First Research US Industry Profile

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Urban Transit Systems
SIC Codes: 4111
NAICS Codes: 48511
Last Quarterly Update: 12/16/2024
Companies in this industry operate buses, trains, and other local and suburban passenger transit systems within cities and adjacent nonurban areas. Major companies include Beijing Subway, East Japan Railway (Tokyo), Metropolitan Transportation Authority (New York), Mexico City Metro, Moscow Metro, MTR Corporation (Hong Kong), Paris Metro, and Seoul Metro.
As of 2023, the region with the highest ridership was Latin America with about 21 million passengers per day, followed by Asia-Pacific and Europe, according to Statista. For railway transit, Japan has the highest passenger-kilometers traveled by train with more than 446 billion passenger-kilometers traveled by train in 2019.
The US urban transit system industry includes about 800 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $5 billion. Government agencies in the US that provide urban transit are discussed in this profile, but they are not included in the revenue and company figures. In addition to the Metropolitan Transportation Authority, leading US providers include Chicago's Regional Transportation Authority, LA Metro, Transdev North America, and Washington Metropolitan Area Transit Authority.
Competitive Landscape
Demand is driven by population and employment growth in metropolitan areas. The profitability of individual companies depends on efficient operations. The US industry is highly concentrated: the 50 largest companies generate about 90% of the industry's revenue.
The rising popularity of ride-sharing services coincides with declining ridership on public transportation in the US, suggesting that companies such as Uber and Lyft are winning customers from public transit systems. However, app-based ride-sharing services can also complement public-transit options by extending their reach and filling gaps in public transit systems, encouraging some commuters to ditch their cars and rely on public transportation for at least part of the trip. A number of transit agencies in the US have entered into partnerships with Uber, Lyft, and other ride-service operators to explore ways of working together.
Products, Operations & Technology
The urban transit system industry offers local, fixed route, passenger transportation by road and transit, which accounts for more than 90% of the industry ... plus:
Sales & Marketing
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Finance & Regulation
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Regional & International Issues
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Human Resources
Also includes the following chapters:
Quarterly Industry Update
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Industry Indicators
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Business Challenges
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Trends and Opportunities
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Call Preparation Questions
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Financial Information
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Industry Forecast
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Industry Websites
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Glossary of Acronyms

Historical Profiles (PDF format)

09/23/2024
06/24/2024
03/25/2024
12/18/2023
09/18/2023
06/12/2023
03/13/2023
12/05/2022
08/29/2022
05/16/2022
04/18/2022
01/24/2022
10/25/2021
06/21/2021
03/22/2021
11/30/2020
09/21/2020
05/27/2020
02/10/2020
03/18/2019
12/17/2018
09/17/2018
06/18/2018
03/12/2018
12/04/2017
09/04/2017
06/05/2017
03/06/2017
11/28/2016
08/29/2016