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U.S. Logistics Industry Analysis

UpdatedOct 26, 2025
DataAggregated Company Financials
Companies29
  • 7D0.6%
  • 3M-5.1%
  • 1Y-22.7%
  • YTD-16.1%

The Logistics industry has stayed flat over the last week. As for the longer term, the industry has declined 23% in the last year. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Oct 2025US$187.1bUS$235.2bUS$12.4b16.5x15.1x0.8x
Wed, 24 Sep 2025US$182.6bUS$235.2bUS$12.4b15.8x14.7x0.8x
Fri, 22 Aug 2025US$183.7bUS$234.4bUS$12.3b17.2x14.9x0.8x
Sun, 20 Jul 2025US$190.1bUS$234.7bUS$11.9b15.8x15.9x0.8x
Tue, 17 Jun 2025US$188.9bUS$234.9bUS$11.8b16.1x16.1x0.8x
Thu, 15 May 2025US$190.1bUS$235.1bUS$11.7b16.7x16.3x0.8x
Sat, 12 Apr 2025US$178.3bUS$234.5bUS$11.6b18.8x15.4x0.8x
Mon, 10 Mar 2025US$221.1bUS$235.7bUS$11.6b22.4x19.1x0.9x
Wed, 05 Feb 2025US$208.1bUS$233.9bUS$11.5b23.1x18.1x0.9x
Fri, 03 Jan 2025US$230.7bUS$233.5bUS$11.2b25x20.6x1x
Sun, 01 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Tue, 29 Oct 2024US$247.2bUS$231.6bUS$11.5b24.3x21.6x1.1x
Thu, 26 Sep 2024US$237.6bUS$229.8bUS$11.1b24.3x21.5x1x
Sat, 24 Aug 2024US$237.9bUS$229.8bUS$11.3b23.6x21x1x
Mon, 22 Jul 2024US$253.9bUS$228.9bUS$12.7b21x20x1.1x
Wed, 19 Jun 2024US$233.8bUS$228.6bUS$12.7b19.8x18.4x1x
Fri, 17 May 2024US$245.0bUS$228.5bUS$12.7b21.5x19.3x1.1x
Sun, 14 Apr 2024US$246.7bUS$230.2bUS$13.8b17.8x17.9x1.1x
Tue, 12 Mar 2024US$248.5bUS$231.7bUS$13.6b19.7x18.3x1.1x
Thu, 08 Feb 2024US$238.4bUS$233.2bUS$13.7b15.4x17.4x1x
Sat, 06 Jan 2024US$256.6bUS$241.0bUS$16.1b15.3x16x1.1x
Mon, 04 Dec 2023US$260.4bUS$241.7bUS$15.9b15.8x16.3x1.1x
Wed, 01 Nov 2023US$241.5bUS$245.3bUS$16.2b14.5x14.9x1x
Fri, 29 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Sun, 27 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Tue, 25 Jul 2023US$297.6bUS$258.4bUS$18.8b15x15.9x1.2x
Thu, 22 Jun 2023US$273.1bUS$258.4bUS$18.8b14.3x14.5x1.1x
Sat, 20 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Mon, 17 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Wed, 15 Mar 2023US$274.7bUS$268.0bUS$19.1b13.8x14.4x1x
Fri, 10 Feb 2023US$282.3bUS$269.7bUS$19.3b13.5x14.6x1x
Sun, 08 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Tue, 06 Dec 2022US$268.0bUS$272.6bUS$19.4b12.8x13.8x1x
Thu, 03 Nov 2022US$238.0bUS$271.9bUS$19.3b10x12.3x0.9x
Price to Earnings Ratio

12.3x


Total Market Cap: US$238.0bTotal Earnings: US$19.3bTotal Revenue: US$271.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.9x202320242025
Current Industry PE
  • Investors are pessimistic on the American Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.1x which is lower than its 3-year average PE of 16.9x.
  • 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 4.7% 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 Market1.96%
Industrials2.28%
Logistics0.57%
Air Freight and Logistics0.57%
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$241.151.4%
+US$790.5m		-11.4%PE13.8x
UPS United Parcel ServiceUS$87.220.9%
+US$686.5m		-36.5%PE12.9x
ZTO ZTO Express (Cayman)US$19.211.2%
+US$182.6m		-20.7%PE12.5x
RLGT Radiant LogisticsUS$6.061.2%
+US$3.3m		-11.3%PE16.6x
HKPD Hong Kong Pharma Digital Technology HoldingsUS$1.4018.6%
+US$2.4m		n/aPS0.8x

Latest News

ZTO
US$19.21
ZTO Express (Cayman)
7D
1.2%
1Y
-20.7%
CRGO
US$3.44
Freightos
7D
-2.0%
1Y
158.6%
FDX
US$241.15
FedEx
7D
1.4%
1Y
-11.4%

Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges

FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.
CHRW
US$126.06
C.H. Robinson Worldwide
7D
-1.0%
1Y
16.6%
UPS
US$87.22
United Parcel Service
7D
0.9%
1Y
-36.5%

Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks

Oct 21
Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks
ATXG
US$0.68
Addentax Group
7D
-32.3%
1Y
5.5%
GXO
US$54.67
GXO Logistics
7D
-1.0%
1Y
-10.6%

E-commerce And Automation Integration Will Transform Global Logistics

The average analyst price target for GXO Logistics has risen slightly to $61.94 from $61.53. Analysts cite stable freight market conditions, improved contract win momentum, and ongoing cost discipline among the key factors supporting their modest upgrades.
HUBG
US$35.62
Hub Group
7D
-2.4%
1Y
-17.8%
FWRD
US$19.66
Forward Air
7D
-2.4%
1Y
-46.7%
NCEW
US$0.54
New Century Logistics (BVI)
7D
1.7%
1Y
n/a
RLGT
US$6.06
Radiant Logistics
7D
1.2%
1Y
-11.3%
GVH
US$5.84
Globavend Holdings
7D
9.8%
1Y
-96.3%
ARAI
US$5.42
Arrive AI
7D
-6.1%
1Y
n/a
SFWL
US$0.95
Shengfeng Development
7D
0.3%
1Y
-34.6%
EXPD
US$117.81
Expeditors International of Washington
7D
-1.8%
1Y
-1.7%

Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts

Aug 10
Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts
HKPD
US$1.40
Hong Kong Pharma Digital Technology Holdings
7D
18.6%
1Y
n/a