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U.S. Railroads Industry Analysis

UpdatedSep 30, 2025
DataAggregated Company Financials
Companies5
  • 7D5.0%
  • 3M4.9%
  • 1Y2.7%
  • YTDn/a

The Railroads industry is up 5.0% in the last week, with Union Pacific up 4.6%. During this same period, the FTAI Infrastructure underperformed, falling 5.9%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 5.5% per annum.

Industry Valuation and Performance

Has the U.S. Railroads Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Sep 2025US$270.1bUS$51.1bUS$13.2b20.2x20.4x5.3x
Thu, 28 Aug 2025US$254.2bUS$51.1bUS$13.2b18.9x19.2x5x
Sat, 26 Jul 2025US$259.5bUS$51.0bUS$13.2b19.2x19.6x5.1x
Mon, 23 Jun 2025US$251.0bUS$51.0bUS$13.2b18.6x19.1x4.9x
Wed, 21 May 2025US$251.3bUS$51.0bUS$13.2b18.1x19.1x4.9x
Fri, 18 Apr 2025US$230.6bUS$51.0bUS$12.3b19x18.7x4.5x
Sun, 16 Mar 2025US$253.5bUS$51.2bUS$12.5b20.1x20.2x4.9x
Tue, 11 Feb 2025US$266.3bUS$51.2bUS$12.6b21.9x21.1x5.2x
Thu, 09 Jan 2025US$256.5bUS$51.5bUS$12.5b21.2x20.5x5x
Sat, 07 Dec 2024US$269.7bUS$51.5bUS$12.5b21.3x21.6x5.2x
Mon, 04 Nov 2024US$262.9bUS$51.5bUS$12.5b21.3x21x5.1x
Wed, 02 Oct 2024US$274.3bUS$51.2bUS$11.7b23x23.5x5.4x
Fri, 30 Aug 2024US$276.9bUS$51.2bUS$11.7b23.8x23.7x5.4x
Sun, 28 Jul 2024US$270.4bUS$51.2bUS$11.7b22.5x23.1x5.3x
Tue, 25 Jun 2024US$254.9bUS$51.1bUS$11.2b21.6x22.7x5x
Thu, 23 May 2024US$259.6bUS$51.1bUS$11.2b22.4x23.1x5.1x
Sat, 20 Apr 2024US$262.5bUS$51.2bUS$11.6b22x22.5x5.1x
Mon, 18 Mar 2024US$279.7bUS$51.3bUS$11.7b23.3x23.8x5.5x
Wed, 14 Feb 2024US$279.1bUS$51.2bUS$11.7b23.5x23.8x5.4x
Fri, 12 Jan 2024US$266.3bUS$51.5bUS$12.1b22.6x22x5.2x
Sun, 10 Dec 2023US$255.6bUS$51.5bUS$12.1b22x21.1x5x
Tue, 07 Nov 2023US$233.7bUS$51.5bUS$12.1b20.4x19.3x4.5x
Thu, 05 Oct 2023US$230.4bUS$52.8bUS$13.2b17.1x17.4x4.4x
Sat, 02 Sep 2023US$243.4bUS$52.8bUS$13.2b18.2x18.4x4.6x
Mon, 31 Jul 2023US$263.8bUS$52.8bUS$13.2b20.9x19.9x5x
Wed, 28 Jun 2023US$242.9bUS$53.5bUS$14.1b16.7x17.2x4.5x
Fri, 26 May 2023US$228.3bUS$53.5bUS$14.1b15.9x16.1x4.3x
Sun, 23 Apr 2023US$234.4bUS$53.2bUS$14.4b15.1x16.3x4.4x
Tue, 21 Mar 2023US$223.3bUS$52.7bUS$14.3b14.4x15.7x4.2x
Thu, 16 Feb 2023US$245.5bUS$52.7bUS$14.3b16.6x17.2x4.7x
Sat, 14 Jan 2023US$268.9bUS$51.6bUS$14.3b19.2x18.9x5.2x
Mon, 12 Dec 2022US$262.8bUS$51.6bUS$14.3b18.3x18.4x5.1x
Wed, 09 Nov 2022US$247.1bUS$51.6bUS$14.3b17.7x17.3x4.8x
Fri, 07 Oct 2022US$234.0bUS$49.4bUS$13.7b17x17.1x4.7x
Price to Earnings Ratio

17.1x


Total Market Cap: US$234.0bTotal Earnings: US$13.7bTotal Revenue: US$49.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Railroads Industry Price to Earnings3Y Average 20.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Railroads industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.1x.
  • The industry is trading close to its 3-year average PS ratio of 5.0x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Railroads industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does U.S. Railroads compare with similar industries?

US Market-0.37%
Industrials-0.61%
Transportation1.56%
Railroads4.95%
Cargo Ground Transportation-0.50%
Trucking-0.72%
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
UNP Union PacificUS$236.184.6%
+US$6.1b
-4.2%PE20.2x
CSX CSXUS$35.837.9%
+US$4.9b
3.8%PE21.5x
NSC Norfolk SouthernUS$299.623.1%
+US$2.0b
20.6%PE20.1x

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