Farebox recovery ratio

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The farebox recovery ratio (also called fare recovery ratio, fare recovery rate or other terms) of a passenger transportation system is the fraction of operating expenses which are met by the fares paid by passengers. It is computed by dividing the system's total fare revenue by its total operating expenses. [1]

Contents

Fare structures

There are generally two types of fare structures: a simple, flat rate fare structure (pay a fixed fare regardless of time of day and/or travel distance) or a complex, variable rate fare structure (pay a variable fare depending on time of day and/or travel distance). A variable fare structure is typically associated with a higher recovery ratio, though it may simply be the case that such systems are implemented only on more profitable networks or modes such as commuter rail. Variable-rate fares require a higher initial investment in fare ticketing technologies such as the use of contactless smart cards, turnstiles or fare gates, automated ticket machines, as well as IT infrastructure. [2]

Farebox ratios around the world

The farebox recovery ratio is the ratio of fare revenue to total transport expenses for a given system. [1] These two figures can be found in the financial statements of the operators. Oftentimes the operator runs multiple modes of transport (e.g. subway and bus), and there is no data for individual modes (segment analysis). In this case the operator is considered as one system, or a group of modes are collectively considered one system.

Fare revenue is not the same as "transport" or "operational" revenue, as there are often secondary sources of revenue such as lockers and paid restrooms and advertisement revenue. Fare revenue is a subset of transport revenue, which is in turn part of total revenue along with "non-transport" or "non-operational" revenue.

Total "transport" or "operational" expenses are a part of total expenses along with "non-transport" or "non-operational" expenses. Total transport expenses may include expansion projects if they are paid for by the operator.

Asia

Please note that, the "operating ratio" (Japanese : 営業係数 Korean : 영업계수) commonly published by some Asian systems is different from farebox recovery ratio even after inverting the number to turn cost per unit revenue into revenue per unit cost, as that figure includes all operating revenue instead of only the fare revenue. [3]

Country or RegionSystemFare systemRatioYear
Hong Kong Mass Transit Railway (MTR) Mostly Distance based106.76%2021 [4]
Hong Kong Hong Kong Tramway Flat rate48.80%2021 [5]
Hong Kong Kowloon Motor Bus Route-specific100.05%2021 [6]
Long Win Bus Route-specific77.91%2021 [6]
Hong Kong Citybus Route-specific72.98% [7] 2021 [8]
New World First Bus Route-specific76.73%2021 [8]
Japan JR Central RailDistance based245.95%FY2018 [9]
Japan JR East RailDistance based142.44%FY2018 [9]
Japan JR West RailDistance based132.38%FY2018 [9]
Japan JR Kyushu RailDistance based111.34%FY2018 [9]
Japan JR Shikoku RailDistance based69.84%FY2018 [9]
Japan JR Hokkaido RailDistance based59.18%FY2018 [9]
Japan JR Freight Freight railDistance based96.25%FY2018 [9]
Japan Sapporo Municipal Subway Distance based220.79%FY2018 [9]
Sapporo Streetcar Flat rate104.31%FY2018 [9]
Japan Hakodate Streetcar Distance based82.87%FY2018 [9]
Japan Sendai Subway Mixed zonal and distance based159.68%FY2018 [9]
Japan Tokyo Metro Distance based161.55%FY2018 [9]
Japan Tokyo Toei rail servicesDistance based74% [10] [ failed verification ]2015
Tokyo Toei Subway Distance based171.46%FY2018 [9]
Tokyo Toei StreetcarFlat rate83.39%FY2018 [9]
Tokyo Toei elevated railFlat rate109.84%FY2018 [9]
Tokyo Toei other railsDistance based136.81%FY2018 [9]
Japan Yokohama Municipal Subway Distance based232.28%FY2018 [9]
Japan Meitetsu RailwayDistance based155.99%FY2018 [9]
Meitetsu TramwayDistance based90.70%FY2018 [9]
Japan Nagoya Municipal Subway Distance based167.24%FY2018 [9]
Japan Kintetsu Railway RailDistance based152.77%FY2018 [9]
Kintetsu Railway CableVarious36.70%FY2018 [9]
Japan Nankai Electric Railway RailDistance based161.26%FY2018 [9]
Nankai Electric Railway CableFlat rate31.12%FY2018 [9]
Japan Keihan Electric Railway RailDistance based166.51%FY2018 [9]
Keihan Electric Railway SubwayDistance based29.05%FY2018 [9]
Japan Keihan Electric Railway StreetcarDistance based73.08%FY2018 [9]
Keihan Electric Railway CableFlat rate71.73%FY2018 [9]
Japan Hankyu Railway Distance based123%1991 [11]
169.74%FY2018 [9]
Japan Hanshin Electric Railway Distance based146.75%FY2018 [9]
Japan Osaka Municipal Transportation Bureau Distance based137%1991 [11]
Osaka Metro SubwayDistance based208.51%FY2018 [9]
Osaka Metro APM/AGTDistance based105.35%FY2018 [9]
Japan Kyoto Municipal Subway Distance based201.04%FY2018 [9]
Japan Kobe Municipal Subway Distance based169.52%FY2018 [9]
Japan Nishi-Nippon Railroad RailDistance based149.92%FY2018 [9]
Japan Fukuoka City Subway Distance based205.38%FY2018 [9]
Japan Kitakyushu Monorail Tabular144.15%FY2018 [9]
Japan Nagasaki Electric Tramway Flat rate105.11%FY2018 [9]
Japan Kumamoto TramFlat rate102.60%FY2018 [9]
Japan Kagoshima TramFlat rate98.36%FY2018 [9]
Japan Okinawa Urban Monorail Distance based187.55%FY2018 [9]
Pakistan Lahore Metrobus Flat rate37.2% [12] 2014
Taiwan Taipei Mass Rapid Transit Distance based87.64%2021 [13]
Taiwan Kaohsiung Mass Rapid Transit Distance based52.57%2020 [14]
Singapore SMRT Corporation (Singapore)Distance based101%2018 [15]
China Beijing Subway Flat rate [16] 22%2013 [17]
Distance based35.08%2021 [18]
China Shenzhen Metro Distance based82.20% [19] 2021 [20]
China Guangzhou Metro Distance based77.05% [21] [22] 2021 [21]

