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U.S. Trucking Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies11
  • 7D-4.0%
  • 3M-5.0%
  • 1Y-24.3%
  • YTDn/a

Over the last 7 days, the Trucking industry has dropped 4.0%, driven by a pullback from Uber Technologies of 4.9%. Overall the industry is down 24% in 12 months. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$181.5bUS$98.0bUS$11.4b13.9x15.9x1.9x
Sat, 23 May 2026US$185.4bUS$97.2bUS$11.9b17.1x15.6x1.9x
Mon, 20 Apr 2026US$197.7bUS$95.0bUS$13.3b40x14.9x2.1x
Wed, 18 Mar 2026US$193.6bUS$94.7bUS$13.3b37.3x14.6x2x
Fri, 13 Feb 2026US$192.9bUS$93.8bUS$13.1b14.7x14.7x2.1x
Sun, 11 Jan 2026US$229.1bUS$90.8bUS$16.9b50.9x13.6x2.5x
Tue, 09 Dec 2025US$247.4bUS$90.4bUS$16.9b59.6x14.6x2.7x
Thu, 06 Nov 2025US$254.8bUS$89.4bUS$16.8b88.5x15.2x2.9x
Sat, 04 Oct 2025US$265.8bUS$87.0bUS$12.7b97x20.9x3.1x
Mon, 01 Sep 2025US$249.8bUS$86.9bUS$12.7b71.5x19.6x2.9x
Wed, 30 Jul 2025US$243.0bUS$83.7bUS$12.7b84.5x19.1x2.9x
Fri, 27 Jun 2025US$238.2bUS$83.1bUS$12.5b124.8x19x2.9x
Sun, 25 May 2025US$233.1bUS$83.1bUS$12.5b123.3x18.6x2.8x
Tue, 22 Apr 2025US$198.3bUS$80.9bUS$9.9b106.8x20x2.5x
Thu, 20 Mar 2025US$197.8bUS$80.7bUS$10.7b24.5x18.5x2.5x
Sat, 15 Feb 2025US$218.8bUS$80.5bUS$10.7b25.8x20.4x2.7x
Mon, 13 Jan 2025US$184.3bUS$77.9bUS$5.2b27.3x35.7x2.4x
Wed, 11 Dec 2024US$190.8bUS$78.2bUS$5.2b24.7x36.8x2.4x
Fri, 08 Nov 2024US$203.9bUS$87.5bUS$3.5b35x58.6x2.3x
Sun, 06 Oct 2024US$201.0bUS$85.5bUS$1.1b77.6x181.2x2.3x
Tue, 03 Sep 2024US$190.5bUS$85.0bUS$869.4m43.9x219.2x2.2x
Thu, 01 Aug 2024US$171.7bUS$82.7bUS$1.1b16.6x163x2.1x
Sat, 29 Jun 2024US$188.1bUS$82.5bUS$1.1b13.2x178.4x2.3x
Mon, 27 May 2024US$179.2bUS$81.7bUS$1.1b21.5x165.8x2.2x
Wed, 24 Apr 2024US$193.1bUS$80.0bUS$1.7b2.7x112.7x2.4x
Fri, 22 Mar 2024US$205.3bUS$76.4bUS$1.1b3.7x194.2x2.7x
Sun, 18 Feb 2024US$204.4bUS$76.2bUS$635.5m3.8x321.7x2.7x
Tue, 16 Jan 2024US$170.2bUS$75.7b-US$285,065,584.005.2x-597.2x2.2x
Thu, 14 Dec 2023US$167.1bUS$75.6b-US$450,979,799.008.1x-370.5x2.2x
Sat, 11 Nov 2023US$139.4bUS$75.2b-US$305,179,690.008.1x-456.7x1.9x
Mon, 09 Oct 2023US$131.3bUS$73.7b-US$2,476,906,460.005.7x-53x1.8x
Wed, 06 Sep 2023US$137.2bUS$70.4b-US$5,255,137,151.006.6x-26.1x1.9x
Fri, 04 Aug 2023US$135.0bUS$70.5b-US$5,995,524,450.006.5x-22.5x1.9x
Sun, 02 Jul 2023US$124.9bUS$68.9b-US$8,005,133,365.005.6x-15.6x1.8x
Price to Earnings Ratio

