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U.S. Transportation Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies51
  • 7D-3.9%
  • 3M8.9%
  • 1Y13.1%
  • YTD5.9%

Over the last 7 days, the Transportation industry has dropped 3.9%, driven by a pullback from Union Pacific of 5.8%. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Jun 2026US$664.1bUS$236.0bUS$27.1b39.8x24.5x2.8x
Tue, 19 May 2026US$670.0bUS$235.0bUS$27.7b39.6x24.2x2.9x
Thu, 16 Apr 2026US$643.7bUS$232.2bUS$29.3b40.1x22x2.8x
Sat, 14 Mar 2026US$612.2bUS$231.0bUS$29.2b31.6x21x2.6x
Mon, 09 Feb 2026US$656.3bUS$230.6bUS$26.3b40.1x24.9x2.8x
Wed, 07 Jan 2026US$628.2bUS$228.4bUS$33.3b33.4x18.9x2.8x
Fri, 05 Dec 2025US$650.0bUS$228.0bUS$33.3b30.8x19.5x2.9x
Sun, 02 Nov 2025US$651.4bUS$224.1bUS$29.0b27.7x22.5x2.9x
Tue, 30 Sep 2025US$660.9bUS$223.6bUS$29.7b23.6x22.3x3x
Thu, 28 Aug 2025US$638.2bUS$222.6bUS$30.2b27.5x21.1x2.9x
Sat, 26 Jul 2025US$635.9bUS$219.6bUS$29.8b26.8x21.3x2.9x
Mon, 23 Jun 2025US$595.6bUS$219.1bUS$29.6b25.7x20.1x2.7x
Wed, 21 May 2025US$625.1bUS$218.7bUS$29.6b26.8x21.1x2.9x
Fri, 18 Apr 2025US$537.9bUS$216.4bUS$26.3b24.6x20.5x2.5x
Sun, 16 Mar 2025US$581.8bUS$216.4bUS$27.3b26.9x21.3x2.7x
Tue, 11 Feb 2025US$624.7bUS$215.4bUS$27.3b29.4x22.9x2.9x
Thu, 09 Jan 2025US$591.1bUS$213.3bUS$21.8b28.2x27.1x2.8x
Sat, 07 Dec 2024US$619.0bUS$213.5bUS$21.9b30.3x28.3x2.9x
Mon, 04 Nov 2024US$615.7bUS$222.4bUS$20.4b31.1x30.2x2.8x
Wed, 02 Oct 2024US$626.0bUS$220.8bUS$17.2b30.1x36.3x2.8x
Fri, 30 Aug 2024US$607.7bUS$220.2bUS$17.0b27.6x35.7x2.8x
Sun, 28 Jul 2024US$587.6bUS$217.7bUS$17.2b27.6x34.1x2.7x
Tue, 25 Jun 2024US$579.5bUS$217.0bUS$16.7b24.9x34.8x2.7x
Thu, 23 May 2024US$573.9bUS$216.2bUS$16.7b25x34.3x2.7x
Sat, 20 Apr 2024US$598.8bUS$214.6bUS$18.0b22.3x33.2x2.8x
Mon, 18 Mar 2024US$631.0bUS$212.8bUS$17.5b22.4x36x3x
Wed, 14 Feb 2024US$612.2bUS$212.7bUS$16.6b23.5x36.9x2.9x
Fri, 12 Jan 2024US$577.8bUS$216.1bUS$16.9b21.6x34.1x2.7x
Sun, 10 Dec 2023US$556.6bUS$216.1bUS$16.8b21.4x33.2x2.6x
Tue, 07 Nov 2023US$500.8bUS$214.6bUS$14.9b20.4x33.7x2.3x
Thu, 05 Oct 2023US$497.5bUS$217.5bUS$16.6b14.3x30x2.3x
Sat, 02 Sep 2023US$526.7bUS$214.3bUS$13.7b14.8x38.3x2.5x
Mon, 31 Jul 2023US$553.7bUS$214.0bUS$10.3b14.4x53.7x2.6x
Wed, 28 Jun 2023US$497.4bUS$216.9bUS$12.9b13.1x38.4x2.3x
Price to Earnings Ratio

38.4x


Total Market Cap: US$497.4bTotal Earnings: US$12.9bTotal Revenue: US$216.9bTotal 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 24.5x 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 Market1.39%
Industrials2.54%
Transportation-3.87%
Trucking3.61%
Railroads-5.01%
Cargo Ground Transportation-8.76%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.7x.
    • Analysts are expecting annual earnings growth of 23.2%, 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 39.1x.
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
UBER Uber TechnologiesUS$71.644.1%
+US$5.7b		-14.5%PE17.1x
GRAB Grab HoldingsUS$3.578.2%
+US$1.1b		-20.5%PE38.4x
LYFT LyftUS$14.285.5%
+US$281.0m		-1.7%PE1.9x
CAR Avis Budget GroupUS$188.430.7%
+US$46.3m		40.2%PS0.6x
MRT Marti TechnologiesUS$1.763.5%
+US$5.2m		-28.2%PS3.1x

