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U.S. Logistics Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies27
  • 7D3.8%
  • 3M12.8%
  • 1Y-14.3%
  • YTD-6.3%

In the last week, the Logistics industry is up 3.8%, with FedEx up 4.1%. However, the industry is down 14% over the past year. Earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 27 Nov 2025US$205.5bUS$234.1bUS$12.3b15.4x16.7x0.9x
Sat, 25 Oct 2025US$186.0bUS$235.2bUS$12.4b16.5x15x0.8x
Mon, 22 Sep 2025US$183.0bUS$235.2bUS$12.4b15.7x14.8x0.8x
Wed, 20 Aug 2025US$184.2bUS$234.3bUS$12.4b17.2x14.8x0.8x
Fri, 18 Jul 2025US$190.7bUS$234.7bUS$11.9b16.2x16x0.8x
Sun, 15 Jun 2025US$188.9bUS$234.9bUS$11.8b18.5x16.1x0.8x
Tue, 13 May 2025US$181.7bUS$235.1bUS$11.7b16.7x15.5x0.8x
Thu, 10 Apr 2025US$171.3bUS$236.4bUS$11.6b19.2x14.8x0.7x
Sat, 08 Mar 2025US$218.7bUS$235.7bUS$11.6b22.4x18.9x0.9x
Mon, 03 Feb 2025US$215.7bUS$233.9bUS$11.5b23.5x18.8x0.9x
Wed, 01 Jan 2025US$229.6bUS$233.5bUS$11.2b25.2x20.5x1x
Fri, 29 Nov 2024US$249.0bUS$233.7bUS$11.4b23.2x21.9x1.1x
Sun, 27 Oct 2024US$247.2bUS$231.6bUS$11.5b24.2x21.6x1.1x
Tue, 24 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Thu, 22 Aug 2024US$236.4bUS$229.8bUS$11.3b23.3x20.9x1x
Sat, 20 Jul 2024US$253.6bUS$228.7bUS$12.7b21x20x1.1x
Mon, 17 Jun 2024US$232.4bUS$228.6bUS$12.7b19.7x18.3x1x
Wed, 15 May 2024US$249.6bUS$228.4bUS$12.7b20.9x19.6x1.1x
Fri, 12 Apr 2024US$244.8bUS$230.2bUS$13.8b19x17.7x1.1x
Sun, 10 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Tue, 06 Feb 2024US$230.4bUS$233.2bUS$13.7b15.1x16.8x1x
Thu, 04 Jan 2024US$257.9bUS$241.0bUS$16.1b15.7x16.1x1.1x
Sat, 02 Dec 2023US$255.7bUS$241.7bUS$15.9b15.8x16x1.1x
Mon, 30 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Wed, 27 Sep 2023US$258.9bUS$248.9bUS$17.8b13x14.5x1x
Fri, 25 Aug 2023US$272.0bUS$250.6bUS$17.5b15.1x15.5x1.1x
Sun, 23 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Tue, 20 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Thu, 18 May 2023US$273.1bUS$260.9bUS$17.7b14.4x15.4x1x
Sat, 15 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Mon, 13 Mar 2023US$272.3bUS$267.9bUS$19.1b13.5x14.3x1x
Wed, 08 Feb 2023US$287.3bUS$269.6bUS$19.4b14.1x14.8x1.1x
Fri, 06 Jan 2023US$261.8bUS$272.0bUS$19.1b13.6x13.7x1x
Sun, 04 Dec 2022US$277.7bUS$272.6bUS$19.4b13.2x14.3x1x
Price to Earnings Ratio

14.3x


Total Market Cap: US$277.7bTotal Earnings: US$19.4bTotal Revenue: US$272.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17x202320242025
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 17.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 14% per year over the last three years,
  • Revenues have also declined 4.9% 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 Market2.41%
Industrials2.28%
Logistics3.84%
Air Freight and Logistics3.84%
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
FDX FedExUS$273.874.1%
+US$2.5b		-9.6%PE15.7x
UPS United Parcel ServiceUS$94.542.3%
+US$1.8b		-30.3%PE14.6x
ZTO ZTO Express (Cayman)US$20.548.3%
+US$1.2b		6.9%PE13x
EXPD Expeditors International of WashingtonUS$147.585.5%
+US$1.0b		21.3%PE23.4x
CHRW C.H. Robinson WorldwideUS$157.353.7%
+US$668.7m		47.9%PE31x

Latest News

FLX
US$3.17
BingEx
7D
-2.5%
1Y
-54.7%
FDX
US$273.87
FedEx
7D
4.1%
1Y
-9.6%

FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational Risks

FedEx's analyst price target increased by approximately $4 to $271.93. Analysts cite improving cost discipline, incremental revenue growth, and continued focus on network efficiency as key drivers behind the upward revision.
EXPD
US$147.58
Expeditors International of Washington
7D
5.5%
1Y
21.3%
HUBG
US$38.32
Hub Group
7D
9.2%
1Y
-26.9%
ZTO
US$20.54
ZTO Express (Cayman)
7D
8.3%
1Y
6.9%
CJMB
US$2.49
Callan JMB
7D
-20.2%
1Y
n/a
CHRW
US$157.35
C.H. Robinson Worldwide
7D
3.7%
1Y
47.9%

CHRW: Operating Margin Expansion And Cost Discipline Will Drive Resilience Amid Freight Headwinds

The analyst consensus price target for C.H. Robinson Worldwide increased from $150.31 to $152.20. Analysts cited operating margin expansion, profit growth, and a more defensive business model as factors supporting improved expectations, despite near-term challenges in freight markets.
GXO
US$49.65
GXO Logistics
7D
3.6%
1Y
-17.9%

GXO: New Contract Wins And Automation Will Drive Momentum Ahead

GXO Logistics' analyst price target has increased from $62.12 to $63.94. Analysts point to improving growth prospects, new contract wins, and ongoing operational efficiencies as factors driving a more optimistic outlook for the company.
ATXG
US$0.44
Addentax Group
7D
-2.2%
1Y
-18.9%
FWRD
US$21.92
Forward Air
7D
4.1%
1Y
-39.2%
UPS
US$94.54
United Parcel Service
7D
2.3%
1Y
-30.3%
GVH
US$3.78
Globavend Holdings
7D
-2.1%
1Y
-97.3%
HKPD
US$1.01
Hong Kong Pharma Digital Technology Holdings
7D
-15.5%
1Y
n/a
AIRT
US$18.35
Air T
7D
-5.6%
1Y
-4.8%