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U.S. Cargo Ground Transportation Industry Analysis

UpdatedFeb 28, 2026
DataAggregated Company Financials
Companies33
  • 7D0.1%
  • 3M31.1%
  • 1Y14.7%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has risen 1.0%, driven by gains in Landstar System and J.B. Hunt Transport Services of 6.4% and 1.4%, respectively. In the last 12 months, the industry was up 15%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Feb 2026US$156.9bUS$86.0bUS$3.3b41.8x47.1x1.8x
Mon, 26 Jan 2026US$141.4bUS$86.2bUS$3.7b32.9x38.2x1.6x
Wed, 24 Dec 2025US$133.9bUS$86.2bUS$3.8b31.4x35.7x1.6x
Fri, 21 Nov 2025US$112.9bUS$86.2bUS$3.5b26.4x31.8x1.3x
Sun, 19 Oct 2025US$124.6bUS$85.6bUS$3.8b27.1x33.1x1.5x
Tue, 16 Sep 2025US$124.8bUS$85.6bUS$3.8b26.6x33.3x1.5x
Thu, 14 Aug 2025US$123.2bUS$85.4bUS$3.7b27.4x33.5x1.4x
Sat, 12 Jul 2025US$133.3bUS$85.0bUS$3.9b27.3x34.3x1.6x
Mon, 09 Jun 2025US$124.6bUS$85.0bUS$3.9b26.3x32.1x1.5x
Wed, 07 May 2025US$120.4bUS$84.2bUS$3.9b25.5x30.5x1.4x
Fri, 04 Apr 2025US$134.0bUS$84.6bUS$4.0b27.9x33.2x1.6x
Sun, 02 Mar 2025US$140.4bUS$84.4bUS$4.1b30x34.7x1.7x
Tue, 28 Jan 2025US$154.2bUS$83.7bUS$4.2b32x36.4x1.8x
Thu, 26 Dec 2024US$149.1bUS$84.0bUS$4.2b30.2x35.8x1.8x
Sat, 23 Nov 2024US$166.4bUS$84.1bUS$3.9b35x42.3x2x
Mon, 21 Oct 2024US$149.0bUS$83.8bUS$4.4b30.4x33.7x1.8x
Wed, 18 Sep 2024US$144.5bUS$83.9bUS$4.5b29.8x32.4x1.7x
Fri, 16 Aug 2024US$141.0bUS$83.8bUS$4.4b28.2x31.8x1.7x
Sun, 14 Jul 2024US$141.9bUS$83.3bUS$4.4b26.2x32.3x1.7x
Tue, 11 Jun 2024US$135.9bUS$83.3bUS$4.4b25.8x31x1.6x
Thu, 09 May 2024US$138.9bUS$83.2bUS$4.4b26.9x31.6x1.7x
Sat, 06 Apr 2024US$154.8bUS$83.6bUS$4.8b25.1x32.5x1.9x
Mon, 04 Mar 2024US$156.3bUS$85.2bUS$4.7b25.2x33.2x1.8x
Wed, 31 Jan 2024US$146.2bUS$88.7bUS$4.9b22.7x29.8x1.6x
Fri, 29 Dec 2023US$150.0bUS$89.0bUS$5.1b22.5x29.3x1.7x
Sun, 26 Nov 2023US$139.6bUS$88.9bUS$5.1b21.3x27.3x1.6x
Tue, 24 Oct 2023US$130.7bUS$90.3bUS$5.6b13x23.4x1.4x
Thu, 21 Sep 2023US$138.7bUS$91.0bUS$5.8b14.2x24.1x1.5x
Sat, 19 Aug 2023US$137.3bUS$91.0bUS$5.7b15.3x24.1x1.5x
Mon, 17 Jul 2023US$134.2bUS$94.4bUS$6.8b12.8x19.7x1.4x
Wed, 14 Jun 2023US$120.3bUS$94.4bUS$6.8b12.4x17.6x1.3x
Fri, 12 May 2023US$119.2bUS$94.4bUS$6.8b13.8x17.6x1.3x
Sun, 09 Apr 2023US$118.1bUS$95.8bUS$7.2b11.6x16.3x1.2x
Price to Earnings Ratio

