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U.S. Transportation Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies49
  • 7D2.5%
  • 3M2.9%
  • 1Y12.8%
  • YTD7.3%

The Transportation industry is up 1.6% in the last week, with Union Pacific up 2.2%. In the last 12 months, the industry was up 9.5%. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026US$670.4bUS$235.0bUS$27.7b39.8x24.2x2.9x
Sat, 18 Apr 2026US$657.6bUS$232.3bUS$29.3b44x22.4x2.8x
Mon, 16 Mar 2026US$610.4bUS$231.8bUS$29.3b31.7x20.9x2.6x
Wed, 11 Feb 2026US$652.6bUS$230.8bUS$26.3b39.6x24.8x2.8x
Fri, 09 Jan 2026US$633.1bUS$228.4bUS$33.3b33.8x19x2.8x
Sun, 07 Dec 2025US$650.7bUS$228.0bUS$33.3b31x19.5x2.9x
Tue, 04 Nov 2025US$651.4bUS$224.0bUS$29.0b27x22.5x2.9x
Thu, 02 Oct 2025US$661.9bUS$223.6bUS$29.7b23.2x22.3x3x
Sat, 30 Aug 2025US$635.5bUS$222.8bUS$30.2b26.2x21.1x2.9x
Mon, 28 Jul 2025US$642.0bUS$219.6bUS$29.8b27x21.6x2.9x
Wed, 25 Jun 2025US$624.0bUS$219.1bUS$29.6b25.8x21.1x2.8x
Fri, 23 May 2025US$604.7bUS$218.8bUS$29.7b25.8x20.4x2.8x
Sun, 20 Apr 2025US$550.4bUS$216.4bUS$26.3b24.6x21x2.5x
Tue, 18 Mar 2025US$581.8bUS$216.4bUS$27.3b27.1x21.3x2.7x
Thu, 13 Feb 2025US$639.1bUS$215.9bUS$27.4b30x23.3x3x
Sat, 11 Jan 2025US$588.8bUS$213.2bUS$21.8b27.7x27x2.8x
Mon, 09 Dec 2024US$618.4bUS$213.5bUS$21.9b30.3x28.3x2.9x
Wed, 06 Nov 2024US$614.4bUS$222.4bUS$20.4b31.6x30.2x2.8x
Fri, 04 Oct 2024US$615.2bUS$220.8bUS$17.2b29.3x35.7x2.8x
Sun, 01 Sep 2024US$615.7bUS$220.2bUS$17.0b27.7x36.2x2.8x
Tue, 30 Jul 2024US$587.6bUS$217.7bUS$17.2b26.9x34.1x2.7x
Thu, 27 Jun 2024US$577.0bUS$216.9bUS$16.7b25.7x34.6x2.7x
Sat, 25 May 2024US$570.3bUS$216.2bUS$16.7b24.8x34.1x2.6x
Mon, 22 Apr 2024US$596.1bUS$214.5bUS$18.0b23x33.1x2.8x
Wed, 20 Mar 2024US$631.1bUS$212.8bUS$17.5b22.2x36x3x
Fri, 16 Feb 2024US$642.8bUS$212.8bUS$17.1b24x37.6x3x
Sun, 14 Jan 2024US$578.6bUS$216.0bUS$16.9b21.6x34.2x2.7x
Tue, 12 Dec 2023US$562.4bUS$216.0bUS$16.8b21.4x33.5x2.6x
Thu, 09 Nov 2023US$504.2bUS$215.3bUS$16.3b20.3x31x2.3x
Sat, 07 Oct 2023US$498.4bUS$217.5bUS$16.6b14.3x30.1x2.3x
Mon, 04 Sep 2023US$526.7bUS$214.3bUS$13.7b14.8x38.3x2.5x
Wed, 02 Aug 2023US$544.4bUS$215.2bUS$13.2b15.7x41.1x2.5x
Fri, 30 Jun 2023US$500.9bUS$216.8bUS$13.0b13x38.7x2.3x
Sun, 28 May 2023US$459.5bUS$217.4bUS$12.9b13.7x35.6x2.1x
Price to Earnings Ratio

