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U.S. Transportation Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.0%
  • 3M-6.0%
  • 1Y7.4%
  • YTDn/a

Over the last 7 days, the Transportation industry has dropped 1.2%, driven by Union Pacific declining 1.6%. Over the past 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 9.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026US$623.7bUS$228.4bUS$33.3b30.6x18.7x2.7x
Sun, 30 Nov 2025US$628.6bUS$228.0bUS$33.3b26.8x18.9x2.8x
Tue, 28 Oct 2025US$645.0bUS$224.0bUS$29.2b26.4x22.1x2.9x
Thu, 25 Sep 2025US$655.3bUS$223.6bUS$29.7b23.5x22.1x2.9x
Sat, 23 Aug 2025US$641.6bUS$222.6bUS$30.2b28x21.3x2.9x
Mon, 21 Jul 2025US$635.3bUS$219.6bUS$29.8b25.3x21.3x2.9x
Wed, 18 Jun 2025US$604.1bUS$219.1bUS$29.6b25.7x20.4x2.8x
Fri, 16 May 2025US$620.6bUS$218.8bUS$29.6b28.3x21x2.8x
Sun, 13 Apr 2025US$542.0bUS$216.8bUS$26.5b24.2x20.4x2.5x
Tue, 11 Mar 2025US$612.1bUS$216.3bUS$27.3b28.1x22.4x2.8x
Thu, 06 Feb 2025US$614.6bUS$215.5bUS$27.4b29.2x22.5x2.9x
Sat, 04 Jan 2025US$581.0bUS$213.3bUS$21.8b30.2x26.6x2.7x
Mon, 02 Dec 2024US$651.9bUS$213.3bUS$21.0b32.6x31x3.1x
Wed, 30 Oct 2024US$625.6bUS$220.6bUS$17.9b30.5x34.9x2.8x
Fri, 27 Sep 2024US$626.3bUS$220.8bUS$17.2b29.8x36.3x2.8x
Sun, 25 Aug 2024US$613.9bUS$220.1bUS$17.0b28.9x36.1x2.8x
Tue, 23 Jul 2024US$590.4bUS$216.7bUS$16.6b27.2x35.6x2.7x
Thu, 20 Jun 2024US$575.0bUS$217.0bUS$16.7b24.5x34.5x2.7x
Sat, 18 May 2024US$593.2bUS$216.2bUS$16.7b25.7x35.5x2.7x
Mon, 15 Apr 2024US$624.9bUS$214.9bUS$18.2b23.3x34.3x2.9x
Wed, 13 Mar 2024US$642.8bUS$212.9bUS$17.5b23.1x36.7x3x
Fri, 09 Feb 2024US$620.9bUS$212.7bUS$17.0b24.7x36.6x2.9x
Sun, 07 Jan 2024US$566.0bUS$216.1bUS$16.9b21.6x33.4x2.6x
Tue, 05 Dec 2023US$557.7bUS$216.2bUS$16.8b21.7x33.3x2.6x
Thu, 02 Nov 2023US$479.8bUS$214.8bUS$14.9b18.5x32.1x2.2x
Sat, 30 Sep 2023US$500.1bUS$214.2bUS$13.8b14.3x36.2x2.3x
Mon, 28 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Wed, 26 Jul 2023US$530.6bUS$215.9bUS$12.3b13.2x43x2.5x
Fri, 23 Jun 2023US$487.8bUS$217.0bUS$12.9b12.8x37.7x2.2x
Sun, 21 May 2023US$467.5bUS$217.5bUS$12.8b13.4x36.5x2.1x
Tue, 18 Apr 2023US$457.6bUS$221.0bUS$3.5b13.4x130.3x2.1x
Thu, 16 Mar 2023US$445.8bUS$220.9bUS$3.5b14.3x126.3x2x
Sat, 11 Feb 2023US$506.4bUS$220.3bUS$2.6b15.5x196.4x2.3x
Mon, 09 Jan 2023US$485.8bUS$221.4bUS$3.5b10.6x140.5x2.2x
Price to Earnings Ratio

