Americas Transportation Valuation Tracker

The Americas Transportation sector showed resilience in June 2026, outperforming the S&P 500. Analysts favor early-cycle trucking names while maintaining a cautious outlook on rails.

Key Takeaways

• 1.Transportation stocks outperformed the S&P 500 in June, with 18 of 24 covered companies outperforming.
• 2.Railcar lessors/Manufacturers was the top-performing subsector in June (+5.1%), while Parcels and LTLs underperformed.
• 3.The firm remains constructive on trucking names but has downgraded rails and rail-related stocks since June 2025.

Table of Contents

• Recent Stock Performance
• Sector Level Data
• Company Specific
• Disclosure Appendix

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