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U.S. Transportation Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies50
  • 7D0.8%
  • 3M13.2%
  • 1Y15.2%
  • YTD10.0%

Over the last 7 days, the Transportation industry has remained flat, although notably Uber Technologies declined by 4.3%. The past year has been better, since the industry has gained 13% in that time. 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
Fri, 12 Jun 2026US$675.4bUS$236.0bUS$27.1b39.9x25x2.9x
Sun, 10 May 2026US$667.8bUS$235.0bUS$27.7b40x24.1x2.8x
Tue, 07 Apr 2026US$622.6bUS$231.8bUS$29.3b38.4x21.3x2.7x
Thu, 05 Mar 2026US$667.9bUS$231.0bUS$29.1b38x22.9x2.9x
Sat, 31 Jan 2026US$632.6bUS$228.4bUS$33.2b34.3x19.1x2.8x
Mon, 29 Dec 2025US$630.2bUS$228.3bUS$33.3b31x18.9x2.8x
Wed, 26 Nov 2025US$611.2bUS$227.3bUS$33.2b26.6x18.4x2.7x
Fri, 24 Oct 2025US$645.1bUS$223.7bUS$29.5b26.4x21.9x2.9x
Sun, 21 Sep 2025US$650.8bUS$223.7bUS$29.7b24.2x21.9x2.9x
Tue, 19 Aug 2025US$631.3bUS$222.4bUS$30.1b26.6x21x2.8x
Thu, 17 Jul 2025US$635.6bUS$219.7bUS$29.8b25.7x21.4x2.9x
Sat, 14 Jun 2025US$606.0bUS$219.1bUS$29.6b25.7x20.5x2.8x
Mon, 12 May 2025US$576.0bUS$218.7bUS$29.6b24.2x19.5x2.6x
Wed, 09 Apr 2025US$517.3bUS$216.5bUS$26.5b23.7x19.5x2.4x
Fri, 07 Mar 2025US$609.0bUS$216.4bUS$27.3b28.4x22.3x2.8x
Sun, 02 Feb 2025US$610.2bUS$213.0bUS$22.0b29.7x27.7x2.9x
Tue, 31 Dec 2024US$580.1bUS$213.4bUS$21.9b28.6x26.5x2.7x
Thu, 28 Nov 2024US$657.4bUS$213.4bUS$20.8b32.7x31.6x3.1x
Sat, 26 Oct 2024US$617.8bUS$220.6bUS$17.9b30x34.5x2.8x
Mon, 23 Sep 2024US$615.7bUS$220.7bUS$17.2b29x35.7x2.8x
Wed, 21 Aug 2024US$611.0bUS$220.0bUS$17.0b27.9x36x2.8x
Fri, 19 Jul 2024US$598.8bUS$216.8bUS$16.6b25.3x36x2.8x
Sun, 16 Jun 2024US$571.3bUS$217.0bUS$16.7b24.6x34.3x2.6x
Tue, 14 May 2024US$593.6bUS$215.9bUS$16.6b26x35.9x2.7x
Thu, 11 Apr 2024US$634.1bUS$214.9bUS$18.2b23.4x34.8x3x
Sat, 09 Mar 2024US$645.3bUS$212.9bUS$17.5b22.6x36.8x3x
Mon, 05 Feb 2024US$607.4bUS$214.8bUS$16.2b23.7x37.5x2.8x
Wed, 03 Jan 2024US$575.8bUS$216.1bUS$16.9b21.6x34x2.7x
Fri, 01 Dec 2023US$537.1bUS$216.2bUS$16.8b21.1x32x2.5x
Sun, 29 Oct 2023US$466.4bUS$214.7bUS$14.9b16x31.2x2.2x
Tue, 26 Sep 2023US$503.2bUS$214.2bUS$13.7b14.5x36.6x2.3x
Thu, 24 Aug 2023US$519.4bUS$214.3bUS$13.7b15.1x37.8x2.4x
Sat, 22 Jul 2023US$526.5bUS$215.8bUS$12.4b13x42.6x2.4x
Mon, 19 Jun 2023US$492.8bUS$217.2bUS$12.9b12.9x38.2x2.3x
Price to Earnings Ratio

