Schneider National (NYSE:SNDR) Takes On Some Risk With Its Use Of Debt
May 09
Have your own idea? Try our Stock Screener
U.S. Transportation Industry Analysis
UpdatedMay 10, 2025
DataAggregated Company Financials
Companies45
- 7D-0.4%
- 3M-7.1%
- 1Y-2.4%
- YTD0.06%
Last week, the Transportation industry hasn't moved much but Lyft is up 32% in that time. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 9.5% annually.
Industry Valuation and Performance
Has the U.S. Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 10 May 2025 | US$575.5b | US$218.7b | US$29.6b | 24.2x | 19.4x | 2.6x |
| Mon, 07 Apr 2025 | US$521.9b | US$216.8b | US$26.5b | 24.6x | 19.7x | 2.4x |
| Wed, 05 Mar 2025 | US$606.0b | US$216.2b | US$27.3b | 27.8x | 22.2x | 2.8x |
| Fri, 31 Jan 2025 | US$613.5b | US$213.0b | US$22.0b | 30.1x | 27.9x | 2.9x |
| Sun, 29 Dec 2024 | US$580.2b | US$213.4b | US$21.9b | 28.8x | 26.6x | 2.7x |
| Tue, 26 Nov 2024 | US$645.2b | US$213.4b | US$20.8b | 32.4x | 31x | 3x |
| Thu, 24 Oct 2024 | US$634.4b | US$220.3b | US$17.9b | 29.1x | 35.5x | 2.9x |
| Sat, 21 Sep 2024 | US$626.1b | US$220.7b | US$17.2b | 29x | 36.3x | 2.8x |
| Mon, 19 Aug 2024 | US$604.0b | US$219.8b | US$17.0b | 28x | 35.6x | 2.7x |
| Wed, 17 Jul 2024 | US$599.2b | US$217.0b | US$16.7b | 25.7x | 36x | 2.8x |
| Fri, 14 Jun 2024 | US$576.1b | US$217.0b | US$16.7b | 24.9x | 34.6x | 2.7x |
| Sun, 12 May 2024 | US$597.9b | US$216.0b | US$16.6b | 26.1x | 36.1x | 2.8x |
| Tue, 09 Apr 2024 | US$637.8b | US$214.9b | US$18.2b | 24x | 35x | 3x |
| Thu, 07 Mar 2024 | US$647.0b | US$212.8b | US$17.5b | 24x | 37x | 3x |
| Sat, 03 Feb 2024 | US$607.4b | US$214.7b | US$16.2b | 23.7x | 37.5x | 2.8x |
| Mon, 01 Jan 2024 | US$588.0b | US$216.3b | US$16.9b | 21.6x | 34.7x | 2.7x |
| Wed, 29 Nov 2023 | US$536.4b | US$216.2b | US$16.8b | 21.2x | 32x | 2.5x |
| Fri, 27 Oct 2023 | US$469.3b | US$214.9b | US$15.1b | 14.1x | 31.1x | 2.2x |
| Sun, 24 Sep 2023 | US$501.0b | US$214.2b | US$13.7b | 14.5x | 36.5x | 2.3x |
| Tue, 22 Aug 2023 | US$514.3b | US$214.0b | US$13.3b | 15x | 38.8x | 2.4x |
| Thu, 20 Jul 2023 | US$529.8b | US$216.3b | US$12.7b | 13x | 41.6x | 2.4x |
| Sat, 17 Jun 2023 | US$492.8b | US$217.2b | US$12.9b | 12.9x | 38.2x | 2.3x |
| Mon, 15 May 2023 | US$467.4b | US$217.3b | US$12.6b | 14.4x | 37.1x | 2.2x |
| Wed, 12 Apr 2023 | US$455.5b | US$221.0b | US$3.5b | 13.3x | 129.4x | 2.1x |
| Fri, 10 Mar 2023 | US$464.6b | US$220.7b | US$3.6b | 14.7x | 129.5x | 2.1x |
| Sun, 05 Feb 2023 | US$509.9b | US$222.5b | US$3.3b | 12.4x | 155.5x | 2.3x |
| Tue, 03 Jan 2023 | US$459.4b | US$221.2b | US$3.5b | 9.9x | 130.4x | 2.1x |
| Thu, 01 Dec 2022 | US$488.3b | US$220.5b | US$3.7b | 10.5x | 130.8x | 2.2x |
| Sat, 29 Oct 2022 | US$440.3b | US$215.3b | US$2.2b | 8.7x | 198.1x | 2x |
| Mon, 26 Sep 2022 | US$427.0b | US$206.0b | US$1.0b | 8.7x | 424x | 2.1x |
| Wed, 24 Aug 2022 | US$493.6b | US$206.8b | US$154.5m | 9.8x | 3195x | 2.4x |
| Fri, 22 Jul 2022 | US$464.0b | US$198.2b | US$2.7b | 10.2x | 174x | 2.3x |
| Sun, 19 Jun 2022 | US$424.9b | US$195.3b | US$2.5b | 9.1x | 167.6x | 2.2x |
| Tue, 17 May 2022 | US$467.8b | US$194.8b | US$2.2b | 9.7x | 208.2x | 2.4x |
Price to Earnings Ratio
208.2x
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 19.4x which is lower than its 3-year average PE of 135x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 136% per year over the last three years.
- Revenues for these companies have grown 3.9% 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 | -0.30% | |
| Industrials | 1.15% | |
| Transportation | -0.36% | |
| Cargo Ground Transportation | 0.022% | |
| Trucking | -0.38% | |
| Railroads | -0.55% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 29.1x.
- Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 13.9% per year.
- Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 26.9x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 5.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LYFT Lyft | US$16.65 | 31.6% +US$1.7b | -3.1% | PE123.1x | |
| CAR Avis Budget Group | US$104.13 | 8.3% +US$280.1m | -12.8% | PS0.3x | |
| JBHT J.B. Hunt Transport Services | US$135.53 | 1.5% +US$194.4m | -20.6% | PE24x | |
| KNX Knight-Swift Transportation Holdings | US$42.45 | 2.4% +US$162.1m | -14.8% | PE45.6x | |
| XPO XPO | US$111.01 | 1.2% +US$149.6m | -3.0% | PE33.6x |
