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U.S. Trucking Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies11
  • 7D-4.8%
  • 3M-20.7%
  • 1Y-0.2%
  • YTDn/a

Over the last 7 days, the Trucking industry has dropped 4.8%, driven by a pullback from Uber Technologies of 6.6%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026US$202.3bUS$93.4bUS$10.3b43.6x19.6x2.2x
Tue, 06 Jan 2026US$220.9bUS$90.8bUS$16.9b50.8x13.1x2.4x
Thu, 04 Dec 2025US$239.2bUS$90.5bUS$16.9b59.2x14.2x2.6x
Sat, 01 Nov 2025US$264.5bUS$87.0bUS$12.7b90.2x20.8x3x
Mon, 29 Sep 2025US$270.0bUS$86.9bUS$12.7b96.4x21.2x3.1x
Wed, 27 Aug 2025US$252.4bUS$86.0bUS$13.2b72.3x19.1x2.9x
Fri, 25 Jul 2025US$244.1bUS$83.8bUS$12.7b86.3x19.2x2.9x
Sun, 22 Jun 2025US$222.1bUS$83.1bUS$12.5b116.8x17.7x2.7x
Tue, 20 May 2025US$241.6bUS$82.9bUS$12.5b124.2x19.3x2.9x
Thu, 17 Apr 2025US$195.8bUS$80.9bUS$9.9b113.1x19.7x2.4x
Sat, 15 Mar 2025US$193.0bUS$80.7bUS$10.7b26.9x18x2.4x
Mon, 10 Feb 2025US$205.5bUS$80.0bUS$10.6b20.2x19.3x2.6x
Wed, 08 Jan 2025US$188.5bUS$77.9bUS$5.2b27.6x36.5x2.4x
Fri, 06 Dec 2024US$204.8bUS$78.1bUS$5.2b25.4x39.5x2.6x
Sun, 03 Nov 2024US$200.5bUS$87.2bUS$3.5b35x57.6x2.3x
Tue, 01 Oct 2024US$203.9bUS$85.7bUS$1.1b78.5x183.7x2.4x
Thu, 29 Aug 2024US$189.8bUS$85.0bUS$869.5m43.4x218.3x2.2x
Sat, 27 Jul 2024US$173.6bUS$82.6bUS$1.1b14x164.7x2.1x
Mon, 24 Jun 2024US$189.0bUS$82.6bUS$1.1b11.8x179.4x2.3x
Wed, 22 May 2024US$181.3bUS$81.8bUS$1.1b16.5x167.8x2.2x
Fri, 19 Apr 2024US$193.0bUS$80.0bUS$1.7b3x112.6x2.4x
Sun, 17 Mar 2024US$198.3bUS$76.4bUS$1.1b3.8x187.7x2.6x
Tue, 13 Feb 2024US$179.7bUS$76.2bUS$73.6m4.3x2439.6x2.4x
Thu, 11 Jan 2024US$164.7bUS$75.6b-US$283,200,332.005.4x-581.4x2.2x
Sat, 09 Dec 2023US$164.1bUS$75.6b-US$451,628,619.008.1x-363.4x2.2x
Mon, 06 Nov 2023US$134.0bUS$73.8b-US$2,376,888,185.005.4x-56.4x1.8x
Wed, 04 Oct 2023US$130.5bUS$73.7b-US$2,476,889,996.005.7x-52.7x1.8x
Fri, 01 Sep 2023US$138.0bUS$70.5b-US$5,276,460,510.006.6x-26.2x2x
Sun, 30 Jul 2023US$134.9bUS$69.4b-US$8,996,891,202.006.5x-15x1.9x
Tue, 27 Jun 2023US$126.2bUS$69.0b-US$8,015,809,348.005.6x-15.7x1.8x
Thu, 25 May 2023US$110.5bUS$69.5b-US$8,099,818,549.005.4x-13.6x1.6x
Sat, 22 Apr 2023US$99.3bUS$72.4b-US$17,960,505,188.005.2x-5.5x1.4x
Mon, 20 Mar 2023US$101.0bUS$72.4b-US$17,965,540,150.005.3x-5.6x1.4x
Wed, 15 Feb 2023US$258.6bUS$167.5b-US$11,706,000,258.0012.7x-22.1x1.5x
Price to Earnings Ratio

-22.1x


Total Market Cap: US$258.6bTotal Earnings: -US$11,706,000,258.00Total Revenue: US$167.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Trucking Industry Price to Earnings3Y Average 35.7x202420252026
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 19.6x which is lower than its 3-year average PE of 35.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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 18% 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 Market-0.071%
Industrials4.76%
Transportation4.60%
Trucking-4.85%
Cargo Ground Transportation14.43%
Railroads6.94%
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$120.424.7%
+US$191.1m		38.4%PS0.4x
HTZ Hertz Global HoldingsUS$5.298.0%
+US$121.5m		23.0%PS0.2x
MRT Marti TechnologiesUS$2.042.0%
+US$3.1m		-34.2%PS6.4x

Latest News

CAR
US$120.42
Avis Budget Group
7D
4.7%
1Y
38.4%

CAR: Slightly Lower Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their fair value estimate for Avis Budget Group from US$184 to US$175, citing slightly softer assumptions for revenue growth, profit margins and future P/E multiples, even though the discount rate input has been adjusted only modestly. Valuation Changes Fair Value Estimate reduced from US$184 to US$175, reflecting a modest adjustment to the model.
UBER
US$74.77
Uber Technologies
7D
-6.6%
1Y
0.2%
GRAB
US$4.27
Grab Holdings
7D
-0.7%
1Y
-10.9%

GRAB: Indonesia Merger Talks And Q3 Execution Will Drive Future Leadership

Narrative Update The updated analyst price target for Grab Holdings edges lower to approximately $6.80 from about $6.83, as analysts factor in a slightly higher discount rate and a marginally lower future P/E multiple, while keeping their core growth and margin assumptions broadly unchanged. Analyst Commentary Recent research on Grab Holdings highlights a mix of optimism around execution and growth, alongside some caution around valuation and the path forward.
HTZ
US$5.29
Hertz Global Holdings
7D
8.0%
1Y
23.0%
MRT
US$2.04
Marti Technologies
7D
2.0%
1Y
-34.2%
LYFT
US$16.46
Lyft
7D
-2.4%
1Y
16.2%

LYFT: Expanding Rideshare Partnerships Will Support Healthier Marketplace And Profitability Profile

Analysts have adjusted their Lyft price targets in a tight range, with some pulling back from prior highs and others lifting forecasts into the low to mid US$20s and up to US$32. This reflects mixed Q3 results, a more constructive view on execution, and differing opinions on how growth and profitability might balance into 2026.
RYDE
US$0.28
Ryde Group
7D
-6.4%
1Y
-20.9%
SWVL
US$1.48
Swvl Holdings
7D
-18.2%
1Y
-71.5%
WETO
US$0.61
Webus International
7D
-3.3%
1Y
n/a