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U.S. Transportation Industry Analysis

UpdatedJun 23, 2026
DataAggregated Company Financials
Companies51
  • 7D-3.3%
  • 3M10.1%
  • 1Y11.7%
  • YTD6.5%

Over the last 7 days, the Transportation industry has dropped 3.9%, driven by pullbacks in Union Pacific and Old Dominion Freight Line of 2.8% and 7.5%, respectively. 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
Tue, 23 Jun 2026US$664.1bUS$236.0bUS$27.1b39.5x24.5x2.8x
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
Price to Earnings Ratio

38.7x


Total Market Cap: US$500.9bTotal 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 24.5x 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 Market-1.82%
Industrials1.73%
Transportation-3.26%
Trucking-1.41%
Railroads-2.53%
Cargo Ground Transportation-6.30%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.7x.
    • 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 39.2x.
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
GRAB Grab HoldingsUS$3.490.9%
+US$122.7m		-23.5%PE37.6x
UHAL U-Haul HoldingUS$62.380.5%
+US$58.8m		1.3%PE147.1x
WETO Wetour RoboticsUS$1.1513.9%
+US$11.5m		-51.9%PS23x
MRT Marti TechnologiesUS$1.803.4%
+US$5.2m		-27.1%PS3.2x
HTZ Hertz Global HoldingsUS$5.140.2%
+US$3.2m		-19.9%PS0.2x

Latest News

GRAB
US$3.49
Grab Holdings
7D
0.9%
1Y
-23.5%
CSX
US$46.20
CSX
7D
-2.5%
1Y
42.5%
UBER
US$71.43
Uber Technologies
7D
-1.9%
1Y
-16.2%
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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$201.19
XPO
7D
-8.9%
1Y
61.7%
Analysis Article • Jun 21

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

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ODFL
US$219.52
Old Dominion Freight Line
7D
-7.5%
1Y
36.0%
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...
UNP
US$259.91
Union Pacific
7D
-2.8%
1Y
15.1%
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$436.05
Saia
7D
-8.0%
1Y
61.5%
Analysis Article • Jun 18

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NSC
US$304.17
Norfolk Southern
7D
-2.0%
1Y
18.5%
HTZ
US$5.14
Hertz Global Holdings
7D
0.2%
1Y
-19.9%
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$160.94
FedEx Freight Holding Company
7D
-3.7%
1Y
n/a
ETS
US$0.71
Elite Express Holding
7D
8.0%
1Y
n/a
UHAL
US$62.38
U-Haul Holding
7D
0.5%
1Y
1.3%
MRT
US$1.80
Marti Technologies
7D
3.4%
1Y
-27.1%
New Narrative • Jun 04

Who Am I? Marti Technologies (NYSE American: MRT)

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WETO
US$1.15
Wetour Robotics
7D
13.9%
1Y
-51.9%
TOPP
US$1.29
Toppoint Holdings
7D
8.4%
1Y
-25.9%