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U.S. Transportation Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies49
  • 7D1.2%
  • 3M8.5%
  • 1Y14.6%
  • YTD9.8%

In the last week, the Transportation industry is up 2.7%, with Union Pacific up 3.7%. During this same period, the Grab Holdings underperformed, falling 5.6%. This takes the industry's 12 month performance to a gain of 15%. 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
Mon, 08 Jun 2026US$686.1bUS$236.1bUS$27.1b39.6x25.4x2.9x
Wed, 06 May 2026US$654.6bUS$232.7bUS$29.3b40.5x22.3x2.8x
Fri, 03 Apr 2026US$621.7bUS$231.8bUS$29.3b37x21.2x2.7x
Sun, 01 Mar 2026US$666.0bUS$231.2bUS$29.2b37.5x22.8x2.9x
Tue, 27 Jan 2026US$631.2bUS$228.5bUS$33.2b32.5x19x2.8x
Thu, 25 Dec 2025US$631.2bUS$228.3bUS$33.3b30.9x19x2.8x
Sat, 22 Nov 2025US$593.2bUS$227.2bUS$33.2b26.6x17.9x2.6x
Mon, 20 Oct 2025US$645.0bUS$223.7bUS$29.5b26.7x21.8x2.9x
Wed, 17 Sep 2025US$648.9bUS$223.7bUS$29.7b24.1x21.8x2.9x
Fri, 15 Aug 2025US$631.7bUS$222.5bUS$30.1b26.1x21x2.8x
Sun, 13 Jul 2025US$649.7bUS$219.7bUS$29.8b26.2x21.8x3x
Tue, 10 Jun 2025US$606.2bUS$219.1bUS$29.6b26x20.5x2.8x
Thu, 08 May 2025US$573.4bUS$218.4bUS$29.4b23.6x19.5x2.6x
Sat, 05 Apr 2025US$551.6bUS$216.8bUS$26.5b24.6x20.8x2.5x
Mon, 03 Mar 2025US$614.9bUS$216.1bUS$27.3b28.6x22.5x2.8x
Wed, 29 Jan 2025US$625.8bUS$213.2bUS$21.8b29.9x28.7x2.9x
Fri, 27 Dec 2024US$583.9bUS$213.4bUS$21.9b29.1x26.7x2.7x
Sun, 24 Nov 2024US$645.2bUS$213.4bUS$20.8b31.5x31x3x
Tue, 22 Oct 2024US$632.2bUS$220.3bUS$17.3b29.7x36.6x2.9x
Thu, 19 Sep 2024US$614.8bUS$220.5bUS$17.2b29.5x35.7x2.8x
Sat, 17 Aug 2024US$603.2bUS$219.8bUS$17.0b28x35.5x2.7x
Mon, 15 Jul 2024US$589.7bUS$217.0bUS$16.7b26.1x35.4x2.7x
Wed, 12 Jun 2024US$577.7bUS$217.0bUS$16.7b25.3x34.7x2.7x
Fri, 10 May 2024US$593.0bUS$216.0bUS$16.6b25.9x35.8x2.7x
Sun, 07 Apr 2024US$637.8bUS$214.9bUS$18.2b24x35x3x
Tue, 05 Mar 2024US$653.2bUS$212.8bUS$17.5b24.2x37.3x3.1x
Thu, 01 Feb 2024US$594.9bUS$215.7bUS$16.3b21.6x36.4x2.8x
Sat, 30 Dec 2023US$593.2bUS$216.3bUS$16.9b21.6x35x2.7x
Mon, 27 Nov 2023US$542.2bUS$216.1bUS$16.8b21.3x32.3x2.5x
Wed, 25 Oct 2023US$485.8bUS$215.8bUS$15.7b14.2x30.9x2.3x
Fri, 22 Sep 2023US$502.5bUS$214.2bUS$13.7b14.5x36.6x2.3x
Sun, 20 Aug 2023US$514.3bUS$214.0bUS$13.3b15.2x38.8x2.4x
Tue, 18 Jul 2023US$515.2bUS$217.1bUS$12.8b12.9x40.3x2.4x
Thu, 15 Jun 2023US$484.8bUS$217.1bUS$12.9b13x37.5x2.2x
Price to Earnings Ratio

37.5x


Total Market Cap: US$484.8bTotal Earnings: US$12.9bTotal Revenue: US$217.1bTotal 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-2.49%
Industrials-0.34%
Transportation1.20%
Cargo Ground Transportation3.56%
Railroads3.13%
Trucking-4.27%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.2x.
    • Analysts are expecting annual earnings growth of 22.9%, 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
UNP Union PacificUS$272.323.7%
+US$5.7b		21.9%PE22.4x
ODFL Old Dominion Freight LineUS$242.577.7%
+US$3.6b		51.3%PE50.1x
CSX CSXUS$46.993.8%
+US$3.2b		45.8%PE28.6x
NSC Norfolk SouthernUS$313.452.8%
+US$1.9b		25.0%PE26.4x
FDXF FedEx Freight Holding CompanyUS$167.844.7%
+US$890.9m		n/aPE22.2x

Latest News

CSX
US$46.99
CSX
7D
3.8%
1Y
45.8%
UNP
US$272.32
Union Pacific
7D
3.7%
1Y
21.9%
UHAL
US$57.55
U-Haul Holding
7D
-0.6%
1Y
-8.5%
LYFT
US$13.65
Lyft
7D
-3.3%
1Y
-12.1%
FDXF
US$167.84
FedEx Freight Holding Company
7D
4.7%
1Y
n/a
ODFL
US$242.57
Old Dominion Freight Line
7D
7.7%
1Y
51.3%
UBER
US$70.71
Uber Technologies
7D
0.4%
1Y
-17.4%
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.
SAIA
US$466.51
Saia
7D
-1.2%
1Y
85.5%
JBHT
US$284.95
J.B. Hunt Transport Services
7D
3.1%
1Y
103.2%
Narrative Update • Jun 04

JBHT: Tight Trucking Capacity And Higher P/E Will Limit Future Upside Potential

Analysts lifted the updated J.B. Hunt Transport Services fair value estimate by about $4 to $238.27, mainly reflecting a higher future P/E assumption, supported by a broad wave of recent price target increases across major research firms. Analyst Commentary The recent wave of target price revisions for J.B. Hunt Transport Services adds useful context around how professional analysts are thinking about the stock’s valuation, execution risk, and growth potential.
HTZ
US$5.09
Hertz Global Holdings
7D
-5.7%
1Y
-16.0%
R
US$265.22
Ryder System
7D
5.7%
1Y
76.1%
GRAB
US$3.34
Grab Holdings
7D
-5.6%
1Y
-35.4%
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.
NSC
US$313.45
Norfolk Southern
7D
2.8%
1Y
25.0%
YMM
US$8.59
Full Truck Alliance
7D
-2.6%
1Y
-29.2%
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.
FIP
US$4.16
FTAI Infrastructure
7D
-6.7%
1Y
-35.4%
RYDE
US$0.83
Ryde Group
7D
-14.0%
1Y
300.2%