Latest News

XPO
US$199.50
XPO
7D
-12.6%
1Y
66.5%
Narrative Update • Jun 18

XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares

Analysts have nudged XPO's consensus price target higher by a low single-digit percentage, reflecting updated models that factor in sustained less than truckload demand, improving truckload supply conditions and incremental mid-quarter volume updates across recent research. Analyst Commentary Recent research on XPO stock has leaned positive, with several bullish analysts revisiting their fair value assumptions after company updates and broader industry data points.
UNP
US$256.88
Union Pacific
7D
-5.8%
1Y
15.4%
Narrative Update • Jun 18

UNP: Transcontinental Merger And Rail Assets Will Shape Future Risk Reward

The Union Pacific analyst price target has edged up by about $1, to roughly $292, as analysts factor in stronger rail volumes, more constructive ISM readings and limited impact from higher fuel costs on industrial demand. Analyst Commentary Recent Street research around Union Pacific frames a generally constructive backdrop, with multiple firms revisiting their models and price targets as they reassess rail volumes, industrial demand signals and execution expectations.
SAIA
US$435.12
Saia
7D
-9.9%
1Y
69.7%
Analysis Article • Jun 18

Saia (SAIA) Stock Could Be 5.9% Undervalued as Network Expansion Narrative Builds

Recent trading in Saia (SAIA) has drawn attention, with the stock down about 7% over the past week and month, yet showing a gain of roughly 33% over the past 3 months. See our latest analysis for Saia. At a share price of $425.86, Saia’s recent pullback, with the 1-day share price return down 6.82% and 30-day share price return down 7.08%, contrasts with a 90-day share price return of 32.60% and a 1-year total shareholder return of 63.49%. This suggests longer term momentum while short term...
ODFL
US$221.04
Old Dominion Freight Line
7D
-10.1%
1Y
41.3%
Narrative Update • Jun 18

ODFL: Freight Cycle Recovery And Amazon Competition Will Shape Stock Returns

Analysts have raised their price targets for Old Dominion Freight Line to a range around $230 to $245, citing updated models that reflect continued demand momentum in less than truckload shipping, improving freight indicators, and expectations for a stronger truck cycle. Together, these factors support a higher fair value estimate of about $222 in the refreshed framework.
JBHT
US$271.22
J.B. Hunt Transport Services
7D
-6.3%
1Y
94.2%
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.
NSC
US$300.08
Norfolk Southern
7D
-4.4%
1Y
18.5%
CAR
US$188.43
Avis Budget Group
7D
0.7%
1Y
40.2%
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.
GRAB
US$3.57
Grab Holdings
7D
8.2%
1Y
-20.5%
Narrative Update • Jun 16

GRAB: foodpanda Taiwan Deal And AI Will Support Long Term Upside

Analysts have made modest reductions to their average price targets on Grab Holdings, generally in the range of $0.10 to $1.00, as they factor in recent report updates on areas such as the foodpanda transaction, projected EBITDA timing and revised growth and margin assumptions. Analyst Commentary Recent Street research on Grab Holdings gives you a mixed picture, with some analysts seeing upside from the foodpanda deal and others trimming price targets as they reassess growth, margins and execution timelines.
CSX
US$45.63
CSX
7D
-4.1%
1Y
42.3%
Analysis Article • Jun 16

CSX (CSX) Stock Could Be 3.3% Overvalued After Buyback And Efficiency Push

Recent commentary on CSX (CSX) has turned to efficiency, after the company paired a new performance focused culture with a fresh US$5b share repurchase plan and executive changes aimed at sharpening operations. See our latest analysis for CSX. CSX stock has attracted fresh attention as investors react to the efficiency message from the new leadership team, with a 90 day share price return of 17.58% and a 1 year total shareholder return of 47.60% suggesting momentum has been building over both...
LYFT
US$14.28
Lyft
7D
5.5%
1Y
-1.7%
Narrative Update • Jun 16

LYFT: Regulatory Shifts And Autonomous Expansion Will Support Long Term Stock Upside

The updated analyst price target for Lyft stock edges slightly lower, by about $0.15, to reflect small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions that analysts are fine tuning following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on Lyft stock shows a mix of modest target raises and cuts, which helps explain why the overall price target adjustment is marginal rather than dramatic.
FDXF
US$162.85
FedEx Freight Holding Company
7D
-6.8%
1Y
n/a
UBER
US$71.64
Uber Technologies
7D
4.1%
1Y
-14.5%
MRT
US$1.76
Marti Technologies
7D
3.5%
1Y
-28.2%
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.
SWVL
US$1.56
Swvl Holdings
7D
13.0%
1Y
-64.5%
TOPP
US$1.44
Toppoint Holdings
7D
17.1%
1Y
-22.6%
ZDAI
US$2.66
DirectBooking Technology
7D
0.4%
1Y
-81.2%