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U.S. Railroads Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies5
  • 7D2.9%
  • 3M6.0%
  • 1Y29.7%
  • YTDn/a

All of the companies in the Railroads industry have been up over the last week, with the industry up 2.7%. This takes the industry's 12 month performance to a gain of 28%. 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
Tue, 07 Apr 2026US$287.2bUS$51.3bUS$12.6b22.5x22.7x5.6x
Thu, 05 Mar 2026US$309.0bUS$51.3bUS$12.6b24.9x24.5x6x
Sat, 31 Jan 2026US$274.9bUS$51.2bUS$12.6b22.7x21.8x5.4x
Mon, 29 Dec 2025US$272.5bUS$51.3bUS$12.6b22.1x21.6x5.3x
Wed, 26 Nov 2025US$263.9bUS$51.3bUS$12.6b21.9x20.9x5.1x
Fri, 24 Oct 2025US$265.9bUS$51.1bUS$13.0b19x20.4x5.2x
Sun, 21 Sep 2025US$256.5bUS$51.1bUS$13.2b19x19.4x5x
Tue, 19 Aug 2025US$262.2bUS$51.1bUS$13.2b18.8x19.8x5.1x
Thu, 17 Jul 2025US$260.2bUS$51.0bUS$13.2b19.3x19.8x5.1x
Sat, 14 Jun 2025US$253.0bUS$51.0bUS$13.2b18.6x19.2x5x
Mon, 12 May 2025US$234.1bUS$51.0bUS$13.2b16.7x17.8x4.6x
Wed, 09 Apr 2025US$225.7bUS$51.2bUS$12.5b17.8x18x4.4x
Fri, 07 Mar 2025US$260.4bUS$51.2bUS$12.5b20.6x20.8x5.1x
Sun, 02 Feb 2025US$272.2bUS$51.2bUS$12.6b22x21.6x5.3x
Tue, 31 Dec 2024US$256.0bUS$51.5bUS$12.5b20.8x20.5x5x
Thu, 28 Nov 2024US$283.1bUS$51.5bUS$12.5b22.4x22.6x5.5x
Sat, 26 Oct 2024US$262.0bUS$51.5bUS$12.5b21x21x5.1x
Mon, 23 Sep 2024US$274.2bUS$51.2bUS$11.7b23x23.5x5.4x
Wed, 21 Aug 2024US$270.7bUS$51.2bUS$11.7b23.1x23.2x5.3x
Fri, 19 Jul 2024US$271.2bUS$51.1bUS$11.2b23.2x24.2x5.3x
Sun, 16 Jun 2024US$248.9bUS$51.1bUS$11.2b21.2x22.2x4.9x
Tue, 14 May 2024US$270.4bUS$51.1bUS$11.2b23.5x24.1x5.3x
Thu, 11 Apr 2024US$275.2bUS$51.3bUS$11.7b22.7x23.5x5.4x
Sat, 09 Mar 2024US$287.0bUS$51.3bUS$11.7b24x24.5x5.6x
Mon, 05 Feb 2024US$280.7bUS$51.2bUS$11.7b23.7x23.9x5.5x
Wed, 03 Jan 2024US$270.4bUS$51.5bUS$12.1b23.3x22.3x5.3x
Fri, 01 Dec 2023US$246.7bUS$51.5bUS$12.1b21.6x20.4x4.8x
Sun, 29 Oct 2023US$222.8bUS$51.5bUS$12.1b19.3x18.4x4.3x
Tue, 26 Sep 2023US$235.9bUS$52.8bUS$13.2b17.9x17.8x4.5x
Thu, 24 Aug 2023US$246.3bUS$52.8bUS$13.2b18.6x18.6x4.7x
Sat, 22 Jul 2023US$250.8bUS$53.4bUS$14.0b17.5x18x4.7x
Mon, 19 Jun 2023US$243.8bUS$53.5bUS$14.1b16.8x17.2x4.6x
Wed, 17 May 2023US$233.8bUS$53.5bUS$14.1b16x16.5x4.4x
Fri, 14 Apr 2023US$230.5bUS$52.7bUS$14.3b15x16.2x4.4x
Price to Earnings Ratio

16.2x


Total Market Cap: US$230.5bTotal Earnings: US$14.3bTotal Revenue: US$52.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Railroads Industry Price to Earnings3Y Average 20.8x202420252026
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 20.8x.
  • The 3-year average PS ratio of 5.1x is lower than the industry's current PS ratio of 5.6x.
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 Market4.40%
Industrials5.30%
Transportation3.91%
Railroads2.95%
Cargo Ground Transportation7.01%
Trucking2.97%
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$245.542.6%
+US$3.7b		16.9%PE20.4x
CSX CSXUS$41.484.3%
+US$3.2b		53.1%PE26.7x
NSC Norfolk SouthernUS$288.052.0%
+US$1.3b		38.5%PE22.5x
FIP FTAI InfrastructureUS$5.138.9%
+US$49.6m		39.0%PS1.2x

Latest News

CSX
US$41.48
CSX
7D
4.3%
1Y
53.1%

CSX Corporation: Valuation Premium Faces Pressure From Weak Results

Apr 07
NSC
US$288.05
Norfolk Southern
7D
2.0%
1Y
38.5%

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.
FIP
US$5.13
FTAI Infrastructure
7D
8.9%
1Y
39.0%

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

Analysts have nudged their price target on FTAI Infrastructure to $10.00, citing small updates to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News FTAI Infrastructure announced on 03/03/2026 that it will be unable to file its next Form 10-K by the required SEC deadline, indicating a delay in its annual reporting timeline (SEC filing notice).
UNP
US$245.54
Union Pacific
7D
2.6%
1Y
16.9%