16.6x


Total Market Cap: US$120.0bTotal 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 30.7x202420252026
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 45.5x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 23% per year over the last three years,
  • Revenues have also declined 3.6% 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-0.67%
Industrials-0.37%
Transportation0.18%
Cargo Ground Transportation0.10%
Trucking0.69%
Railroads-0.10%
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
LSTR Landstar SystemUS$162.956.4%
+US$334.1m		2.6%PE48.3x
JBHT J.B. Hunt Transport ServicesUS$233.411.4%
+US$309.6m		44.8%PE36.9x
ODFL Old Dominion Freight LineUS$203.050.8%
+US$210.5m		15.0%PE41.3x
KNX Knight-Swift Transportation HoldingsUS$62.922.0%
+US$198.2m		24.7%PE155x
XPO XPOUS$210.470.3%
+US$70.3m		71.2%PE78x

Latest News

ELOG
US$1.28
Eastern International
7D
21.9%
1Y
n/a
YMM
US$9.38
Full Truck Alliance
7D
-2.4%
1Y
-20.1%
PAL
US$7.57
Proficient Auto Logistics
7D
1.5%
1Y
-27.6%
RXO
US$15.96
RXO
7D
1.3%
1Y
-22.0%
UHAL
US$50.66
U-Haul Holding
7D
-2.1%
1Y
-26.8%
JBHT
US$233.41
J.B. Hunt Transport Services
7D
1.4%
1Y
44.8%
R
US$221.56
Ryder System
7D
-1.1%
1Y
34.7%
LSTR
US$162.95
Landstar System
7D
6.4%
1Y
2.6%
ODFL
US$203.05
Old Dominion Freight Line
7D
0.8%
1Y
15.0%
ARCB
US$102.64
ArcBest
7D
-2.3%
1Y
30.3%
KNX
US$62.92
Knight-Swift Transportation Holdings
7D
2.0%
1Y
24.7%

KNX: Seasonal Truckload Headwinds Will Challenge Recently Optimistic Earnings Expectations

The analyst price target for Knight-Swift Transportation Holdings has moved from $43.00 to $51.87 as analysts update their views on revenue growth, margins, discount rates, and future P/E expectations in light of recent sector research. Analyst Commentary Recent research on Knight-Swift Transportation Holdings shows a mix of enthusiasm around a potential truckload recovery and growing caution about how much optimism is already reflected in the shares.
SAIA
US$405.39
Saia
7D
-1.5%
1Y
-1.0%

SAIA: Elevated Freight Cycle Expectations Will Increase Execution Risk Over 2026

The updated Analyst Price Target for Saia reflects a higher fair value estimate of $284.20. Analysts point to adjusted assumptions for revenue growth, profit margin and future P/E, along with a mixed but generally higher set of Street price targets across the transport group.
XPO
US$210.47
XPO
7D
0.3%
1Y
71.2%

XPO: Freight Cycle Recovery And Margin Expansion Are Expected To Reprice Shares

The analyst fair value estimate for XPO has been raised from $180 to $250. This increase reflects higher Street price targets across several firms as analysts factor in stronger revenue growth, improving margins, a richer assumed future P/E, and a slightly lower discount rate in their models.
SNDR
US$28.38
Schneider National
7D
-3.2%
1Y
7.6%

SNDR: Supply Led Recovery And Seasonality Risks Will Limit Future Upside

Narrative Update Our updated narrative price target for Schneider National moves to $25, reflecting analysts' recent mix of price target increases into the $28 to $31 range and subsequent downgrades. These highlight supply led truckload recovery potential alongside ongoing demand and seasonality risks.
HTLD
US$11.03
Heartland Express
7D
-6.2%
1Y
6.9%
PAMT
US$10.04
PAMT
7D
-15.6%
1Y
-22.8%

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