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U.S. Transportation Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies49
  • 7D-1.2%
  • 3M-1.1%
  • 1Y0.5%
  • YTD9.5%

Over the last 7 days, the Transportation industry has dropped 1.2%, driven by a pullback from Uber Technologies of 2.6%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$640.1bUS$227.2bUS$33.1b26.8x19.4x2.8x
Thu, 16 Oct 2025US$645.1bUS$223.7bUS$29.7b25.1x21.7x2.9x
Sat, 13 Sep 2025US$639.4bUS$223.6bUS$29.7b24.3x21.5x2.9x
Mon, 11 Aug 2025US$618.7bUS$222.4bUS$30.1b25.2x20.6x2.8x
Wed, 09 Jul 2025US$645.2bUS$219.7bUS$29.8b26.2x21.7x2.9x
Fri, 06 Jun 2025US$596.6bUS$219.1bUS$29.6b25x20.2x2.7x
Sun, 04 May 2025US$578.0bUS$216.3bUS$27.0b24.3x21.4x2.7x
Tue, 01 Apr 2025US$577.5bUS$216.4bUS$27.3b25.9x21.2x2.7x
Thu, 27 Feb 2025US$611.2bUS$216.2bUS$27.4b28.3x22.3x2.8x
Sat, 25 Jan 2025US$619.1bUS$213.2bUS$21.8b29.7x28.4x2.9x
Mon, 23 Dec 2024US$576.9bUS$213.4bUS$21.9b28.4x26.4x2.7x
Wed, 20 Nov 2024US$625.6bUS$213.2bUS$20.9b31.3x29.9x2.9x
Fri, 18 Oct 2024US$647.2bUS$220.3bUS$17.3b30.7x37.5x2.9x
Sun, 15 Sep 2024US$607.9bUS$220.5bUS$17.2b29.5x35.3x2.8x
Tue, 13 Aug 2024US$585.9bUS$219.7bUS$16.9b26.5x34.7x2.7x
Thu, 11 Jul 2024US$571.1bUS$216.9bUS$16.7b24.3x34.3x2.6x
Sat, 08 Jun 2024US$577.5bUS$217.0bUS$16.7b25.1x34.6x2.7x
Mon, 06 May 2024US$596.0bUS$214.3bUS$16.9b25.3x35.2x2.8x
Wed, 03 Apr 2024US$635.2bUS$214.9bUS$18.2b23.2x34.9x3x
Fri, 01 Mar 2024US$641.4bUS$212.8bUS$17.5b24.3x36.7x3x
Sun, 28 Jan 2024US$588.4bUS$215.6bUS$16.3b22.3x36x2.7x
Tue, 26 Dec 2023US$586.6bUS$216.2bUS$16.8b21.6x34.9x2.7x
Thu, 23 Nov 2023US$534.2bUS$215.9bUS$16.8b21.3x31.8x2.5x
Sat, 21 Oct 2023US$493.1bUS$215.8bUS$15.7b14.7x31.4x2.3x
Mon, 18 Sep 2023US$515.8bUS$214.3bUS$13.7b14.7x37.6x2.4x
Wed, 16 Aug 2023US$517.0bUS$214.0bUS$13.3b15.1x39x2.4x
Fri, 14 Jul 2023US$518.6bUS$217.1bUS$12.9b13.2x40.2x2.4x
Sun, 11 Jun 2023US$477.0bUS$217.2bUS$12.9b13x37x2.2x
Tue, 09 May 2023US$471.6bUS$217.7bUS$12.2b14.5x38.5x2.2x
Thu, 06 Apr 2023US$444.9bUS$221.0bUS$3.5b12.9x126.7x2x
Sat, 04 Mar 2023US$489.6bUS$220.8bUS$3.3b14.3x147.9x2.2x
Mon, 30 Jan 2023US$486.0bUS$222.9bUS$3.3b12.3x147.9x2.2x
Wed, 28 Dec 2022US$475.3bUS$220.9bUS$3.6b9.9x132.5x2.2x
Fri, 25 Nov 2022US$475.8bUS$220.3bUS$3.8b10.2x124.6x2.2x
Price to Earnings Ratio

