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U.S. Cargo Ground Transportation Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies33
  • 7D-4.3%
  • 3M-3.6%
  • 1Y-24.9%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has dropped 4.3%, driven by Old Dominion Freight Line declining 4.0%. Overall the industry is down 25% in 12 months. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$122.8bUS$86.2bUS$3.6b27.7x34.3x1.4x
Thu, 16 Oct 2025US$120.2bUS$85.7bUS$3.7b26x32.1x1.4x
Sat, 13 Sep 2025US$128.0bUS$85.6bUS$3.8b26.6x34.1x1.5x
Mon, 11 Aug 2025US$119.4bUS$85.4bUS$3.7b26x32.5x1.4x
Wed, 09 Jul 2025US$130.4bUS$85.0bUS$3.9b27.1x33.6x1.5x
Fri, 06 Jun 2025US$124.5bUS$85.0bUS$3.9b25.2x32.1x1.5x
Sun, 04 May 2025US$121.4bUS$84.2bUS$3.9b26.4x30.8x1.4x
Tue, 01 Apr 2025US$129.6bUS$84.6bUS$4.0b28.6x32.1x1.5x
Thu, 27 Feb 2025US$141.1bUS$84.4bUS$4.1b29.7x34.8x1.7x
Sat, 25 Jan 2025US$154.3bUS$83.7bUS$4.2b31.3x36.4x1.8x
Mon, 23 Dec 2024US$148.6bUS$84.0bUS$4.2b29.8x35.7x1.8x
Wed, 20 Nov 2024US$158.5bUS$83.9bUS$4.0b34.1x39.4x1.9x
Fri, 18 Oct 2024US$152.3bUS$83.8bUS$4.4b30.7x34.4x1.8x
Sun, 15 Sep 2024US$144.1bUS$83.9bUS$4.5b29.5x32.3x1.7x
Tue, 13 Aug 2024US$140.1bUS$83.8bUS$4.4b27.5x31.6x1.7x
Thu, 11 Jul 2024US$134.1bUS$83.3bUS$4.4b25.4x30.5x1.6x
Sat, 08 Jun 2024US$135.2bUS$83.3bUS$4.4b25.7x30.8x1.6x
Mon, 06 May 2024US$138.3bUS$83.2bUS$4.4b26.8x31.5x1.7x
Wed, 03 Apr 2024US$156.3bUS$83.6bUS$4.8b24.3x32.8x1.9x
Fri, 01 Mar 2024US$154.3bUS$85.2bUS$4.7b25.7x32.7x1.8x
Sun, 28 Jan 2024US$145.5bUS$88.7bUS$4.9b23x29.7x1.6x
Tue, 26 Dec 2023US$149.3bUS$89.0bUS$5.1b21.6x29.1x1.7x
Thu, 23 Nov 2023US$137.4bUS$88.9bUS$5.1b21.4x26.8x1.5x
Sat, 21 Oct 2023US$132.5bUS$90.3bUS$5.6b13.3x23.8x1.5x
Mon, 18 Sep 2023US$140.0bUS$91.0bUS$5.8b14.3x24.3x1.5x
Wed, 16 Aug 2023US$142.5bUS$91.0bUS$5.7b15.5x25x1.6x
Fri, 14 Jul 2023US$134.9bUS$94.4bUS$6.8b12.9x19.8x1.4x
Sun, 11 Jun 2023US$119.6bUS$94.4bUS$6.8b12.4x17.5x1.3x
Tue, 09 May 2023US$120.3bUS$94.4bUS$6.8b13.8x17.6x1.3x
Thu, 06 Apr 2023US$118.2bUS$95.8bUS$7.2b11.6x16.3x1.2x
Price to Earnings Ratio

16.3x


Total Market Cap: US$118.0bTotal Earnings: US$7.2bTotal Revenue: US$95.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Cargo Ground Transportation Industry Price to Earnings3Y Average 29.9x20242025
Current Industry PE
  • Investors are optimistic on the American Cargo Ground Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 34.3x which is higher than its 3-year average PE of 29.9x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 21% per year over the last three years,
  • Revenues have also declined 3.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Cargo Ground Transportation compare with similar industries?

US Market-0.39%
Industrials-1.57%
Transportation-1.17%
Cargo Ground Transportation-4.29%
Railroads-0.016%
Trucking-0.85%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PAL Proficient Auto LogisticsUS$6.917.1%
+US$13.1m		-27.6%PS0.5x
SLGB Smart Logistics GlobalUS$2.061.2%
+US$1.0m		n/aPE69.2x
ETS Elite Express HoldingUS$0.541.3%
+US$117.0k		n/aPS3.5x

Latest News

YMM
US$10.85
Full Truck Alliance
7D
-14.4%
1Y
28.1%
SAIA
US$262.31
Saia
7D
-5.5%
1Y
-49.4%

SAIA: Operational Efficiency Will Drive Margin Expansion Despite Volume Pressures

Saia's analyst price target has decreased moderately, falling from $331.10 to $323.37 per share. Analysts point to industry-wide margin pressure and soft volume trends, which are overshadowing recent quarterly outperformance.
JBHT
US$160.30
J.B. Hunt Transport Services
7D
-4.9%
1Y
-12.9%

JBHT: Earnings Momentum And Cost Discipline Will Offset Freight Market Uncertainty

J.B. Hunt Transport Services’ analyst price target was slightly reduced by less than $1 per share. Analysts point to ongoing operational cost improvements and higher profit margins supporting the company’s valuation, despite continued freight market uncertainty.
PAL
US$6.91
Proficient Auto Logistics
7D
7.1%
1Y
-27.6%
SNDR
US$20.76
Schneider National
7D
-6.2%
1Y
-32.0%
XPO
US$127.92
XPO
7D
-8.2%
1Y
-11.5%

XPO: Margin Gains And Productivity Will Balance Industry Risks Ahead

Analysts have increased their price target for XPO from $141.52 to $148.63 per share. They cite strong margin outperformance, improvements in yield and productivity, and management’s confidence in continued earnings growth despite a challenging freight environment.
KNX
US$41.85
Knight-Swift Transportation Holdings
7D
-8.6%
1Y
-25.5%
UHAL
US$49.18
U-Haul Holding
7D
-6.3%
1Y
-27.8%
SLGB
US$2.06
Smart Logistics Global
7D
1.2%
1Y
n/a
ETS
US$0.54
Elite Express Holding
7D
1.3%
1Y
n/a
ODFL
US$129.89
Old Dominion Freight Line
7D
-5.7%
1Y
-39.3%

ODFL: Service Quality Will Drive Market Share Gains Amid Industry Shifts

Old Dominion Freight Line's fair value estimate has been updated from $159.59 to $157.38. This change reflects analysts' ongoing adjustments to revenue growth expectations, profitability outlook, and industry conditions highlighted in recent price target revisions.