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U.S. Transportation Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies50
  • 7D1.3%
  • 3M0.1%
  • 1Y6.6%
  • YTD-0.9%

Over the last 7 days, the Transportation industry has risen 1.3%, driven by gains from CSX of 4.7%. This takes the industry's 12 month performance to a gain of 6.6%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$619.5bUS$231.9bUS$29.3b37x21.2x2.7x
Sat, 28 Feb 2026US$662.6bUS$231.2bUS$29.2b37.5x22.7x2.9x
Mon, 26 Jan 2026US$631.2bUS$228.4bUS$33.2b32.7x19x2.8x
Wed, 24 Dec 2025US$630.1bUS$228.2bUS$33.3b30.8x18.9x2.8x
Fri, 21 Nov 2025US$611.5bUS$227.1bUS$33.0b25x18.5x2.7x
Sun, 19 Oct 2025US$645.0bUS$223.7bUS$29.5b26.7x21.8x2.9x
Tue, 16 Sep 2025US$639.3bUS$223.6bUS$29.7b24.1x21.5x2.9x
Thu, 14 Aug 2025US$626.5bUS$222.5bUS$30.1b26.5x20.8x2.8x
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
Price to Earnings Ratio

128.5x


Total Market Cap: US$450.0bTotal Earnings: US$3.5bTotal Revenue: US$221.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 32x202420252026
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 21.2x which is lower than its 3-year average PE of 32.0x.
  • 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 103% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-0.32%
Industrials-0.72%
Transportation1.25%
Cargo Ground Transportation3.15%
Railroads1.96%
Trucking-1.25%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 31.2x.
    • Analysts are expecting annual earnings growth of 19.8%, which is higher than its past year's earnings decline of 18.3% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 37.2x.
Forecasted Growth
  • Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Railroads industry is expected to see its earnings grow by 7.0% 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
CSX CSXUS$41.444.7%
+US$3.5b		39.3%PE26.7x
ODFL Old Dominion Freight LineUS$199.635.6%
+US$2.2b		17.4%PE40.6x
CAR Avis Budget GroupUS$170.0737.6%
+US$1.6b		121.5%PS0.5x
UNP Union PacificUS$243.120.7%
+US$1.1b		2.0%PE20.2x
NSC Norfolk SouthernUS$287.001.6%
+US$966.6m		20.3%PE22.5x

Latest News

CAR
US$170.07
Avis Budget Group
7D
37.6%
1Y
121.5%
CSX
US$41.44
CSX
7D
4.7%
1Y
39.3%
ODFL
US$199.63
Old Dominion Freight Line
7D
5.6%
1Y
17.4%
GRAB
US$3.67
Grab Holdings
7D
-1.6%
1Y
-20.4%
NSC
US$287.00
Norfolk Southern
7D
1.6%
1Y
20.3%
UBER
US$71.71
Uber Technologies
7D
-1.9%
1Y
-3.7%
FIP
US$4.99
FTAI Infrastructure
7D
-0.8%
1Y
11.1%

FIP: Filing Delay Will Create Future Upside As Market Reassesses Earnings Quality

Analysts have nudged their price target on FTAI Infrastructure to $10.00, citing small updates to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News FTAI Infrastructure announced on 03/03/2026 that it will be unable to file its next Form 10-K by the required SEC deadline, indicating a delay in its annual reporting timeline (SEC filing notice).
TOPP
US$0.74
Toppoint Holdings
7D
-7.5%
1Y
-51.9%
UNP
US$243.12
Union Pacific
7D
0.7%
1Y
2.0%
YMM
US$8.25
Full Truck Alliance
7D
-1.2%
1Y
-36.6%

YMM: Governance And Dividend Initiatives Will Support Returns Into 2026

Narrative Update on Full Truck Alliance The updated analyst price target for Full Truck Alliance has been reduced from $14.52 to $12.40 as analysts factor in recent downgrades, softer revenue growth assumptions, and ongoing regulatory and macro headwinds that they believe limit near term catalysts. Analyst Commentary Recent Street research has shifted more cautious on Full Truck Alliance, with multiple downgrades and trimmed price targets reflecting concerns about execution risk and limited visibility on new growth drivers.
WETO
US$0.49
Wetour Robotics
7D
-18.3%
1Y
-87.5%
XPO
US$198.43
XPO
7D
2.9%
1Y
78.3%

XPO: Freight Cycle Weakness Will Test Lofty Earnings Expectations

The analyst price target for XPO has been raised from $105.46 to $134.88, reflecting analysts' updated views on faster revenue growth, higher profit margins, and more supportive sector research commentary around less than truckload carriers and transportation networks. Analyst Commentary Recent Street research around XPO shows a clear split between more optimistic views tied to less than truckload fundamentals and efficiency initiatives, and a growing pocket of caution around valuation, earnings risk, and the freight cycle.
JBHT
US$213.44
J.B. Hunt Transport Services
7D
2.1%
1Y
39.7%

JBHT: Freight Cycle Recovery And Capital Returns Will Test Current Expectations

J.B. Hunt's analyst price target edges higher to $211, as analysts factor in a modest tweak to the discount rate and reference a broad wave of target increases that link the stock to an ongoing freight cycle recovery in transportation equities. Analyst Commentary Recent research on J.B. Hunt shows a cluster of higher price targets alongside a mix of optimism on the freight recovery and caution about how much good news is already reflected in the shares.
UHAL
US$47.12
U-Haul Holding
7D
3.2%
1Y
-30.6%
ELOG
US$0.96
Eastern International
7D
-6.8%
1Y
n/a
SLGB
US$0.71
Smart Logistics Global
7D
-22.2%
1Y
n/a