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U.S. Transportation Industry Analysis

UpdatedAug 13, 2025
DataAggregated Company Financials
Companies44
  • 7D0.9%
  • 3M1.4%
  • 1Y7.5%
  • YTD9.7%

In the last week, Transportation has been flat. As for the the longer term, the industry is up 7.5% over the past 12 months. Looking forward, 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
Thu, 14 Aug 2025US$616.6bUS$222.4bUS$30.1b25.9x20.5x2.8x
Sat, 12 Jul 2025US$649.0bUS$219.7bUS$29.8b26.4x21.8x3x
Mon, 09 Jun 2025US$606.2bUS$219.0bUS$29.6b25.6x20.5x2.8x
Wed, 07 May 2025US$577.7bUS$216.5bUS$27.0b23.5x21.4x2.7x
Fri, 04 Apr 2025US$592.9bUS$216.8bUS$26.5b25x22.4x2.7x
Sun, 02 Mar 2025US$616.0bUS$216.1bUS$27.3b28.6x22.6x2.9x
Tue, 28 Jan 2025US$617.8bUS$213.2bUS$21.8b30x28.3x2.9x
Thu, 26 Dec 2024US$583.9bUS$213.4bUS$21.9b28.9x26.7x2.7x
Sat, 23 Nov 2024US$639.3bUS$213.4bUS$20.8b31.5x30.7x3x
Mon, 21 Oct 2024US$632.6bUS$220.4bUS$17.3b30.4x36.6x2.9x
Wed, 18 Sep 2024US$609.5bUS$220.5bUS$17.2b29.8x35.3x2.8x
Fri, 16 Aug 2024US$595.9bUS$219.7bUS$16.9b27.6x35.3x2.7x
Sun, 14 Jul 2024US$589.7bUS$217.0bUS$16.7b26.1x35.4x2.7x
Tue, 11 Jun 2024US$577.7bUS$217.0bUS$16.7b25.4x34.7x2.7x
Thu, 09 May 2024US$599.5bUS$216.0bUS$16.6b25.6x36.2x2.8x
Sat, 06 Apr 2024US$626.1bUS$214.9bUS$18.2b24x34.4x2.9x
Mon, 04 Mar 2024US$651.4bUS$212.8bUS$17.5b24.2x37.2x3.1x
Wed, 31 Jan 2024US$596.4bUS$215.6bUS$16.3b21.9x36.5x2.8x
Fri, 29 Dec 2023US$593.2bUS$216.2bUS$16.9b21.6x35x2.7x
Sun, 26 Nov 2023US$542.2bUS$216.1bUS$16.8b21.3x32.3x2.5x
Tue, 24 Oct 2023US$485.8bUS$215.8bUS$15.7b14.2x30.9x2.3x
Thu, 21 Sep 2023US$512.1bUS$214.3bUS$13.7b14.7x37.3x2.4x
Sat, 19 Aug 2023US$510.0bUS$214.0bUS$13.3b15.2x38.5x2.4x
Mon, 17 Jul 2023US$515.2bUS$217.2bUS$12.8b13x40.4x2.4x
Wed, 14 Jun 2023US$479.7bUS$217.1bUS$12.9b12.7x37.1x2.2x
Fri, 12 May 2023US$467.7bUS$217.4bUS$12.6b14.4x37.2x2.2x
Sun, 09 Apr 2023US$450.0bUS$221.1bUS$3.5b13x128.5x2x
Tue, 07 Mar 2023US$484.5bUS$220.7bUS$3.3b14x145.3x2.2x
Thu, 02 Feb 2023US$505.6bUS$223.0bUS$3.2b12.7x156.1x2.3x
Sat, 31 Dec 2022US$464.1bUS$221.2bUS$3.5b9.9x131.8x2.1x
Mon, 28 Nov 2022US$475.5bUS$220.2bUS$3.8b10.3x124.4x2.2x
Wed, 26 Oct 2022US$425.7bUS$208.3bUS$1.6b8.8x263.8x2x
Fri, 23 Sep 2022US$435.9bUS$206.2bUS$955.9m8.6x456x2.1x
Sun, 21 Aug 2022US$499.9bUS$206.9bUS$135.2m10x3698.4x2.4x
Price to Earnings Ratio

3698.4x


Total Market Cap: US$499.9bTotal Earnings: US$135.2mTotal Revenue: US$206.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 107.7x202320242025
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 20.5x which is lower than its 3-year average PE of 109x.
  • 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 506% 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 Market2.21%
Industrials0.76%
Transportation0.90%
Trucking2.96%
Cargo Ground Transportation1.23%
Railroads-1.08%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average PE ratio of 29.5x.
    • Analysts are expecting annual earnings growth of 19.3%, 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 30.0x.
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$91.732.6%
+US$4.4b		29.1%PE15.2x
XPO XPOUS$126.545.1%
+US$720.7m		10.1%PE43.2x
CSX CSXUS$35.820.5%
+US$316.9m		7.8%PE21.5x
ODFL Old Dominion Freight LineUS$149.231.4%
+US$266.9m		-23.5%PE28.6x
YMM Full Truck AllianceUS$11.361.2%
+US$146.4m		49.5%PE22.7x

Latest News

RXO
US$15.12
RXO
7D
-2.3%
1Y
-44.6%

RXO: Underlying Demand Still Remains Weak; Reiterate Hold

Aug 13
R
US$179.43
Ryder System
7D
1.2%
1Y
32.9%
FIP
US$4.75
FTAI Infrastructure
7D
-33.8%
1Y
-49.2%
HTZ
US$5.34
Hertz Global Holdings
7D
-8.4%
1Y
51.3%
LYFT
US$13.88
Lyft
7D
-4.3%
1Y
38.0%
UNP
US$218.80
Union Pacific
7D
-1.9%
1Y
-7.8%
YMM
US$11.36
Full Truck Alliance
7D
1.2%
1Y
49.5%
UBER
US$91.73
Uber Technologies
7D
2.6%
1Y
29.1%
GRAB
US$4.99
Grab Holdings
7D
0.4%
1Y
48.1%

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ODFL
US$149.23
Old Dominion Freight Line
7D
1.4%
1Y
-23.5%
XPO
US$126.54
XPO
7D
5.1%
1Y
10.1%
CSX
US$35.82
CSX
7D
0.5%
1Y
7.8%
ARCB
US$72.26
ArcBest
7D
-3.3%
1Y
-31.9%
NSC
US$278.24
Norfolk Southern
7D
-0.6%
1Y
16.2%
JBHT
US$142.83
J.B. Hunt Transport Services
7D
-0.3%
1Y
-12.9%
UHAL
US$57.99
U-Haul Holding
7D
1.0%
1Y
-13.6%