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U.S. Railroads Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies5
  • 7D0.05%
  • 3M8.4%
  • 1Y28.5%
  • YTDn/a

In the last week, the Railroads industry is up 2.8%, with all of the companies up. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$296.7bUS$51.3bUS$12.6b23.3x23.5x5.8x
Sat, 14 Mar 2026US$283.8bUS$51.3bUS$12.6b22.6x22.5x5.5x
Mon, 09 Feb 2026US$295.0bUS$51.2bUS$12.6b23.9x23.4x5.8x
Wed, 07 Jan 2026US$269.6bUS$51.3bUS$12.6b22.1x21.3x5.3x
Fri, 05 Dec 2025US$273.0bUS$51.3bUS$12.6b22.4x21.6x5.3x
Sun, 02 Nov 2025US$262.0bUS$51.3bUS$12.6b21.5x20.7x5.1x
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
Price to Earnings Ratio

16.3x


Total Market Cap: US$234.4bTotal Earnings: US$14.4bTotal Revenue: US$53.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Railroads Industry Price to Earnings3Y Average 20.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Railroads industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 23.4x which is higher than its 3-year average PE of 20.9x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 5.8x.
Past Earnings Growth
  • The earnings for companies in the Railroads industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

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

US Market3.42%
Industrials0.93%
Transportation1.64%
Railroads0.052%
Trucking6.58%
Cargo Ground Transportation-0.82%
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
NSC Norfolk SouthernUS$297.711.2%
+US$810.5m		39.1%PE23.3x
FIP FTAI InfrastructureUS$5.8310.4%
+US$65.0m		67.0%PS1.4x

Latest News

FIP
US$5.83
FTAI Infrastructure
7D
10.4%
1Y
67.0%

FIP: Filing Delay Will Create Upside As Market Reassesses Earnings Quality

Analysts have slightly adjusted their price targets on FTAI Infrastructure, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value steady at about $10.00 per share.
UNP
US$248.03
Union Pacific
7D
-0.4%
1Y
14.5%

UNP: Merger Prospects And Rail Asset Durability Will Shape Future Returns

Union Pacific's analyst price target edges higher to about $272 as analysts weigh tempered revenue growth and slightly lower margin assumptions against higher expected future P/E multiples and potential benefits from the proposed Norfolk Southern transaction and broader rail sector reratings. Analyst Commentary Recent research on Union Pacific points to a mix of optimism around the proposed Norfolk Southern transaction and the value of its rail network, alongside a more cautious stance on regulatory risk and the macro backdrop for freight demand.
CSX
US$42.10
CSX
7D
-0.09%
1Y
53.9%

CSX Corporation: Valuation Premium Faces Pressure From Weak Results

Apr 07
NSC
US$297.71
Norfolk Southern
7D
1.2%
1Y
39.1%

NSC: Merger Synergies And Rail Projects Will Shape Future Infrastructure Appeal

The analyst price target for Norfolk Southern has been trimmed by about $1 to reflect a slightly higher discount rate, modest tweaks to revenue growth and margin assumptions, and a mix of recent target cuts and raises across the Street as analysts reassess merger related opportunities and risks. Analyst Commentary Recent Street research on Norfolk Southern presents a mix of optimism and caution, with several firms revisiting price targets and views as the Union Pacific merger proposal moves through the regulatory process.