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U.S. Transportation Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies48
  • 7D0.3%
  • 3M3.7%
  • 1Y11.2%
  • YTD12.9%

Over the last 7 days, the Transportation industry has remained flat, although notably Uber Technologies declined by 3.2%. As for the the longer term, the industry is up 11% over the past 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$711.8bUS$236.6bUS$27.1b38.4x26.3x3x
Sat, 20 Jun 2026US$664.1bUS$236.0bUS$27.1b39.8x24.5x2.8x
Mon, 18 May 2026US$670.0bUS$235.0bUS$27.7b39.7x24.2x2.9x
Wed, 15 Apr 2026US$639.9bUS$232.2bUS$29.3b40.9x21.8x2.8x
Fri, 13 Mar 2026US$629.1bUS$231.2bUS$29.2b31.7x21.6x2.7x
Sun, 08 Feb 2026US$656.3bUS$230.6bUS$26.3b40.1x24.9x2.8x
Tue, 06 Jan 2026US$628.2bUS$228.4bUS$33.3b32.4x18.9x2.8x
Thu, 04 Dec 2025US$640.5bUS$228.0bUS$33.3b30.6x19.2x2.8x
Sat, 01 Nov 2025US$646.4bUS$224.1bUS$29.1b26.9x22.2x2.9x
Mon, 29 Sep 2025US$660.5bUS$223.6bUS$29.7b23.5x22.2x3x
Wed, 27 Aug 2025US$636.7bUS$222.6bUS$30.2b27.4x21.1x2.9x
Fri, 25 Jul 2025US$643.3bUS$219.7bUS$29.6b26x21.7x2.9x
Sun, 22 Jun 2025US$596.1bUS$219.1bUS$29.6b25.7x20.2x2.7x
Tue, 20 May 2025US$626.3bUS$218.7bUS$29.6b27x21.2x2.9x
Thu, 17 Apr 2025US$546.6bUS$216.7bUS$26.5b23.7x20.6x2.5x
Sat, 15 Mar 2025US$570.9bUS$216.4bUS$27.3b26.9x20.9x2.6x
Mon, 10 Feb 2025US$625.2bUS$215.5bUS$27.3b29.3x22.9x2.9x
Wed, 08 Jan 2025US$594.0bUS$213.3bUS$21.8b28.9x27.2x2.8x
Fri, 06 Dec 2024US$640.6bUS$213.6bUS$21.9b29.4x29.3x3x
Sun, 03 Nov 2024US$615.7bUS$222.4bUS$20.4b31.1x30.2x2.8x
Tue, 01 Oct 2024US$626.2bUS$220.8bUS$17.2b30.5x36.3x2.8x
Thu, 29 Aug 2024US$608.0bUS$220.1bUS$17.0b27.6x35.8x2.8x
Sat, 27 Jul 2024US$583.0bUS$217.6bUS$17.2b28.5x33.9x2.7x
Mon, 24 Jun 2024US$579.5bUS$217.0bUS$16.7b25x34.8x2.7x
Wed, 22 May 2024US$586.7bUS$216.2bUS$16.7b25.1x35.1x2.7x
Fri, 19 Apr 2024US$598.8bUS$214.6bUS$18.0b22.3x33.2x2.8x
Sun, 17 Mar 2024US$631.0bUS$212.8bUS$17.5b22.4x36x3x
Tue, 13 Feb 2024US$618.0bUS$212.7bUS$16.6b25x37.2x2.9x
Thu, 11 Jan 2024US$571.4bUS$216.0bUS$16.9b21.6x33.7x2.6x
Sat, 09 Dec 2023US$559.4bUS$216.1bUS$16.8b21.4x33.4x2.6x
Mon, 06 Nov 2023US$500.8bUS$214.5bUS$14.9b20.3x33.7x2.3x
Wed, 04 Oct 2023US$497.5bUS$217.5bUS$16.6b14.3x30x2.3x
Fri, 01 Sep 2023US$522.0bUS$214.4bUS$13.7b14.7x38x2.4x
Sun, 30 Jul 2023US$542.6bUS$214.0bUS$10.3b14.4x52.7x2.5x
Price to Earnings Ratio

52.7x


Total Market Cap: US$542.6bTotal Earnings: US$10.3bTotal Revenue: US$214.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 28.1x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 3.4% 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-1.35%
Industrials-0.71%
Transportation0.30%
Cargo Ground Transportation3.72%
Railroads1.18%
Trucking-4.51%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 34.8x.
    • Analysts are expecting annual earnings growth of 27.1%, 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 40.1x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 27% 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 7.9% 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$292.561.5%
+US$2.5b		26.6%PE24.1x
ODFL Old Dominion Freight LineUS$232.803.4%
+US$1.6b		40.2%PE48.1x
JBHT J.B. Hunt Transport ServicesUS$292.245.8%
+US$1.5b		95.0%PE40.7x
FDXF FedEx Freight Holding CompanyUS$149.325.3%
+US$1.1b		n/aPE24.7x
XPO XPOUS$213.654.3%
+US$1.0b		58.3%PE72.1x

