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U.S. Transportation Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies51
  • 7D-3.7%
  • 3M7.8%
  • 1Y7.3%
  • YTD5.3%

Over the last 7 days, the Transportation industry has dropped 3.7%, driven by a pullback from Uber Technologies of 4.9%. In the past year, the industry has gained 7.3%. 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, 24 Jun 2026US$668.1bUS$235.9bUS$27.1b39x24.7x2.8x
Fri, 22 May 2026US$671.7bUS$235.0bUS$27.7b39.3x24.3x2.9x
Sun, 19 Apr 2026US$663.7bUS$232.3bUS$29.3b44x22.6x2.9x
Tue, 17 Mar 2026US$610.4bUS$231.8bUS$29.3b31.7x20.9x2.6x
Thu, 12 Feb 2026US$658.1bUS$230.8bUS$29.0b37.9x22.7x2.9x
Sat, 10 Jan 2026US$642.9bUS$228.4bUS$33.3b34.2x19.3x2.8x
Mon, 08 Dec 2025US$650.7bUS$228.0bUS$33.3b31x19.5x2.9x
Wed, 05 Nov 2025US$654.8bUS$226.4bUS$33.0b27.6x19.8x2.9x
Fri, 03 Oct 2025US$656.3bUS$223.6bUS$29.7b23.9x22.1x2.9x
Sun, 31 Aug 2025US$632.9bUS$223.6bUS$29.7b25.3x21.3x2.8x
Tue, 29 Jul 2025US$641.6bUS$219.5bUS$29.8b26.8x21.5x2.9x
Thu, 26 Jun 2025US$623.9bUS$219.1bUS$29.6b25.6x21.1x2.8x
Sat, 24 May 2025US$603.3bUS$218.9bUS$29.7b25.5x20.3x2.8x
Mon, 21 Apr 2025US$550.4bUS$216.4bUS$26.3b24.6x21x2.5x
Wed, 19 Mar 2025US$588.9bUS$216.4bUS$27.3b25.8x21.6x2.7x
Fri, 14 Feb 2025US$642.8bUS$215.9bUS$27.4b30.2x23.5x3x
Sun, 12 Jan 2025US$581.0bUS$213.2bUS$21.8b27.7x26.6x2.7x
Tue, 10 Dec 2024US$618.4bUS$213.6bUS$21.9b31x28.3x2.9x
Thu, 07 Nov 2024US$624.9bUS$222.1bUS$20.4b33.4x30.7x2.8x
Sat, 05 Oct 2024US$610.7bUS$220.7bUS$17.2b28.6x35.4x2.8x
Mon, 02 Sep 2024US$615.7bUS$220.2bUS$17.0b27.7x36.2x2.8x
Wed, 31 Jul 2024US$586.7bUS$217.7bUS$17.2b28.5x34.1x2.7x
Fri, 28 Jun 2024US$575.9bUS$216.9bUS$16.7b25.8x34.6x2.7x
Sun, 26 May 2024US$573.4bUS$216.2bUS$16.7b24.8x34.3x2.7x
Tue, 23 Apr 2024US$596.1bUS$214.5bUS$18.0b23x33.1x2.8x
Thu, 21 Mar 2024US$631.1bUS$212.8bUS$17.5b22.7x36x3x
Sat, 17 Feb 2024US$650.9bUS$212.7bUS$17.1b23.6x38x3.1x
Mon, 15 Jan 2024US$578.6bUS$216.0bUS$16.9b21.6x34.2x2.7x
Wed, 13 Dec 2023US$563.7bUS$216.0bUS$16.8b21.4x33.6x2.6x
Fri, 10 Nov 2023US$503.8bUS$215.4bUS$16.6b20x30.3x2.3x
Sun, 08 Oct 2023US$498.4bUS$217.5bUS$16.6b14.3x30.1x2.3x
Tue, 05 Sep 2023US$526.7bUS$214.3bUS$13.7b14.8x38.3x2.5x
Thu, 03 Aug 2023US$539.7bUS$214.9bUS$13.2b15.5x40.9x2.5x
Sat, 01 Jul 2023US$501.9bUS$216.8bUS$13.0b13x38.7x2.3x
Price to Earnings Ratio

38.7x


Total Market Cap: US$501.9bTotal Earnings: US$13.0bTotal Revenue: US$216.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.5x202420252026
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 24.7x which is lower than its 3-year average PE of 28.5x.
  • 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 2.9% 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-2.31%
Industrials-0.71%
Transportation-3.71%
Railroads-2.63%
Trucking-3.96%
Cargo Ground Transportation-5.30%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.8x.
    • 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 39.2x.
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$166.471.6%
+US$393.2m		n/aPE27.6x
CAR Avis Budget GroupUS$190.462.7%
+US$175.6m		10.8%PS0.6x
UHAL U-Haul HoldingUS$62.770.7%
+US$82.4m		2.3%PE148.1x
HTZ Hertz Global HoldingsUS$5.061.4%
+US$22.1m		-31.1%PS0.2x
MRT Marti TechnologiesUS$1.818.4%
+US$12.0m		-29.0%PS3.2x

Latest News

UNP
US$258.61
Union Pacific
7D
-3.3%
1Y
13.5%
Seeking Alpha • 9h

Union Pacific: A Dividend Growth Train To Board Now

Summary Union Pacific's market-beating payout remains positioned to grow in the years ahead. The railroad operator's pricing power/operational efficiency and the ongoing merger with Norfolk Southern remain key growth catalysts. Union Pacific maintains an A- S&P credit rating with a stable outlook. Shares are priced 6% below my fair value estimate. Union Pacific is positioned to deliver 10%+ annual total returns over the next several years. Read the full article on Seeking Alpha
SAIA
US$430.87
Saia
7D
-5.7%
1Y
56.6%
Narrative Update • Jun 23

