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U.S. Logistics Industry Analysis

UpdatedNov 10, 2025
DataAggregated Company Financials
Companies30
  • 7D1.3%
  • 3M12.4%
  • 1Y-14.7%
  • YTD-8.5%

Over the last 7 days, the Logistics industry has risen 1.3%, and FedEx contributed the most with a gain of 3.6%. Meanwhile, GXO Logistics actually underperformed within the industry, shrinking 8.2% in the last week. However, the industry is down 15% over the past year. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 11 Nov 2025US$204.0bUS$233.9bUS$12.3b15x16.6x0.9x
Thu, 09 Oct 2025US$187.7bUS$235.2bUS$12.4b14.9x15.2x0.8x
Sat, 06 Sep 2025US$181.1bUS$234.5bUS$12.4b17.2x14.7x0.8x
Mon, 04 Aug 2025US$177.6bUS$233.6bUS$11.8b14x15x0.8x
Wed, 02 Jul 2025US$192.6bUS$234.7bUS$11.9b16.3x16.1x0.8x
Fri, 30 May 2025US$182.8bUS$234.9bUS$11.8b16.4x15.5x0.8x
Sun, 27 Apr 2025US$181.9bUS$234.6bUS$11.6b16.4x15.7x0.8x
Tue, 25 Mar 2025US$207.1bUS$236.4bUS$11.6b20.4x17.9x0.9x
Thu, 20 Feb 2025US$218.6bUS$235.3bUS$11.6b22.8x18.9x0.9x
Sat, 18 Jan 2025US$232.3bUS$233.5bUS$11.2b25.4x20.7x1x
Mon, 16 Dec 2024US$237.1bUS$233.7bUS$11.4b25.2x20.8x1x
Wed, 13 Nov 2024US$244.4bUS$233.5bUS$11.4b22.7x21.5x1x
Fri, 11 Oct 2024US$241.4bUS$230.4bUS$11.1b24.1x21.8x1x
Sun, 08 Sep 2024US$235.9bUS$229.9bUS$11.3b23.9x20.8x1x
Tue, 06 Aug 2024US$235.6bUS$228.7bUS$12.0b20.5x19.6x1x
Thu, 04 Jul 2024US$243.4bUS$228.7bUS$12.7b20.2x19.2x1.1x
Sat, 01 Jun 2024US$235.5bUS$228.6bUS$12.7b20.2x18.5x1x
Mon, 29 Apr 2024US$243.7bUS$228.8bUS$13.0b18.8x18.8x1.1x
Wed, 27 Mar 2024US$257.2bUS$231.3bUS$13.7b18.3x18.8x1.1x
Fri, 23 Feb 2024US$239.6bUS$232.0bUS$13.7b16.6x17.5x1x
Sun, 21 Jan 2024US$252.8bUS$241.0bUS$16.1b14.4x15.7x1x
Tue, 19 Dec 2023US$270.8bUS$241.7bUS$15.9b17x17x1.1x
Thu, 16 Nov 2023US$249.0bUS$241.6bUS$15.8b16.5x15.7x1x
Sat, 14 Oct 2023US$256.9bUS$248.9bUS$17.8b13.4x14.4x1x
Mon, 11 Sep 2023US$265.4bUS$250.7bUS$17.6b13.7x15.1x1.1x
Wed, 09 Aug 2023US$291.8bUS$250.6bUS$17.5b16.6x16.7x1.2x
Fri, 07 Jul 2023US$283.6bUS$258.3bUS$18.8b14.3x15.1x1.1x
Sun, 04 Jun 2023US$269.5bUS$260.9bUS$17.8b14.2x15.1x1x
Tue, 02 May 2023US$283.7bUS$263.0bUS$17.9b15.1x15.9x1.1x
Thu, 30 Mar 2023US$287.2bUS$266.6bUS$18.8b14.2x15.3x1.1x
Sat, 25 Feb 2023US$270.7bUS$267.9bUS$19.0b13.4x14.2x1x
Mon, 23 Jan 2023US$269.5bUS$271.8bUS$19.1b13.8x14.1x1x
Wed, 21 Dec 2022US$258.0bUS$272.6bUS$19.4b12.7x13.3x0.9x
Fri, 18 Nov 2022US$259.9bUS$272.3bUS$19.3b11.8x13.5x1x
Price to Earnings Ratio

13.5x


Total Market Cap: US$259.9bTotal Earnings: US$19.3bTotal Revenue: US$272.3bTotal 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 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 4.9% 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 Market-1.96%
Industrials-1.73%
Logistics1.30%
Air Freight and Logistics1.30%
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$262.093.6%
+US$2.1b		-9.6%PE15x
EXPD Expeditors International of WashingtonUS$137.4312.2%
+US$1.8b		15.0%PE21.8x
UPS United Parcel ServiceUS$95.952.0%
+US$1.7b		-27.1%PE14.8x
FWRD Forward AirUS$20.9116.1%
+US$98.8m		-40.9%PS0.3x
ZTO ZTO Express (Cayman)US$18.840.1%
+US$15.9m		-11.8%PE12.2x

Latest News

FWRD
US$20.91
Forward Air
7D
16.1%
1Y
-40.9%

These 4 Measures Indicate That Forward Air (NASDAQ:FWRD) Is Using Debt In A Risky Way

Nov 10
These 4 Measures Indicate That Forward Air (NASDAQ:FWRD) Is Using Debt In A Risky Way
CHRW
US$149.44
C.H. Robinson Worldwide
7D
-1.8%
1Y
37.1%
UPS
US$95.95
United Parcel Service
7D
2.0%
1Y
-27.1%
EXPD
US$137.43
Expeditors International of Washington
7D
12.2%
1Y
15.0%

Results: Expeditors International of Washington, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 08
Results: Expeditors International of Washington, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
GXO
US$50.84
GXO Logistics
7D
-8.2%
1Y
-15.4%

Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter Results

Nov 08
Analysts Are Updating Their GXO Logistics, Inc. (NYSE:GXO) Estimates After Its Third-Quarter Results
FDX
US$262.09
FedEx
7D
3.6%
1Y
-9.6%

FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty

FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.
FRGT
US$0.84
Freight Technologies
7D
-16.8%
1Y
-86.7%
HUBG
US$35.69
Hub Group
7D
0.5%
1Y
-28.6%

Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report

Nov 02
Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report
ARAI
US$4.35
Arrive AI
7D
-8.2%
1Y
n/a
ZTO
US$18.84
ZTO Express (Cayman)
7D
0.1%
1Y
-11.8%

Sustained Profitability And Efficiency Will Drive Continued Market Outperformance

Narrative Update on ZTO Express (Cayman): Analyst Price Target Adjustment Analysts have marginally raised their price target for ZTO Express, increasing it from $23.22 to $23.27. This adjustment reflects sustained profitability, along with a cautious outlook due to slower express delivery volume growth and limited opportunities for near-term industry consolidation.
JYD
US$3.76
Jayud Global Logistics
7D
-12.6%
1Y
-92.9%
CJMB
US$3.99
Callan JMB
7D
2.8%
1Y
n/a
NCEW
US$0.48
New Century Logistics (BVI)
7D
-7.2%
1Y
n/a
RLGT
US$6.11
Radiant Logistics
7D
1.8%
1Y
-18.0%
SFWL
US$0.91
Shengfeng Development
7D
-4.0%
1Y
-31.4%
FLX
US$3.35
BingEx
7D
-7.8%
1Y
-71.6%