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U.S. Transportation Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies49
  • 7D2.2%
  • 3M1.4%
  • 1Y18.8%
  • YTD2.3%

Over the last 7 days, the Transportation industry has risen 2.2%, driven by gains in Avis Budget Group and Union Pacific of 45% and 2.4%, respectively. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$635.4bUS$232.1bUS$29.3b40.3x21.7x2.7x
Thu, 12 Mar 2026US$630.8bUS$231.2bUS$29.1b33.7x21.7x2.7x
Sat, 07 Feb 2026US$649.2bUS$230.6bUS$26.3b40.1x24.7x2.8x
Mon, 05 Jan 2026US$630.5bUS$228.4bUS$33.3b31.5x18.9x2.8x
Wed, 03 Dec 2025US$632.7bUS$228.0bUS$33.3b29.5x19x2.8x
Fri, 31 Oct 2025US$642.0bUS$223.9bUS$29.2b25.9x22x2.9x
Sun, 28 Sep 2025US$660.5bUS$223.6bUS$29.7b23.5x22.2x3x
Tue, 26 Aug 2025US$642.9bUS$222.7bUS$30.2b27.4x21.3x2.9x
Thu, 24 Jul 2025US$645.8bUS$219.7bUS$29.8b26x21.7x2.9x
Sat, 21 Jun 2025US$596.1bUS$219.1bUS$29.6b25.7x20.2x2.7x
Mon, 19 May 2025US$626.3bUS$218.8bUS$29.6b27.3x21.2x2.9x
Wed, 16 Apr 2025US$548.8bUS$216.7bUS$26.5b24.5x20.7x2.5x
Fri, 14 Mar 2025US$581.0bUS$216.4bUS$27.3b26.7x21.3x2.7x
Sun, 09 Feb 2025US$625.2bUS$215.5bUS$27.3b29.3x22.9x2.9x
Tue, 07 Jan 2025US$590.9bUS$213.3bUS$21.8b29.2x27.1x2.8x
Thu, 05 Dec 2024US$642.4bUS$213.6bUS$21.9b30.9x29.4x3x
Sat, 02 Nov 2024US$613.9bUS$222.4bUS$20.4b31.1x30.1x2.8x
Mon, 30 Sep 2024US$626.2bUS$220.8bUS$17.2b30.2x36.3x2.8x
Wed, 28 Aug 2024US$608.7bUS$220.1bUS$17.0b27.6x35.8x2.8x
Fri, 26 Jul 2024US$579.2bUS$217.2bUS$16.6b28.7x35x2.7x
Sun, 23 Jun 2024US$579.5bUS$217.0bUS$16.7b25x34.8x2.7x
Tue, 21 May 2024US$591.4bUS$216.2bUS$16.7b25.5x35.4x2.7x
Thu, 18 Apr 2024US$600.8bUS$214.6bUS$18.1b22.3x33.1x2.8x
Sat, 16 Mar 2024US$638.7bUS$212.8bUS$17.5b22.4x36.4x3x
Mon, 12 Feb 2024US$624.3bUS$212.9bUS$16.6b24.8x37.6x2.9x
Wed, 10 Jan 2024US$571.4bUS$216.1bUS$16.9b21.6x33.7x2.6x
Fri, 08 Dec 2023US$557.1bUS$216.1bUS$16.8b21.3x33.2x2.6x
Sun, 05 Nov 2023US$500.8bUS$214.5bUS$14.9b20.3x33.7x2.3x
Tue, 03 Oct 2023US$500.6bUS$217.5bUS$16.6b14.3x30.2x2.3x
Thu, 31 Aug 2023US$525.1bUS$214.3bUS$13.8b15.1x38.2x2.5x
Sat, 29 Jul 2023US$542.6bUS$214.0bUS$10.3b14.4x52.7x2.5x
Mon, 26 Jun 2023US$483.3bUS$217.0bUS$12.9b12.7x37.4x2.2x
Wed, 24 May 2023US$463.8bUS$217.4bUS$12.9b14x35.9x2.1x
Fri, 21 Apr 2023US$461.6bUS$221.0bUS$3.5b13.5x133.5x2.1x
Price to Earnings Ratio

