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U.S. Trucking Industry Analysis

UpdatedMar 26, 2026
DataAggregated Company Financials
Companies11
  • 7D-4.3%
  • 3M-14.7%
  • 1Y-5.8%
  • YTDn/a

Over the last 7 days, the Trucking industry has dropped 4.3%, driven by a pullback from Uber Technologies of 4.7%. In contrast, Avis Budget Group has gained 22%. However, the industry is down 5.8% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026US$186.6bUS$94.6bUS$13.3b35.9x14x2x
Sat, 21 Feb 2026US$195.2bUS$93.8bUS$13.1b15.1x14.8x2.1x
Mon, 19 Jan 2026US$224.9bUS$90.9bUS$16.9b48.6x13.3x2.5x
Wed, 17 Dec 2025US$222.4bUS$90.6bUS$16.9b50.9x13.2x2.5x
Fri, 14 Nov 2025US$254.0bUS$89.7bUS$16.8b63.1x15.1x2.8x
Sun, 12 Oct 2025US$255.0bUS$86.9bUS$12.7b84.9x20x2.9x
Tue, 09 Sep 2025US$247.9bUS$86.9bUS$12.7b78.1x19.5x2.9x
Thu, 07 Aug 2025US$237.3bUS$85.7bUS$13.2b83.9x18x2.8x
Sat, 05 Jul 2025US$245.3bUS$83.7bUS$12.7b88.6x19.3x2.9x
Mon, 02 Jun 2025US$223.9bUS$83.0bUS$12.5b117.4x17.9x2.7x
Wed, 30 Apr 2025US$208.2bUS$81.0bUS$9.9b112.7x21x2.6x
Fri, 28 Mar 2025US$204.0bUS$80.6bUS$10.7b25.3x19.1x2.5x
Sun, 23 Feb 2025US$214.6bUS$80.6bUS$10.7b25.4x20x2.7x
Tue, 21 Jan 2025US$188.3bUS$77.9bUS$5.2b28.1x36.5x2.4x
Thu, 19 Dec 2024US$178.1bUS$78.0bUS$5.2b23.7x34.4x2.3x
Sat, 16 Nov 2024US$199.7bUS$77.9bUS$4.4b35x45.7x2.6x
Mon, 14 Oct 2024US$226.5bUS$85.5bUS$1.1b90.2x204.2x2.6x
Wed, 11 Sep 2024US$184.3bUS$85.3bUS$1.1b72.1x166.4x2.2x
Fri, 09 Aug 2024US$172.4bUS$84.7bUS$789.1m42.3x218.4x2x
Sun, 07 Jul 2024US$188.5bUS$82.5bUS$1.1b12.9x178.8x2.3x
Tue, 04 Jun 2024US$179.4bUS$82.6bUS$1.1b21.5x168.6x2.2x
Thu, 02 May 2024US$183.5bUS$80.0bUS$1.3b18.9x143.2x2.3x
Sat, 30 Mar 2024US$201.4bUS$76.3bUS$1.1b3.9x190.2x2.6x
Mon, 26 Feb 2024US$201.6bUS$76.4bUS$1.1b3.7x190.8x2.6x
Wed, 24 Jan 2024US$169.6bUS$75.6b-US$283,217,393.005.3x-599x2.2x
Fri, 22 Dec 2023US$164.3bUS$75.7b-US$433,810,253.008.1x-378.8x2.2x
Sun, 19 Nov 2023US$150.1bUS$75.4b-US$311,655,546.008.1x-481.5x2x
Tue, 17 Oct 2023US$129.8bUS$73.6b-US$2,476,067,980.005.8x-52.4x1.8x
Thu, 14 Sep 2023US$138.5bUS$70.5b-US$5,268,887,496.006.4x-26.3x2x
Sat, 12 Aug 2023US$128.5bUS$70.4b-US$5,700,412,026.006.7x-22.6x1.8x
Mon, 10 Jul 2023US$124.3bUS$69.0b-US$8,019,871,517.005.7x-15.5x1.8x
Wed, 07 Jun 2023US$117.9bUS$69.3b-US$8,070,500,385.005.5x-14.6x1.7x
Fri, 05 May 2023US$113.1bUS$69.8b-US$8,600,075,191.005.4x-13.1x1.6x
Sun, 02 Apr 2023US$103.0bUS$72.5b-US$17,986,905,375.005.3x-5.7x1.4x
Price to Earnings Ratio

-5.7x


Total Market Cap: US$103.0bTotal Earnings: -US$17,986,905,375.00Total Revenue: US$72.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trucking Industry Price to Earnings3Y Average 37.1x202420252026
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 14.0x which is lower than its 3-year average PE of 37.1x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 2.0x.
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 9.3% 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-0.15%
Industrials0.65%
Transportation0.017%
Trucking-4.34%
Cargo Ground Transportation4.60%
Railroads0.83%
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$123.5621.7%
+US$777.1m		100.7%PS0.4x
HTZ Hertz Global HoldingsUS$4.374.5%
+US$59.3m		26.7%PS0.2x
WETO Wetour RoboticsUS$0.6042.7%
+US$39.9m		-84.2%PS9.5x
MRT Marti TechnologiesUS$2.020.5%
+US$776.4k		-36.3%PS6.4x

Latest News

MRT
US$2.02
Marti Technologies
7D
0.5%
1Y
-36.3%

$MRT at Roth - Pick of the Panel

Is $MRT the most under the radar mobility play in emerging markets? Marti Technologies Co-Founder & President Cankut Durgun just took the stage at the 38th Annual Roth Capital Partners Growth Conference — as the only public company on a panel titled "Rideshare At Crossroads: Autonomy, Global Expansion, and the Next Phase of Mobility." When the moderator asked panelists "Uber, Lyft, or Marti?" — all three picked Marti!
UBER
US$73.08
Uber Technologies
7D
-4.7%
1Y
-1.5%
GRAB
US$3.73
Grab Holdings
7D
-0.5%
1Y
-22.0%
CAR
US$123.56
Avis Budget Group
7D
21.7%
1Y
100.7%

CAR: Lower Profit Margin Outlook Will Weigh On Future Earnings Power

Analysts have maintained their $85.00 price target for Avis Budget Group, citing updated assumptions that combine slightly higher projected revenue growth with lower expected profit margins and a higher future P/E multiple. What's in the News Between October 1, 2025 and December 31, 2025, Avis Budget Group reported no share repurchases under its ongoing buyback program, with 0 shares repurchased for $0 million in that period (Key Developments).
WETO
US$0.60
Wetour Robotics
7D
42.7%
1Y
-84.2%
HTZ
US$4.37
Hertz Global Holdings
7D
4.5%
1Y
26.7%
LYFT
US$13.26
Lyft
7D
-1.5%
1Y
8.1%

LYFT: Reset Expectations As Execution And Capital Returns Meet Balanced Market Outlook

Lyft's updated analyst price target moves in line with a series of recent Street revisions that lowered targets into the mid to high teens, as analysts refresh their models around slightly higher revenue growth assumptions, modestly lower profit margins, and a somewhat richer future P/E multiple. Analyst Commentary Recent Street research around Lyft has centered on a series of lower price targets, with multiple bearish analysts resetting expectations closer to the mid to high teens.
RYDE
US$0.46
Ryde Group
7D
-30.5%
1Y
59.7%
SWVL
US$1.37
Swvl Holdings
7D
-10.5%
1Y
-68.4%