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U.S. Transportation Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies49
  • 7D1.6%
  • 3M9.7%
  • 1Y14.3%
  • YTD10.3%

The Transportation industry has gained 1.6% in the last week and FedEx Freight Holding Company up 23%. In the last 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$686.4bUS$236.0bUS$27.1b39.5x25.4x2.9x
Fri, 08 May 2026US$658.7bUS$234.7bUS$27.9b40.6x23.6x2.8x
Sun, 05 Apr 2026US$622.6bUS$231.8bUS$29.3b37x21.3x2.7x
Tue, 03 Mar 2026US$666.0bUS$231.2bUS$29.2b37.5x22.8x2.9x
Thu, 29 Jan 2026US$631.5bUS$228.4bUS$33.3b32.8x19x2.8x
Sat, 27 Dec 2025US$631.4bUS$228.3bUS$33.3b31x19x2.8x
Mon, 24 Nov 2025US$606.4bUS$227.2bUS$33.2b26.6x18.3x2.7x
Wed, 22 Oct 2025US$652.3bUS$223.7bUS$29.5b27.9x22.1x2.9x
Fri, 19 Sep 2025US$636.2bUS$223.7bUS$29.7b24.5x21.4x2.8x
Sun, 17 Aug 2025US$631.4bUS$222.5bUS$30.1b26.6x21x2.8x
Tue, 15 Jul 2025US$649.5bUS$219.7bUS$29.8b26.1x21.8x3x
Thu, 12 Jun 2025US$612.7bUS$219.0bUS$29.6b25.8x20.7x2.8x
Sat, 10 May 2025US$575.5bUS$218.7bUS$29.6b24.2x19.4x2.6x
Mon, 07 Apr 2025US$521.9bUS$216.8bUS$26.5b24.6x19.7x2.4x
Wed, 05 Mar 2025US$606.0bUS$216.2bUS$27.3b27.8x22.2x2.8x
Fri, 31 Jan 2025US$613.5bUS$213.0bUS$22.0b30.1x27.9x2.9x
Sun, 29 Dec 2024US$580.2bUS$213.4bUS$21.9b28.8x26.6x2.7x
Tue, 26 Nov 2024US$645.2bUS$213.4bUS$20.8b32.4x31x3x
Thu, 24 Oct 2024US$634.4bUS$220.3bUS$17.9b29.1x35.5x2.9x
Sat, 21 Sep 2024US$626.1bUS$220.7bUS$17.2b29x36.3x2.8x
Mon, 19 Aug 2024US$604.0bUS$219.8bUS$17.0b28x35.6x2.7x
Wed, 17 Jul 2024US$599.2bUS$217.0bUS$16.7b25.7x36x2.8x
Fri, 14 Jun 2024US$576.1bUS$217.0bUS$16.7b24.9x34.6x2.7x
Sun, 12 May 2024US$597.9bUS$216.0bUS$16.6b26.1x36.1x2.8x
Tue, 09 Apr 2024US$637.8bUS$214.9bUS$18.2b24x35x3x
Thu, 07 Mar 2024US$647.0bUS$212.8bUS$17.5b24x37x3x
Sat, 03 Feb 2024US$607.4bUS$214.7bUS$16.2b23.7x37.5x2.8x
Mon, 01 Jan 2024US$588.0bUS$216.3bUS$16.9b21.6x34.7x2.7x
Wed, 29 Nov 2023US$536.4bUS$216.2bUS$16.8b21.2x32x2.5x
Fri, 27 Oct 2023US$469.3bUS$214.9bUS$15.1b14.1x31.1x2.2x
Sun, 24 Sep 2023US$501.0bUS$214.2bUS$13.7b14.5x36.5x2.3x
Tue, 22 Aug 2023US$514.3bUS$214.0bUS$13.3b15x38.8x2.4x
Thu, 20 Jul 2023US$529.8bUS$216.3bUS$12.7b13x41.6x2.4x
Sat, 17 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Price to Earnings Ratio

