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U.S. Transportation Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies50
  • 7D0.7%
  • 3M10.7%
  • 1Y16.0%
  • YTD10.2%

Over the last 7 days, the Transportation industry has remained flat. The past year has been better, since the industry has gained 16% in that time. 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
Mon, 15 Jun 2026US$690.9bUS$236.1bUS$27.1b39.7x25.5x2.9x
Wed, 13 May 2026US$661.5bUS$235.1bUS$27.7b39.2x23.9x2.8x
Fri, 10 Apr 2026US$637.3bUS$232.1bUS$29.3b40.5x21.8x2.7x
Sun, 08 Mar 2026US$637.0bUS$231.0bUS$29.1b34.2x21.9x2.8x
Tue, 03 Feb 2026US$627.4bUS$228.4bUS$33.1b37.1x18.9x2.7x
Thu, 01 Jan 2026US$629.1bUS$228.4bUS$33.3b30.6x18.9x2.8x
Sat, 29 Nov 2025US$625.4bUS$228.0bUS$33.3b26.8x18.8x2.7x
Mon, 27 Oct 2025US$639.9bUS$223.9bUS$29.2b26.3x21.9x2.9x
Wed, 24 Sep 2025US$656.7bUS$223.7bUS$29.7b23.4x22.1x2.9x
Fri, 22 Aug 2025US$638.2bUS$222.5bUS$30.1b26.8x21.2x2.9x
Sun, 20 Jul 2025US$635.3bUS$219.6bUS$29.8b25.3x21.3x2.9x
Tue, 17 Jun 2025US$598.5bUS$219.1bUS$29.6b25.9x20.2x2.7x
Thu, 15 May 2025US$620.8bUS$218.8bUS$29.6b28.6x21x2.8x
Sat, 12 Apr 2025US$538.7bUS$216.8bUS$26.5b24.2x20.3x2.5x
Mon, 10 Mar 2025US$612.1bUS$216.4bUS$27.3b28.6x22.4x2.8x
Wed, 05 Feb 2025US$603.2bUS$213.0bUS$22.0b29.3x27.4x2.8x
Fri, 03 Jan 2025US$574.0bUS$213.4bUS$21.8b29.5x26.3x2.7x
Sun, 01 Dec 2024US$651.9bUS$213.3bUS$21.0b32.6x31x3.1x
Tue, 29 Oct 2024US$619.0bUS$220.6bUS$17.9b30.5x34.5x2.8x
Thu, 26 Sep 2024US$630.5bUS$220.8bUS$17.2b29.6x36.6x2.9x
Sat, 24 Aug 2024US$605.6bUS$220.1bUS$17.0b28.9x35.6x2.8x
Mon, 22 Jul 2024US$590.3bUS$216.7bUS$16.6b26.1x35.6x2.7x
Wed, 19 Jun 2024US$574.3bUS$217.0bUS$16.7b24.5x34.5x2.6x
Fri, 17 May 2024US$595.4bUS$216.3bUS$16.7b25.6x35.6x2.8x
Sun, 14 Apr 2024US$631.7bUS$214.9bUS$18.2b23.3x34.7x2.9x
Tue, 12 Mar 2024US$642.8bUS$212.9bUS$17.5b22.9x36.7x3x
Thu, 08 Feb 2024US$617.6bUS$211.5bUS$15.8b23.8x39.2x2.9x
Sat, 06 Jan 2024US$568.3bUS$216.1bUS$16.9b21.6x33.6x2.6x
Mon, 04 Dec 2023US$557.7bUS$216.1bUS$16.8b21.4x33.3x2.6x
Wed, 01 Nov 2023US$480.0bUS$214.8bUS$14.9b16.2x32.1x2.2x
Fri, 29 Sep 2023US$500.1bUS$214.2bUS$13.8b14.3x36.2x2.3x
Sun, 27 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Tue, 25 Jul 2023US$528.4bUS$215.8bUS$12.4b13.1x42.8x2.4x
Thu, 22 Jun 2023US$487.8bUS$217.0bUS$12.9b12.7x37.7x2.2x
Price to Earnings Ratio

37.7x


Total Market Cap: US$487.8bTotal Earnings: US$12.9bTotal Revenue: US$217.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.6x202420252026
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 25.5x which is lower than its 3-year average PE of 28.6x.
  • 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 2.8% 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 Market0.50%
Industrials1.35%
Transportation0.66%
Cargo Ground Transportation1.47%
Railroads1.33%
Trucking-1.41%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.5x.
    • Analysts are expecting annual earnings growth of 23.3%, 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 39.0x.
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$272.701.5%
+US$2.4b		21.4%PE22.4x
FDXF FedEx Freight Holding CompanyUS$174.764.1%
+US$1.0b		n/aPE28.9x
UHAL U-Haul HoldingUS$62.388.4%
+US$947.1m		0.06%PE147.1x
NSC Norfolk SouthernUS$313.911.3%
+US$893.9m		24.5%PE26.4x
CSX CSXUS$47.571.0%
+US$854.7m		46.1%PE29x

Latest News

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7D
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7D
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1Y
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Narrative Update • Jun 10

SNDR: Tightening Truckload Capacity And Stronger Rates Will Support Future Earnings

Schneider National's analyst fair value estimate has been raised from $34.21 to $39.00 as analysts factor in higher expected revenue growth, stronger profit margins, a slightly higher discount rate, and a lower future P/E in light of a series of recent price target increases across the trucking sector. Analyst Commentary Recent research has centered on rising price targets and an improving outlook for truckload supply and pricing, even as some firms keep more balanced ratings on the stock.
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1Y
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Narrative Update • Jun 06

ULH: Fair Outlook Weighs CFO Transition Against Recent Price Revisions

Analysts have adjusted their price target on Universal Logistics Holdings by $3, reflecting updated views on the stock following recent research that reassessed its outlook twice in quick succession. Analyst Commentary Recent research on Universal Logistics Holdings shows analysts reassessing their view in quick succession, with one report raising the price target by $3 and a later report lowering it by $3.
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7D
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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.