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U.S. Transportation Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies51
  • 7D2.2%
  • 3M13.0%
  • 1Y9.5%
  • YTD7.9%

Over the last 7 days, the Transportation industry has risen 2.2%, driven by gains from Uber Technologies of 6.4%. During this same period, the FedEx Freight Holding Company underperformed, falling 5.5%. This means that the industry has gained 9.5% over the past year. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jun 2026US$671.0bUS$235.9bUS$27.1b39.4x24.8x2.8x
Mon, 25 May 2026US$664.5bUS$235.1bUS$27.6b39.2x24.1x2.8x
Wed, 22 Apr 2026US$669.5bUS$232.3bUS$29.3b41x22.8x2.9x
Fri, 20 Mar 2026US$615.4bUS$231.9bUS$29.3b33.1x21x2.7x
Sun, 15 Feb 2026US$641.9bUS$230.9bUS$29.1b36.9x22.1x2.8x
Tue, 13 Jan 2026US$636.6bUS$228.5bUS$33.3b34.3x19.1x2.8x
Thu, 11 Dec 2025US$636.4bUS$228.0bUS$33.3b32.6x19.1x2.8x
Sat, 08 Nov 2025US$627.7bUS$227.0bUS$33.0b27.7x19x2.8x
Mon, 06 Oct 2025US$664.9bUS$223.6bUS$29.7b24.1x22.4x3x
Wed, 03 Sep 2025US$632.9bUS$223.5bUS$29.7b25.2x21.3x2.8x
Fri, 01 Aug 2025US$621.1bUS$219.5bUS$29.9b26.3x20.8x2.8x
Sun, 29 Jun 2025US$627.4bUS$219.7bUS$29.8b25.2x21.1x2.9x
Tue, 27 May 2025US$600.9bUS$218.9bUS$29.7b25.5x20.2x2.7x
Thu, 24 Apr 2025US$546.3bUS$216.4bUS$26.9b24.9x20.3x2.5x
Sat, 22 Mar 2025US$584.0bUS$216.4bUS$27.3b26.6x21.4x2.7x
Mon, 17 Feb 2025US$646.3bUS$216.1bUS$27.4b29.9x23.6x3x
Wed, 15 Jan 2025US$588.2bUS$213.3bUS$21.8b28.5x26.9x2.8x
Fri, 13 Dec 2024US$607.1bUS$213.5bUS$21.9b29.8x27.8x2.8x
Sun, 10 Nov 2024US$645.8bUS$222.5bUS$20.0b33.3x32.2x2.9x
Tue, 08 Oct 2024US$615.8bUS$220.8bUS$17.2b29.6x35.7x2.8x
Thu, 05 Sep 2024US$612.4bUS$220.4bUS$17.2b29.2x35.5x2.8x
Sat, 03 Aug 2024US$579.0bUS$217.9bUS$16.2b27.2x35.7x2.7x
Mon, 01 Jul 2024US$583.2bUS$216.9bUS$16.7b25.9x35x2.7x
Wed, 29 May 2024US$573.4bUS$216.2bUS$16.7b24.9x34.3x2.7x
Fri, 26 Apr 2024US$604.2bUS$214.4bUS$17.0b23.7x35.5x2.8x
Sun, 24 Mar 2024US$644.8bUS$212.7bUS$17.5b23x36.8x3x
Tue, 20 Feb 2024US$638.8bUS$212.7bUS$17.1b23.6x37.3x3x
Thu, 18 Jan 2024US$569.4bUS$216.0bUS$16.9b21.6x33.6x2.6x
Sat, 16 Dec 2023US$578.5bUS$216.2bUS$16.8b21.5x34.5x2.7x
Mon, 13 Nov 2023US$509.9bUS$215.5bUS$16.9b20.3x30.2x2.4x
Wed, 11 Oct 2023US$510.3bUS$217.5bUS$16.6b14.6x30.8x2.3x
Fri, 08 Sep 2023US$509.4bUS$214.2bUS$13.8b14.3x37x2.4x
Sun, 06 Aug 2023US$532.4bUS$214.3bUS$13.0b15.7x40.9x2.5x
Tue, 04 Jul 2023US$504.3bUS$216.9bUS$13.0b13.1x38.9x2.3x
Price to Earnings Ratio

38.9x


Total Market Cap: US$504.3bTotal Earnings: US$13.0bTotal Revenue: US$216.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.4x202420252026
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 24.8x which is lower than its 3-year average PE of 28.4x.
  • 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-2.68%
Industrials1.11%
Transportation2.24%
Railroads4.10%
Cargo Ground Transportation1.12%
Trucking0.33%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.8x.
    • 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 39.3x.
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 7.8% 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$76.206.4%
+US$9.3b		-16.7%PE18.2x
UNP Union PacificUS$268.354.5%
+US$6.8b		16.0%PE22.1x
CSX CSXUS$47.604.3%
+US$3.7b		44.6%PE29x
NSC Norfolk SouthernUS$312.814.2%
+US$2.9b		22.3%PE26.3x
UHAL U-Haul HoldingUS$67.057.7%
+US$945.1m		10.0%PE158.2x

