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U.S. Railroads Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies5
  • 7D2.7%
  • 3M6.5%
  • 1Y27.6%
  • YTDn/a

In the last week, the Railroads industry is up 2.7%, with all of the companies up. In the last 12 months, the industry was up 28%. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$287.2bUS$51.3bUS$12.6b22.5x22.7x5.6x
Tue, 03 Mar 2026US$308.0bUS$51.3bUS$12.7b24.6x24.3x6x
Thu, 29 Jan 2026US$273.6bUS$51.3bUS$12.7b21.6x21.5x5.3x
Sat, 27 Dec 2025US$274.1bUS$51.3bUS$12.6b22.1x21.7x5.3x
Mon, 24 Nov 2025US$262.7bUS$51.3bUS$12.6b21.7x20.8x5.1x
Wed, 22 Oct 2025US$269.1bUS$51.1bUS$13.0b19.4x20.7x5.3x
Fri, 19 Sep 2025US$252.8bUS$51.1bUS$13.2b18.9x19.1x4.9x
Sun, 17 Aug 2025US$262.2bUS$51.1bUS$13.2b18.9x19.8x5.1x
Tue, 15 Jul 2025US$265.3bUS$51.0bUS$13.2b19.7x20.2x5.2x
Thu, 12 Jun 2025US$253.8bUS$51.0bUS$13.2b18.8x19.3x5x
Sat, 10 May 2025US$235.0bUS$51.0bUS$13.2b16.7x17.9x4.6x
Mon, 07 Apr 2025US$228.6bUS$51.2bUS$12.5b18.2x18.2x4.5x
Wed, 05 Mar 2025US$265.2bUS$51.2bUS$12.5b20.6x21.1x5.2x
Fri, 31 Jan 2025US$273.8bUS$51.2bUS$12.6b22.2x21.7x5.3x
Sun, 29 Dec 2024US$256.0bUS$51.5bUS$12.5b21x20.5x5x
Tue, 26 Nov 2024US$277.8bUS$51.5bUS$12.5b22.8x22.2x5.4x
Thu, 24 Oct 2024US$272.2bUS$51.3bUS$12.4b22.6x22x5.3x
Sat, 21 Sep 2024US$277.0bUS$51.2bUS$11.7b23x23.7x5.4x
Mon, 19 Aug 2024US$269.1bUS$51.2bUS$11.7b22.9x23.1x5.3x
Wed, 17 Jul 2024US$264.0bUS$51.1bUS$11.2b23.2x23.5x5.2x
Fri, 14 Jun 2024US$250.0bUS$51.1bUS$11.2b21.2x22.3x4.9x
Sun, 12 May 2024US$271.0bUS$51.1bUS$11.2b23.6x24.1x5.3x
Tue, 09 Apr 2024US$275.8bUS$51.3bUS$11.7b23x23.5x5.4x
Thu, 07 Mar 2024US$288.3bUS$51.3bUS$11.7b24x24.6x5.6x
Sat, 03 Feb 2024US$280.7bUS$51.2bUS$11.7b23.7x23.9x5.5x
Mon, 01 Jan 2024US$272.0bUS$51.5bUS$12.1b23.5x22.5x5.3x
Wed, 29 Nov 2023US$245.4bUS$51.5bUS$12.1b21.2x20.3x4.8x
Fri, 27 Oct 2023US$224.0bUS$51.5bUS$12.1b19.4x18.5x4.4x
Sun, 24 Sep 2023US$236.4bUS$52.8bUS$13.2b17.9x17.9x4.5x
Tue, 22 Aug 2023US$247.7bUS$52.8bUS$13.2b18.6x18.7x4.7x
Thu, 20 Jul 2023US$253.9bUS$53.5bUS$14.1b17.8x17.9x4.7x
Sat, 17 Jun 2023US$243.8bUS$53.5bUS$14.1b16.8x17.2x4.6x
Mon, 15 May 2023US$234.6bUS$53.5bUS$14.1b15.9x16.6x4.4x
Wed, 12 Apr 2023US$230.7bUS$52.7bUS$14.3b14.9x16.2x4.4x
Price to Earnings Ratio

16.2x


Total Market Cap: US$230.7bTotal Earnings: US$14.3bTotal Revenue: US$52.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Railroads Industry Price to Earnings3Y Average 20.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Railroads industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 20.8x.
  • The 3-year average PS ratio of 5.0x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Railroads industry have declined 3.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Railroads compare with similar industries?

US Market3.46%
Industrials2.97%
Transportation3.58%
Railroads2.68%
Cargo Ground Transportation5.05%
Trucking3.82%
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
UNP Union PacificUS$244.712.5%
+US$3.5b		14.7%PE20.4x
CSX CSXUS$41.223.9%
+US$2.9b		51.5%PE26.5x
NSC Norfolk SouthernUS$288.001.7%
+US$1.1b		36.5%PE22.5x
FIP FTAI InfrastructureUS$5.044.1%
+US$23.6m		35.1%PS1.2x

Latest News

CSX
US$41.22
CSX
7D
3.9%
1Y
51.5%

CSX: Heavy Rail Assets And Locomotive Upgrades Will Offset Volume And Cycle Risks

The updated analyst price target for CSX has shifted modestly higher to reflect a new fair value estimate of $41.15. This is supported by recent Street research that points to steady revisions in discount rates, revenue growth assumptions, profit margins, and future P/E expectations.
NSC
US$288.00
Norfolk Southern
7D
1.7%
1Y
36.5%
FIP
US$5.04
FTAI Infrastructure
7D
4.1%
1Y
35.1%

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).
UNP
US$244.71
Union Pacific
7D
2.5%
1Y
14.7%