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U.S. Transportation Industry Analysis

UpdatedAug 09, 2025
DataAggregated Company Financials
Companies44
  • 7D2.2%
  • 3M7.9%
  • 1Y7.5%
  • YTD8.4%

Over the last 7 days, the Transportation industry has risen 2.2%, driven by gains from Uber Technologies of 3.0%. During this same period, the Avis Budget Group underperformed, falling 6.3%. This means that the industry has gained 7.5% over the past year. Earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 Aug 2025US$627.5bUS$222.3bUS$30.1b25.2x20.8x2.8x
Mon, 07 Jul 2025US$643.2bUS$219.7bUS$29.8b25.8x21.6x2.9x
Wed, 04 Jun 2025US$591.5bUS$219.0bUS$29.6b25.4x20x2.7x
Fri, 02 May 2025US$562.7bUS$216.1bUS$26.9b23.3x21x2.6x
Sun, 30 Mar 2025US$577.5bUS$216.3bUS$27.3b26.3x21.2x2.7x
Tue, 25 Feb 2025US$626.0bUS$216.2bUS$27.4b28.5x22.9x2.9x
Thu, 23 Jan 2025US$609.0bUS$213.3bUS$21.8b30.2x27.9x2.9x
Sat, 21 Dec 2024US$575.2bUS$213.4bUS$21.9b28.4x26.3x2.7x
Mon, 18 Nov 2024US$633.4bUS$213.2bUS$20.9b31.7x30.3x3x
Wed, 16 Oct 2024US$644.3bUS$220.4bUS$17.2b30.5x37.4x2.9x
Fri, 13 Sep 2024US$599.5bUS$220.4bUS$17.2b29.3x34.8x2.7x
Sun, 11 Aug 2024US$585.9bUS$219.7bUS$16.9b26.7x34.7x2.7x
Tue, 09 Jul 2024US$578.8bUS$216.9bUS$16.7b24.9x34.7x2.7x
Thu, 06 Jun 2024US$566.9bUS$217.0bUS$16.7b25.1x34x2.6x
Sat, 04 May 2024US$591.2bUS$214.3bUS$16.9b25.3x35x2.8x
Mon, 01 Apr 2024US$639.5bUS$212.7bUS$17.6b23.5x36.2x3x
Wed, 28 Feb 2024US$647.0bUS$212.8bUS$17.5b24.2x37x3x
Fri, 26 Jan 2024US$583.6bUS$215.9bUS$16.6b21.6x35.1x2.7x
Sun, 24 Dec 2023US$586.6bUS$216.2bUS$16.8b21.6x34.9x2.7x
Tue, 21 Nov 2023US$531.9bUS$215.8bUS$16.7b21x31.8x2.5x
Thu, 19 Oct 2023US$493.1bUS$216.8bUS$16.5b14.1x29.9x2.3x
Sat, 16 Sep 2023US$514.6bUS$214.3bUS$13.7b14.7x37.5x2.4x
Mon, 14 Aug 2023US$523.8bUS$214.1bUS$13.2b15.5x39.6x2.4x
Wed, 12 Jul 2023US$513.6bUS$217.0bUS$12.9b12.9x39.7x2.4x
Fri, 09 Jun 2023US$479.6bUS$217.2bUS$12.9b13.3x37.2x2.2x
Sun, 07 May 2023US$470.7bUS$217.8bUS$12.4b14.6x38x2.2x
Tue, 04 Apr 2023US$455.2bUS$221.0bUS$3.5b13.2x129.5x2.1x
Thu, 02 Mar 2023US$476.4bUS$220.9bUS$3.3b13.8x143.7x2.2x
Sat, 28 Jan 2023US$486.0bUS$222.9bUS$3.3b12.3x147.9x2.2x
Mon, 26 Dec 2022US$476.0bUS$220.8bUS$3.6b9.9x131.6x2.2x
Wed, 23 Nov 2022US$472.2bUS$220.2bUS$3.7b10.1x126.6x2.1x
Fri, 21 Oct 2022US$409.1bUS$206.6bUS$1.2b8.4x350.1x2x
Sun, 18 Sep 2022US$453.9bUS$206.5bUS$864.8m8.7x524.9x2.2x
Tue, 16 Aug 2022US$518.1bUS$207.1bUS$339.7m10.2x1525.3x2.5x
Price to Earnings Ratio

1525.3x


Total Market Cap: US$518.1bTotal Earnings: US$339.7mTotal Revenue: US$207.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 115.4x202320242025
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 20.8x which is lower than its 3-year average PE of 115x.
  • The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Transportation industry have grown 346% 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 Market2.31%
Industrials1.12%
Transportation2.16%
Trucking3.66%
Railroads1.33%
Cargo Ground Transportation0.98%
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 5.3% 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$89.563.0%
+US$5.0b		30.7%PE14.8x
UNP Union PacificUS$222.241.3%
+US$1.7b		-6.4%PE19x
NSC Norfolk SouthernUS$280.031.9%
+US$1.2b		16.9%PE18.8x
CSX CSXUS$35.431.2%
+US$783.0m		4.2%PE21.3x
YMM Full Truck AllianceUS$11.326.2%
+US$690.3m		56.8%PE22.6x

Latest News

HTZ
US$5.56
Hertz Global Holdings
7D
-7.2%
1Y
58.4%
RXO
US$14.57
RXO
7D
-2.9%
1Y
-49.3%
FIP
US$4.98
FTAI Infrastructure
7D
-21.3%
1Y
-44.4%
CAR
US$153.71
Avis Budget Group
7D
-6.3%
1Y
76.8%
LYFT
US$13.41
Lyft
7D
-1.5%
1Y
37.4%
LSTR
US$127.08
Landstar System
7D
-1.0%
1Y
-32.1%
UNP
US$222.24
Union Pacific
7D
1.3%
1Y
-6.4%
YMM
US$11.32
Full Truck Alliance
7D
6.2%
1Y
56.8%
UBER
US$89.56
Uber Technologies
7D
3.0%
1Y
30.7%
GRAB
US$4.88
Grab Holdings
7D
1.7%
1Y
50.6%

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ODFL
US$144.46
Old Dominion Freight Line
7D
1.8%
1Y
-25.2%
XPO
US$120.22
XPO
7D
1.2%
1Y
6.3%
CSX
US$35.43
CSX
7D
1.2%
1Y
4.2%
NSC
US$280.03
Norfolk Southern
7D
1.9%
1Y
16.9%
SAIA
US$283.72
Saia
7D
-3.2%
1Y
-23.5%
UHAL
US$56.96
U-Haul Holding
7D
-0.3%
1Y
-17.0%