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U.S. Cargo Ground Transportation Industry Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies33
  • 7D2.8%
  • 3M7.7%
  • 1Y27.8%
  • YTDn/a

In the last week, the Cargo Ground Transportation industry is up 2.8%, with J.B. Hunt Transport Services up 8.9%. Meanwhile, U-Haul Holding actually underperformed within the industry, shrinking 6.3% in the last week. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 May 2026US$165.1bUS$86.2bUS$3.4b48x49.3x1.9x
Thu, 16 Apr 2026US$159.9bUS$85.9bUS$3.4b41.6x47.7x1.9x
Sat, 14 Mar 2026US$138.1bUS$86.0bUS$3.4b35.1x40.8x1.6x
Mon, 09 Feb 2026US$159.0bUS$86.0bUS$3.4b41.5x47.1x1.8x
Wed, 07 Jan 2026US$137.6bUS$86.3bUS$3.8b34.2x36.6x1.6x
Fri, 05 Dec 2025US$130.4bUS$86.2bUS$3.7b31.2x34.8x1.5x
Sun, 02 Nov 2025US$125.2bUS$85.7bUS$3.6b28x34.8x1.5x
Tue, 30 Sep 2025US$120.3bUS$85.6bUS$3.7b25.1x32.1x1.4x
Thu, 28 Aug 2025US$127.8bUS$85.5bUS$3.7b27.6x34.1x1.5x
Sat, 26 Jul 2025US$132.4bUS$84.9bUS$3.9b27.6x34.3x1.6x
Mon, 23 Jun 2025US$122.6bUS$85.0bUS$3.9b26.8x31.6x1.4x
Wed, 21 May 2025US$130.7bUS$84.8bUS$3.9b28x33.4x1.5x
Fri, 18 Apr 2025US$113.6bUS$84.5bUS$4.0b24.8x28.2x1.3x
Sun, 16 Mar 2025US$129.9bUS$84.5bUS$4.0b27.5x32.1x1.5x
Tue, 11 Feb 2025US$152.9bUS$84.2bUS$4.1b34x37.5x1.8x
Thu, 09 Jan 2025US$147.9bUS$83.9bUS$4.2b30.8x35.6x1.8x
Sat, 07 Dec 2024US$160.0bUS$84.0bUS$4.2b33.4x38.4x1.9x
Mon, 04 Nov 2024US$152.3bUS$83.7bUS$4.4b33x34.8x1.8x
Wed, 02 Oct 2024US$149.7bUS$83.9bUS$4.5b30.1x33.5x1.8x
Fri, 30 Aug 2024US$143.5bUS$83.9bUS$4.5b29.1x32.1x1.7x
Sun, 28 Jul 2024US$145.8bUS$83.9bUS$4.4b28.9x32.8x1.7x
Tue, 25 Jun 2024US$135.6bUS$83.3bUS$4.4b25x30.9x1.6x
Thu, 23 May 2024US$135.0bUS$83.4bUS$4.4b26.2x30.5x1.6x
Sat, 20 Apr 2024US$143.4bUS$83.3bUS$4.7b22.6x30.6x1.7x
Mon, 18 Mar 2024US$153.0bUS$85.2bUS$4.7b23.1x32.3x1.8x
Wed, 14 Feb 2024US$154.9bUS$85.3bUS$4.8b25.9x32.3x1.8x
Fri, 12 Jan 2024US$142.6bUS$88.9bUS$5.1b22.2x27.9x1.6x
Sun, 10 Dec 2023US$135.2bUS$88.9bUS$5.1b21.4x26.4x1.5x
Tue, 07 Nov 2023US$133.0bUS$89.1bUS$5.1b20.7x25.9x1.5x
Thu, 05 Oct 2023US$136.6bUS$91.0bUS$5.8b13.5x23.5x1.5x
Sat, 02 Sep 2023US$145.2bUS$91.0bUS$5.8b14.6x25.1x1.6x
Mon, 31 Jul 2023US$149.2bUS$91.8bUS$6.1b13.4x24.6x1.6x
Wed, 28 Jun 2023US$128.9bUS$94.4bUS$6.8b12.7x18.9x1.4x
Fri, 26 May 2023US$116.6bUS$94.4bUS$6.9b13.2x17x1.2x
Price to Earnings Ratio

