

I reiterate a buy rating on iShares US Transportation ETF after a 22% gain since October 2025, supported by robust technicals and momentum. IYT's valuation is fair, trading at a market multiple with a 10.78% long-term EPS growth rate and a PEG near 2.0x. Macro indicators—low unemployment, strong retail sales, and stable oil prices—support IYT's outlook heading into late Q3.

Oil prices have fallen for a second straight session, extending losses after Treasury Secretary Scott Bessent‘s recent comments and other market developments helped reinforce the view that inflation pressures may continue to ease.

If you're interested in broad exposure to the Industrials - Transportation/Shipping segment of the equity market, look no further than the iShares U.S. Transportation ETF (IYT), a passively managed exchange traded fund launched on October 6, 2003.

Shares of major less-than-truckload (LTL) transportation companies fell on Wednesday. The decline came after Amazon unveiled a broader expansion of its freight business, raising concerns that the e-commerce giant could become a stronger competitor in the freight and logistics market.

Launched on October 6, 2003, the iShares U.S. Transportation ETF (IYT) is a passively managed exchange traded fund designed to provide a broad exposure to the Industrials - Transportation/Shipping segment of the equity market.

I rate iShares U.S. Transportation ETF a buy, driven by transformative restructuring and partnerships in top holdings like Union Pacific Corporation, Uber Technologies, Inc., and Fedex Corporation. IYT's top holdings — UNP, UBER, and FDX — offer strong growth catalysts: a major rail merger, autonomous taxi partnerships, and operational restructuring. Despite past underperformance, IYT's fundamentals-focused approach and low expense ratio position it for above-average returns relative to peers.

April jobs beat forecasts as healthcare, transportation and retail hiring stayed resilient. These sector ETFs and stocks may stay active.

After Spirit Airlines vanished from the skies, its not-quite-sudden collapse raised questions about why the successful low-cost model, born in the U.S. airline industry, is failing.