Latest News

UBER
US$70.33
Uber Technologies
7D
-3.2%
1Y
-21.8%
CSX
US$49.93
CSX
7D
1.0%
1Y
42.8%
NSC
US$330.94
Norfolk Southern
7D
0.7%
1Y
18.1%
JBHT
US$292.24
J.B. Hunt Transport Services
7D
5.8%
1Y
95.0%
LIME
US$26.28
Neutron Holdings
7D
-1.4%
1Y
n/a
Seeking Alpha • Jul 20

Neutron Holdings: Rapid Growth, Compelling Path To Profitability

Summary I am initiating Neutron Holdings with a buy rating, citing strong growth, healthy unit economics, and secular urbanization tailwinds. LIME reported 29% y/y revenue growth to $887M in 2025, with Q1'26 revenue up 32% y/y and 3.8M monthly active users (+21% y/y). Adjusted EBITDA margin reached 24.6% in FY25, with free cash flow of $103.8M and a one-year payback period on fleet investments. At an EV/EBITDA multiple of 7.3x FY26 and 16.9x EV/FCF, LIME offers an attractive entry amid manageable risks from capex intensity, Uber dependence, and regulation. Read the full article on Seeking Alpha
GRAB
US$3.35
Grab Holdings
7D
-12.3%
1Y
-37.6%
Narrative Update • Jul 18

GRAB: Superbank And Stash Acquisition Will Reshape Medium Term Profitability Profile

Analysts have trimmed the average price target for Grab Holdings to $7.41 from $7.60, reflecting a mix of recent target cuts and increases, as firms weigh updated revenue, margin and P/E assumptions alongside views on growth momentum and contributions from assets like Superbank. Analyst Commentary Recent street research on Grab Holdings shows a split picture, with some firms cutting targets while bullish analysts highlight potential upside tied to execution on guidance, contributions from Superbank and expectations around upcoming results.
LYFT
US$14.66
Lyft
7D
-9.7%
1Y
-0.5%
UNP
US$292.56
Union Pacific
7D
1.5%
1Y
26.6%
XPO
US$213.65
XPO
7D
4.3%
1Y
58.3%
Narrative Update • Jul 16

XPO: Freight Upcycle Optimism Will Face Test From Rich P E

Analysts have nudged their fair value estimate for XPO higher to about $157 from roughly $152, reflecting slightly firmer margin assumptions and updated price targets that point to tighter freight capacity and a gradually improving transport cycle. Analyst Commentary Recent Street research on XPO shows generally constructive views on the freight cycle, but it also highlights a set of valuation and execution risks that readers should keep in mind when weighing the stock.
ODFL
US$232.80
Old Dominion Freight Line
7D
3.4%
1Y
40.2%
Narrative Update • Jul 16

ODFL: Tightening Freight Capacity Will Test Rich Market Pricing

Analysts have raised the fair value estimate for Old Dominion Freight Line from $123.18 to $176.42. They attribute the higher price targets to tighter freight capacity, improving industrial production, and expectations for steadier demand in less-than-truckload shipping.
YMM
US$9.09
Full Truck Alliance
7D
-1.2%
1Y
-24.8%
Narrative Update • Jul 14

YMM: Reset Expectations And 30-Day Catalyst Watch Will Drive Bullish Repricing

Full Truck Alliance's analyst price target has been revised to $16.17 from $16.77, as analysts attribute the change to a lower assumed future P/E multiple, along with slightly stronger modeled revenue growth and profit margins following recent upgrades and new coverage. Analyst Commentary Recent research coverage on Full Truck Alliance shows a cluster of bullish opinions, with several banks raising ratings, setting new price targets, and highlighting potential upside after recent share price weakness and earnings forecast resets.
PAL
US$7.23
Proficient Auto Logistics
7D
-1.6%
1Y
-12.9%
FDXF
US$149.32
FedEx Freight Holding Company
7D
5.3%
1Y
n/a
Seeking Alpha • Jul 13

FedEx Freight Has A Good Story At A Full Price

Summary FedEx Freight demonstrates solid post-spinoff execution, disciplined capital allocation, and early margin improvement, but valuation is demanding. Consensus expects 4–6% revenue CAGR and adjusted operating margins of 11.5–12% through 2026; management targets up to 15% margins longer term. Capital allocation prioritizes leverage reduction, dividends, buybacks, and selective M&A, supported by strong free cash flow conversion above 90%. I maintain a Hold rating: upside is limited unless FDXF consistently beats on margins, capital returns, and separation execution. Read the full article on Seeking Alpha
R
US$276.37
Ryder System
7D
4.5%
1Y
59.9%
WETO
US$0.14
Wetour Robotics
7D
-76.2%
1Y
-92.9%
TOPP
US$0.67
Toppoint Holdings
7D
-13.8%
1Y
-64.9%