35.6x


Total Market Cap: US$459.5bTotal Earnings: US$12.9bTotal Revenue: US$217.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.8x202420252026
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 24.4x which is lower than its 3-year average PE of 28.8x.
  • 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 29% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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-0.32%
Industrials-1.74%
Transportation2.52%
Cargo Ground Transportation8.54%
Railroads1.22%
Trucking-0.17%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 32.5x.
    • Analysts are expecting annual earnings growth of 21.9%, 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 38.3x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 22% 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
ODFL Old Dominion Freight LineUS$209.8310.9%
+US$4.3b		27.8%PE43.3x
CSX CSXUS$45.943.5%
+US$2.9b		50.7%PE28x
JBHT J.B. Hunt Transport ServicesUS$262.8810.5%
+US$2.4b		88.6%PE39.8x
KNX Knight-Swift Transportation HoldingsUS$71.0018.8%
+US$1.8b		62.8%PE339.4x
XPO XPOUS$210.736.3%
+US$1.5b		74.7%PE71.1x

Latest News

PAL
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Proficient Auto Logistics
7D
-6.3%
1Y
-35.4%
SNDR
US$33.60
Schneider National
7D
15.2%
1Y
43.0%
UNP
US$265.80
Union Pacific
7D
0.4%
1Y
18.9%
UBER
US$74.60
Uber Technologies
7D
-0.1%
1Y
-15.9%
Analysis Article • May 18

Uber Technologies' (NYSE:UBER) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Uber Technologies, Inc.'s ( NYSE:UBER ) recent earnings didn't contain any...
ODFL
US$209.83
Old Dominion Freight Line
7D
10.9%
1Y
27.8%
CSX
US$45.94
CSX
7D
3.5%
1Y
50.7%
JBHT
US$262.88
J.B. Hunt Transport Services
7D
10.5%
1Y
88.6%
XPO
US$210.73
XPO
7D
6.3%
1Y
74.7%
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XPO: Freight Network Resilience And LTL Execution Are Expected To Reprice Shares

Analysts have lifted the XPO fair value estimate to $275 from $250, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that are broadly consistent with the recent wave of higher Street price targets across the stock. Analyst Commentary Recent Street research has leaned constructive on XPO, with a series of higher price targets, especially during the first quarter of 2026.
KNX
US$71.00
Knight-Swift Transportation Holdings
7D
18.8%
1Y
62.8%
GRAB
US$3.51
Grab Holdings
7D
-3.3%
1Y
-27.0%
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Grab: The Indonesia Panic Is The Opportunity

Summary Grab Holdings Limited is reaffirmed as a Strong Buy with an updated price target of $7.80, reflecting robust Q1 2026 results and strategic catalysts. Q1 2026 delivered $955 million in revenue, 46% EBITDA growth, and a 12x net profit increase, despite seasonal softness and regional headwinds. The Indonesian commission cap is now a realized headwind, compressing Mobility margins on 20% of revenue, but Deliveries and Financial Services remain unaffected and are growing rapidly. Additive EBITDA from Taiwan foodpanda and Stash acquisitions, accelerated share buybacks, and GrabFin's breakeven trajectory underpin the investment thesis and valuation upside. Read the full article on Seeking Alpha
LYFT
US$13.35
Lyft
7D
-2.4%
1Y
-16.4%
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LYFT: Hybrid AV Partnerships And Rideshare Alliances Will Support Future Profitability Profile

Lyft's updated analyst price target shifts from about $32.00 to roughly $27.71 per share, as analysts factor in recent target cuts and raises, along with more cautious assumptions on growth, margins, discount rate and future P/E expectations. Analyst Commentary Recent research on Lyft reflects a mix of caution and selective optimism, with several firms trimming price targets while others edge them higher.
HTZ
US$4.88
Hertz Global Holdings
7D
-17.3%
1Y
-21.9%
FIP
US$4.23
FTAI Infrastructure
7D
-5.2%
1Y
-15.7%
YMM
US$8.46
Full Truck Alliance
7D
-8.7%
1Y
-29.0%
Narrative Update • May 06

YMM: Future Returns Will Hinge On Mixed Margin Outlook And Governance Versus Regulatory Risks

Analysts have reduced their price target for Full Truck Alliance from $9.55 to $8.29, citing more cautious assumptions on revenue growth and valuation multiples. This is partly offset by higher projected profit margins and input from recent mixed Street views, including a new bullish initiation, an upgrade, a short term upside watch and a downgrade.
SAIA
US$466.47
Saia
7D
8.1%
1Y
73.6%
RYDE
US$0.95
Ryde Group
7D
-6.9%
1Y
342.1%