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U.S. Trucking Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies11
  • 7D1.1%
  • 3M-17.2%
  • 1Y26.7%
  • YTDn/a

The Trucking is pretty flat in the last 7 days, but Grab Holdings has stood out, gaining 3.2%. The past year has been better, since the industry has gained 27% in that time. Earnings are forecast to grow by 2.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025US$222.9bUS$90.6bUS$16.9b51.9x13.2x2.5x
Fri, 21 Nov 2025US$240.5bUS$89.6bUS$16.8b52.4x14.3x2.7x
Sun, 19 Oct 2025US$252.4bUS$86.9bUS$12.7b86.1x19.8x2.9x
Tue, 16 Sep 2025US$264.4bUS$87.0bUS$12.7b90.1x20.8x3x
Thu, 14 Aug 2025US$243.8bUS$85.9bUS$13.2b65.4x18.5x2.8x
Sat, 12 Jul 2025US$252.4bUS$83.7bUS$12.7b86.8x19.8x3x
Mon, 09 Jun 2025US$230.2bUS$83.0bUS$12.5b123.9x18.4x2.8x
Wed, 07 May 2025US$223.8bUS$81.4bUS$10.1b177.1x22.2x2.8x
Fri, 04 Apr 2025US$203.9bUS$81.0bUS$9.9b132.6x20.6x2.5x
Sun, 02 Mar 2025US$208.4bUS$80.5bUS$10.7b25.4x19.5x2.6x
Tue, 28 Jan 2025US$191.3bUS$78.2bUS$5.2b28.4x37x2.4x
Thu, 26 Dec 2024US$178.0bUS$78.0bUS$5.2b23.4x34.4x2.3x
Sat, 23 Nov 2024US$199.2bUS$77.8bUS$4.4b34.2x45.6x2.6x
Mon, 21 Oct 2024US$210.7bUS$85.4bUS$1.1b82.7x190.1x2.5x
Wed, 18 Sep 2024US$188.8bUS$85.4bUS$1.1b76x170.4x2.2x
Fri, 16 Aug 2024US$187.7bUS$84.7bUS$789.0m44x237.8x2.2x
Sun, 14 Jul 2024US$190.4bUS$82.6bUS$1.1b14.1x180.6x2.3x
Tue, 11 Jun 2024US$186.0bUS$82.6bUS$1.1b19.2x176.5x2.3x
Thu, 09 May 2024US$192.7bUS$81.7bUS$940.3m17.6x204.9x2.4x
Sat, 06 Apr 2024US$196.9bUS$80.1bUS$1.7b3.6x115x2.5x
Mon, 04 Mar 2024US$207.3bUS$76.4bUS$1.1b3.9x196.1x2.7x
Wed, 31 Jan 2024US$176.2bUS$75.6b-US$283,865,687.005.3x-620.7x2.3x
Fri, 29 Dec 2023US$171.2bUS$75.8b-US$288,613,295.005.6x-593.3x2.3x
Sun, 26 Nov 2023US$152.2bUS$75.7b-US$452,973,311.008.1x-336x2x
Tue, 24 Oct 2023US$123.8bUS$73.6b-US$2,475,690,606.005.7x-50x1.7x
Thu, 21 Sep 2023US$133.9bUS$70.5b-US$5,261,766,112.006.4x-25.4x1.9x
Sat, 19 Aug 2023US$127.5bUS$70.2b-US$5,677,741,352.006.7x-22.5x1.8x
Mon, 17 Jul 2023US$130.1bUS$69.3b-US$8,201,449,085.005.6x-15.9x1.9x
Wed, 14 Jun 2023US$121.6bUS$69.2b-US$8,052,190,010.005.6x-15.1x1.8x
Fri, 12 May 2023US$114.9bUS$69.5b-US$8,343,549,969.005.4x-13.8x1.7x
Sun, 09 Apr 2023US$102.1bUS$72.5b-US$17,986,375,016.005.2x-5.7x1.4x
Tue, 07 Mar 2023US$242.8bUS$168.0b-US$10,919,733,965.0012.4x-22.2x1.4x
Thu, 02 Feb 2023US$247.2bUS$170.3b-US$11,060,283,813.0011x-22.3x1.5x
Sat, 31 Dec 2022US$202.0bUS$169.6b-US$10,735,734,034.009.2x-18.8x1.2x
Price to Earnings Ratio