Europe

CountryRegion / CitySystemRatioFare systemYear
AustriaVienna Vienna U-Bahn 49%Flat rate2008 [23]
GermanyBerlin Berliner Verkehrsbetriebe 70%Zone based2010 [24]
BelgiumBrussels Brussels Intercommunal Transport Company 35%2007 [25]
CzechiaPrague Prague Integrated Transport 53%Flat rate2013 [26]
DenmarkCopenhagen Copenhagen Metro 52%Zone based1991 [27]
France Paris Île-de-France Mobilités 29%Flat rate for passes
Distance based for tickets
2018 [28]
GermanyMunich Munich Transport and Tariff Association 70%Zone based2010 [29]
ItalyMilan Milan Transportation System 49%2016 [27]
Italy Rome Rome Metro 36%2007 [25]
NetherlandsAmsterdam Gemeentelijk Vervoerbedrijf Amsterdam 88%Distance based2018 [30]
NetherlandsRotterdam Rotterdamse Elektrische Tram 99%Distance based2018 [31]
PolandWarsawZTM37%2019 [32]
SpainCataloniaMetropolitan lines of Ferrocarrils de la Generalitat de Catalunya (Catalonia)93%Zone based2014 [33]
SpainMadrid Madrid Metro 41%2007 [25]
Sweden Stockholm Storstockholms Lokaltrafik 52%Flat rate2017 [34]
SwitzerlandZurich Zürich S-Bahn 60%Zone based2014 [27]
FinlandHelsinki Helsinki Regional Transport Authority 49% [35] Zone based2019
TurkeyIstanbul Metro Istanbul A.S. 90%Flat rate2019 [36]
United KingdomLondon London Underground 129.50% [37] Zone based2022-2023 [37]
London Overground and Docklands Light Railway 94% [38] Zone based2018–19 [38]

