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U.S. Transportation Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies49
  • 7D1.6%
  • 3M7.6%
  • 1Y15.6%
  • YTD9.1%

Over the last 7 days, the Transportation industry has risen 1.6%, driven by gains from Union Pacific of 3.7%. Meanwhile, Grab Holdings actually underperformed within the industry, shrinking 5.6% in the last week. This means that the industry has gained 16% over the past year. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026US$678.2bUS$236.0bUS$27.1b40.1x25.1x2.9x
Mon, 04 May 2026US$669.8bUS$232.8bUS$29.3b40.1x22.8x2.9x
Wed, 01 Apr 2026US$606.1bUS$231.8bUS$29.3b36.5x20.7x2.6x
Fri, 27 Feb 2026US$650.9bUS$231.3bUS$29.1b36.9x22.4x2.8x
Sun, 25 Jan 2026US$631.2bUS$228.4bUS$33.2b32.7x19x2.8x
Tue, 23 Dec 2025US$622.8bUS$228.2bUS$33.3b31x18.7x2.7x
Thu, 20 Nov 2025US$614.4bUS$227.2bUS$33.0b25.2x18.6x2.7x
Sat, 18 Oct 2025US$645.2bUS$223.7bUS$29.5b26.7x21.9x2.9x
Mon, 15 Sep 2025US$639.5bUS$223.6bUS$29.7b24.3x21.5x2.9x
Wed, 13 Aug 2025US$616.6bUS$222.4bUS$30.1b25.9x20.5x2.8x
Fri, 11 Jul 2025US$649.0bUS$219.7bUS$29.8b26.4x21.8x3x
Sun, 08 Jun 2025US$606.2bUS$219.0bUS$29.6b25.6x20.5x2.8x
Tue, 06 May 2025US$577.6bUS$216.3bUS$27.0b24.1x21.4x2.7x
Thu, 03 Apr 2025US$584.3bUS$216.9bUS$26.5b27.4x22x2.7x
Sat, 01 Mar 2025US$608.2bUS$216.1bUS$27.3b28.6x22.3x2.8x
Mon, 27 Jan 2025US$617.9bUS$213.2bUS$21.8b29.7x28.3x2.9x
Wed, 25 Dec 2024US$584.2bUS$213.4bUS$21.9b28.9x26.7x2.7x
Fri, 22 Nov 2024US$631.9bUS$213.4bUS$20.8b31.3x30.4x3x
Sun, 20 Oct 2024US$632.6bUS$220.4bUS$17.3b30.4x36.6x2.9x
Tue, 17 Sep 2024US$607.9bUS$220.5bUS$17.2b29.7x35.3x2.8x
Thu, 15 Aug 2024US$592.5bUS$219.8bUS$16.9b26.9x35.1x2.7x
Sat, 13 Jul 2024US$587.9bUS$217.0bUS$16.7b26.1x35.3x2.7x
Mon, 10 Jun 2024US$576.9bUS$217.0bUS$16.7b25.1x34.6x2.7x
Wed, 08 May 2024US$599.0bUS$214.4bUS$16.9b25.6x35.4x2.8x
Fri, 05 Apr 2024US$633.4bUS$214.9bUS$18.2b23.4x34.8x2.9x
Sun, 03 Mar 2024US$651.4bUS$212.8bUS$17.5b24.2x37.2x3.1x
Tue, 30 Jan 2024US$588.4bUS$215.5bUS$16.3b22x36x2.7x
Thu, 28 Dec 2023US$593.4bUS$216.1bUS$16.9b21.7x35x2.7x
Sat, 25 Nov 2023US$542.4bUS$216.1bUS$16.8b21.3x32.3x2.5x
Mon, 23 Oct 2023US$492.2bUS$215.8bUS$15.7b14.5x31.4x2.3x
Wed, 20 Sep 2023US$512.5bUS$214.2bUS$13.7b14.6x37.3x2.4x
Fri, 18 Aug 2023US$512.1bUS$214.0bUS$13.3b14.9x38.6x2.4x
Sun, 16 Jul 2023US$515.2bUS$217.2bUS$12.9b13x39.9x2.4x
Tue, 13 Jun 2023US$478.2bUS$217.1bUS$12.9b12.8x37x2.2x
Price to Earnings Ratio

