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U.S. Logistics Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies26
  • 7D-0.5%
  • 3M-19.6%
  • 1Y-24.3%
  • YTD-19.5%

In the last week, Logistics has been flat. As for the longer term, the industry has declined 24% in the last year. Earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

Has the U.S. Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Tue, 11 Mar 2025US$221.1bUS$235.7bUS$11.6b20.8x19.1x0.9x
Thu, 06 Feb 2025US$210.1bUS$233.9bUS$11.5b23x18.3x0.9x
Sat, 04 Jan 2025US$226.5bUS$233.5bUS$11.2b25.4x20.2x1x
Mon, 02 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Wed, 30 Oct 2024US$246.7bUS$231.6bUS$11.5b24.2x21.5x1.1x
Fri, 27 Sep 2024US$237.4bUS$229.8bUS$11.1b24.2x21.5x1x
Sun, 25 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Tue, 23 Jul 2024US$254.0bUS$228.9bUS$12.7b21.1x20x1.1x
Thu, 20 Jun 2024US$231.6bUS$228.6bUS$12.7b19.8x18.2x1x
Sat, 18 May 2024US$248.2bUS$228.6bUS$12.7b21.3x19.6x1.1x
Mon, 15 Apr 2024US$240.8bUS$230.2bUS$13.8b17.8x17.4x1x
Wed, 13 Mar 2024US$248.5bUS$231.7bUS$13.6b20x18.3x1.1x
Fri, 09 Feb 2024US$239.9bUS$233.2bUS$13.7b15.4x17.5x1x
Sun, 07 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Tue, 05 Dec 2023US$260.4bUS$241.7bUS$15.9b15.9x16.3x1.1x
Thu, 02 Nov 2023US$241.5bUS$245.3bUS$16.2b14.7x14.9x1x
Sat, 30 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Mon, 28 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Wed, 26 Jul 2023US$294.8bUS$258.4bUS$18.8b14.7x15.7x1.1x
Fri, 23 Jun 2023US$273.1bUS$258.4bUS$18.8b14.2x14.5x1.1x
Sun, 21 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Tue, 18 Apr 2023US$292.1bUS$266.9bUS$18.8b14.7x15.5x1.1x
Thu, 16 Mar 2023US$272.3bUS$267.9bUS$19.1b13.7x14.3x1x
Sat, 11 Feb 2023US$282.6bUS$269.7bUS$19.3b13.9x14.6x1x
Mon, 09 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Wed, 07 Dec 2022US$262.0bUS$272.6bUS$19.4b12.6x13.5x1x
Fri, 04 Nov 2022US$238.0bUS$271.9bUS$19.3b10x12.3x0.9x
Sun, 02 Oct 2022US$238.2bUS$270.7bUS$19.2b10.1x12.4x0.9x
Tue, 30 Aug 2022US$296.0bUS$268.7bUS$19.4b12x15.3x1.1x
Thu, 28 Jul 2022US$282.9bUS$265.4bUS$19.1b11x14.8x1.1x
Sat, 25 Jun 2022US$280.2bUS$262.3bUS$20.2b11.9x13.9x1.1x
Mon, 23 May 2022US$268.1bUS$262.2bUS$20.2b11.1x13.3x1x
Wed, 20 Apr 2022US$287.6bUS$257.0bUS$22.0b11.7x13.1x1.1x
Price to Earnings Ratio

13.1x


Total Market Cap: US$287.6bTotal Earnings: US$22.0bTotal Revenue: US$257.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Logistics industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.7x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 19% per year over the last three years,
  • Revenues have also declined 3.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market5.42%
Industrials5.90%
Logistics-0.48%
Air Freight and Logistics-0.48%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EXPD Expeditors International of WashingtonUS$110.151.1%
+US$161.5m
-6.4%PE18.8x
ZTO ZTO Express (Cayman)US$18.250.4%
+US$63.9m
-5.2%PE12x
CHRW C.H. Robinson WorldwideUS$91.260.4%
+US$37.8m
29.5%PE23.2x
FWRD Forward AirUS$13.523.0%
+US$12.2m
-47.1%PS0.2x
ATSG Air Transport Services GroupUS$22.480.4%
+US$5.9m
72.3%PE53.6x
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Latest News

FRGT

US$1.15

Freight Technologies

7D

23.7%

1Y

-95.1%

ATSG

US$22.48

Air Transport Services Group

7D

0.4%

1Y

72.3%

FWRD

US$13.52

Forward Air

7D

3.0%

1Y

-47.1%

HUBG

US$33.24

Hub Group

7D

-0.4%

1Y

-18.8%

UPS

US$97.08

United Parcel Service

7D

-0.6%

1Y

-33.0%

EXPD

US$110.15

Expeditors International of Washington

7D

1.1%

1Y

-6.4%

ZTO

US$18.25

ZTO Express (Cayman)

7D

0.4%

1Y

-5.2%

CHRW

US$91.26

C.H. Robinson Worldwide

7D

0.4%

1Y

29.5%

FDX

US$207.77

FedEx

7D

-1.1%

1Y

-22.4%

RLGT

US$5.80

Radiant Logistics

7D

0.3%

1Y

11.5%

SFWL

US$0.90

Shengfeng Development

7D

-5.3%

1Y

-50.0%

CRGO

US$1.86

Freightos

7D

-4.1%

1Y

-24.1%

AIRT

US$15.75

Air T

7D

1.3%

1Y

-33.8%