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U.S. Transportation Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies50
  • 7D-0.5%
  • 3M12.4%
  • 1Y16.6%
  • YTD9.6%

Over the last 7 days, the Transportation industry has remained flat, although notably Uber Technologies gained 4.1%. The past year has been better, since the industry has gained 17% in that time. 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
Wed, 17 Jun 2026US$689.5bUS$236.1bUS$27.1b40x25.5x2.9x
Fri, 15 May 2026US$654.9bUS$235.1bUS$27.7b38.6x23.7x2.8x
Sun, 12 Apr 2026US$635.4bUS$232.1bUS$29.3b40.2x21.7x2.7x
Tue, 10 Mar 2026US$637.2bUS$231.0bUS$29.1b34.7x21.9x2.8x
Thu, 05 Feb 2026US$643.8bUS$230.7bUS$26.5b40.7x24.3x2.8x
Sat, 03 Jan 2026US$623.8bUS$228.4bUS$33.3b31.5x18.7x2.7x
Mon, 01 Dec 2025US$628.6bUS$228.0bUS$33.3b26.8x18.9x2.8x
Wed, 29 Oct 2025US$648.1bUS$224.0bUS$29.2b26.1x22.2x2.9x
Fri, 26 Sep 2025US$656.9bUS$223.6bUS$29.7b23.2x22.1x2.9x
Sun, 24 Aug 2025US$652.1bUS$222.6bUS$30.2b28x21.6x2.9x
Tue, 22 Jul 2025US$635.2bUS$219.7bUS$29.8b24.9x21.3x2.9x
Thu, 19 Jun 2025US$597.1bUS$219.0bUS$29.6b25.7x20.2x2.7x
Sat, 17 May 2025US$621.3bUS$218.8bUS$29.6b27.3x21x2.8x
Mon, 14 Apr 2025US$542.0bUS$216.8bUS$26.5b24.2x20.4x2.5x
Wed, 12 Mar 2025US$598.0bUS$216.4bUS$27.3b27x21.9x2.8x
Fri, 07 Feb 2025US$604.6bUS$215.5bUS$27.3b29.3x22.1x2.8x
Sun, 05 Jan 2025US$590.9bUS$213.3bUS$21.8b30.2x27.1x2.8x
Tue, 03 Dec 2024US$651.9bUS$213.2bUS$21.0b32.7x31x3.1x
Thu, 31 Oct 2024US$628.2bUS$220.5bUS$17.9b31.2x35.1x2.8x
Sat, 28 Sep 2024US$623.2bUS$220.8bUS$17.2b30.2x36.1x2.8x
Mon, 26 Aug 2024US$613.9bUS$220.1bUS$17.0b28.9x36.1x2.8x
Wed, 24 Jul 2024US$592.4bUS$216.7bUS$16.6b27x35.7x2.7x
Fri, 21 Jun 2024US$575.0bUS$217.0bUS$16.7b24.6x34.5x2.7x
Sun, 19 May 2024US$591.4bUS$216.2bUS$16.7b25.7x35.4x2.7x
Tue, 16 Apr 2024US$624.9bUS$214.9bUS$18.2b23.1x34.3x2.9x
Thu, 14 Mar 2024US$648.0bUS$212.9bUS$17.5b23x37x3x
Sat, 10 Feb 2024US$624.2bUS$213.0bUS$16.6b23.8x37.6x2.9x
Mon, 08 Jan 2024US$566.0bUS$216.1bUS$16.9b21.6x33.4x2.6x
Wed, 06 Dec 2023US$562.4bUS$216.1bUS$16.8b21.4x33.5x2.6x
Fri, 03 Nov 2023US$482.7bUS$214.5bUS$14.8b18.6x32.6x2.3x
Sun, 01 Oct 2023US$500.7bUS$217.5bUS$16.6b14.3x30.2x2.3x
Tue, 29 Aug 2023US$514.5bUS$214.3bUS$13.8b15x37.4x2.4x
Thu, 27 Jul 2023US$545.7bUS$215.2bUS$11.7b13.3x46.5x2.5x
Sat, 24 Jun 2023US$483.3bUS$217.0bUS$12.9b12.7x37.4x2.2x
Price to Earnings Ratio

37.4x


Total Market Cap: US$483.3bTotal Earnings: US$12.9bTotal Revenue: US$217.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 28.5x202420252026
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 28.5x.
  • 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 Market2.32%
Industrials2.32%
Transportation-0.48%
Trucking3.81%
Railroads-0.52%
Cargo Ground Transportation-4.30%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 33.6x.
    • 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 39.1x.
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
UBER Uber TechnologiesUS$73.254.1%
+US$5.8b		-13.6%PE17.5x
CSX CSXUS$46.901.1%
+US$910.5m		45.5%PE28.6x
GRAB Grab HoldingsUS$3.496.7%
+US$899.8m		-25.1%PE37.6x
LYFT LyftUS$14.283.0%
+US$155.7m		-4.5%PE1.9x
UHAL U-Haul HoldingUS$62.351.0%
+US$115.7m		1.8%PE147.1x

Latest News

NSC
US$310.81
Norfolk Southern
7D
-0.5%
1Y
24.1%
UNP
US$267.45
Union Pacific
7D
-1.4%
1Y
21.2%
JBHT
US$279.82
J.B. Hunt Transport Services
7D
-2.6%
1Y
101.2%
CSX
US$46.90
CSX
7D
1.1%
1Y
45.5%
Analysis Article • Jun 16

CSX (CSX) Stock Could Be 3.3% Overvalued After Buyback And Efficiency Push

Recent commentary on CSX (CSX) has turned to efficiency, after the company paired a new performance focused culture with a fresh US$5b share repurchase plan and executive changes aimed at sharpening operations. See our latest analysis for CSX. CSX stock has attracted fresh attention as investors react to the efficiency message from the new leadership team, with a 90 day share price return of 17.58% and a 1 year total shareholder return of 47.60% suggesting momentum has been building over both...
LYFT
US$14.28
Lyft
7D
3.0%
1Y
-4.5%
Narrative Update • Jun 16

LYFT: Regulatory Shifts And Autonomous Expansion Will Support Long Term Stock Upside

The updated analyst price target for Lyft stock edges slightly lower, by about $0.15, to reflect small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions that analysts are fine tuning following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on Lyft stock shows a mix of modest target raises and cuts, which helps explain why the overall price target adjustment is marginal rather than dramatic.
SAIA
US$457.02
Saia
7D
-4.6%
1Y
74.3%
ODFL
US$231.62
Old Dominion Freight Line
7D
-6.9%
1Y
47.8%
FDXF
US$163.84
FedEx Freight Holding Company
7D
-13.1%
1Y
n/a
XPO
US$214.27
XPO
7D
-5.8%
1Y
78.9%
KNX
US$77.34
Knight-Swift Transportation Holdings
7D
-3.7%
1Y
81.0%
UBER
US$73.25
Uber Technologies
7D
4.1%
1Y
-13.6%
GRAB
US$3.49
Grab Holdings
7D
6.7%
1Y
-25.1%
UHAL
US$62.35
U-Haul Holding
7D
1.0%
1Y
1.8%
PAMT
US$14.74
PAMT
7D
2.8%
1Y
13.9%
FIP
US$4.86
FTAI Infrastructure
7D
6.6%
1Y
-25.5%
SLGB
US$0.80
Smart Logistics Global
7D
10.2%
1Y
n/a