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U.S. Transportation Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies50
  • 7D0.5%
  • 3M12.4%
  • 1Y17.2%
  • YTD10.2%

The Transportation is pretty flat in the last 7 days, but XPO has stood out, gaining 4.3%. As for the the longer term, the industry is up 17% over the past 12 months. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Jun 2026US$690.9bUS$236.1bUS$27.1b39.7x25.5x2.9x
Tue, 12 May 2026US$665.5bUS$235.0bUS$27.7b39.3x24.1x2.8x
Thu, 09 Apr 2026US$624.5bUS$232.1bUS$29.3b40.2x21.3x2.7x
Sat, 07 Mar 2026US$655.2bUS$231.0bUS$29.1b34.2x22.5x2.8x
Mon, 02 Feb 2026US$627.4bUS$228.4bUS$33.1b34.3x18.9x2.7x
Wed, 31 Dec 2025US$629.5bUS$228.4bUS$33.3b31.1x18.9x2.8x
Fri, 28 Nov 2025US$622.7bUS$227.9bUS$33.3b26.7x18.7x2.7x
Sun, 26 Oct 2025US$639.9bUS$223.9bUS$29.2b26.3x21.9x2.9x
Tue, 23 Sep 2025US$650.8bUS$223.7bUS$29.7b24x21.9x2.9x
Thu, 21 Aug 2025US$643.7bUS$222.5bUS$30.1b26.6x21.4x2.9x
Sat, 19 Jul 2025US$636.5bUS$219.6bUS$29.8b25.3x21.4x2.9x
Mon, 16 Jun 2025US$597.9bUS$219.1bUS$29.6b25.7x20.2x2.7x
Wed, 14 May 2025US$615.7bUS$218.8bUS$29.6b26x20.8x2.8x
Fri, 11 Apr 2025US$560.6bUS$216.6bUS$26.5b25.5x21.1x2.6x
Sun, 09 Mar 2025US$612.1bUS$216.4bUS$27.3b28.6x22.4x2.8x
Tue, 04 Feb 2025US$609.5bUS$213.0bUS$22.0b29.3x27.7x2.9x
Thu, 02 Jan 2025US$574.0bUS$213.4bUS$21.8b29x26.3x2.7x
Sat, 30 Nov 2024US$652.6bUS$213.3bUS$21.0b32.6x31.1x3.1x
Mon, 28 Oct 2024US$619.0bUS$220.6bUS$17.9b30x34.5x2.8x
Wed, 25 Sep 2024US$621.4bUS$220.8bUS$17.2b30x36x2.8x
Fri, 23 Aug 2024US$610.7bUS$220.0bUS$17.0b28.4x35.9x2.8x
Sun, 21 Jul 2024US$590.3bUS$216.7bUS$16.6b26.1x35.6x2.7x
Tue, 18 Jun 2024US$571.3bUS$217.0bUS$16.7b24.8x34.3x2.6x
Thu, 16 May 2024US$591.2bUS$216.1bUS$16.6b25.5x35.7x2.7x
Sat, 13 Apr 2024US$631.7bUS$214.9bUS$18.2b23.3x34.7x2.9x
Mon, 11 Mar 2024US$645.3bUS$212.9bUS$17.5b22.6x36.8x3x
Wed, 07 Feb 2024US$617.6bUS$211.8bUS$16.3b24.6x38x2.9x
Fri, 05 Jan 2024US$568.3bUS$216.1bUS$16.9b21.6x33.6x2.6x
Sun, 03 Dec 2023US$557.7bUS$216.1bUS$16.8b21.4x33.3x2.6x
Tue, 31 Oct 2023US$477.8bUS$214.8bUS$14.9b16.2x32x2.2x
Thu, 28 Sep 2023US$493.9bUS$214.2bUS$13.7b14.2x36x2.3x
Sat, 26 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Mon, 24 Jul 2023US$526.4bUS$215.8bUS$12.4b13x42.6x2.4x
Wed, 21 Jun 2023US$483.8bUS$217.0bUS$12.9b12.6x37.4x2.2x
Price to Earnings Ratio

37.4x


Total Market Cap: US$483.8bTotal Earnings: US$12.9bTotal Revenue: US$217.0bTotal 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 Market0.87%
Industrials1.15%
Transportation0.53%
Cargo Ground Transportation3.06%
Railroads0.46%
Trucking-1.99%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.4x.
    • 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
XPO XPOUS$228.334.3%
+US$1.1b		89.6%PE77x
CSX CSXUS$47.571.2%
+US$1.1b		48.1%PE29x
FDXF FedEx Freight Holding CompanyUS$174.764.1%
+US$1.0b		n/aPE28.9x
UHAL U-Haul HoldingUS$62.388.4%
+US$947.1m		0.06%PE147.1x
ODFL Old Dominion Freight LineUS$245.751.3%
+US$661.3m		53.4%PE50.7x

Latest News

ODFL
US$245.75
Old Dominion Freight Line
7D
1.3%
1Y
53.4%
FDXF
US$174.76
FedEx Freight Holding Company
7D
4.1%
1Y
n/a
XPO
US$228.33
XPO
7D
4.3%
1Y
89.6%
KNX
US$81.54
Knight-Swift Transportation Holdings
7D
3.8%
1Y
90.8%
UBER
US$68.85
Uber Technologies
7D
-2.6%
1Y
-18.0%
GRAB
US$3.30
Grab Holdings
7D
-1.2%
1Y
-27.8%
R
US$280.33
Ryder System
7D
5.7%
1Y
90.3%
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.
CSX
US$47.57
CSX
7D
1.2%
1Y
48.1%
SAIA
US$482.87
Saia
7D
3.5%
1Y
85.1%
Narrative Update • Jun 09

SAIA: Tightening Truck Capacity And Q2 Freight Trends Support Balanced Outlook

Analysts have raised the fair value estimate for Saia to $452.55 from $395.40, citing higher modeled revenue growth, a slightly higher discount rate, and a richer future P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Street research on Saia has been active, with a cluster of recent price target changes tied to updated models, mid quarter data points, and views on the less than truckload cycle.
UHAL
US$62.38
U-Haul Holding
7D
8.4%
1Y
0.06%
LYFT
US$13.54
Lyft
7D
-0.8%
1Y
-8.4%
MRT
US$1.70
Marti Technologies
7D
-5.6%
1Y
-30.6%
New Narrative • Jun 04

Who Am I? Marti Technologies (NYSE American: MRT)

Who Am I? I’m a mobility innovator born out of a transportation void — a company that didn’t just enter a market… I helped create it.
YMM
US$8.44
Full Truck Alliance
7D
-1.7%
1Y
-29.6%
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.
WETO
US$1.01
Wetour Robotics
7D
-3.8%
1Y
-63.0%
TOPP
US$1.23
Toppoint Holdings
7D
-29.3%
1Y
-30.1%
RYDE
US$0.74
Ryde Group
7D
-11.1%
1Y
310.0%