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U.S. Transportation Industry Analysis

UpdatedOct 24, 2025
DataAggregated Company Financials
Companies48
  • 7D-0.8%
  • 3M-0.1%
  • 1Y5.0%
  • YTD11.8%

Over the last 7 days, the Transportation industry has remained flat, although notably Union Pacific declined by 4.2%. The past year has been better, since the industry has gained 5.0% in that time. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Oct 2025US$645.1bUS$223.7bUS$29.5b26.4x21.9x2.9x
Mon, 22 Sep 2025US$650.8bUS$223.7bUS$29.7b24.2x21.9x2.9x
Wed, 20 Aug 2025US$633.7bUS$222.5bUS$30.1b27.3x21x2.8x
Fri, 18 Jul 2025US$634.9bUS$219.6bUS$29.8b25.6x21.3x2.9x
Sun, 15 Jun 2025US$597.9bUS$219.1bUS$29.6b25.7x20.2x2.7x
Tue, 13 May 2025US$576.0bUS$218.8bUS$29.6b26.3x19.5x2.6x
Thu, 10 Apr 2025US$513.0bUS$216.7bUS$26.5b26.1x19.4x2.4x
Sat, 08 Mar 2025US$605.9bUS$216.4bUS$27.3b28.6x22.2x2.8x
Mon, 03 Feb 2025US$610.2bUS$213.0bUS$22.0b29.7x27.7x2.9x
Wed, 01 Jan 2025US$574.6bUS$213.4bUS$21.9b28.5x26.3x2.7x
Fri, 29 Nov 2024US$652.1bUS$213.3bUS$21.0b32.7x31.1x3.1x
Sun, 27 Oct 2024US$619.0bUS$220.6bUS$17.9b30x34.5x2.8x
Tue, 24 Sep 2024US$615.7bUS$220.7bUS$17.2b29x35.7x2.8x
Thu, 22 Aug 2024US$607.3bUS$219.9bUS$17.0b28.7x35.8x2.8x
Sat, 20 Jul 2024US$589.1bUS$216.7bUS$16.6b26.1x35.5x2.7x
Mon, 17 Jun 2024US$571.3bUS$217.0bUS$16.7b24.6x34.3x2.6x
Wed, 15 May 2024US$593.8bUS$216.1bUS$16.6b25.5x35.8x2.7x
Fri, 12 Apr 2024US$624.9bUS$214.9bUS$18.2b23.5x34.3x2.9x
Sun, 10 Mar 2024US$645.3bUS$212.9bUS$17.5b22.6x36.8x3x
Tue, 06 Feb 2024US$606.1bUS$211.7bUS$16.3b23.6x37.3x2.9x
Thu, 04 Jan 2024US$569.2bUS$216.1bUS$16.9b21.6x33.6x2.6x
Sat, 02 Dec 2023US$542.6bUS$216.1bUS$16.8b21.3x32.3x2.5x
Mon, 30 Oct 2023US$467.0bUS$214.7bUS$14.9b16x31.3x2.2x
Wed, 27 Sep 2023US$494.4bUS$214.2bUS$13.7b14.3x36x2.3x
Fri, 25 Aug 2023US$515.0bUS$214.3bUS$13.7b15x37.5x2.4x
Sun, 23 Jul 2023US$526.5bUS$215.8bUS$12.4b13x42.6x2.4x
Tue, 20 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Thu, 18 May 2023US$467.2bUS$217.2bUS$12.6b14.3x37x2.2x
Sat, 15 Apr 2023US$455.1bUS$221.1bUS$3.5b13.4x130.1x2.1x
Mon, 13 Mar 2023US$453.9bUS$220.9bUS$3.5b14.6x128.5x2.1x
Wed, 08 Feb 2023US$510.3bUS$222.8bUS$4.0b12.9x126.2x2.3x
Fri, 06 Jan 2023US$465.4bUS$221.2bUS$3.5b10.2x132.8x2.1x
Sun, 04 Dec 2022US$486.3bUS$220.7bUS$3.6b10.6x133.3x2.2x
Tue, 01 Nov 2022US$436.9bUS$215.0bUS$2.4b8.8x182.3x2x
Price to Earnings Ratio