North America

Canada

Canada Farebox recovery rate
RegionOperatorFare RevenueOperating ExpensesRatioFare SystemYear
Nationwide VIA Rail 51%Distance & demand based2016 [39]
Brampton Brampton Transit 50%Flat rate2019 [40]
Calgary Calgary Transit 50%Flat rate2012 [41]
Edmonton Edmonton Transit System 39%Flat rate
Mississauga MiWay 46%Flat rate2011 [42]
Montreal Société de transport de Montréal 46%Flat rate2016 [43]
Ottawa OC Transpo 45%Flat rate2019 [44]
Quebec City Réseau de transport de la Capitale 39%Flat rate2011 [42]
Toronto and Hamilton Toronto Transit Commission 26.2%Flat rate2021 [45]
GO Transit 50.37% [46] Distance based2020-21 [47]
Vancouver TransLink 43.7%Zone based; transition to distance based upcoming2022 [48]
Victoria BC Transit (Victoria regional transit system)28.4%Flat rate2022 [49]
Winnipeg Winnipeg Transit 60%Flat rate2011 [42]
York York Region Transit 40%Flat rate2015 [50]

United States

RegionSystem OperatorFare RevenueOperating ExpensesRatioFare SystemYear
Nationwide Amtrak 95%Distance & demand based2017 [51]
Northern Virginia, DC VRE (Virginia Railway Express)28,000,000190,000,00015%Distance based2023 [52]
Boston, MA-NH-RI MBTA $545,414,783.00$1,556,792,859.0035.03%Flat rate [53] 2020 [54]
New York-Newark, NY-NJ-CT NYC Ferry 29%Flat Rate2017 [55]
MTA Bus $95,403,036.00$712,036,903.0013.40%2020 [54]
MTA Long Island Rail Road $272,532,791.00$1,464,445,571.0018.61%Zone based [56] 2020 [54]
MTA Metro-North $243,671,760.00$1,207,182,081.0020.19%Distance based [56] 2020 [54]
MTA New York City Transit $2,018,495,902.00$8,258,335,723.0024.44%Flat rate [56] 2020 [54]
MTA Staten Island Railway 11%Flat rate2019 [56]
PATH $73,263,022.00$448,244,536.0016.34%Flat rate [57] 2020 [54]
NYCDOT $1,342,638.00$144,618,026.000.93%Free (Staten Island Ferry)2020 [54]
NJTransit $743,742,067.00$2,325,547,904.0031.98%Zone based on most Buses and all commuter trains
Flat Rate on some buses and all light rails [57]
2020 [54]
Bee-Line Bus System $18,698,988.00$161,250,867.0011.60%2020 [54]
Chicago, IL-IN CTA $236,301,686.00$1,436,453,698.0016.45%Flat rate [58] 2020 [54]
METRA $102,350,491.00$710,195,494.0014.41%Zone based [57] 2020 [54]
Atlanta, GA Metropolitan Atlanta Rapid Transit Authority $100,300,226.00$492,839,897.0020.35%Flat rate [57] 2020 [54]
Portland, OR-WA TriMET $94,456,931.00$518,451,362.0018.22%Flat rate [57] 2020 [54]
Baltimore, MD MTA $102,029,183.00$805,145,982.0012.67%Variable [59] 2020 [54]
San Diego, CA SDMTS $78,709,562.00$291,553,478.0027.00%Flat rate [57] 2020 [54]
Houston, TX Houston Metro $37,305,222.00$587,595,095.006.35%2020 [54]
Miami, FLCounty of Miami-Dade (Transportation & Public Work)$47,456,089.00$553,336,216.008.58%Flat rate [57] 2020 [54]
Denver-Aurora, CO RTD $76,264,572.00$623,982,843.0012.22%Zone Based [60] 2020 [54]
Pittsburgh, PA PRT $79,071,495.00$434,687,600.0018.19%2020 [54]
Dallas-Fort Worth-Arlington, TX DART $43,547,629.00$569,628,198.007.64%Flat rate [61] 2020 [54]
Honolulu, HI City and County of Honolulu (Department of Transportation Services)$46,815,334.00$278,447,442.0016.81%2020 [54]
San Francisco-Oakland, CA SFMTA $153,699,058.00$903,485,983.0017.01%Flat rate [62] 2020 [54]
BART $341,586,797.00$681,983,690.0050.09%Distance based [63] 2020 [54]
AC Transit $66,561,904.00$501,047,399.0013.28%2020 [54]
Oakland Airport Connector 96%Flat rate2015–2016 [64]