38.2x


Total Market Cap: US$492.8bTotal Earnings: US$12.9bTotal Revenue: US$217.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.6x202420252026
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 25.5x which is lower than its 3-year average PE of 28.6x.
  • 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-2.36%
Industrials-0.96%
Transportation0.82%
Cargo Ground Transportation3.01%
Railroads1.76%
Trucking-2.99%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 23.3%, 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 38.9x.
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
FDXF FedEx Freight Holding CompanyUS$180.0014.1%
+US$2.7b		n/aPE23.8x
UNP Union PacificUS$268.281.7%
+US$2.6b		19.0%PE22.1x
CSX CSXUS$47.372.5%
+US$2.1b		46.2%PE28.9x
UHAL U-Haul HoldingUS$62.039.9%
+US$1.1b		-2.0%PE146.3x
XPO XPOUS$227.653.8%
+US$985.1m		86.2%PE76.8x

Latest News

FDXF
US$180.00
FedEx Freight Holding Company
7D
14.1%
1Y
n/a
Seeking Alpha • 3h

FedEx: Time To Take Some Chips Off The Table (Rating Downgrade)

Summary FedEx is downgraded to Hold due to a mix of catalysts and valuation changes. On the positive side, current profit margins are above 5-year averages, and Network 2.0 can drive further margin improvements. The impacts from the FedEx Freight spin-off can be more subtle depending on your timeframe. FDX's valuation now carries a premium either compared to its own historical norm or a close peer like UPS. Read the full article on Seeking Alpha
GRAB
US$3.35
Grab Holdings
7D
-3.2%
1Y
-27.6%
UBER
US$69.55
Uber Technologies
7D
-3.7%
1Y
-18.8%
Seeking Alpha • 16h

Uber: The Platform Is Maturing And Improving, But The Upside Is Only Beginning

Summary Uber Technologies (UBER) has transformed into a cash-generative platform, posting FY25 revenue of ~$52B, $5.6B operating income and $9.8B FCF. UBER trades at ~17x P/E and ~2.7x sales, with a DCF-based fair value of ~$83, indicating ~21% undervaluation - I rate the stock a Buy. Strong Q1 2026 results highlight 14% YoY revenue growth, robust non-GAAP EPS, and continued share buybacks, supporting further EPS appreciation. Strategic focus includes leveraging network effects, AV partnerships and disciplined capital allocation while navigating regulatory and AV-related risks. Read the full article on Seeking Alpha
R
US$280.34
Ryder System
7D
5.8%
1Y
87.3%
UNP
US$268.28
Union Pacific
7D
1.7%
1Y
19.0%
NSC
US$310.53
Norfolk Southern
7D
1.1%
1Y
23.5%
CSX
US$47.37
CSX
7D
2.5%
1Y
46.2%
KNX
US$82.45
Knight-Swift Transportation Holdings
7D
4.9%
1Y
87.3%
Narrative Update • Jun 08

KNX: Tighter Capacity And LTL Expansion Will Shape Truckload Rate Upcycle

Narrative Update: Knight-Swift Transportation Holdings The updated analyst price target framework for Knight-Swift points to fair value rising from about $64.58 to $76.47. Analysts cite expectations for an improving truckload rate cycle, growing less than truckload contribution, and several industry supply catalysts.
UHAL
US$62.03
U-Haul Holding
7D
9.9%
1Y
-2.0%
LYFT
US$13.71
Lyft
7D
-2.9%
1Y
-11.2%
XPO
US$227.65
XPO
7D
3.8%
1Y
86.2%
Narrative Update • Jun 04

XPO: LTL Execution And Refinancing Terms Will Shape 2026 Risk Balance

Analysts have adjusted the XPO fair value estimate upward from $219.61 to $223.50, citing recently raised Street price targets and research indicating sustained demand and pricing momentum in less-than-truckload freight. Analyst Commentary Recent Street research on XPO centers on how the company is executing in less-than-truckload freight, how that ties into industrial activity, and what that could mean for valuation.
HTZ
US$5.04
Hertz Global Holdings
7D
-1.2%
1Y
-17.2%
YMM
US$8.47
Full Truck Alliance
7D
-4.5%
1Y
-32.2%
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.
SWVL
US$1.39
Swvl Holdings
7D
-10.9%
1Y
-69.1%
TOPP
US$1.45
Toppoint Holdings
7D
-25.3%
1Y
-22.9%
RYDE
US$0.78
Ryde Group
7D
-15.2%
1Y
309.7%