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U.S. Logistics Industry Analysis

UpdatedDec 18, 2024
DataAggregated Company Financials
Companies25
  • 7D-1.4%
  • 3M-4.1%
  • 1Y-11.8%
  • YTD-8.9%

The Logistics industry has stayed flat over the last week. As for the longer term, the industry has declined 11% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Dec 2024US$236.7bUS$233.7bUS$11.4b24.7x20.8x1x
Fri, 15 Nov 2024US$246.5bUS$233.5bUS$11.4b23.1x21.7x1.1x
Sun, 13 Oct 2024US$245.0bUS$230.4bUS$11.1b24.6x22.2x1.1x
Tue, 10 Sep 2024US$237.5bUS$229.9bUS$11.3b23.6x21x1x
Thu, 08 Aug 2024US$230.1bUS$229.4bUS$12.0b20.1x19.2x1x
Sat, 06 Jul 2024US$243.4bUS$228.7bUS$12.7b19.8x19.2x1.1x
Mon, 03 Jun 2024US$237.7bUS$228.6bUS$12.7b20.2x18.7x1x
Wed, 01 May 2024US$241.7bUS$228.8bUS$13.0b19.1x18.6x1.1x
Fri, 29 Mar 2024US$251.0bUS$230.2bUS$13.8b19.6x18.2x1.1x
Sun, 25 Feb 2024US$241.3bUS$232.0bUS$13.7b16.8x17.6x1x
Tue, 23 Jan 2024US$256.1bUS$241.0bUS$16.1b14.6x16x1.1x
Thu, 21 Dec 2023US$269.4bUS$241.7bUS$15.9b15.6x16.9x1.1x
Sat, 18 Nov 2023US$251.7bUS$241.6bUS$15.8b15.7x15.9x1x
Mon, 16 Oct 2023US$256.9bUS$248.9bUS$17.8b13.4x14.4x1x
Wed, 13 Sep 2023US$265.8bUS$250.7bUS$17.6b13.4x15.1x1.1x
Fri, 11 Aug 2023US$289.4bUS$250.6bUS$17.5b16.5x16.5x1.2x
Sun, 09 Jul 2023US$285.2bUS$258.3bUS$18.8b14.3x15.2x1.1x
Tue, 06 Jun 2023US$269.5bUS$260.9bUS$17.8b13.9x15.1x1x
Thu, 04 May 2023US$277.2bUS$260.9bUS$17.7b15.1x15.6x1.1x
Sat, 01 Apr 2023US$292.9bUS$267.3bUS$18.8b14.8x15.6x1.1x
Mon, 27 Feb 2023US$270.7bUS$267.9bUS$19.0b13.4x14.2x1x
Wed, 25 Jan 2023US$273.0bUS$271.8bUS$19.1b13.9x14.3x1x
Fri, 23 Dec 2022US$261.4bUS$271.9bUS$19.1b13.5x13.7x1x
Sun, 20 Nov 2022US$263.5bUS$272.3bUS$19.3b12.7x13.7x1x
Tue, 18 Oct 2022US$239.6bUS$270.6bUS$19.1b10.7x12.5x0.9x
Thu, 15 Sep 2022US$287.4bUS$269.6bUS$19.4b11.6x14.8x1.1x
Sat, 13 Aug 2022US$308.6bUS$268.8bUS$19.4b11.3x15.9x1.1x
Mon, 11 Jul 2022US$286.8bUS$264.1bUS$18.9b10.6x15.2x1.1x
Wed, 08 Jun 2022US$290.2bUS$262.4bUS$20.2b11.8x14.4x1.1x
Fri, 06 May 2022US$281.2bUS$261.4bUS$20.1b11.7x14x1.1x
Sun, 03 Apr 2022US$306.4bUS$257.1bUS$22.0b11.8x13.9x1.2x
Tue, 01 Mar 2022US$317.4bUS$256.5bUS$22.0b14.2x14.4x1.2x
Thu, 27 Jan 2022US$313.2bUS$248.4bUS$15.1b16.7x20.8x1.3x
Sat, 25 Dec 2021US$332.3bUS$248.0bUS$15.1b19.1x22.1x1.3x
Price to Earnings Ratio

22.1x


Total Market Cap: US$332.3bTotal Earnings: US$15.1bTotal Revenue: US$248.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.5x202220232024
Current Industry PE
  • Investors are optimistic on the American Logistics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.8x which is higher than its 3-year average PE of 16.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 8.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market0.12%
Industrials-2.26%
Logistics-1.42%
Air Freight and Logistics-1.42%
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
ZTO ZTO Express (Cayman)US$20.056.1%
+US$924.8m
0.6%PE13.6x
AAWW Atlas Air Worldwide HoldingsUS$102.483.0%
+US$84.8m
19.2%PE8.2x
CRGO FreightosUS$2.4424.5%
+US$23.7m
-30.5%PS5.4x
ATXG Addentax GroupUS$0.655.2%
+US$194.0k
-50.0%PS0.8x
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