124.6x


Total Market Cap: US$475.8bTotal Earnings: US$3.8bTotal Revenue: US$220.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Transportation Industry Price to Earnings3Y Average 47x202320242025
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 19.4x which is lower than its 3-year average PE of 47.1x.
  • 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 107% 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-0.39%
Industrials-1.57%
Transportation-1.17%
Railroads-0.016%
Trucking-0.85%
Cargo Ground Transportation-4.29%
Industry PE
  • Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 29.9x.
    • Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings decline of 15.1% per year.
  • Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 33.1x.
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 15% per year.
  • In contrast, the Trucking industry is expected to see its earnings grow by 2.2% 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
PAL Proficient Auto LogisticsUS$6.917.1%
+US$13.1m		-27.6%PS0.5x
RYDE Ryde GroupUS$0.506.5%
+US$2.3m		6.7%PS4.7x
SLGB Smart Logistics GlobalUS$2.061.2%
+US$1.0m		n/aPE69.2x
SWVL Swvl HoldingsUS$3.070.7%
+US$227.2k		-48.8%PS1.6x
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%
NSC
US$281.41
Norfolk Southern
7D
-1.9%
1Y
7.3%

NSC: Shares Will Navigate Merger Uncertainty And Industry Shifts Ahead

The analyst consensus price target for Norfolk Southern was adjusted slightly lower to $311.50 from $311.63, as analysts factor in modestly increased revenue growth expectations. This is offset by a lower profit margin and discount rate, reflecting resilience despite mixed transports sector outlooks.
GRAB
US$5.33
Grab Holdings
7D
-9.7%
1Y
6.8%

GRAB: Market Share Could Expand Significantly on Potential Indonesia Merger

Analysts have raised their price target for Grab Holdings by $0.35 to $6.80, citing stronger than expected Q3 results, revised FY25 guidance, and improved long-term growth prospects. Analyst Commentary Recent Street research highlights a mix of positive outlooks and valuation-driven caution regarding Grab Holdings following its Q3 results and updated guidance.
UBER
US$92.11
Uber Technologies
7D
-2.1%
1Y
32.9%

UBER: Margin Improvements and Platform Engagement Will Drive Outperformance Against Peers

Uber Technologies’ analyst price target increased to $110 from $100, as analysts highlight the company’s robust core fundamentals, steady margin improvement, and growing platform engagement, which are supporting a stronger outlook. Analyst Commentary Recent analyst commentary on Uber Technologies reflects a nuanced view of the company’s prospects, with both bullish and bearish elements shaping the investment debate.
PAL
US$6.91
Proficient Auto Logistics
7D
7.1%
1Y
-27.6%
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.
UNP
US$221.00
Union Pacific
7D
-1.3%
1Y
-5.7%

UNP: Future Merger Will Drive Improved Profitability Amid Sector Upheaval

Union Pacific's analyst price target has edged slightly lower to approximately $260.58 from $261.68, as analysts point to modest carload growth moderation and ongoing rail traffic softness. This comes despite some improvement in profit margin and revenue growth projections.
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
CSX
US$34.01
CSX
7D
-3.2%
1Y
-2.7%

CSX: Operational Momentum And Leadership Changes Will Shape Railroad’s M&A Prospects

The analyst price target for CSX has increased modestly by $0.12 to $39.20. Analysts point to ongoing operational improvements, stronger-than-expected earnings, and increased confidence in the company’s future under new leadership.
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.
RYDE
US$0.50
Ryde Group
7D
6.5%
1Y
6.7%
SWVL
US$3.07
Swvl Holdings
7D
0.7%
1Y
-48.8%