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

U.S. Cargo Ground Transportation Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies35
  • 7D1.5%
  • 3M38.0%
  • 1Y56.7%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has risen 3.1%, and XPO contributed the most with a gain of 4.3%. This means that the industry has gained 58% over the past year. As for the next few years, earnings are expected to grow by 23% 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, 15 Jun 2026US$194.1bUS$86.3bUS$3.3b61x59.4x2.2x
Wed, 13 May 2026US$160.0bUS$86.3bUS$3.4b45.4x47.7x1.9x
Fri, 10 Apr 2026US$158.6bUS$85.9bUS$3.4b42.3x47.3x1.8x
Sun, 08 Mar 2026US$147.3bUS$86.0bUS$3.3b38.5x44.3x1.7x
Tue, 03 Feb 2026US$138.9bUS$86.2bUS$3.6b47x38.5x1.6x
Thu, 01 Jan 2026US$132.8bUS$86.3bUS$3.8b31x35.4x1.5x
Sat, 29 Nov 2025US$121.6bUS$86.2bUS$3.7b28.9x32.4x1.4x
Mon, 27 Oct 2025US$122.6bUS$85.7bUS$3.7b26.7x32.9x1.4x
Wed, 24 Sep 2025US$121.1bUS$85.6bUS$3.8b24.9x32.3x1.4x
Fri, 22 Aug 2025US$122.3bUS$85.4bUS$3.7b26.9x33.2x1.4x
Sun, 20 Jul 2025US$128.8bUS$85.0bUS$3.9b26x33.3x1.5x
Tue, 17 Jun 2025US$124.1bUS$85.0bUS$3.9b26.6x32x1.5x
Thu, 15 May 2025US$131.6bUS$84.8bUS$3.9b29.9x33.7x1.6x
Sat, 12 Apr 2025US$118.6bUS$84.6bUS$4.0b25.2x29.4x1.4x
Mon, 10 Mar 2025US$139.0bUS$84.5bUS$4.0b30.5x34.4x1.6x
Wed, 05 Feb 2025US$147.0bUS$83.6bUS$4.2b30.6x35.1x1.8x
Fri, 03 Jan 2025US$146.0bUS$83.9bUS$4.2b30.3x35.1x1.7x
Sun, 01 Dec 2024US$167.9bUS$84.0bUS$4.2b36x40.3x2x
Tue, 29 Oct 2024US$148.6bUS$83.9bUS$4.3b32.8x34.3x1.8x
Thu, 26 Sep 2024US$150.6bUS$83.9bUS$4.5b29.6x33.7x1.8x
Sat, 24 Aug 2024US$146.6bUS$83.9bUS$4.5b29.9x32.8x1.7x
Mon, 22 Jul 2024US$144.7bUS$83.1bUS$4.3b27.4x33.5x1.7x
Wed, 19 Jun 2024US$134.9bUS$83.3bUS$4.4b24.6x30.7x1.6x
Fri, 17 May 2024US$140.8bUS$83.4bUS$4.4b26.6x32x1.7x
Sun, 14 Apr 2024US$155.4bUS$83.6bUS$4.8b24.4x32.6x1.9x
Tue, 12 Mar 2024US$155.3bUS$85.2bUS$4.7b22.9x32.8x1.8x
Thu, 08 Feb 2024US$152.4bUS$85.4bUS$4.8b25.7x31.7x1.8x
Sat, 06 Jan 2024US$140.8bUS$88.9bUS$5.1b21.9x27.5x1.6x
Mon, 04 Dec 2023US$142.0bUS$88.9bUS$5.1b21.4x27.7x1.6x
Wed, 01 Nov 2023US$127.8bUS$89.5bUS$5.3b17.1x24.3x1.4x
Fri, 29 Sep 2023US$137.9bUS$91.0bUS$5.8b13.6x23.7x1.5x
Sun, 27 Aug 2023US$138.6bUS$91.0bUS$5.8b15x23.9x1.5x
Tue, 25 Jul 2023US$140.9bUS$93.2bUS$6.6b13.1x21.4x1.5x
Thu, 22 Jun 2023US$122.3bUS$94.4bUS$6.8b12.5x17.9x1.3x
Price to Earnings Ratio

