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U.S. Logistics Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies27
  • 7D3.7%
  • 3M-1.7%
  • 1Y39.7%
  • YTD16.0%

Over the last 7 days, the Logistics industry has risen 5.1%, driven by gains in United Parcel Service and FedEx of 5.6% and 4.5%, respectively. This takes the industry's 12 month performance to a gain of 39%. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026US$256.8bUS$235.0bUS$12.7b19.6x20.2x1.1x
Mon, 27 Apr 2026US$254.5bUS$234.5bUS$12.9b16.3x19.8x1.1x
Wed, 25 Mar 2026US$234.4bUS$234.4bUS$12.9b15x18.2x1x
Fri, 20 Feb 2026US$262.0bUS$235.0bUS$12.6b19.2x20.9x1.1x
Sun, 18 Jan 2026US$234.6bUS$235.8bUS$12.6b16.7x18.7x1x
Tue, 16 Dec 2025US$219.1bUS$234.2bUS$12.3b16.1x17.8x0.9x
Thu, 13 Nov 2025US$205.3bUS$234.0bUS$12.3b15.4x16.7x0.9x
Sat, 11 Oct 2025US$184.5bUS$235.2bUS$12.4b15.6x14.9x0.8x
Mon, 08 Sep 2025US$182.1bUS$234.5bUS$12.4b17.2x14.7x0.8x
Wed, 06 Aug 2025US$178.9bUS$233.9bUS$11.8b15.3x15.1x0.8x
Fri, 04 Jul 2025US$198.3bUS$234.7bUS$11.9b16.7x16.6x0.8x
Sun, 01 Jun 2025US$183.9bUS$234.9bUS$11.8b16x15.6x0.8x
Tue, 29 Apr 2025US$181.9bUS$234.6bUS$11.6b16.4x15.7x0.8x
Thu, 27 Mar 2025US$205.4bUS$236.4bUS$11.6b20.3x17.7x0.9x
Sat, 22 Feb 2025US$216.2bUS$235.4bUS$11.6b21.3x18.7x0.9x
Mon, 20 Jan 2025US$231.6bUS$233.5bUS$11.2b25.4x20.6x1x
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
Price to Earnings Ratio

15.1x


Total Market Cap: US$269.5bTotal Earnings: US$17.8bTotal Revenue: US$260.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.7x202420252026
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 20.1x which is higher than its 3-year average PE of 17.7x.
  • The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.4% 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 Market1.47%
Industrials1.33%
Logistics3.67%
Air Freight and Logistics3.67%
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$106.695.6%
+US$4.8b		9.4%PE17.3x
FDX FedExUS$411.754.5%
+US$4.2b		88.8%PE21.9x
CHRW C.H. Robinson WorldwideUS$178.652.5%
+US$521.0m		86.2%PE35.2x
GXO GXO LogisticsUS$50.115.6%
+US$303.7m		21.8%PE43.7x
FWRD Forward AirUS$10.5820.2%
+US$56.3m		-36.9%PS0.1x

Latest News

CHRW
US$178.65
C.H. Robinson Worldwide
7D
2.5%
1Y
86.2%
CRGO
US$2.01
Freightos
7D
-1.2%
1Y
-4.3%
FDX
US$411.75
FedEx
7D
4.5%
1Y
88.8%
CJMB
US$0.73
Callan JMB
7D
-7.1%
1Y
-85.7%
FWRD
US$10.58
Forward Air
7D
20.2%
1Y
-36.9%
Narrative Update • May 27

FWRD: Higher Discount Rate And Profit Margin Assumptions Will Drive Future Upside

Analysts have reduced their price targets for Forward Air by $23, citing updated assumptions around a fair value of $20.00, a higher discount rate of 12.46%, revised revenue growth of 4.63%, a profit margin of 5.08%, and a future P/E of 6.75. Analyst Commentary Recent research points to a more cautious stance around valuation for Forward Air, with price targets adjusted to reflect updated assumptions on discount rates, revenue growth, profit margins, and future P/E.
UPS
US$106.69
United Parcel Service
7D
5.6%
1Y
9.4%
EXPD
US$157.99
Expeditors International of Washington
7D
-0.3%
1Y
40.1%
RLGT
US$8.49
Radiant Logistics
7D
1.8%
1Y
42.9%
GXO
US$50.11
GXO Logistics
7D
5.6%
1Y
21.8%
ZTO
US$22.12
ZTO Express (Cayman)
7D
-3.8%
1Y
25.7%
Analysis Article • May 23

ZTO Express (Cayman) Inc. (NYSE:ZTO) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders might have noticed that ZTO Express (Cayman) Inc. ( NYSE:ZTO ) filed its first-quarter result this time...
JYD
US$0.70
Jayud Global Logistics
7D
-9.5%
1Y
-93.6%
PSIG
US$8.30
PS International Group
7D
8.2%
1Y
192.3%
FRGT
US$4.36
Freight Technologies
7D
10.3%
1Y
-91.9%
NCEW
US$18.93
New Century Logistics (BVI)
7D
-0.5%
1Y
121.1%
SFWL
US$0.93
Shengfeng Development
7D
-1.7%
1Y
-8.6%
ATXG
US$4.15
Addentax Group
7D
-3.7%
1Y
-69.3%