17x


Total Market Cap: US$116.6bTotal Earnings: US$6.9bTotal Revenue: US$94.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Cargo Ground Transportation Industry Price to Earnings3Y Average 32.5x202420252026
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 49.3x which is higher than its 3-year average PE of 32.5x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.9x.
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-0.26%
Industrials-2.09%
Transportation1.06%
Cargo Ground Transportation2.83%
Railroads2.22%
Trucking-2.27%
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
JBHT J.B. Hunt Transport ServicesUS$261.468.6%
+US$2.0b		78.8%PE39.6x
ODFL Old Dominion Freight LineUS$204.134.6%
+US$1.9b		18.9%PE42.1x
KNX Knight-Swift Transportation HoldingsUS$69.2711.9%
+US$1.2b		52.5%PE331.2x
SNDR Schneider NationalUS$32.378.5%
+US$443.1m		31.8%PE57.9x
SAIA SaiaUS$458.312.7%
+US$322.7m		62.8%PE47.8x

Latest News

ODFL
US$204.13
Old Dominion Freight Line
7D
4.6%
1Y
18.9%
ARCB
US$122.84
ArcBest
7D
3.8%
1Y
84.5%
JBHT
US$261.46
J.B. Hunt Transport Services
7D
8.6%
1Y
78.8%
TOPP
US$0.83
Toppoint Holdings
7D
-14.1%
1Y
-48.9%
XPO
US$200.46
XPO
7D
-0.6%
1Y
59.5%
Narrative Update • May 16

XPO: Freight Network Resilience And LTL Execution Are Expected To Reprice Shares

Analysts have lifted the XPO fair value estimate to $275 from $250, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that are broadly consistent with the recent wave of higher Street price targets across the stock. Analyst Commentary Recent Street research has leaned constructive on XPO, with a series of higher price targets, especially during the first quarter of 2026.
RXO
US$19.10
RXO
7D
-7.7%
1Y
13.4%
WERN
US$37.86
Werner Enterprises
7D
6.9%
1Y
37.4%
KNX
US$69.27
Knight-Swift Transportation Holdings
7D
11.9%
1Y
52.5%
PAL
US$5.02
Proficient Auto Logistics
7D
-18.6%
1Y
-42.8%
New Narrative • May 15

Tight Auto Haul Capacity And Rising Market Share Will Support Stronger Long Term Earnings

Catalysts About Proficient Auto Logistics Proficient Auto Logistics provides automotive hauling and related logistics services across North America. What are the underlying business or industry changes driving this perspective?
UHAL
US$49.30
U-Haul Holding
7D
-5.1%
1Y
-24.3%
MRTN
US$15.92
Marten Transport
7D
5.9%
1Y
16.8%
R
US$231.55
Ryder System
7D
-0.4%
1Y
48.2%
SNDR
US$32.37
Schneider National
7D
8.5%
1Y
31.8%
YMM
US$8.57
Full Truck Alliance
7D
-2.5%
1Y
-29.9%
Narrative Update • May 06

YMM: Future Returns Will Hinge On Mixed Margin Outlook And Governance Versus Regulatory Risks

Analysts have reduced their price target for Full Truck Alliance from $9.55 to $8.29, citing more cautious assumptions on revenue growth and valuation multiples. This is partly offset by higher projected profit margins and input from recent mixed Street views, including a new bullish initiation, an upgrade, a short term upside watch and a downgrade.
SLGB
US$0.52
Smart Logistics Global
7D
-8.8%
1Y
n/a
SAIA
US$458.31
Saia
7D
2.7%
1Y
62.8%