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U.S. Cargo Ground Transportation Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies33
  • 7D6.9%
  • 3M19.0%
  • 1Y-3.6%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has risen 6.9%, driven by gains from Old Dominion Freight Line of 9.1%. In the past year, the industry is down 3.6%. Looking forward, 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
Fri, 09 Jan 2026US$137.7bUS$86.3bUS$3.8b34.2x36.6x1.6x
Sun, 07 Dec 2025US$132.2bUS$86.2bUS$3.7b31.3x35.3x1.5x
Tue, 04 Nov 2025US$125.2bUS$85.7bUS$3.6b27.8x34.8x1.5x
Thu, 02 Oct 2025US$120.7bUS$85.6bUS$3.7b25.1x32.2x1.4x
Sat, 30 Aug 2025US$125.8bUS$85.6bUS$3.7b27.1x33.5x1.5x
Mon, 28 Jul 2025US$133.1bUS$84.9bUS$3.8b27.9x34.8x1.6x
Wed, 25 Jun 2025US$127.3bUS$85.0bUS$3.9b26.2x32.8x1.5x
Fri, 23 May 2025US$125.0bUS$84.9bUS$4.0b26.9x31.2x1.5x
Sun, 20 Apr 2025US$117.1bUS$84.5bUS$4.0b24.8x29.1x1.4x
Tue, 18 Mar 2025US$129.9bUS$84.5bUS$4.0b28.1x32.1x1.5x
Thu, 13 Feb 2025US$155.6bUS$84.3bUS$4.1b33.3x38.3x1.8x
Sat, 11 Jan 2025US$147.8bUS$83.9bUS$4.2b30.2x35.6x1.8x
Mon, 09 Dec 2024US$160.1bUS$84.0bUS$4.2b33.4x38.4x1.9x
Wed, 06 Nov 2024US$153.7bUS$83.7bUS$4.4b32.7x35.1x1.8x
Fri, 04 Oct 2024US$147.3bUS$83.9bUS$4.5b29.3x33x1.8x
Sun, 01 Sep 2024US$143.7bUS$83.9bUS$4.5b29.2x32.2x1.7x
Tue, 30 Jul 2024US$145.8bUS$83.9bUS$4.4b28.8x32.8x1.7x
Thu, 27 Jun 2024US$136.2bUS$83.3bUS$4.4b25.9x31x1.6x
Sat, 25 May 2024US$133.0bUS$83.4bUS$4.4b26.3x30x1.6x
Mon, 22 Apr 2024US$145.1bUS$83.2bUS$4.7b23.3x31.1x1.7x
Wed, 20 Mar 2024US$151.2bUS$85.2bUS$4.7b22.8x31.9x1.8x
Fri, 16 Feb 2024US$157.1bUS$85.2bUS$4.7b26.6x33.2x1.8x
Sun, 14 Jan 2024US$142.4bUS$88.9bUS$5.1b22.4x27.8x1.6x
Tue, 12 Dec 2023US$137.7bUS$88.9bUS$5.1b21.4x26.9x1.5x
Thu, 09 Nov 2023US$133.0bUS$89.0bUS$5.1b20.3x26x1.5x
Sat, 07 Oct 2023US$137.9bUS$91.0bUS$5.8b13.6x23.7x1.5x
Mon, 04 Sep 2023US$145.2bUS$91.0bUS$5.8b14.6x25.1x1.6x
Wed, 02 Aug 2023US$146.3bUS$91.9bUS$6.0b15.1x24.4x1.6x
Fri, 30 Jun 2023US$131.7bUS$94.4bUS$6.8b12.7x19.3x1.4x
Sun, 28 May 2023US$119.9bUS$94.4bUS$6.9b13.5x17.5x1.3x
Tue, 25 Apr 2023US$125.1bUS$95.4bUS$7.1b13.7x17.7x1.3x
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 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 36.6x 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 3.4% 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 Market1.49%
Industrials4.16%
Transportation2.98%
Cargo Ground Transportation6.85%
Trucking5.33%
Railroads-0.87%
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$171.079.1%
+US$3.0b		-4.7%PE33.8x
SAIA SaiaUS$366.6912.3%
+US$1.1b		-18.2%PE34.4x
JBHT J.B. Hunt Transport ServicesUS$205.425.7%
+US$1.1b		15.5%PE34.2x
XPO XPOUS$143.855.8%
+US$932.0m		4.9%PE50.9x
UHAL U-Haul HoldingUS$54.307.7%
+US$762.7m		-20.6%PE45.7x

Latest News

JBHT
US$205.42
J.B. Hunt Transport Services
7D
5.7%
1Y
15.5%
XPO
US$143.85
XPO
7D
5.8%
1Y
4.9%

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$171.07
Old Dominion Freight Line
7D
9.1%
1Y
-4.7%
R
US$190.04
Ryder System
7D
-0.7%
1Y
20.0%

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.
SNDR
US$28.54
Schneider National
7D
7.6%
1Y
-2.2%

SNDR: Slower Earnings Recovery And Claims Pressure Will Restrain Upside

Analysts have revised their price target on Schneider National to US$19 from US$23. This reflects updated expectations for a slower earnings recovery, softer revenue growth, and a lower future P/E multiple, despite mixed recent target moves across the Street.
YMM
US$10.57
Full Truck Alliance
7D
-1.5%
1Y
-0.4%

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$1.21
Smart Logistics Global
7D
-3.2%
1Y
n/a
SAIA
US$366.69
Saia
7D
12.3%
1Y
-18.2%

The Returns At Saia (NASDAQ:SAIA) Aren't Growing

Jan 02
The Returns At Saia (NASDAQ:SAIA) Aren't Growing
LSTR
US$152.45
Landstar System
7D
6.1%
1Y
-9.2%

At US$144, Is It Time To Put Landstar System, Inc. (NASDAQ:LSTR) On Your Watch List?

Jan 02
At US$144, Is It Time To Put Landstar System, Inc. (NASDAQ:LSTR) On Your Watch List?
HXHX
US$0.56
Haoxin Holdings
7D
-5.4%
1Y
n/a
KNX
US$56.86
Knight-Swift Transportation Holdings
7D
8.8%
1Y
5.6%
PAMT
US$11.93
Pamt
7D
-1.2%
1Y
-29.6%

Pamt Corp.'s (NASDAQ:PAMT) Share Price Boosted 32% But Its Business Prospects Need A Lift Too

Dec 24
Pamt Corp.'s (NASDAQ:PAMT) Share Price Boosted 32% But Its Business Prospects Need A Lift Too
UHAL
US$54.30
U-Haul Holding
7D
7.7%
1Y
-20.6%