38.2x


Total Market Cap: US$492.8bTotal Earnings: US$12.9bTotal Revenue: US$217.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Transportation 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 25.4x which is lower than its 3-year average PE of 28.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 2.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-3.33%
Industrials-0.29%
Transportation1.65%
Cargo Ground Transportation5.16%
Railroads2.28%
Trucking-2.91%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 23.3%, which is higher than its past year's earnings decline of 20.6% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 38.8x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 9.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FDXF FedEx Freight Holding CompanyUS$188.4622.9%
+US$4.2b		n/aPE24.9x
ODFL Old Dominion Freight LineUS$248.738.6%
+US$4.1b		48.2%PE51.4x
UNP Union PacificUS$271.282.5%
+US$3.9b		19.7%PE22.3x
CSX CSXUS$47.282.5%
+US$2.1b		45.0%PE28.8x
XPO XPOUS$227.584.9%
+US$1.2b		84.2%PE76.8x

Latest News

UNP
US$271.28
Union Pacific
7D
2.5%
1Y
19.7%
NSC
US$312.32
Norfolk Southern
7D
1.6%
1Y
23.5%
CSX
US$47.28
CSX
7D
2.5%
1Y
45.0%
JBHT
US$287.19
J.B. Hunt Transport Services
7D
4.2%
1Y
97.8%
UHAL
US$61.76
U-Haul Holding
7D
9.8%
1Y
-4.2%
LYFT
US$13.87
Lyft
7D
-1.7%
1Y
-11.5%
FDXF
US$188.46
FedEx Freight Holding Company
7D
22.9%
1Y
n/a
ODFL
US$248.73
Old Dominion Freight Line
7D
8.6%
1Y
48.2%
UBER
US$70.38
Uber Technologies
7D
-1.7%
1Y
-18.5%
Narrative Update • Jun 05

UBER: Autonomous Partnerships And Robotaxi Rollout Will Reshape Supply And Trip Mix

Analysts have made a modest adjustment to the Uber Technologies price target to $104.43, supported by research citing improving returns on recent investments, multiple price target revisions across major firms, and growing interest in Uber's autonomous vehicle partnerships with Nvidia, Zoox, and other partners. Analyst Commentary Recent research on Uber clusters around two main themes: execution on new partnerships in autonomous vehicles and the impact of changing price targets on how investors frame risk and reward at current levels.
XPO
US$227.58
XPO
7D
4.9%
1Y
84.2%
Narrative Update • Jun 04

XPO: LTL Execution And Refinancing Terms Will Shape 2026 Risk Balance

Analysts have adjusted the XPO fair value estimate upward from $219.61 to $223.50, citing recently raised Street price targets and research indicating sustained demand and pricing momentum in less-than-truckload freight. Analyst Commentary Recent Street research on XPO centers on how the company is executing in less-than-truckload freight, how that ties into industrial activity, and what that could mean for valuation.
MRT
US$1.77
Marti Technologies
7D
-1.7%
1Y
-31.9%
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.
GRAB
US$3.30
Grab Holdings
7D
-8.3%
1Y
-29.5%
Narrative Update • Jun 02

GRAB: AI And foodpanda Expansion Will Drive Long Term Upside

Grab Holdings’ updated analyst price target moves from $6.30 to $5.97, reflecting analysts’ recent cuts to fair value and revenue growth assumptions, along with slightly higher discount rate estimates, even as they factor in modestly better profit margin and future P/E expectations. Analyst Commentary Recent Street research on Grab Holdings shows a mix of optimism about long term business drivers and caution around valuation assumptions and execution risk.
YMM
US$8.27
Full Truck Alliance
7D
-13.0%
1Y
-32.4%
Narrative Update • Jun 02

YMM: Dividend And 30-Day Catalyst Watch Will Support Bullish Repricing

Analysts have modestly lifted the price target on Full Truck Alliance to about $16.77 per share, citing updated assumptions around revenue growth, profitability, discount rate and future P/E. These changes align with a generally constructive tone in recent research, including new coverage, an upgrade and a short term catalyst watch, alongside one Hold downgrade.
TOPP
US$1.35
Toppoint Holdings
7D
-35.4%
1Y
-28.2%
BTOC
US$0.32
Armlogi Holding
7D
-11.6%
1Y
-79.7%
RYDE
US$0.73
Ryde Group
7D
-15.6%
1Y
252.2%