140.5x


Total Market Cap: US$485.8bTotal Earnings: US$3.5bTotal Revenue: US$221.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 42.5x202420252026
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 18.9x which is lower than its 3-year average PE of 42.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 113% 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 Market-1.43%
Industrials-1.81%
Transportation-1.03%
Trucking-0.41%
Railroads-0.91%
Cargo Ground Transportation-2.30%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 30.1x.
    • Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings decline of 17.6% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 34.5x.
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 18% per year.
  • In contrast, the Trucking industry is expected to see its earnings grow by 6.0% 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
UBER Uber TechnologiesUS$81.710.6%
+US$935.0m		26.5%PE10.2x
SLGB Smart Logistics GlobalUS$1.2512.6%
+US$5.7m		n/aPE27.2x
MRT Marti TechnologiesUS$2.372.6%
+US$4.7m		-32.0%PS7.5x
SWVL Swvl HoldingsUS$1.903.3%
+US$597.9k		-69.4%PS1x

Latest News

GRAB
US$4.99
Grab Holdings
7D
-3.1%
1Y
3.7%
UBER
US$81.71
Uber Technologies
7D
0.6%
1Y
26.5%
UNP
US$231.32
Union Pacific
7D
-0.9%
1Y
-0.08%
SWVL
US$1.90
Swvl Holdings
7D
3.3%
1Y
-69.4%

Swvl Holdings Corp. (NASDAQ:SWVL) Shares May Have Slumped 34% But Getting In Cheap Is Still Unlikely

Dec 29
Swvl Holdings Corp. (NASDAQ:SWVL) Shares May Have Slumped 34% But Getting In Cheap Is Still Unlikely
YMM
US$10.73
Full Truck Alliance
7D
-3.9%
1Y
-0.5%

YMM: Future Returns Will Depend On Order Quality And Earnings Durability

Analysts have trimmed their price target on Full Truck Alliance slightly, with the updated fair value estimate edging down to $11.06 from $11.08. This reflects expectations for slower near term revenue growth, partly offset by improving profit margins and a lower assumed future P/E multiple.
JBHT
US$194.34
J.B. Hunt Transport Services
7D
-2.0%
1Y
10.5%
XPO
US$135.91
XPO
7D
-3.8%
1Y
-1.8%

XPO Margins Will Expand As Productivity Gains Drive Next Freight Upcycle Outperformance

Analysts have raised their XPO fair value estimate to $180 from $156, reflecting increased confidence in the company’s margin expansion, revenue growth potential, and ability to capture share in the next freight upcycle despite a still challenging demand backdrop. Analyst Commentary Recent research updates on XPO continue to skew positive, with multiple bullish analysts revising price targets higher and reiterating favorable ratings.
MRT
US$2.37
Marti Technologies
7D
2.6%
1Y
-32.0%
SLGB
US$1.25
Smart Logistics Global
7D
12.6%
1Y
n/a
CSX
US$36.25
CSX
7D
-1.0%
1Y
12.1%
NSC
US$288.72
Norfolk Southern
7D
-0.8%
1Y
22.4%

NSC: Shares Will Navigate Merger Scrutiny Amid Resilient Earnings Expectations

Analysts have nudged their price target for Norfolk Southern slightly higher, citing a series of upward target revisions across the Street that emphasize resilient 2025 earnings expectations and relatively stable margins, despite modestly softer long term revenue growth assumptions and a cautious backdrop for the broader transports group. Analyst Commentary Bullish analysts are leaning into Norfolk Southern's relative earnings resilience, lifting price targets even as the broader transports group remains out of favor.
ODFL
US$156.80
Old Dominion Freight Line
7D
-1.7%
1Y
-13.3%

ODFL: Service Strength And Buybacks Will Balance Maturing Returns Ahead

Analysts have nudged our Old Dominion Freight Line price target slightly higher to approximately $156 from about $155, as they balance concerns over moderating growth, weaker industrial volumes and diminishing incremental returns with the company’s best in class service quality, resilient margins and solid earnings execution. Analyst Commentary Recent Street research on Old Dominion Freight Line reflects a more balanced stance, with modest target revisions clustering around the mid $140s to mid $150s and a mix of Neutral, Overweight and Sell ratings.