Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Logistics Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies29
  • 7D2.6%
  • 3M0.3%
  • 1Y27.7%
  • YTD10.6%

The Logistics industry is up 2.6% in the last week, with United Parcel Service up 2.6%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026US$243.7bUS$238.1bUS$12.8b16.9x19.1x1x
Thu, 11 Jun 2026US$240.9bUS$235.0bUS$12.7b16.9x18.9x1x
Sat, 09 May 2026US$243.8bUS$234.6bUS$12.7b16.3x19.2x1x
Mon, 06 Apr 2026US$237.2bUS$234.5bUS$12.9b17.1x18.4x1x
Wed, 04 Mar 2026US$259.0bUS$232.4bUS$12.7b19x20.5x1.1x
Fri, 30 Jan 2026US$233.9bUS$234.7bUS$12.6b16.8x18.5x1x
Sun, 28 Dec 2025US$222.3bUS$235.7bUS$12.6b16.1x17.7x0.9x
Tue, 25 Nov 2025US$205.9bUS$234.1bUS$12.3b15.3x16.7x0.9x
Thu, 23 Oct 2025US$188.8bUS$235.2bUS$12.4b16.5x15.2x0.8x
Sat, 20 Sep 2025US$183.6bUS$235.2bUS$12.4b15.7x14.8x0.8x
Mon, 18 Aug 2025US$185.3bUS$234.3bUS$12.4b17.1x14.9x0.8x
Wed, 16 Jul 2025US$193.0bUS$234.7bUS$11.9b16.1x16.2x0.8x
Fri, 13 Jun 2025US$190.1bUS$234.9bUS$11.8b16.7x16.2x0.8x
Sun, 11 May 2025US$181.7bUS$235.1bUS$11.7b15.8x15.5x0.8x
Tue, 08 Apr 2025US$182.3bUS$236.4bUS$11.6b18.4x15.7x0.8x
Thu, 06 Mar 2025US$214.1bUS$235.7bUS$11.6b21.5x18.5x0.9x
Sat, 01 Feb 2025US$217.9bUS$233.9bUS$11.5b23.5x19x0.9x
Mon, 30 Dec 2024US$230.6bUS$233.5bUS$11.2b25x20.6x1x
Wed, 27 Nov 2024US$251.5bUS$233.7bUS$11.4b23.2x22.1x1.1x
Fri, 25 Oct 2024US$241.6bUS$231.6bUS$11.5b24.1x21.1x1x
Sun, 22 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Tue, 20 Aug 2024US$236.2bUS$229.7bUS$11.3b23.4x20.9x1x
Thu, 18 Jul 2024US$258.3bUS$228.7bUS$12.7b21.6x20.4x1.1x
Sat, 15 Jun 2024US$232.7bUS$228.6bUS$12.7b19.7x18.3x1x
Mon, 13 May 2024US$245.8bUS$228.4bUS$12.7b21.4x19.3x1.1x
Wed, 10 Apr 2024US$249.1bUS$230.2bUS$13.8b19.1x18x1.1x
Fri, 08 Mar 2024US$246.8bUS$231.7bUS$13.6b19.5x18.2x1.1x
Sun, 04 Feb 2024US$236.4bUS$237.7bUS$14.1b14.1x16.8x1x
Tue, 02 Jan 2024US$259.7bUS$241.1bUS$16.1b15.7x16.2x1.1x
Thu, 30 Nov 2023US$253.5bUS$241.8bUS$15.9b15.2x15.9x1x
Sat, 28 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Mon, 25 Sep 2023US$260.8bUS$248.9bUS$17.8b13.1x14.6x1x
Wed, 23 Aug 2023US$271.3bUS$250.6bUS$17.5b15.1x15.5x1.1x
Fri, 21 Jul 2023US$297.3bUS$258.4bUS$18.8b14.9x15.8x1.2x
Price to Earnings Ratio

15.8x


Total Market Cap: US$297.3bTotal Earnings: US$18.8bTotal Revenue: US$258.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.9x202420252026
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 17.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 12% per year over the last three years,
  • Revenues have also declined 2.7% 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 Market-0.93%
Industrials-3.37%
Logistics2.56%
Air Freight and Logistics2.56%
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
UPS United Parcel ServiceUS$112.892.6%
+US$2.4b		12.8%PE18.3x
EXPD Expeditors International of WashingtonUS$175.505.9%
+US$1.3b		52.6%PE27.5x
CHRW C.H. Robinson WorldwideUS$196.504.2%
+US$934.7m		100.5%PE38.7x
FDX FedExUS$313.741.2%
+US$909.1m		34.1%PE16.9x
ZTO ZTO Express (Cayman)US$24.034.3%
+US$758.8m		30.5%PE13.4x

Latest News

AIRT
US$28.40
Air T
7D
-11.2%
1Y
35.2%
FDX
US$313.74
FedEx
7D
1.2%
1Y
34.1%
FWRD
US$12.80
Forward Air
7D
-1.5%
1Y
-53.7%
UPS
US$112.89
United Parcel Service
7D
2.6%
1Y
12.8%
GXO
US$48.99
GXO Logistics
7D
-4.2%
1Y
-6.0%
CHRW
US$196.50
C.H. Robinson Worldwide
7D
4.2%
1Y
100.5%
ARAI
US$0.39
Arrive AI
7D
-5.5%
1Y
-95.5%
CRGO
US$1.24
Freightos
7D
-3.9%
1Y
-44.1%
HUBG
US$47.69
Hub Group
7D
4.0%
1Y
36.2%
Narrative Update • Jul 01

HUBG: Restatements And Legal Actions Will Pressure Earnings Quality

Hub Group's updated analyst fair value estimate has shifted from $36.00 to $29.00, reflecting a lower projected future P/E, along with revised views on revenue growth, profit margins and recent Street price target moves. Analyst Commentary on Hub Group Recent Street research on Hub Group reflects a more cautious tone, with several bearish analysts trimming price targets and recalibrating expectations for the stock.
GVH
US$4.62
Globavend Holdings
7D
25.9%
1Y
-69.9%
ZTO
US$24.03
ZTO Express (Cayman)
7D
4.3%
1Y
30.5%
Narrative Update • Jun 29

ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Analysts have raised the price target for ZTO Express (Cayman) to $29.03 from $23.87, reflecting updated expectations for revenue growth, profit margins, and valuation multiples amid mixed recent target changes on the Street. Analyst Commentary Recent research on ZTO Express (Cayman) highlights a split in opinion, with some analysts focusing on potential upside from execution and profitability, while others emphasize overhangs related to shareholder moves and industry conditions.
SFWL
US$0.75
Shengfeng Development
7D
-16.5%
1Y
-23.9%
RLGT
US$9.34
Radiant Logistics
7D
-2.8%
1Y
54.4%
EXPD
US$175.50
Expeditors International of Washington
7D
5.9%
1Y
52.6%
FLX
US$2.18
BingEx
7D
-4.4%
1Y
-32.9%
FRGT
US$3.96
Freight Technologies
7D
2.6%
1Y
-91.8%