Minneapolis-St. Paul, MN-WI Metro Transit $40,804,932.00$413,038,880.009.88%Flat rate with rush hour and express surcharges [57] 2020 [54]
Los Angeles-Long Beach-Anaheim, CA Orange County Transportation Authority $42,450,631.00$268,394,220.0015.82%2020 [54]
LA Metro $199,728,314.00$1,841,473,552.0010.85%Flat rate [57] 2020 [54]
Long Beach Transit $10,201,475.00$92,339,794.0011.05%2020 [54]
Phoenix-Mesa, AZ Valley Metro $21,292,051.00$208,489,994.0010.21%2020 [54]
San Antonio, TX VIA Metropolitan Transit $15,033,510.00$222,032,078.006.77%Flat rate [57] 2020 [54]
St. Louis, MO-IL St. Louis Metro $30,986,092.00$282,175,101.0010.98%2020 [54]
San Jose-Sunnyvale-Santa Clara, CA VTA $28,886,823.00$403,260,461.007.16%2020 [54]
Buffalo, NY NFTA $34,814,699.00$141,163,925.0024.66%2020 [54]
Salt Lake City-West Valley City, UT UTA $32,521,480.00$319,885,004.0010.17%2020 [54]
Austin-Round Rock- San Marcos, TX CapMetro $15,298,332.00$229,551,099.006.66%Flat rate [57] 2020 [54]
Charlotte, NC-SC CATS $21,018,416.00$162,317,729.0012.95%2020 [54]
Detroit–Warren–Dearborn, MI DDOT $13,954,074.00$101,100,585.0013.80%Flat rate [57] 2020 [54]
Miami–Fort Lauderdale–West Palm Beach, FL BCT $13,814,362.00$158,832,625.008.70%2020 [54]
Milwaukee–Waukesha, WI MCTS $16,739,398.00$141,752,155.0011.81%2020 [54]
Orlando–Kissimmee–Sanford, FL Lynx $13,596,128.00$139,097,081.009.77%Flat rate [57] 2020 [54]
Sacramento, CA SacRT $21,517,225.00$173,873,225.0012.38%2020 [54]
Cleveland–Elyria, OH RTA $26,194,783.00$259,797,759.0010.08%Flat rate [57] 2020 [54]
Washington, DC-VA-MD Washington Metropolitan Area Transit Authority$492,953,775.00$2,028,885,121.0024.30%Distance and time of day based [65] 2020 [54]
Montgomery County, Maryland$13,387,860.00$127,225,668.0010.52%2020 [54]
Seattle, WA King County Metro $72,180,466.00$802,227,614.009.00%Zone and peak based [66] 2020 [54]
Central Puget Sound Regional Transit Authority$30,788,666.00$349,797,231.008.80%2020 [54]
Washington State Ferries$62,242,674.00$270,557,025.0023.01%2020 [54]
Sound Transit Formally: Central Puget Sound Regional Transit Authority42%Zone & distance based2017 [67]
Pierce Transit $54,164,161$127,654,97442%Flat rate2021 [68]
Albany-Schenectady, NY CDTA $20,804,704.00$93,755,632.0022.19%2020 [54]
Harrisburg, PA Capital Area Transit $2,398,430$20,278,76517%Flat rate2022 [69]
Las Vegas-Henderson, NV Las Vegas Monorail 56%Flat rate2016 [63]
RTC $51,823,479.00$227,523,119.0022.78%2020 [54]
Philadelphia, PA-NJ-DE-MD SEPTA $353,276,517.00$1,301,894,928.0027.14%Flat rate [57] 2020 [54]
PATCO $15,542,809$63,349,39825%Distance based2023 [70]
Orlando, FL SunRail 7%Distance based2018 [71]
Peninsula Corridor Joint Powers Board (Caltrain)70%Zone based2019 [72]
Santa Clara Valley Transportation Authority 10%Express surcharges2016 [73]
Southern California Regional Rail Authority (Metrolink)34%Distance based2019 [74]

Oceania

CountryRegionSystemRatioFare systemYear
AustraliaCanberra ACTION 7.7%Flat rate2021 [75]
AustraliaMelbourne Melbourne 30%Zone and time based2014 [76]
AustraliaSydney CityRail 27%Distance based2014 [77]
AustraliaSydney Metropolitan Bus System 32%2011 [76]
New Zealand Auckland 44%Zone Based2012–13 [78]
New Zealand Christchurch 35%Zone Based2012–13 [78]
New Zealand Dunedin 60%Zone Based2015–16 [78]
New Zealand Hamilton 34%Flat rate2012–13 [78]
New Zealand Wellington 57%Zone Based2012–13 [78]

South America

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