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U.S. Transportation Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies50
  • 7D3.7%
  • 3M14.3%
  • 1Y11.4%
  • YTD9.8%

The Transportation industry is up 3.7% in the last week, with Uber Technologies up 6.7%. This means that the industry has gained 11% over the past year. Looking forward, 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
Mon, 29 Jun 2026US$688.4bUS$235.9bUS$27.1b40.3x25.4x2.9x
Wed, 27 May 2026US$664.5bUS$235.1bUS$27.6b40.6x24.1x2.8x
Fri, 24 Apr 2026US$658.2bUS$232.2bUS$29.3b41.5x22.5x2.8x
Sun, 22 Mar 2026US$604.1bUS$231.8bUS$29.3b32.5x20.6x2.6x
Tue, 17 Feb 2026US$641.9bUS$230.9bUS$29.1b36.9x22.1x2.8x
Thu, 15 Jan 2026US$637.5bUS$228.5bUS$33.3b33.6x19.1x2.8x
Sat, 13 Dec 2025US$644.2bUS$228.1bUS$33.3b32.3x19.4x2.8x
Mon, 10 Nov 2025US$633.1bUS$227.0bUS$33.0b27.7x19.2x2.8x
Wed, 08 Oct 2025US$676.9bUS$223.6bUS$29.7b24.5x22.8x3x
Fri, 05 Sep 2025US$629.7bUS$223.5bUS$29.7b25.4x21.2x2.8x
Sun, 03 Aug 2025US$606.4bUS$219.6bUS$29.8b25.4x20.3x2.8x
Tue, 01 Jul 2025US$627.3bUS$219.7bUS$29.8b25.1x21.1x2.9x
Thu, 29 May 2025US$610.6bUS$218.9bUS$29.7b25.2x20.6x2.8x
Sat, 26 Apr 2025US$562.2bUS$216.3bUS$26.9b23.5x20.9x2.6x
Mon, 24 Mar 2025US$586.5bUS$216.4bUS$27.3b26.6x21.5x2.7x
Wed, 19 Feb 2025US$646.3bUS$216.0bUS$27.4b30.7x23.6x3x
Fri, 17 Jan 2025US$598.2bUS$213.2bUS$21.8b29.7x27.4x2.8x
Sun, 15 Dec 2024US$599.4bUS$213.5bUS$21.9b29x27.4x2.8x
Tue, 12 Nov 2024US$645.8bUS$222.5bUS$20.0b33.5x32.3x2.9x
Thu, 10 Oct 2024US$616.9bUS$220.5bUS$17.2b30x35.8x2.8x
Sat, 07 Sep 2024US$596.3bUS$220.5bUS$17.2b28.3x34.6x2.7x
Mon, 05 Aug 2024US$568.2bUS$217.9bUS$16.2b27.2x35x2.6x
Wed, 03 Jul 2024US$578.3bUS$216.9bUS$16.7b25.3x34.7x2.7x
Fri, 31 May 2024US$567.7bUS$217.1bUS$16.7b24.6x34x2.6x
Sun, 28 Apr 2024US$596.7bUS$214.5bUS$17.1b24x35x2.8x
Tue, 26 Mar 2024US$644.8bUS$212.8bUS$17.5b22.9x36.8x3x
Thu, 22 Feb 2024US$632.0bUS$212.7bUS$17.1b24x37x3x
Sat, 20 Jan 2024US$580.3bUS$215.7bUS$16.9b21.6x34.4x2.7x
Mon, 18 Dec 2023US$578.5bUS$216.2bUS$16.8b21.5x34.5x2.7x
Wed, 15 Nov 2023US$511.5bUS$215.6bUS$16.9b20.7x30.3x2.4x
Fri, 13 Oct 2023US$512.0bUS$217.5bUS$16.6b14.4x30.9x2.4x
Sun, 10 Sep 2023US$510.7bUS$214.1bUS$13.8b14.4x37.1x2.4x
Tue, 08 Aug 2023US$533.0bUS$214.3bUS$13.0b15.9x40.9x2.5x
Thu, 06 Jul 2023US$501.3bUS$216.8bUS$13.0b12.7x38.7x2.3x
Price to Earnings Ratio

38.7x


Total Market Cap: US$501.3bTotal Earnings: US$13.0bTotal Revenue: US$216.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.4x202420252026
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 28.4x.
  • 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-2.52%
Industrials-0.24%
Transportation3.68%
Trucking4.79%
Railroads4.41%
Cargo Ground Transportation1.28%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.9x.
    • Analysts are expecting annual earnings growth of 23.6%, 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 39.4x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 24% 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 7.8% 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
UBER Uber TechnologiesUS$76.206.7%
+US$9.7b		-18.3%PE18.2x
UNP Union PacificUS$268.353.2%
+US$5.0b		16.6%PE22.1x
CSX CSXUS$47.663.2%
+US$2.7b		46.1%PE29x
NSC Norfolk SouthernUS$312.812.8%
+US$1.9b		22.2%PE26.3x
UHAL U-Haul HoldingUS$67.057.5%
+US$915.7m		10.7%PE158.2x

