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U.S. Transportation Industry Analysis

UpdatedAug 12, 2025
DataAggregated Company Financials
Companies44
  • 7D0.2%
  • 3M-0.2%
  • 1Y7.2%
  • YTD7.6%

The Transportation industry is up 2.1% in the last week, with Uber Technologies up 2.4%. This takes the industry's 12 month performance to a gain of 7.3%. As for the next few years, earnings are expected to grow by 8.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 12 Aug 2025US$618.6bUS$222.4bUS$30.1b24.9x20.6x2.8x
Thu, 10 Jul 2025US$650.5bUS$219.7bUS$29.8b26x21.8x3x
Sat, 07 Jun 2025US$599.4bUS$219.0bUS$29.6b25.6x20.3x2.7x
Mon, 05 May 2025US$578.0bUS$216.3bUS$27.0b24.3x21.4x2.7x
Wed, 02 Apr 2025US$582.0bUS$216.4bUS$27.3b26.2x21.3x2.7x
Fri, 28 Feb 2025US$612.4bUS$216.1bUS$27.4b28.1x22.4x2.8x
Sun, 26 Jan 2025US$617.9bUS$213.2bUS$21.8b29.7x28.3x2.9x
Tue, 24 Dec 2024US$576.9bUS$213.4bUS$21.9b28.1x26.4x2.7x
Thu, 21 Nov 2024US$623.3bUS$213.2bUS$20.9b31.3x29.8x2.9x
Sat, 19 Oct 2024US$629.3bUS$220.4bUS$17.3b30.4x36.5x2.9x
Mon, 16 Sep 2024US$607.9bUS$220.5bUS$17.2b29.5x35.3x2.8x
Wed, 14 Aug 2024US$584.1bUS$219.8bUS$16.9b26.9x34.6x2.7x
Fri, 12 Jul 2024US$570.3bUS$217.0bUS$16.7b25.6x34.2x2.6x
Sun, 09 Jun 2024US$576.9bUS$217.0bUS$16.7b25.1x34.6x2.7x
Tue, 07 May 2024US$597.8bUS$214.4bUS$16.9b25.5x35.3x2.8x
Thu, 04 Apr 2024US$634.0bUS$214.9bUS$18.2b23.6x34.8x3x
Sat, 02 Mar 2024US$647.6bUS$212.8bUS$17.5b24.2x37x3x
Mon, 29 Jan 2024US$588.4bUS$215.6bUS$16.3b22.3x36x2.7x
Wed, 27 Dec 2023US$586.6bUS$216.1bUS$16.8b21.7x34.9x2.7x
Fri, 24 Nov 2023US$536.0bUS$215.9bUS$16.8b21.4x31.9x2.5x
Sun, 22 Oct 2023US$493.1bUS$215.8bUS$15.7b14.7x31.4x2.3x
Tue, 19 Sep 2023US$513.6bUS$214.3bUS$13.7b14.7x37.4x2.4x
Thu, 17 Aug 2023US$512.1bUS$213.9bUS$13.3b14.9x38.6x2.4x
Sat, 15 Jul 2023US$515.3bUS$217.2bUS$12.9b13x39.9x2.4x
Mon, 12 Jun 2023US$477.0bUS$217.2bUS$12.9b13x37x2.2x
Wed, 10 May 2023US$468.7bUS$217.7bUS$12.2b14.4x38.3x2.2x
Fri, 07 Apr 2023US$450.0bUS$221.0bUS$3.5b13x128.2x2x
Sun, 05 Mar 2023US$489.6bUS$220.8bUS$3.3b14.3x147.9x2.2x
Tue, 31 Jan 2023US$477.9bUS$223.0bUS$3.2b12x147.2x2.1x
Thu, 29 Dec 2022US$457.1bUS$220.8bUS$3.6b9.7x126.7x2.1x
Sat, 26 Nov 2022US$475.5bUS$220.2bUS$3.8b10.3x123.8x2.2x
Mon, 24 Oct 2022US$413.7bUS$208.4bUS$1.6b8.7x260.9x2x
Wed, 21 Sep 2022US$453.6bUS$206.4bUS$893.9m8.7x507.4x2.2x
Fri, 19 Aug 2022US$509.4bUS$207.0bUS$98.3m10.1x5180.1x2.5x
Price to Earnings Ratio

5180.1x


Total Market Cap: US$509.4bTotal Earnings: US$98.3mTotal Revenue: US$207.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 110.7x202320242025
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 20.6x which is lower than its 3-year average PE of 112x.
  • 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 584% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 Market0.73%
Industrials-0.38%
Transportation0.17%
Trucking2.08%
Railroads-0.77%
Cargo Ground Transportation-1.45%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 19.1%, which is higher than its past year's earnings decline of 14.2% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 29.9x.
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 14% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 5.4% 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$90.582.4%
+US$4.0b		30.8%PE15x
YMM Full Truck AllianceUS$11.262.5%
+US$282.4m		52.8%PE22.5x
UHAL U-Haul HoldingUS$57.361.0%
+US$107.8m		-14.9%PE35.8x
NSC Norfolk SouthernUS$278.320.07%
+US$44.9m		17.3%PE18.7x
PAMT PamtUS$12.553.3%
+US$8.4m		-25.7%PS0.4x

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1Y
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UNP
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7D
-1.1%
1Y
-7.2%
YMM
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Full Truck Alliance
7D
2.5%
1Y
52.8%
UBER
US$90.58
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7D
2.4%
1Y
30.8%
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US$143.02
Old Dominion Freight Line
7D
-0.9%
1Y
-25.0%
ZDAI
US$0.52
Primega Group Holdings
7D
7.7%
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5.2%
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Norfolk Southern
7D
0.07%
1Y
17.3%
JBHT
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J.B. Hunt Transport Services
7D
-3.0%
1Y
-15.4%
UHAL
US$57.36
U-Haul Holding
7D
1.0%
1Y
-14.9%
RYDE
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Ryde Group
7D
3.6%
1Y
-95.5%