-15.6x


Total Market Cap: US$124.9bTotal Earnings: -US$8,005,133,365.00Total Revenue: US$68.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trucking Industry Price to Earnings3Y Average 39.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Trucking industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.9x which is lower than its 3-year average PE of 39.2x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • Total earnings for the Trucking industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

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

US Market-2.31%
Industrials-0.71%
Transportation-3.71%
Trucking-3.96%
Railroads-2.63%
Cargo Ground Transportation-5.30%
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
CAR Avis Budget GroupUS$190.462.7%
+US$175.6m		10.8%PS0.6x
HTZ Hertz Global HoldingsUS$5.061.4%
+US$22.1m		-31.1%PS0.2x
MRT Marti TechnologiesUS$1.818.4%
+US$12.0m		-29.0%PS3.2x
RYDE Ryde GroupUS$0.724.4%
+US$5.1m		130.1%PS11.7x

Latest News

LYFT
US$14.40
Lyft
7D
1.8%
1Y
-7.5%
GRAB
US$3.49
Grab Holdings
7D
1.2%
1Y
-24.0%
UBER
US$73.85
Uber Technologies
7D
4.1%
1Y
-18.8%
Seeking Alpha • Jun 22

Uber Technologies: Why Demand Distribution Matters More Than Autonomous Driving

Summary Strong business metrics: Gross Bookings at a constant currency growth of 21% YoY, MAPC growth of 17%, and total Trips growth of 20%. Uber One, with over 50M members, creates an engagement loop that increases order volume and keeps users in the Uber ecosystem. Uber is not fighting autonomous vehicles, it is becoming their distribution layer. Delivery is becoming more relevant to Uber’s revenue and is reducing the exposure to ride-hailing. My stress test values the Delivery segment alone in the range of $14-$39 per share. My DCF yields $115.88. At $73, the risk/rewards look compelling. Read the full article on Seeking Alpha
CAR
US$175.29
Avis Budget Group
7D
-3.1%
1Y
-0.3%
Narrative Update • Jun 17

CAR: High Leverage And Equity Offering Will Pressure Future Earnings Power

Avis Budget Group's updated analyst price target remains at $85, as analysts refine their assumptions around revenue growth, profit margins and future P/E expectations without changing the headline valuation for the stock. What’s in the News for Avis Budget Group Avis Budget Group is reported to be facing financial pressures, including annual sales declines of 1% over the past two years, cumulative losses of $2.71b and diminishing returns on capital, according to recent coverage.
HTZ
US$2.99
Hertz Global Holdings
7D
-38.2%
1Y
-59.2%
Narrative Update • Jun 15

HTZ: Rich Pricing And Revenue Pressures Will Limit Future Upside

Analysts have adjusted their views on Hertz Global Holdings, with a modestly higher blended price target of about $4.64 per share. This target is supported by updated assumptions on discount rate, revenue growth, profit margin, and future P/E, as some highlight valuation concerns while others see room for upside.
MRT
US$1.65
Marti Technologies
7D
-7.3%
1Y
-33.1%
New Narrative • Jun 04

Who Am I? Marti Technologies (NYSE American: MRT)

Who Am I? I’m a mobility innovator born out of a transportation void — a company that didn’t just enter a market… I helped create it.
SWVL
US$1.43
Swvl Holdings
7D
-2.7%
1Y
-67.1%
WETO
US$0.85
Wetour Robotics
7D
-15.7%
1Y
-62.5%
RYDE
US$0.72
Ryde Group
7D
8.0%
1Y
150.7%