Knight-Swift Transportation Holdings (NYSE:KNX) Will Be Hoping To Turn Its Returns On Capital Around
Jun 01
U.S. Transportation Industry Analysis
UpdatedJun 01, 2024
DataAggregated Company Financials
Companies41
- 7D0.1%
- 3M-12.0%
- 1Y22.0%
- YTD-0.3%
The Transportation industry has stayed flat over the last week. As for the the longer term, the industry is up 22% over the past 12 months. Earnings are forecast to grow by 26% annually.
Industry Valuation and Performance
Has the U.S. Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Jun 2024 | US$567.7b | US$217.0b | US$16.7b | 25.1x | 34x | 2.6x |
| Mon, 29 Apr 2024 | US$596.7b | US$214.5b | US$17.1b | 24x | 35x | 2.8x |
| Wed, 27 Mar 2024 | US$638.7b | US$212.7b | US$17.5b | 22.8x | 36.4x | 3x |
| Fri, 23 Feb 2024 | US$637.1b | US$212.6b | US$17.1b | 24.3x | 37.3x | 3x |
| Sun, 21 Jan 2024 | US$580.3b | US$215.7b | US$16.9b | 21.6x | 34.4x | 2.7x |
| Tue, 19 Dec 2023 | US$578.5b | US$216.2b | US$16.8b | 21.5x | 34.5x | 2.7x |
| Thu, 16 Nov 2023 | US$526.1b | US$215.7b | US$16.9b | 20.9x | 31.2x | 2.4x |
| Sat, 14 Oct 2023 | US$497.4b | US$217.5b | US$16.6b | 14.3x | 30x | 2.3x |
| Mon, 11 Sep 2023 | US$510.7b | US$214.1b | US$13.8b | 14.4x | 37.1x | 2.4x |
| Wed, 09 Aug 2023 | US$529.5b | US$214.2b | US$13.0b | 15.6x | 40.6x | 2.5x |
| Fri, 07 Jul 2023 | US$495.1b | US$216.9b | US$13.0b | 12.8x | 38.2x | 2.3x |
| Sun, 04 Jun 2023 | US$471.5b | US$217.3b | US$12.9b | 14x | 36.6x | 2.2x |
| Tue, 02 May 2023 | US$459.0b | US$215.8b | US$6.7b | 14.3x | 68.9x | 2.1x |
| Thu, 30 Mar 2023 | US$452.2b | US$221.0b | US$3.5b | 13.1x | 128.4x | 2x |
| Sat, 25 Feb 2023 | US$467.6b | US$220.6b | US$3.4b | 14x | 137.1x | 2.1x |
| Mon, 23 Jan 2023 | US$499.9b | US$221.8b | US$3.4b | 11.1x | 149x | 2.3x |
| Wed, 21 Dec 2022 | US$459.2b | US$220.9b | US$3.6b | 9.6x | 128x | 2.1x |
| Fri, 18 Nov 2022 | US$470.4b | US$220.2b | US$3.7b | 10x | 126x | 2.1x |
| Sun, 16 Oct 2022 | US$411.8b | US$205.8b | US$1.1b | 8.8x | 384.6x | 2x |
| Tue, 13 Sep 2022 | US$492.8b | US$206.8b | US$794.4m | 9.2x | 620.4x | 2.4x |
| Thu, 11 Aug 2022 | US$513.9b | US$207.2b | US$281.2m | 9.9x | 1828x | 2.5x |
| Sat, 09 Jul 2022 | US$441.3b | US$195.4b | US$2.5b | 9.7x | 176x | 2.3x |
| Mon, 06 Jun 2022 | US$462.4b | US$195.5b | US$2.4b | 10x | 190.6x | 2.4x |
| Wed, 04 May 2022 | US$495.1b | US$190.5b | US$6.9b | 13.4x | 71.7x | 2.6x |
| Fri, 01 Apr 2022 | US$572.0b | US$185.8b | US$4.1b | 14x | 138.8x | 3.1x |
| Sun, 27 Feb 2022 | US$563.0b | US$187.9b | US$7.4b | 14.8x | 76.3x | 3x |
| Tue, 25 Jan 2022 | US$574.2b | US$186.0b | US$5.1b | 18.2x | 113.1x | 3.1x |
| Thu, 23 Dec 2021 | US$614.5b | US$181.2b | US$12.4b | 17x | 49.4x | 3.4x |
| Sat, 20 Nov 2021 | US$641.8b | US$181.1b | US$12.4b | 18.7x | 51.7x | 3.5x |
| Mon, 18 Oct 2021 | US$623.1b | US$172.6b | US$11.6b | 17.1x | 53.6x | 3.6x |
| Wed, 15 Sep 2021 | US$567.4b | US$174.7b | US$11.2b | 17.3x | 50.8x | 3.2x |
| Fri, 13 Aug 2021 | US$595.7b | US$174.4b | US$11.2b | 18.1x | 53.1x | 3.4x |
| Tue, 08 Jun 2021 | US$561.8b | US$131.8b | US$7.9b | 28.1x | 70.7x | 4.3x |
Price to Earnings Ratio
70.7x
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 34.0x which is lower than its 3-year average PE of 151x.
- The industry is trading close to its 3-year average PS ratio of 2.6x.
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 18% 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 | -0.63% | |
| Industrials | -1.06% | |
| Transportation | 0.15% | |
| Cargo Ground Transportation | 0.54% | |
| Trucking | 0.12% | |
| Railroads | -0.036% | |
Industry PE
- Investors are most optimistic about the Trucking industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 50.8%, which is higher than its past year's earnings decline of 87.2% per year.
- Investors are most pessimistic about the Railroads industry, which is trading close to its 3-year average of 20.9x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 51% over the next 5 years.
- This is better than its past earnings decline of 87% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 10% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UBER Uber Technologies | US$64.56 | 0.5% +US$626.9m | 62.5% | PE97x | |
| ODFL Old Dominion Freight Line | US$175.25 | 1.3% +US$475.9m | 9.6% | PE30.5x | |
| UNP Union Pacific | US$232.82 | 0.3% +US$469.8m | 17.2% | PE22.2x | |
| JBHT J.B. Hunt Transport Services | US$160.75 | 2.0% +US$323.0m | -6.9% | PE25.2x | |
| SAIA Saia | US$409.48 | 2.4% +US$251.4m | 35.2% | PE29.4x |