-18.8x


Total Market Cap: US$202.0bTotal Earnings: -US$10,735,734,034.00Total Revenue: US$169.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trucking Industry Price to Earnings3Y Average 34.2x202320242025
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 12.9x which is lower than its 3-year average PE of 34.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
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 declined 19% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Comparison

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

US Market2.62%
Industrials1.36%
Transportation0.098%
Trucking1.11%
Cargo Ground Transportation-0.37%
Railroads-0.48%
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
GRAB Grab HoldingsUS$5.084.3%
+US$858.3m		2.8%PE170.2x
LYFT LyftUS$19.602.2%
+US$167.7m		40.9%PE51.9x
CAR Avis Budget GroupUS$134.903.5%
+US$160.5m		65.7%PS0.4x
HTZ Hertz Global HoldingsUS$5.488.9%
+US$140.2m		56.6%PS0.2x
UBER Uber TechnologiesUS$80.970.06%
+US$103.9m		31.2%PE10.1x

Latest News

MRT
US$2.40
Marti Technologies
7D
2.1%
1Y
-28.6%
HTZ
US$5.48
Hertz Global Holdings
7D
8.9%
1Y
56.6%

HTZ: Future Returns Will Balance Buyback Pause And Settlement Cash Boost

Analysts have raised their price target on Hertz Global Holdings by approximately 14 percent to about 5.03 dollars per share, citing slightly faster expected revenue growth, a modestly higher future price to earnings multiple, and a marginally lower discount rate that together offset a small reduction in projected profit margins. What's in the News Completion of a major share repurchase program, with 66,684,169 shares bought back since June 15, 2022, representing 19.34% of shares outstanding and totaling approximately $1.13 billion under the authorization.
GRAB
US$5.08
Grab Holdings
7D
4.3%
1Y
2.8%

GRAB: Indonesia Merger Talks Will Drive Future Market Leadership Dominance

Analysts have nudged their average price target for Grab Holdings higher to about $7.00 from roughly $6.50, reflecting confidence in the company’s better than expected Q3 performance, its strengthened multi year growth outlook, and its sustained market leadership despite recent valuation driven caution. Analyst Commentary Bullish analysts broadly interpret the recent quarterly beat and guidance raise as evidence that Grab is executing ahead of plan, which they see as justifying higher price targets and a richer growth multiple.
LYFT
US$19.60
Lyft
7D
2.2%
1Y
40.9%

LYFT: Rising Rideshare Partnerships Will Drive Stronger Earnings Power Ahead

Analysts have raised their blended price target for Lyft from about $24 to roughly $32 per share. They cite growing confidence in accelerating bookings and rides growth, improving execution, and a clearer path to sustained profitability.
UBER
US$80.97
Uber Technologies
7D
0.06%
1Y
31.2%

UBER: Autonomous Expansion Will Sustain Platform Engagement And Profit Momentum

Analysts have modestly raised their fair value estimate for Uber Technologies by about $1 per share to roughly $112, citing a strong Q3 print, accelerating delivery growth versus peers, and confidence that robust engagement and profit expansion can continue even as margin gains normalize and long term autonomous vehicle economics become a greater focus. Analyst Commentary Analysts remain broadly constructive on Uber following the Q3 update, pointing to solid execution across mobility and delivery, resilient user engagement, and a strengthening narrative around long term autonomous vehicle positioning, even as expectations for near term AV profit contribution are tempered.
CAR
US$134.90
Avis Budget Group
7D
3.5%
1Y
65.7%

CAR: Premium Service Expansion And Buybacks Will Shape Balanced 2025 Outlook

Analysts have modestly raised their price target on Avis Budget Group from 135.75 dollars to 139.13 dollars, reflecting updated assumptions for slightly slower revenue growth, softer profit margins, and a higher future earnings multiple. What's in the News Avis Budget Group completed its long running share repurchase program announced in August 2013, having bought back 83,626,152 shares for a total of about 7.36 billion dollars, with no additional shares repurchased in the most recent quarter of the program (Key Developments).
RYDE
US$0.32
Ryde Group
7D
-5.4%
1Y
3.2%
WETO
US$0.88
Webus International
7D
-1.1%
1Y
n/a
SWVL
US$2.03
Swvl Holdings
7D
-1.5%
1Y
-67.9%