Latest News

UHAL
US$67.05
U-Haul Holding
7D
7.5%
1Y
10.7%
Seeking Alpha • 5h

U-Haul: The Earnings Collapse Is Too Big To Ignore

Summary U-Haul boasts valuable assets, a dominant brand, and a vast moving and storage network, but current earnings remain weak. Revenue growth is nearly flat, with two consecutive quarters of negative non-GAAP EPS and FY2026 earnings collapsing to $83 million from $367 million in FY2025. Fleet depreciation is the main earnings drag, but management expects relief as capex slows, no new truck fleet is planned, and depreciation growth moderates. I rate UHAL a Hold; the stock trades at ~50x forward earnings, and Q1 FY2027 must demonstrate tangible recovery before considering an upgrade. Read the full article on Seeking Alpha
UBER
US$76.20
Uber Technologies
7D
6.7%
1Y
-18.3%
SAIA
US$430.51
Saia
7D
-1.3%
1Y
57.1%
FDXF
US$153.89
FedEx Freight Holding Company
7D
-4.4%
1Y
n/a
NSC
US$312.81
Norfolk Southern
7D
2.8%
1Y
22.2%
CSX
US$47.66
CSX
7D
3.2%
1Y
46.1%
New Narrative • Jun 28

Rail Capacity Expansion And Cost Efficiencies Will Support Stronger Long-Term Freight Opportunities

Catalysts About CSX CSX operates a major freight railroad network in the eastern United States, moving merchandise, intermodal containers and coal for industrial and consumer end markets. What are the underlying business or industry changes driving this perspective?
GRAB
US$3.55
Grab Holdings
7D
1.7%
1Y
-29.4%
Seeking Alpha • Jun 26

Grab's Technical Support Breached - Selloff Triggers Dip Buying Opportunity

Summary Grab Holdings has breached the prior technical support established since the Q3 '22 bottom, given the notable commission rate changes in Indonesia. Otherwise, the management already reiterates their robust FY2026 guidance, attributed to the incremental growth opportunities through the financial services and GrabMart. The expanding FCF generation and the healthy balance sheet underscore GRAB's ability to sustain their profitable growth prospects across in-house investments and accretive M&A activities. The meltdown has triggered the cheaper EV/EBITDA of 13.77x (near to superapp peers), with the oversold technical indicators signaling a compelling, contrarian entry point. GRAB is an even Better Buy here, albeit with near-term underperformance risks from the uncertain macro/geopolitical environment and the elevated short interest ratio. Read the full article on Seeking Alpha
HTZ
US$2.64
Hertz Global Holdings
7D
-48.6%
1Y
-61.3%
R
US$260.93
Ryder System
7D
-1.6%
1Y
64.1%
Narrative Update • Jun 26

R: Highs In 2026 As Buybacks And Earnings Outlook Support Balanced Upside

Analysts have modestly revised their fair value estimate for Ryder System, increasing the price target from $264.63 to $274.25 as they update assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E multiples. What’s in the News for Ryder System Ryder System shares have reached new five-year highs, with recent coverage highlighting expectations for earnings through 2026 and 2027 and a forward P/E of 17.8, according to recent news reports.
MRT
US$1.52
Marti Technologies
7D
-15.6%
1Y
-49.8%
Narrative Update • Jun 26

MRT: Share Repurchase Plan Will Support Bullish Outlook Despite Fair Value Reset

Analysts have trimmed their price target on Marti Technologies to reflect a fair value reset from about $3.00 to roughly $2.40, citing updated assumptions around growth, margins, discount rates, and future P/E expectations. What's in the News for Marti Technologies Marti Technologies reaffirmed its 2026 revenue guidance at $70.0 million, according to recent corporate guidance disclosures.
ODFL
US$218.79
Old Dominion Freight Line
7D
-0.3%
1Y
34.8%
Seeking Alpha • Jun 26

Old Dominion: Light At The End Of The Tunnel - Part 3

Summary Old Dominion Freight Line is poised to benefit as the freight recession finally ends after multiple false starts. ODFL’s unmatched service quality and network efficiency have driven industry-leading operating margins and ROE consistently above 20%. Management's disciplined capital allocation—investing through downturns and throttling capex at cycle bottoms—signals a likely inflection point. Accelerated share buybacks during industry weakness demonstrate confidence and enhance long-term shareholder value. Read the full article on Seeking Alpha
UNP
US$268.35
Union Pacific
7D
3.2%
1Y
16.6%
CAR
US$166.49
Avis Budget Group
7D
-10.6%
1Y
-1.5%
RXO
US$27.12
RXO
7D
5.0%
1Y
72.5%
Analysis Article • Jun 20

RXO (RXO) Stock Could Be 18% Overvalued After A Trucking Sector Sell Off

RXO (RXO) shares recently moved after a sector wide sell off in trucking stocks, as investors reassessed near term freight demand and operating conditions across logistics rather than reacting to company specific news. See our latest analysis for RXO. At a share price of $25.39, RXO has seen a 1 day share price return of 2.3% following the sector sell off. However, a 7 day share price return that is down 10.4% contrasts with a 90 day share price return of 91.9% and a 1 year total shareholder...
JBHT
US$280.30
J.B. Hunt Transport Services
7D
2.5%
1Y
95.2%
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.
YMM
US$7.72
Full Truck Alliance
7D
-2.2%
1Y
-34.6%
Narrative Update • Jun 16

YMM: Future Returns Will Balance Buybacks Bullish Calls And Execution Risks

Analysts have reduced their average price target on Full Truck Alliance stock to about $8.24 per share from roughly $8.29. This revision reflects updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples, following a series of recent bullish initiations and upgrades by major firms.