US Rolling Stock - Market Share Analysis, Industry Trends & Statistics, and Growth Forecasts 2020 - 2035
Posted On 13-09-2025
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The US Rolling Stock market is experiencing robust growth driven by infrastructure upgrades, technological advancements, and rising emphasis on sustainable transportation. With ongoing investments and modernization efforts, the market is poised for significant expansion through 2035.
The economic impact of tariffs on "US Rolling Stock".
US Rolling Stock Market Growth Drivers
Substantial Infrastructure Modernization: The Bipartisan Infrastructure Law, signed in 2021, has unlocked significant federal funding for transit modernization, replacing outdated locomotives and railcars. Companies such as Siemens Mobility and Wabtec Corporation are leveraging these investments to supply more energy-efficient and technologically advanced rolling stock to major operators like Amtrak and local commuter railways.
Rising Demand for Green Transportation: With the US government's push towards decarbonization and net-zero emissions, investments in low-emission and battery-electric locomotives are trending upward. In 2023, Wabtec Corporation announced the delivery of its FLXdrive battery-electric locomotive to Union Pacific, signaling industry-wide adoption of sustainable solutions to mitigate emissions in freight and passenger rail.
US Rolling Stock Market Trends
Adoption of Digitalization and Predictive Maintenance: The deployment of IoT, AI, and machine learning in fleet management is growing, enabling operators to anticipate failures and optimize maintenance schedules. In February 2024, Amtrak rolled out an advanced predictive maintenance platform developed with IBM, improving reliability and reducing downtime for its rolling stock fleet.
Growing Investments in High-Speed Rail: The US is witnessing increased investments in high-speed rail corridors, such as the Brightline project in Florida and the Texas Central Railway. Companies like Siemens Mobility have been contracted to deliver cutting-edge trainsets, reflecting a market trend toward faster, safer, and more efficient intercity rail solutions.
US Rolling Stock Market Opportunities
Expansion into Urban Transit Networks: Increasing urbanization offers significant opportunities for rolling stock companies to supply metro and light rail vehicles to expanding city networks. Companies such as Alstom and CRRC are actively pursuing contracts in cities like Houston and Seattle.
Retrofit and Upgrade Market: There is immense potential in retrofitting older rolling stock with new propulsion systems, safety features, and digital systems, as rail operators prioritize asset life extension amid budget constraints.
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US Rolling Stock Market Revenue (USD Million), 2020-2035
The US Rolling Stock market revenue demonstrates a consistent upward trajectory from 2020 to 2035. Starting at $9,100 million in 2020, revenues climb steadily, reaching $10,800 million in 2025 amid infrastructure investments and sustainable transport initiatives. The CAGR of 3.1% from 2024 to 2035 propels the market to an estimated $14,900 million by 2035. This growth reflects ongoing fleet renewals, technology adoption, and expansions into new segments such as high-speed trains and battery-electric locomotives. The chart underscores the market's resilience and dynamic response to evolving mobility demands, regulatory support, and innovation.
US Rolling Stock Market by Regions Share (%), 2025
In 2025, the North-East region dominates the US Rolling Stock market with a 34% share, reflecting heavy investments in regional and intercity rail lines, particularly the Amtrak Northeast Corridor. The Mid-West follows with 26%, driven by robust commuter rail networks in cities like Chicago. The West captures 18%, supported by California’s high-speed and urban rail initiatives. The South holds 15% amid ongoing network expansions, while the Mid-Atlantic region accounts for the remaining 7%, buoyed by regional rail upgrades. This regional distribution highlights the concentration of rail spending in densely populated and economically vibrant areas.
US Rolling Stock Recent Developments
In May 2024, Siemens Mobility secured a contract from Amtrak to supply 50 new, high-efficiency Venture trainsets for expanded services in the Northeast Corridor, valued at over $3.5 billion. This order is part of Amtrak’s long-term modernization drive and is designed to replace older fleets with state-of-the-art, ADA-compliant rolling stock.
Wabtec Corporation, in April 2024, announced the successful completion of its first commercial deployment of FLXdrive battery-electric locomotives with Union Pacific. This deployment initiates the shift towards zero-emission solutions in freight rail operations, supporting Union Pacific’s goal of reducing absolute greenhouse gas emissions by 26% by 2030.
In March 2024, Alstom won a contract to deliver and maintain 36 light rail vehicles for the Houston METRO expansion project. These new vehicles will feature the latest safety, connectivity, and energy-efficiency technologies, underlining Alstom’s commitment to sustainable city transit and technological leadership in the sector.
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Market Segmentation
Metrics
Details
Years
2020-2035
Base Year
2025
Market Size
11000
Regions
Midwest, Northeast, West, South, Others
Segments
By Type (Locomotives, Rapid Transit Vehicles, Railcars, Coaches, Light Rail Vehicles, Monorails), By Application (Freight Transportation, Passenger Transportation, Industrial, Mining, Infrastructure Maintenance, Others)
Players
Siemens Mobility, Alstom, Bombardier Transportation, CRRC Corporation Limited, Hitachi Rail, Kawasaki Rail Car Inc., Stadler Rail, Trinity Industries, The Greenbrier Companies, Wabtec Corporation, Progress Rail (A Caterpillar Company), Hyundai Rotem Company, Brookville Equipment Corporation, CAF USA, Nippon Sharyo
