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U.S. Transportation Industry Analysis

UpdatedMay 28, 2026
DataAggregated Company Financials
Companies48
  • 7D1.7%
  • 3M3.6%
  • 1Y14.5%
  • YTD9.2%

The Transportation industry is up 1.7% in the last week, with Union Pacific up 5.1%. In the same time, Uber Technologies was down 5.2%. This means that the industry has gained 14% 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
Thu, 28 May 2026US$672.6bUS$235.1bUS$27.6b41.1x24.3x2.9x
Sat, 25 Apr 2026US$682.1bUS$232.5bUS$29.5b41.2x23.1x2.9x
Mon, 23 Mar 2026US$604.1bUS$231.8bUS$29.3b32.5x20.6x2.6x
Wed, 18 Feb 2026US$641.9bUS$230.9bUS$29.1b37.2x22.1x2.8x
Fri, 16 Jan 2026US$633.8bUS$228.5bUS$33.3b33.6x19x2.8x
Sun, 14 Dec 2025US$645.7bUS$228.1bUS$33.3b32.3x19.4x2.8x
Tue, 11 Nov 2025US$633.0bUS$227.0bUS$33.0b27.2x19.2x2.8x
Thu, 09 Oct 2025US$664.1bUS$223.6bUS$29.7b25.6x22.4x3x
Sat, 06 Sep 2025US$631.4bUS$223.5bUS$29.7b25.1x21.2x2.8x
Mon, 04 Aug 2025US$606.4bUS$219.6bUS$29.8b25.4x20.3x2.8x
Wed, 02 Jul 2025US$627.3bUS$219.7bUS$29.8b25.1x21.1x2.9x
Fri, 30 May 2025US$605.9bUS$219.1bUS$29.6b25.4x20.5x2.8x
Sun, 27 Apr 2025US$551.2bUS$216.3bUS$26.9b23.5x20.5x2.5x
Tue, 25 Mar 2025US$586.5bUS$216.3bUS$27.3b27x21.5x2.7x
Thu, 20 Feb 2025US$646.3bUS$216.0bUS$27.4b30.7x23.6x3x
Sat, 18 Jan 2025US$608.1bUS$213.1bUS$21.8b29.6x27.9x2.9x
Mon, 16 Dec 2024US$599.4bUS$213.5bUS$21.9b29x27.4x2.8x
Wed, 13 Nov 2024US$650.1bUS$222.6bUS$20.1b32.2x32.3x2.9x
Fri, 11 Oct 2024US$622.2bUS$220.6bUS$17.2b29.5x36.1x2.8x
Sun, 08 Sep 2024US$596.3bUS$220.5bUS$17.2b28.3x34.6x2.7x
Tue, 06 Aug 2024US$568.2bUS$218.0bUS$16.2b26.7x35x2.6x
Thu, 04 Jul 2024US$581.6bUS$216.9bUS$16.7b25.3x34.9x2.7x
Sat, 01 Jun 2024US$567.7bUS$217.0bUS$16.7b25.1x34x2.6x
Mon, 29 Apr 2024US$596.7bUS$214.5bUS$17.1b24x35x2.8x
Wed, 27 Mar 2024US$638.7bUS$212.7bUS$17.5b22.8x36.4x3x
Fri, 23 Feb 2024US$637.1bUS$212.6bUS$17.1b24.3x37.3x3x
Sun, 21 Jan 2024US$580.3bUS$215.7bUS$16.9b21.6x34.4x2.7x
Tue, 19 Dec 2023US$578.5bUS$216.2bUS$16.8b21.5x34.5x2.7x
Thu, 16 Nov 2023US$526.1bUS$215.7bUS$16.9b20.9x31.2x2.4x
Sat, 14 Oct 2023US$497.4bUS$217.5bUS$16.6b14.3x30x2.3x
Mon, 11 Sep 2023US$510.7bUS$214.1bUS$13.8b14.4x37.1x2.4x
Wed, 09 Aug 2023US$529.5bUS$214.2bUS$13.0b15.6x40.6x2.5x
Fri, 07 Jul 2023US$495.1bUS$216.9bUS$13.0b12.8x38.2x2.3x
Sun, 04 Jun 2023US$471.5bUS$217.3bUS$12.9b14x36.6x2.2x
Price to Earnings Ratio

36.6x


Total Market Cap: US$471.5bTotal Earnings: US$12.9bTotal Revenue: US$217.3bTotal 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 24.3x 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 2.7% 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 Market1.27%
Industrials2.40%
Transportation1.68%
Railroads4.28%
Cargo Ground Transportation3.60%
Trucking-4.32%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 32.8x.
    • Analysts are expecting annual earnings growth of 22.7%, 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 38.5x.
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
UNP Union PacificUS$279.395.1%
+US$8.1b		25.7%PE23x
NSC Norfolk SouthernUS$325.684.4%
+US$3.1b		34.3%PE27.4x
CSX CSXUS$47.142.6%
+US$2.2b		50.4%PE28.7x
ODFL Old Dominion Freight LineUS$219.454.6%
+US$2.0b		35.1%PE45.3x
JBHT J.B. Hunt Transport ServicesUS$270.873.0%
+US$753.5m		95.4%PE41.1x

Latest News

UBER
US$70.73
Uber Technologies
7D
-5.2%
1Y
-19.9%
JBHT
US$270.87
J.B. Hunt Transport Services
7D
3.0%
1Y
95.4%
UNP
US$279.39
Union Pacific
7D
5.1%
1Y
25.7%
GRAB
US$3.64
Grab Holdings
7D
3.7%
1Y
-26.8%
Seeking Alpha • May 25

Grab: Impressive Resilience Amid Oil Price Shocks

Summary Grab demonstrates strong gross bookings growth and resilience despite macroeconomic turmoil and a ~30% stock decline over the past year. I reiterate my buy rating, citing a mismatch between negative sentiment and robust fundamental performance, reinforced by recent strong Q1 results. GRAB benefits from secular tailwinds in fast-growing Southeast Asian economies, diversified revenue streams, and ongoing product innovation. Management's $500M buyback and >20% revenue CAGR target through 2028 underscore confidence in long-term profitability and valuation upside. Read the full article on Seeking Alpha
KNX
US$74.18
Knight-Swift Transportation Holdings
7D
4.5%
1Y
69.4%
Narrative Update • May 24

KNX: Tight Truckload Capacity Will Outrun Realistic Earnings And Margin Potential

Analysts lifted the implied fair value estimate for Knight-Swift Transportation Holdings by about $2 to $56.68 as higher Street price targets and expectations for slightly stronger revenue growth, profit margins, and future P/E multiples filtered into the model. Analyst Commentary Recent Street research on Knight-Swift Transportation Holdings has leaned positive on valuation and fundamentals, with several firms lifting price targets or upgrading ratings after a period of share price weakness.
ODFL
US$219.45
Old Dominion Freight Line
7D
4.6%
1Y
35.1%
MRT
US$1.85
Marti Technologies
7D
-7.5%
1Y
-37.6%
NSC
US$325.68
Norfolk Southern
7D
4.4%
1Y
34.3%
CSX
US$47.14
CSX
7D
2.6%
1Y
50.4%
ELOG
US$0.82
Eastern International
7D
-2.6%
1Y
n/a
R
US$249.39
Ryder System
7D
6.2%
1Y
66.1%
SWVL
US$1.51
Swvl Holdings
7D
-8.5%
1Y
-67.4%