6x39.5x1.9x
Tue, 15 Oct 2024US$150.3bUS$83.9bUS$4.5b30.3x33.7x1.8x
Thu, 12 Sep 2024US$140.3bUS$83.9bUS$4.5b29x31.4x1.7x
Sat, 10 Aug 2024US$141.9bUS$83.8bUS$4.4b27.5x32x1.7x
Mon, 08 Jul 2024US$138.1bUS$83.3bUS$4.4b25.6x31.5x1.7x
Wed, 05 Jun 2024US$133.3bUS$83.3bUS$4.4b25.4x30.4x1.6x
Fri, 03 May 2024US$134.9bUS$83.2bUS$4.4b26.5x30.5x1.6x
Sun, 31 Mar 2024US$157.3bUS$85.2bUS$4.7b24.5x33.2x1.8x
Tue, 27 Feb 2024US$157.6bUS$85.2bUS$4.7b26.3x33.4x1.9x
Thu, 25 Jan 2024US$145.5bUS$88.6bUS$5.1b22.6x28.7x1.6x
Sat, 23 Dec 2023US$149.3bUS$89.0bUS$5.1b21.6x29.1x1.7x
Mon, 20 Nov 2023US$137.1bUS$88.9bUS$5.1b21.4x26.9x1.5x
Wed, 18 Oct 2023US$140.5bUS$91.0bUS$5.8b14x24.1x1.5x
Fri, 15 Sep 2023US$139.6bUS$91.0bUS$5.8b14.3x24.2x1.5x
Sun, 13 Aug 2023US$144.3bUS$91.0bUS$5.7b16x25.3x1.6x
Tue, 11 Jul 2023US$132.5bUS$94.4bUS$6.8b12.4x19.4x1.4x
Thu, 08 Jun 2023US$119.7bUS$94.4bUS$6.8b12.9x17.6x1.3x
Sat, 06 May 2023US$121.6bUS$94.4bUS$6.8b14x17.8x1.3x
Price to Earnings Ratio

17.8x


Total Market Cap: US$121.6bTotal Earnings: US$6.8bTotal Revenue: US$94.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Cargo Ground Transportation Industry Price to Earnings3Y Average 31.9x202420252026
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 51.1x which is higher than its 3-year average PE of 31.9x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 21% per year over the last three years,
  • Revenues have also declined 3.0% 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-0.028%
Industrials-0.53%
Transportation1.46%
Cargo Ground Transportation1.00%
Railroads5.66%
Trucking-4.34%
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
R Ryder SystemUS$247.717.2%
+US$528.4m		79.7%PE19.4x
JBHT J.B. Hunt Transport ServicesUS$251.291.7%
+US$401.7m		92.4%PE38.1x
ODFL Old Dominion Freight LineUS$221.770.8%
+US$372.8m		44.7%PE45.1x
SAIA SaiaUS$443.322.7%
+US$315.5m		81.7%PE46.2x
ARCB ArcBestUS$127.767.9%
+US$204.8m		118.3%PE50.9x

Latest News

ARCB
US$127.76
ArcBest
7D
7.9%
1Y
118.3%
LSTR
US$182.41
Landstar System
7D
2.8%
1Y
36.0%
JBHT
US$251.29
J.B. Hunt Transport Services
7D
1.7%
1Y
92.4%
HTLD
US$13.57
Heartland Express
7D
14.8%
1Y
73.1%
R
US$247.71
Ryder System
7D
7.2%
1Y
79.7%
KNX
US$65.53
Knight-Swift Transportation Holdings
7D
1.0%
1Y
67.1%
YMM
US$8.65
Full Truck Alliance
7D
-2.0%
1Y
-24.6%

Full Truck Alliance: Short-Term Headwinds Do Not Invalidate Longer-Term Growth Prospects

Apr 24
RXO
US$19.52
RXO
7D
-0.3%
1Y
42.5%

RXO: Freight Turn Will Expose Growing Credit Strain And Execution Risk

Analysts have modestly adjusted RXO's target higher by $2 to $17, reflecting updated views on improving truckload spot rates, tighter regulatory enforcement, and early signs of stronger freight demand later this year. Analyst Commentary Across recent research updates, price target moves on RXO have been mixed, with some firms lifting targets while others have trimmed them by $1 to $2.
ODFL
US$221.77
Old Dominion Freight Line
7D
0.8%
1Y
44.7%
SAIA
US$443.32
Saia
7D
2.7%
1Y
81.7%

SAIA: Freight Recovery Optimism Will Expose Elevated Risk If LTL Volumes Stay Soft

Saia's analyst price target edges higher as the fair value estimate moves from $280.65 to $282.48, with analysts pointing to resilient profit margin assumptions, a slightly lower future P/E, and recent research that highlights the company as a preferred way to gain exposure to physical transportation networks. Analyst Commentary Recent Street research on Saia reflects a mix of optimism around the business model and more cautious views on execution, valuation, and freight cycle timing.
XPO
US$222.01
XPO
7D
-2.5%
1Y
127.9%

XPO: LTL Execution And HALO Network Assets Will Shape 2026 Risk Reward

XPO's updated analyst price target edges up by about $3 to $207, with analysts pointing to steady tonnage and shipment trends, ongoing yield and cost efficiency work, and renewed interest in transportation networks as long lived infrastructure assets. Analyst Commentary Recent Street research on XPO shows a mix of optimism on execution and infrastructure value, alongside a few pockets of caution.
UHAL
US$52.60
U-Haul Holding
7D
-1.8%
1Y
-13.7%
ELOG
US$0.94
Eastern International
7D
-4.8%
1Y
n/a
SLGB
US$0.71
Smart Logistics Global
7D
-17.5%
1Y
n/a
ZDAI
US$2.29
DirectBooking Technology
7D
-12.3%
1Y
-67.3%
HXHX
US$0.58
Haoxin Holdings
7D
-4.6%
1Y
-65.7%

Haoxin Holdings Limited (NASDAQ:HXHX) Stock Catapults 31% Though Its Price And Business Still Lag The Market

Jan 10
Haoxin Holdings Limited (NASDAQ:HXHX) Stock Catapults 31% Though Its Price And Business Still Lag The Market