SAIA: Freight Capacity Tightening Will Eventually Confront Lofty Earnings Expectations

Analysts have nudged their price expectations for Saia higher, lifting the fair value estimate from about $304 to roughly $308 as they factor in updated price targets and continued support for the less than truckload freight outlook. Analyst Commentary Recent research coverage on Saia has leaned constructive overall, with several large firms, including JPMorgan and Goldman Sachs, lifting price targets as they update less-than-truckload assumptions.
CSX
US$46.16
CSX
7D
-1.6%
1Y
42.1%
Narrative Update • Jun 23

CSX: Buyback And Efficiency Plans Will Balance Stronger Volumes With Execution Risks

The analyst price target for CSX has been nudged higher to $46.25 from $45.89 as analysts point to stronger than previously modeled earnings contributions from rail volume trends, a steady profit margin outlook, and modestly higher future P/E assumptions. Analyst Commentary Recent research on CSX shows a mix of upbeat and more cautious views, providing a broader picture of how the stock is being framed on valuation, growth, and execution.
UBER
US$69.67
Uber Technologies
7D
-4.9%
1Y
-24.0%
Seeking Alpha • Jun 22

Uber Technologies: Why Demand Distribution Matters More Than Autonomous Driving

Summary Strong business metrics: Gross Bookings at a constant currency growth of 21% YoY, MAPC growth of 17%, and total Trips growth of 20%. Uber One, with over 50M members, creates an engagement loop that increases order volume and keeps users in the Uber ecosystem. Uber is not fighting autonomous vehicles, it is becoming their distribution layer. Delivery is becoming more relevant to Uber’s revenue and is reducing the exposure to ride-hailing. My stress test values the Delivery segment alone in the range of $14-$39 per share. My DCF yields $115.88. At $73, the risk/rewards look compelling. Read the full article on Seeking Alpha
XPO
US$199.22
XPO
7D
-7.0%
1Y
58.2%
Analysis Article • Jun 21

XPO (XPO) Stock Could Be 10.7% Undervalued After Its Recent Pullback

XPO (XPO) has drawn fresh attention after recent share price moves, with the stock down 1.1% on the day and 12.6% over the past week, following what has been described as a strong year-to-date performance. See our latest analysis for XPO. Despite the recent pullback, with a 1-day share price return of down 1.13% and a 7-day share price return of down 12.63%, XPO still shows strong momentum when you look at the 43.74% year to date share price return and very large multi year total shareholder...
ODFL
US$217.58
Old Dominion Freight Line
7D
-6.1%
1Y
34.3%
Analysis Article • Jun 21

Old Dominion Freight Line (ODFL) Stock Looks About Right After Citi Downgrade

Old Dominion Freight Line (ODFL) came under pressure after a Citi analyst downgraded the stock to sell from neutral, citing valuation concerns following a strong year-to-date share price gain. See our latest analysis for Old Dominion Freight Line. The Citi downgrade comes after a strong run for Old Dominion Freight Line, with a year to date share price return of 38.85% and a 1 year total shareholder return of 42.20%. However, the 7 day share price return declined 10.05%, hinting that momentum...
JBHT
US$269.24
J.B. Hunt Transport Services
7D
-3.8%
1Y
87.7%
Narrative Update • Jun 18

JBHT: Tight Capacity And Intermodal Gains Will Support Shares But Limit Upside

The analyst price target for J.B. Hunt Transport Services has been raised from $238.27 to $251.45, reflecting analysts' updated views on intermodal share gain opportunities, pricing leverage, and continued support from truckload and contract pricing trends. Analyst Commentary Recent research on J.B. Hunt Transport Services points to an active period of reassessment, with multiple firms revising price targets and reaffirming positive ratings tied to intermodal, truckload, and contract pricing themes.
NSC
US$303.39
Norfolk Southern
7D
-2.4%
1Y
17.8%
CAR
US$190.46
Avis Budget Group
7D
2.7%
1Y
10.8%
Narrative Update • Jun 17

CAR: High Leverage And Equity Offering Will Pressure Future Earnings Power

Avis Budget Group's updated analyst price target remains at $85, as analysts refine their assumptions around revenue growth, profit margins and future P/E expectations without changing the headline valuation for the stock. What’s in the News for Avis Budget Group Avis Budget Group is reported to be facing financial pressures, including annual sales declines of 1% over the past two years, cumulative losses of $2.71b and diminishing returns on capital, according to recent coverage.
HTZ
US$5.06
Hertz Global Holdings
7D
1.4%
1Y
-31.1%
Narrative Update • Jun 15

HTZ: Rich Pricing And Revenue Pressures Will Limit Future Upside

Analysts have adjusted their views on Hertz Global Holdings, with a modestly higher blended price target of about $4.64 per share. This target is supported by updated assumptions on discount rate, revenue growth, profit margin, and future P/E, as some highlight valuation concerns while others see room for upside.
FDXF
US$166.47
FedEx Freight Holding Company
7D
1.6%
1Y
n/a
ETS
US$0.68
Elite Express Holding
7D
6.4%
1Y
n/a
UHAL
US$62.77
U-Haul Holding
7D
0.7%
1Y
2.3%
MRT
US$1.81
Marti Technologies
7D
8.4%
1Y
-29.0%
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.
TOPP
US$1.28
Toppoint Holdings
7D
2.4%
1Y
-25.6%
RYDE
US$0.72
Ryde Group
7D
4.4%
1Y
130.1%