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U.S. Transportation Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies50
  • 7D-0.2%
  • 3M11.2%
  • 1Y12.9%
  • YTD8.3%

In the last week, the Transportation industry is flat overall, with Uber Technologies standing out by going down 4.3%. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$691.2bUS$236.0bUS$27.1b38.9x25.5x2.9x
Sat, 09 May 2026US$667.8bUS$235.0bUS$27.7b40x24.1x2.8x
Mon, 06 Apr 2026US$622.6bUS$231.8bUS$29.3b37x21.3x2.7x
Wed, 04 Mar 2026US$670.8bUS$231.0bUS$29.1b37.6x23x2.9x
Fri, 30 Jan 2026US$622.6bUS$228.4bUS$33.2b32.4x18.7x2.7x
Sun, 28 Dec 2025US$630.2bUS$228.3bUS$33.3b31x18.9x2.8x
Tue, 25 Nov 2025US$606.5bUS$227.2bUS$33.2b26.2x18.3x2.7x
Thu, 23 Oct 2025US$650.6bUS$223.7bUS$29.5b27.3x22x2.9x
Sat, 20 Sep 2025US$644.8bUS$223.7bUS$29.7b24.2x21.7x2.9x
Mon, 18 Aug 2025US$631.4bUS$222.5bUS$30.1b26.6x21x2.8x
Wed, 16 Jul 2025US$643.9bUS$219.7bUS$29.8b26.5x21.6x2.9x
Fri, 13 Jun 2025US$608.3bUS$219.1bUS$29.6b25.8x20.6x2.8x
Sun, 11 May 2025US$576.0bUS$218.7bUS$29.6b24.2x19.5x2.6x
Tue, 08 Apr 2025US$521.5bUS$216.7bUS$26.5b24.2x19.7x2.4x
Thu, 06 Mar 2025US$602.3bUS$216.3bUS$27.3b28x22.1x2.8x
Sat, 01 Feb 2025US$614.4bUS$213.0bUS$22.0b29.7x27.9x2.9x
Mon, 30 Dec 2024US$580.2bUS$213.4bUS$21.9b28.8x26.6x2.7x
Wed, 27 Nov 2024US$662.1bUS$213.4bUS$20.8b32.9x31.8x3.1x
Fri, 25 Oct 2024US$628.4bUS$220.6bUS$17.9b28.9x35x2.8x
Sun, 22 Sep 2024US$615.7bUS$220.7bUS$17.2b29x35.7x2.8x
Tue, 20 Aug 2024US$604.6bUS$219.9bUS$17.0b28.4x35.6x2.7x
Thu, 18 Jul 2024US$616.2bUS$216.8bUS$16.6b25.6x37.1x2.8x
Sat, 15 Jun 2024US$576.1bUS$217.0bUS$16.7b24.6x34.6x2.7x
Mon, 13 May 2024US$597.9bUS$216.0bUS$16.6b26.1x36.1x2.8x
Wed, 10 Apr 2024US$632.7bUS$214.9bUS$18.2b24x34.8x2.9x
Fri, 08 Mar 2024US$647.9bUS$212.9bUS$17.6b23.8x36.9x3x
Sun, 04 Feb 2024US$607.4bUS$214.7bUS$16.2b23.7x37.5x2.8x
Tue, 02 Jan 2024US$588.0bUS$216.3bUS$16.9b21.6x34.7x2.7x
Thu, 30 Nov 2023US$537.1bUS$216.2bUS$16.8b20.8x32x2.5x
Sat, 28 Oct 2023US$466.4bUS$214.7bUS$14.9b16x31.2x2.2x
Mon, 25 Sep 2023US$501.0bUS$214.2bUS$13.7b14.5x36.5x2.3x
Wed, 23 Aug 2023US$512.1bUS$214.0bUS$13.3b14.9x38.6x2.4x
Fri, 21 Jul 2023US$530.0bUS$216.4bUS$12.7b13x41.8x2.4x
Sun, 18 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 25.5x 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-4.05%
Industrials-3.24%
Transportation-0.24%
Railroads1.19%
Cargo Ground Transportation1.05%
Trucking-4.02%
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 38.9x.
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
UNP Union PacificUS$267.031.9%
+US$2.9b		18.3%PE22x
FDXF FedEx Freight Holding CompanyUS$175.3515.4%
+US$2.8b		n/aPE23.2x
UHAL U-Haul HoldingUS$61.1511.1%
+US$1.2b		-3.9%PE144.2x
NSC Norfolk SouthernUS$308.931.3%
+US$857.9m		22.9%PE26x
ARCB ArcBestUS$165.1616.2%
+US$512.7m		137.3%PE65.7x

Latest News

UBER
US$68.61
Uber Technologies
7D
-4.3%
1Y
-20.8%
Seeking Alpha • 3h

Uber: The Platform Is Maturing And Improving, But The Upside Is Only Beginning

Summary Uber Technologies (UBER) has transformed into a cash-generative platform, posting FY25 revenue of ~$52B, $5.6B operating income and $9.8B FCF. UBER trades at ~17x P/E and ~2.7x sales, with a DCF-based fair value of ~$83, indicating ~21% undervaluation - I rate the stock a Buy. Strong Q1 2026 results highlight 14% YoY revenue growth, robust non-GAAP EPS, and continued share buybacks, supporting further EPS appreciation. Strategic focus includes leveraging network effects, AV partnerships and disciplined capital allocation while navigating regulatory and AV-related risks. Read the full article on Seeking Alpha
FDXF
US$175.35
FedEx Freight Holding Company
7D
15.4%
1Y
n/a
CAR
US$186.83
Avis Budget Group
7D
7.5%
1Y
47.2%
R
US$270.25
Ryder System
7D
3.8%
1Y
80.1%
UNP
US$267.03
Union Pacific
7D
1.9%
1Y
18.3%
NSC
US$308.93
Norfolk Southern
7D
1.3%
1Y
22.9%
CSX
US$46.41
CSX
7D
-0.06%
1Y
43.6%
ARCB
US$165.16
ArcBest
7D
16.2%
1Y
137.3%
RXO
US$28.75
RXO
7D
7.2%
1Y
79.0%
UHAL
US$61.15
U-Haul Holding
7D
11.1%
1Y
-3.9%
LYFT
US$13.39
Lyft
7D
-5.0%
1Y
-13.9%
ODFL
US$235.95
Old Dominion Freight Line
7D
-0.05%
1Y
45.5%
XPO
US$216.26
XPO
7D
-1.1%
1Y
79.3%
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.
HTZ
US$4.98
Hertz Global Holdings
7D
-2.4%
1Y
-18.2%
GRAB
US$3.27
Grab Holdings
7D
-4.1%
1Y
-30.9%
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$8.34
Full Truck Alliance
7D
-8.3%
1Y
-31.1%
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.