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U.S. Transportation Industry Analysis

UpdatedJun 02, 2025
DataAggregated Company Financials
Companies44
  • 7D-0.9%
  • 3M-1.0%
  • 1Y5.9%
  • YTD3.5%

Over the last 7 days, the Transportation industry has remained flat, although notably Uber Technologies declined by 4.1%. The past year has been better, since the industry has gained 5.9% in that time. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Jun 2025US$595.3bUS$219.0bUS$29.6b25.4x20.1x2.7x
Wed, 30 Apr 2025US$553.0bUS$216.3bUS$26.9b23.6x20.6x2.6x
Fri, 28 Mar 2025US$591.2bUS$216.3bUS$27.3b26.8x21.7x2.7x
Sun, 23 Feb 2025US$626.1bUS$216.2bUS$27.4b29.5x22.9x2.9x
Tue, 21 Jan 2025US$602.4bUS$213.1bUS$21.8b29.6x27.6x2.8x
Thu, 19 Dec 2024US$595.7bUS$213.5bUS$21.9b27.4x27.3x2.8x
Sat, 16 Nov 2024US$634.6bUS$213.2bUS$20.9b31.7x30.4x3x
Mon, 14 Oct 2024US$649.7bUS$220.6bUS$17.2b30.3x37.7x2.9x
Wed, 11 Sep 2024US$602.2bUS$220.4bUS$17.2b29x34.9x2.7x
Fri, 09 Aug 2024US$576.4bUS$219.7bUS$16.9b27.2x34.1x2.6x
Sun, 07 Jul 2024US$578.8bUS$216.9bUS$16.7b25.1x34.7x2.7x
Tue, 04 Jun 2024US$574.3bUS$217.0bUS$16.7b25.2x34.4x2.6x
Thu, 02 May 2024US$580.5bUS$214.4bUS$17.0b25.6x34.2x2.7x
Sat, 30 Mar 2024US$639.5bUS$212.7bUS$17.5b23.5x36.5x3x
Mon, 26 Feb 2024US$649.6bUS$212.8bUS$17.5b24.6x37.1x3.1x
Wed, 24 Jan 2024US$588.1bUS$215.7bUS$16.9b21.6x34.8x2.7x
Fri, 22 Dec 2023US$575.2bUS$216.2bUS$16.8b21.6x34.3x2.7x
Sun, 19 Nov 2023US$529.4bUS$215.8bUS$16.9b21x31.4x2.5x
Tue, 17 Oct 2023US$505.8bUS$217.4bUS$16.6b14.5x30.5x2.3x
Thu, 14 Sep 2023US$514.6bUS$214.3bUS$13.7b14.5x37.5x2.4x
Sat, 12 Aug 2023US$523.8bUS$214.1bUS$13.2b15.5x39.6x2.4x
Mon, 10 Jul 2023US$498.8bUS$216.9bUS$12.9b12.8x38.5x2.3x
Wed, 07 Jun 2023US$471.0bUS$217.2bUS$12.9b13.5x36.5x2.2x
Fri, 05 May 2023US$463.1bUS$217.6bUS$12.4b14.3x37.5x2.1x
Sun, 02 Apr 2023US$459.3bUS$221.1bUS$3.5b13.4x131.2x2.1x
Tue, 28 Feb 2023US$480.5bUS$220.7bUS$3.4b14.1x141.5x2.2x
Thu, 26 Jan 2023US$484.2bUS$222.3bUS$3.3b11.3x147.5x2.2x
Sat, 24 Dec 2022US$465.5bUS$220.8bUS$3.6b9.9x128.7x2.1x
Mon, 21 Nov 2022US$472.0bUS$220.3bUS$3.7b10.3x127.2x2.1x
Wed, 19 Oct 2022US$431.3bUS$205.8bUS$1.1b9x397.4x2.1x
Fri, 16 Sep 2022US$467.4bUS$206.5bUS$869.0m8.8x537.9x2.3x
Sun, 14 Aug 2022US$519.0bUS$207.2bUS$304.0m10x1707.2x2.5x
Tue, 12 Jul 2022US$434.7bUS$195.3bUS$2.5b9.7x171.3x2.2x
Thu, 09 Jun 2022US$472.3bUS$195.5bUS$2.4b9.9x193.7x2.4x
Price to Earnings Ratio

193.7x


Total Market Cap: US$472.3bTotal Earnings: US$2.4bTotal Revenue: US$195.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 131.6x202320242025
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 20.1x which is lower than its 3-year average PE of 132x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 130% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market1.70%
Industrials1.38%
Transportation-0.94%
Railroads1.16%
Cargo Ground Transportation0.56%
Trucking-3.95%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 29.2x.
    • Analysts are expecting annual earnings growth of 20.1%, which is higher than its past year's earnings decline of 13.1% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 27.7x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 5.0% 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
NSC Norfolk SouthernUS$247.123.0%
+US$1.6b		10.4%PE16.8x
CSX CSXUS$31.592.5%
+US$1.4b		-4.8%PE18.3x
YMM Full Truck AllianceUS$11.634.1%
+US$481.1m		32.2%PE23.3x
UHAL U-Haul HoldingUS$64.003.2%
+US$394.1m		-0.3%PE34.2x
KNX Knight-Swift Transportation HoldingsUS$44.323.5%
+US$243.1m		-9.0%PE47.6x
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