37x


Total Market Cap: US$478.2bTotal Earnings: US$12.9bTotal Revenue: US$217.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.7x202420252026
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 25.1x which is lower than its 3-year average PE of 28.7x.
  • 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 Market-0.11%
Industrials-2.16%
Transportation1.64%
Cargo Ground Transportation5.13%
Trucking1.76%
Railroads-0.39%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.1x.
    • Analysts are expecting annual earnings growth of 22.7%, 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 38.7x.
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$272.323.7%
+US$5.7b		21.9%PE22.4x
ODFL Old Dominion Freight LineUS$242.577.7%
+US$3.6b		51.3%PE50.1x
CSX CSXUS$46.993.8%
+US$3.2b		45.8%PE28.6x
NSC Norfolk SouthernUS$313.452.8%
+US$1.9b		25.0%PE26.4x
FDXF FedEx Freight Holding CompanyUS$167.844.7%
+US$890.9m		n/aPE22.2x

Latest News

ODFL
US$242.57
Old Dominion Freight Line
7D
7.7%
1Y
51.3%
LYFT
US$13.65
Lyft
7D
-3.3%
1Y
-12.1%
Seeking Alpha • 17h

Lyft: Deeply Discounted Cash Machine Facing Overstated AV Risk

Summary Lyft trades at a deep discount, with a ~4x P/FCF multiple, despite double-digit growth and robust cash generation. Fears that autonomous vehicles will disrupt ridesharing are overstated; AVs are more likely to expand the total addressable market than displace platforms. Utilization challenges and customer acquisition costs favor aggregators like LYFT, as AV fleets struggle to match dynamic human-supply networks. AV technology may commoditize, but LYFT's demand aggregation, network effects, and recent acquisitions position it as a long-term mobility platform winner. Massive TAM: Lyft is valued below US$6 billion in a U.S. ground transportation market worth roughly US$1.9 trillion. Even modest AV-driven participation could create meaningful upside. Read the full article on Seeking Alpha
UNP
US$272.32
Union Pacific
7D
3.7%
1Y
21.9%
UBER
US$70.71
Uber Technologies
7D
0.4%
1Y
-17.4%
CSX
US$46.99
CSX
7D
3.8%
1Y
45.8%
SAIA
US$466.51
Saia
7D
-1.2%
1Y
85.5%
UHAL
US$57.55
U-Haul Holding
7D
-0.6%
1Y
-8.5%
JBHT
US$284.95
J.B. Hunt Transport Services
7D
3.1%
1Y
103.2%
Narrative Update • Jun 04

JBHT: Tight Trucking Capacity And Higher P/E Will Limit Future Upside Potential

Analysts lifted the updated J.B. Hunt Transport Services fair value estimate by about $4 to $238.27, mainly reflecting a higher future P/E assumption, supported by a broad wave of recent price target increases across major research firms. Analyst Commentary The recent wave of target price revisions for J.B. Hunt Transport Services adds useful context around how professional analysts are thinking about the stock’s valuation, execution risk, and growth potential.
FDXF
US$167.84
FedEx Freight Holding Company
7D
4.7%
1Y
n/a
HTZ
US$5.09
Hertz Global Holdings
7D
-5.7%
1Y
-16.0%
R
US$265.22
Ryder System
7D
5.7%
1Y
76.1%
GRAB
US$3.34
Grab Holdings
7D
-5.6%
1Y
-35.4%
Narrative Update • Jun 02

GRAB: AI And foodpanda Expansion Will Drive Long Term Upside

Grab Holdings’ updated analyst price target moves from $6.30 to $5.97, reflecting analysts’ recent cuts to fair value and revenue growth assumptions, along with slightly higher discount rate estimates, even as they factor in modestly better profit margin and future P/E expectations. Analyst Commentary Recent Street research on Grab Holdings shows a mix of optimism about long term business drivers and caution around valuation assumptions and execution risk.
NSC
US$313.45
Norfolk Southern
7D
2.8%
1Y
25.0%
YMM
US$8.59
Full Truck Alliance
7D
-2.6%
1Y
-29.2%
Narrative Update • Jun 02

YMM: Dividend And 30-Day Catalyst Watch Will Support Bullish Repricing

Analysts have modestly lifted the price target on Full Truck Alliance to about $16.77 per share, citing updated assumptions around revenue growth, profitability, discount rate and future P/E. These changes align with a generally constructive tone in recent research, including new coverage, an upgrade and a short term catalyst watch, alongside one Hold downgrade.
FIP
US$4.16
FTAI Infrastructure
7D
-6.7%
1Y
-35.4%
RYDE
US$0.83
Ryde Group
7D
-14.0%
1Y
300.2%