133.5x


Total Market Cap: US$461.6bTotal Earnings: US$3.5bTotal Revenue: US$221.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 30.9x202420252026
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 21.7x which is lower than its 3-year average PE of 30.9x.
  • 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 104% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market4.25%
Industrials5.33%
Transportation2.18%
Cargo Ground Transportation3.92%
Railroads2.52%
Trucking0.17%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 31.5x.
    • Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings decline of 18.3% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 37.5x.
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 18% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.0% 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
CAR Avis Budget GroupUS$371.0145.4%
+US$4.1b		432.3%PS1.1x
UNP Union PacificUS$251.342.4%
+US$3.4b		13.1%PE20.9x
NSC Norfolk SouthernUS$297.563.3%
+US$2.1b		34.4%PE23.3x
CSX CSXUS$42.352.1%
+US$1.6b		49.8%PE27.3x
ODFL Old Dominion Freight LineUS$207.632.7%
+US$1.1b		33.9%PE42.3x

Latest News

LYFT
US$13.60
Lyft
7D
-0.7%
1Y
25.0%

Lyft: Short Squeeze Potential As Oil Crisis Could Trigger Rideshare Demand

Apr 14
UHAL
US$52.65
U-Haul Holding
7D
8.2%
1Y
-13.3%
XPO
US$212.15
XPO
7D
3.4%
1Y
117.7%
UNP
US$251.34
Union Pacific
7D
2.4%
1Y
13.1%

UNP: Merger Prospects And Rail Asset Durability Will Shape Future Returns

Union Pacific's analyst price target edges higher to about $272 as analysts weigh tempered revenue growth and slightly lower margin assumptions against higher expected future P/E multiples and potential benefits from the proposed Norfolk Southern transaction and broader rail sector reratings. Analyst Commentary Recent research on Union Pacific points to a mix of optimism around the proposed Norfolk Southern transaction and the value of its rail network, alongside a more cautious stance on regulatory risk and the macro backdrop for freight demand.
CSX
US$42.35
CSX
7D
2.1%
1Y
49.8%

CSX Corporation: Valuation Premium Faces Pressure From Weak Results

Apr 07
BTOC
US$0.29
Armlogi Holding
7D
-2.9%
1Y
-76.5%
NSC
US$297.56
Norfolk Southern
7D
3.3%
1Y
34.4%

NSC: Merger Synergies And Rail Projects Will Shape Future Infrastructure Appeal

The analyst price target for Norfolk Southern has been trimmed by about $1 to reflect a slightly higher discount rate, modest tweaks to revenue growth and margin assumptions, and a mix of recent target cuts and raises across the Street as analysts reassess merger related opportunities and risks. Analyst Commentary Recent Street research on Norfolk Southern presents a mix of optimism and caution, with several firms revisiting price targets and views as the Union Pacific merger proposal moves through the regulatory process.
CAR
US$371.01
Avis Budget Group
7D
45.4%
1Y
432.3%

CAR: Equity Offering And Margin Pressure Will Limit Future Earnings Power

Analysts have adjusted their price target on Avis Budget Group to $85.00, reflecting updated views on slightly higher revenue growth, a modestly improved profit margin outlook, and a revised future P/E assumption. What's in the News Avis Budget Group filed a follow on equity offering of $5 million in common stock, structured as an at the market offering (Key Developments).
JBHT
US$227.61
J.B. Hunt Transport Services
7D
4.5%
1Y
68.5%

JBHT: Freight Recovery And Capital Returns Will Shape Future Cycle Expectations

Narrative Update on J.B. Hunt Transport Services The analyst price target for J.B. Hunt Transport Services has moved slightly higher to $211.87 from $211.17, as analysts balance a series of recent target increases across the Street with mixed views on the timing and strength of a broader freight recovery. Analyst Commentary Recent research shows a mix of optimism and caution around J.B. Hunt Transport Services, with several firms revising price targets higher while a few move to the sidelines after the sector's strong move since late 2025.
ODFL
US$207.63
Old Dominion Freight Line
7D
2.7%
1Y
33.9%
ETS
US$0.64
Elite Express Holding
7D
-4.1%
1Y
n/a
SLGB
US$0.94
Smart Logistics Global
7D
-1.7%
1Y
n/a
ZDAI
US$3.80
DirectBooking Technology
7D
-3.9%
1Y
-42.2%