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U.S. Railroads Industry Analysis

UpdatedJan 04, 2026
DataAggregated Company Financials
Companies5
  • 7D-0.8%
  • 3M-2.1%
  • 1Y7.5%
  • YTDn/a

Over the last 7 days, the Railroads industry has remained flat. The past year has been better, since the industry has gained 7.5% in that time. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Jan 2026US$270.2bUS$51.3bUS$12.6b21.8x21.4x5.3x
Tue, 02 Dec 2025US$269.4bUS$51.3bUS$12.6b22x21.3x5.2x
Thu, 30 Oct 2025US$259.0bUS$51.3bUS$12.8b21.2x20.3x5.1x
Sat, 27 Sep 2025US$267.1bUS$51.1bUS$13.2b20.1x20.2x5.2x
Mon, 25 Aug 2025US$264.1bUS$51.1bUS$13.2b19.5x20x5.2x
Wed, 23 Jul 2025US$262.8bUS$51.0bUS$13.2b20.3x20x5.2x
Fri, 20 Jun 2025US$251.0bUS$51.0bUS$13.2b18.7x19.1x4.9x
Sun, 18 May 2025US$253.2bUS$51.0bUS$13.2b18.2x19.2x5x
Tue, 15 Apr 2025US$233.6bUS$51.2bUS$12.5b19.1x18.6x4.6x
Thu, 13 Mar 2025US$252.9bUS$51.2bUS$12.5b20x20.2x4.9x
Sat, 08 Feb 2025US$268.5bUS$51.2bUS$12.6b21.5x21.3x5.2x
Mon, 06 Jan 2025US$256.9bUS$51.5bUS$12.5b21.1x20.5x5x
Wed, 04 Dec 2024US$278.2bUS$51.5bUS$12.5b21.6x22.2x5.4x
Fri, 01 Nov 2024US$263.1bUS$51.5bUS$12.5b21.2x21x5.1x
Sun, 29 Sep 2024US$272.4bUS$51.2bUS$11.7b22.9x23.3x5.3x
Tue, 27 Aug 2024US$271.1bUS$51.2bUS$11.7b23.2x23.2x5.3x
Thu, 25 Jul 2024US$263.6bUS$51.1bUS$11.2b22.7x23.5x5.2x
Sat, 22 Jun 2024US$254.0bUS$51.1bUS$11.2b21.6x22.6x5x
Mon, 20 May 2024US$268.1bUS$51.1bUS$11.2b23.4x23.9x5.2x
Wed, 17 Apr 2024US$267.7bUS$51.3bUS$11.7b22.1x22.8x5.2x
Fri, 15 Mar 2024US$286.0bUS$51.3bUS$11.7b23.5x24.4x5.6x
Sun, 11 Feb 2024US$283.0bUS$51.2bUS$11.7b23.8x24.1x5.5x
Tue, 09 Jan 2024US$266.7bUS$51.5bUS$12.1b23x22x5.2x
Thu, 07 Dec 2023US$260.2bUS$51.5bUS$12.1b22.3x21.5x5.1x
Sat, 04 Nov 2023US$233.7bUS$51.5bUS$12.1b20.3x19.3x4.5x
Mon, 02 Oct 2023US$230.8bUS$52.8bUS$13.2b17.4x17.5x4.4x
Wed, 30 Aug 2023US$245.4bUS$52.8bUS$13.2b18.4x18.6x4.6x
Fri, 28 Jul 2023US$266.1bUS$53.1bUS$13.7b17.8x19.4x5x
Sun, 25 Jun 2023US$238.5bUS$53.5bUS$14.1b16.4x16.9x4.5x
Tue, 23 May 2023US$235.9bUS$53.5bUS$14.1b16.4x16.7x4.4x
Thu, 20 Apr 2023US$233.9bUS$52.7bUS$14.3b15x16.4x4.4x
Sat, 18 Mar 2023US$222.6bUS$52.7bUS$14.3b14.3x15.6x4.2x
Mon, 13 Feb 2023US$247.7bUS$52.7bUS$14.3b16.9x17.3x4.7x
Wed, 11 Jan 2023US$268.1bUS$51.6bUS$14.3b19.1x18.8x5.2x
Price to Earnings Ratio

18.8x


Total Market Cap: US$268.1bTotal Earnings: US$14.3bTotal Revenue: US$51.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Railroads Industry Price to Earnings3Y Average 20.3x202420252026
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 20.3x.
  • The industry is trading close to its 3-year average PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Railroads industry have declined 3.9% 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 Market-0.99%
Industrials0.20%
Transportation0.056%
Railroads-0.83%
Trucking1.48%
Cargo Ground Transportation-0.52%
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
FIP FTAI InfrastructureUS$4.880.8%
+US$4.7m		-34.6%PS1.3x

Latest News

CSX
US$36.27
CSX
7D
-1.0%
1Y
12.2%

Here's Why CSX (NASDAQ:CSX) Has A Meaningful Debt Burden

Jan 04
Here's Why CSX (NASDAQ:CSX) Has A Meaningful Debt Burden
UNP
US$231.91
Union Pacific
7D
-0.7%
1Y
0.2%
FIP
US$4.88
FTAI Infrastructure
7D
0.8%
1Y
-34.6%

FIP: Improved Profit Margins Are Expected To Drive Strong Future Upside

Analysts have raised their price target on FTAI Infrastructure to 10.00 dollars, driven by slightly lower discount rate assumptions, marginally higher projected revenue growth, and a modestly improved long term profit margin outlook that supports a stronger future earnings multiple. Valuation Changes Fair Value: Unchanged at 10.0 dollars per share, indicating no adjustment to the fundamental value estimate.
NSC
US$287.82
Norfolk Southern
7D
-1.1%
1Y
22.0%

NSC: Shares Will Navigate Merger Scrutiny Amid Resilient Earnings Expectations

Analysts have nudged their price target for Norfolk Southern slightly higher, citing a series of upward target revisions across the Street that emphasize resilient 2025 earnings expectations and relatively stable margins, despite modestly softer long term revenue growth assumptions and a cautious backdrop for the broader transports group. Analyst Commentary Bullish analysts are leaning into Norfolk Southern's relative earnings resilience, lifting price targets even as the broader transports group remains out of favor.