182.3x


Total Market Cap: US$436.9bTotal Earnings: US$2.4bTotal Revenue: US$215.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 50.1x202320242025
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 21.9x which is lower than its 3-year average PE of 50.1x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 131% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.93%
Industrials2.24%
Transportation-0.80%
Trucking2.21%
Cargo Ground Transportation-1.69%
Railroads-3.21%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 29.8x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings decline of 10.9% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 32.4x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 8.3% 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$94.071.9%
+US$3.7b		21.2%PE15.5x
GRAB Grab HoldingsUS$5.853.7%
+US$856.1m		43.7%PE214.8x
YMM Full Truck AllianceUS$13.043.5%
+US$460.2m		45.2%PE23.2x
LYFT LyftUS$20.474.8%
+US$382.1m		52.6%PE90.3x
CAR Avis Budget GroupUS$157.014.4%
+US$233.0m		90.6%PS0.5x

Latest News

R
US$161.31
Ryder System
7D
-11.5%
1Y
15.4%
UNP
US$216.61
Union Pacific
7D
-4.2%
1Y
-5.9%
NSC
US$280.50
Norfolk Southern
7D
-3.2%
1Y
11.7%
KNX
US$45.33
Knight-Swift Transportation Holdings
7D
-3.6%
1Y
-13.7%

Analysts Cautiously Raise Knight-Swift Price Target Amid Shifting Truckload Market and Valuation Trends

The analyst price target for Knight-Swift Transportation Holdings has been modestly raised to $53.25 from $52.21, with analysts citing stabilizing margin expectations and emerging supply-side catalysts in the truckload market as key factors behind the adjustment. Analyst Commentary Recent analyst research reflects a dynamic mix of cautious optimism and ongoing concerns regarding Knight-Swift Transportation Holdings.
ODFL
US$136.12
Old Dominion Freight Line
7D
-1.4%
1Y
-31.2%
CAR
US$157.01
Avis Budget Group
7D
4.4%
1Y
90.6%
CSX
US$36.13
CSX
7D
-1.3%
1Y
8.6%
SAIA
US$290.15
Saia
7D
-5.4%
1Y
-37.1%
YMM
US$13.04
Full Truck Alliance
7D
3.5%
1Y
45.2%
GRAB
US$5.85
Grab Holdings
7D
3.7%
1Y
43.7%

Southeast Asia Fintech Expansion Will Unlock Long-Term Value

The analyst price target for Grab Holdings has increased from $6.29 to $6.45. Analysts cite stronger GMV momentum and improved earnings estimates, despite a recent valuation-driven downgrade.
LYFT
US$20.47
Lyft
7D
4.8%
1Y
52.6%

Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility

Lyft's updated analyst price target has edged down modestly by $0.17 to $19.12 as analysts weigh continued progress on autonomous vehicle partnerships and operational efficiencies, while making only slight adjustments to growth and margin outlooks. Analyst Commentary Recent analyst reports reflect a mix of optimism and caution regarding Lyft's outlook, as firms weigh the company's strategic partnerships, operational performance, and competitive positioning within the dynamic ride-hailing sector.
UBER
US$94.07
Uber Technologies
7D
1.9%
1Y
21.2%

Urban Expansion And AV Ventures Will Foster Opportunities And Risks

Uber Technologies’ fair value estimate has been raised modestly to $108.52 per share. Analysts cite resilient delivery growth, robust trip volumes, and the impact of ongoing strategic initiatives following recent earnings and updated guidance.
SLGB
US$5.10
Smart Logistics Global
7D
47.8%
1Y
n/a
XPO
US$125.77
XPO
7D
-3.2%
1Y
6.9%

AI Optimization And Fleet Modernization Will Transform LTL Operations

Analysts have modestly increased XPO’s fair value estimate from $139.38 to $140.80. They cite mixed updates in trucking demand, terminal expansion, and ongoing uncertainty around freight volumes and pricing.
RXO
US$17.51
RXO
7D
1.6%
1Y
-37.8%

Digital Freight Matching And E-Commerce Trends Will Reshape Logistics

Analysts have raised their price target for RXO to $17 from $15. This change reflects expectations of a slightly higher fair value, even though there is a more cautious outlook on revenue growth and margins.
ARCB
US$74.56
ArcBest
7D
1.6%
1Y
-28.2%