17.9x


Total Market Cap: US$122.3bTotal 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 33.5x202420252026
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 59.4x which is higher than its 3-year average PE of 33.4x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 22% per year over the last three years,
  • Revenues have also declined 2.9% 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 Market0.50%
Industrials1.35%
Transportation0.66%
Cargo Ground Transportation1.47%
Railroads1.33%
Trucking-1.41%
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
UHAL U-Haul HoldingUS$62.384.8%
+US$558.8m		-1.0%PE147.1x
XPO XPOUS$228.331.6%
+US$430.9m		86.3%PE77x
R Ryder SystemUS$280.333.5%
+US$363.3m		87.4%PE22x
ARCB ArcBestUS$173.044.1%
+US$151.8m		149.8%PE68.9x
KNX Knight-Swift Transportation HoldingsUS$81.541.0%
+US$134.9m		88.1%PE389.8x

Latest News

SAIA
US$482.87
Saia
7D
0.5%
1Y
81.8%
ARCB
US$173.04
ArcBest
7D
4.1%
1Y
149.8%
ODFL
US$245.75
Old Dominion Freight Line
7D
-0.5%
1Y
54.1%
FDXF
US$174.76
FedEx Freight Holding Company
7D
-2.2%
1Y
n/a
HTLD
US$16.11
Heartland Express
7D
-0.4%
1Y
79.8%
XPO
US$228.33
XPO
7D
1.6%
1Y
86.3%
KNX
US$81.54
Knight-Swift Transportation Holdings
7D
1.0%
1Y
88.1%
R
US$280.33
Ryder System
7D
3.5%
1Y
87.4%
Narrative Update • Jun 11

R: Earnings Upside And Buybacks Will Support A Balanced 2026 Outlook

Analysts have nudged their price target for Ryder System higher to $264.63 from $260.88, reflecting updated views on fair value, the discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Ryder reported first quarter revenue in line with expectations, with adjusted operating income and full year EPS guidance above prior expectations.
SNDR
US$38.44
Schneider National
7D
-0.8%
1Y
58.2%
Narrative Update • Jun 10

SNDR: Tightening Truckload Capacity And Stronger Rates Will Support Future Earnings

Schneider National's analyst fair value estimate has been raised from $34.21 to $39.00 as analysts factor in higher expected revenue growth, stronger profit margins, a slightly higher discount rate, and a lower future P/E in light of a series of recent price target increases across the trucking sector. Analyst Commentary Recent research has centered on rising price targets and an improving outlook for truckload supply and pricing, even as some firms keep more balanced ratings on the stock.
LSTR
US$224.27
Landstar System
7D
-0.5%
1Y
61.3%
JBHT
US$289.36
J.B. Hunt Transport Services
7D
0.4%
1Y
103.1%
UHAL
US$62.38
U-Haul Holding
7D
4.8%
1Y
-1.0%
ULH
US$17.14
Universal Logistics Holdings
7D
-3.9%
1Y
-30.2%
Narrative Update • Jun 06

ULH: Fair Outlook Weighs CFO Transition Against Recent Price Revisions

Analysts have adjusted their price target on Universal Logistics Holdings by $3, reflecting updated views on the stock following recent research that reassessed its outlook twice in quick succession. Analyst Commentary Recent research on Universal Logistics Holdings shows analysts reassessing their view in quick succession, with one report raising the price target by $3 and a later report lowering it by $3.
ELOG
US$0.99
Eastern International
7D
-17.5%
1Y
n/a
WERN
US$43.96
Werner Enterprises
7D
-1.2%
1Y
55.2%
Narrative Update • Jun 02

WERN: Rising Fuel Costs Will Restrain Benefits Of Tightening Truckload Cycle

Werner Enterprises is seeing a fresh round of optimism, with analysts lifting price targets across the sector and citing a tighter truckload capacity backdrop, firmer demand, and sharply stronger spot pricing as key supports for the new $47 Street high from Susquehanna and several smaller target increases from other firms. Analyst Commentary Across the Street, research commentary on Werner is mixed, with several firms lifting price targets to reflect a tighter truckload backdrop, while others flag execution and earnings risks that could limit upside from here.
YMM
US$8.44
Full Truck Alliance
7D
1.1%
1Y
-30.7%
Narrative Update • Jun 02

YMM: Dividend And 30-Day Catalyst Watch Will Support Bullish Repricing

Analysts have modestly lifted the price target on Full Truck Alliance to about $16.77 per share, citing updated assumptions around revenue growth, profitability, discount rate and future P/E. These changes align with a generally constructive tone in recent research, including new coverage, an upgrade and a short term catalyst watch, alongside one Hold downgrade.