Latest News

FDXF
US$153.89
FedEx Freight Holding Company
7D
-5.5%
1Y
n/a
SAIA
US$430.51
Saia
7D
-1.1%
1Y
55.3%
KNX
US$76.61
Knight-Swift Transportation Holdings
7D
3.3%
1Y
70.2%
HTZ
US$2.64
Hertz Global Holdings
7D
-47.7%
1Y
-62.7%
ODFL
US$218.79
Old Dominion Freight Line
7D
-1.0%
1Y
33.7%
Seeking Alpha • 19h

Old Dominion: Light At The End Of The Tunnel - Part 3

Summary Old Dominion Freight Line is poised to benefit as the freight recession finally ends after multiple false starts. ODFL’s unmatched service quality and network efficiency have driven industry-leading operating margins and ROE consistently above 20%. Management's disciplined capital allocation—investing through downturns and throttling capex at cycle bottoms—signals a likely inflection point. Accelerated share buybacks during industry weakness demonstrate confidence and enhance long-term shareholder value. Read the full article on Seeking Alpha
NSC
US$312.81
Norfolk Southern
7D
4.2%
1Y
22.3%
UNP
US$268.35
Union Pacific
7D
4.5%
1Y
16.0%
CSX
US$47.60
CSX
7D
4.3%
1Y
44.6%
CAR
US$166.49
Avis Budget Group
7D
-11.6%
1Y
-4.4%
ENRD
US$6.50
Einride
7D
-22.8%
1Y
n/a
UHAL
US$67.05
U-Haul Holding
7D
7.7%
1Y
10.0%
UBER
US$76.20
Uber Technologies
7D
6.4%
1Y
-16.7%
Narrative Update • Jun 24

UBER: Global Robotaxi Partnerships Will Reset Supply Mix And Profit Potential

For Uber Technologies, the analyst price target adjustment is modest, with the fair value estimate moving slightly to about $104.48 as analysts weigh a broad set of updated targets around $112 to $115 and highlight factors such as autonomous vehicle opportunities, scaled mobility and delivery networks, and early benefits from prior investments. Analyst Commentary Recent research on Uber Technologies points to a mixed but generally constructive tone, with most analysts focusing on how the company executes on autonomous vehicles, scales its networks in mobility and delivery, and manages profitability in higher margin areas.
RXO
US$27.12
RXO
7D
6.8%
1Y
72.0%
Analysis Article • Jun 20

RXO (RXO) Stock Could Be 18% Overvalued After A Trucking Sector Sell Off

RXO (RXO) shares recently moved after a sector wide sell off in trucking stocks, as investors reassessed near term freight demand and operating conditions across logistics rather than reacting to company specific news. See our latest analysis for RXO. At a share price of $25.39, RXO has seen a 1 day share price return of 2.3% following the sector sell off. However, a 7 day share price return that is down 10.4% contrasts with a 90 day share price return of 91.9% and a 1 year total shareholder...
JBHT
US$280.44
J.B. Hunt Transport Services
7D
3.4%
1Y
93.0%
Narrative Update • Jun 18

JBHT: Tight Capacity And Intermodal Gains Will Support Shares But Limit Upside

The analyst price target for J.B. Hunt Transport Services has been raised from $238.27 to $251.45, reflecting analysts' updated views on intermodal share gain opportunities, pricing leverage, and continued support from truckload and contract pricing trends. Analyst Commentary Recent research on J.B. Hunt Transport Services points to an active period of reassessment, with multiple firms revising price targets and reaffirming positive ratings tied to intermodal, truckload, and contract pricing themes.
YMM
US$7.72
Full Truck Alliance
7D
-1.0%
1Y
-34.6%
Narrative Update • Jun 16

YMM: Future Returns Will Balance Buybacks Bullish Calls And Execution Risks

Analysts have reduced their average price target on Full Truck Alliance stock to about $8.24 per share from roughly $8.29. This revision reflects updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples, following a series of recent bullish initiations and upgrades by major firms.
R
US$260.93
Ryder System
7D
-0.9%
1Y
62.2%
Narrative Update • Jun 11

R: Earnings Upside And Buybacks Will Support A Balanced 2026 Outlook

Analysts have nudged their price target for Ryder System higher to $264.63 from $260.88, reflecting updated views on fair value, the discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Ryder reported first quarter revenue in line with expectations, with adjusted operating income and full year EPS guidance above prior expectations.