Ground Transportation Sector
Stock Returns
Ground Transportation Performance
What am I looking at? The performance of ground transportation sector stocks within the ST200.
How to read this chart: Calendar years are a common way of looking at stock returns. This is particularly helpful for the travel industry because it was so deeply affected by COVID-19 in 2020. Looking at post-pandemic years helps isolate that impact.
Analyst Commentary
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Ground Transportation Price Returns by Year
What am I looking at? Annual price returns for the ground transportation sector within the ST200 by calendar year.
How to read this chart: Calendar years are a common way of looking at stock returns. This is particularly helpful for the travel industry because it was so deeply affected by COVID-19 in 2020. Looking at post-pandemic years helps isolate that impact.
Revenue
Ground Transportation Sector Quarterly Revenue
What am I looking at? Divisor-Adjusted revenue for the ground transportation sector by quarter. Note: We aren’t showing total dollars generated in sales by these companies: If we did, adding or removing companies would skew comparisons over time. Divisor-adjusted revenue is the equivalent of a company's revenue per share but aggregated for the sector.
How to read this chart: This chart shows how top-line sales are progressing for the ground transportation sector in a way that lets us consistently track the sales trend from quarter to quarter.
Ground Transportation Sector Quarterly Revenue Growth
What am I looking at? The percent change in ground transportation sector quarterly revenue from the same period last year.
How to read this chart: The travel industry has sharp seasonality which makes sequential growth rates meaningless. Instead, this chart looks at year year-over-year changes in revenue. As we are always looking at changes relative to the same season (e.g. Q2 2023 vs. Q2 2022), this isolates seasonality and can help us understand how top-line growth rates are shaping up.
Ground Transportation Sector Rolling 12 Month Revenue
What am I looking at? Divisor-adjusted revenue for the ground transportation sector aggregated over a rolling 12 month period. Note: We aren’t showing total dollars generated in sales by these companies: If we did, adding or removing companies would skew comparisons over time. Divisor-adjusted revenue is the equivalent of a company's revenue per share but aggregated for the sector in a way that lets us consistently track the sales trend.
How to read this chart: To smooth out the travel industry’s seasonality this chart always looks at revenue over a 12 month period (e.g. Q3 2022 - Q2 2023). T12M data lets us look at sequential trends because each observation always includes all four seasons. This chart helps us understand how top-line sales are trending.
Profits (EBITDA)
Ground Transportation Sector Quarterly EBITDA
What am I looking at? Divisor-Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) for the ground transportation sector by quarter. Note: We aren’t showing total dollars generated in profits by these companies: If we did, adding or removing companies would skew comparisons over time. Divisor-adjusted EBITDA is the equivalent of a company's EBITDA per share but aggregated for the sector.
How to read this chart: This chart shows how bottom-line profits are progressing for the ground transportation sector in a way that lets us consistently track the profit trend from quarter to quarter.
Ground Transportation Sector Quarterly EBITDA Growth
What am I looking at? the percent change in quarterly EBITDA from the same period last year.
How to read this chart: The travel industry has sharp seasonality which makes sequential growth rates meaningless. Instead this chart looks at year year-over-year changes in EBITDA. As we are always looking at changes relative to the same season (e.g. Q2 2023 vs. Q2 2022), this isolates seasonality and can help us understand how profit growth is shaping up.
Ground Transportation Sector Rolling 12 Month EBITDA
What am I looking at? Divisor-adjusted EBITDA aggregated over a rolling 12 month period. Note: We aren’t showing total dollars generated in profits by these companies: If we did, adding or removing companies would skew comparisons over time. Divisor-adjusted EBITDA is the equivalent of a company's EBITDA per share but aggregated for the sector.
How to read this chart: To smooth out the travel industry’s seasonality this chart always looks at EBTIDA over a 12 month period (e.g. Q3 2022 - Q2 2023). T12M data lets us look at sequential trends because each observation always includes all four seasons. This chart helps us understand how bottom-line profits are trending.
Profit Margins
Ground Transportation Sector Quarterly EBITDA Profit Margin
What am I looking at? EBITDA margin by quarter.
How to read this chart: This chart shows how much operating profit was earned relative to the revenue they generated in the quarter.
Ground Transportation Sector Rolling 12 Month EBITDA Profit Margin
What am I looking at? EBITDA margin for over a rolling 12 month period.
How to read this chart: To smooth out the travel industry’s seasonality this chart always looks at EBTIDA margins over a 12 month period (e.g. Q3 2022 - Q2 2023). T12M data lets us look at sequential trends because each observation always includes all four seasons. This chart helps us understand how profit margin is trending.