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U.S. Logistics Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies29
  • 7D1.6%
  • 3M-0.6%
  • 1Y-22.7%
  • YTD-17.3%

In the last week, the Logistics industry is up 1.6%, with C.H. Robinson Worldwide up 6.1%. In contrast, the industry has lost 23% in the last 12 months. As for the next few years, earnings are expected to grow by 9.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025US$182.6bUS$234.6bUS$12.4b16.2x14.8x0.8x
Fri, 15 Aug 2025US$186.5bUS$234.3bUS$12.4b16.4x15x0.8x
Sun, 13 Jul 2025US$195.0bUS$234.7bUS$11.9b16.5x16.3x0.8x
Tue, 10 Jun 2025US$185.8bUS$234.9bUS$11.8b16.4x15.8x0.8x
Thu, 08 May 2025US$178.6bUS$234.6bUS$11.7b15.5x15.2x0.8x
Sat, 05 Apr 2025US$187.5bUS$236.5bUS$11.6b18.8x16.2x0.8x
Mon, 03 Mar 2025US$219.4bUS$235.6bUS$11.5b21.2x19x0.9x
Wed, 29 Jan 2025US$240.3bUS$233.6bUS$11.2b23.7x21.4x1x
Fri, 27 Dec 2024US$228.6bUS$233.5bUS$11.2b25.1x20.4x1x
Sun, 24 Nov 2024US$247.9bUS$233.7bUS$11.4b23.2x21.8x1.1x
Tue, 22 Oct 2024US$248.1bUS$230.4bUS$11.0b24.2x22.5x1.1x
Thu, 19 Sep 2024US$243.6bUS$229.9bUS$11.3b24.4x21.5x1.1x
Sat, 17 Aug 2024US$234.8bUS$229.6bUS$11.3b23.3x20.8x1x
Mon, 15 Jul 2024US$250.2bUS$228.7bUS$12.7b20.7x19.7x1.1x
Wed, 12 Jun 2024US$238.2bUS$228.6bUS$12.7b19.9x18.7x1x
Fri, 10 May 2024US$243.3bUS$228.5bUS$12.7b21.1x19.1x1.1x
Sun, 07 Apr 2024US$249.5bUS$230.2bUS$13.8b19.3x18.1x1.1x
Tue, 05 Mar 2024US$243.3bUS$231.7bUS$13.6b19.1x17.9x1.1x
Thu, 01 Feb 2024US$241.9bUS$238.9bUS$14.2b13.7x17x1x
Sat, 30 Dec 2023US$259.8bUS$241.1bUS$16.1b15.7x16.2x1.1x
Mon, 27 Nov 2023US$255.5bUS$241.7bUS$15.9b15.5x16x1.1x
Wed, 25 Oct 2023US$248.2bUS$248.9bUS$17.8b13x13.9x1x
Fri, 22 Sep 2023US$262.0bUS$248.9bUS$17.8b13.3x14.7x1.1x
Sun, 20 Aug 2023US$277.0bUS$250.6bUS$17.5b15.4x15.8x1.1x
Tue, 18 Jul 2023US$293.8bUS$258.4bUS$18.8b14.6x15.7x1.1x
Thu, 15 Jun 2023US$277.4bUS$260.8bUS$17.8b14.5x15.6x1.1x
Sat, 13 May 2023US$269.2bUS$260.9bUS$17.7b14.2x15.2x1x
Mon, 10 Apr 2023US$286.6bUS$266.9bUS$18.8b14x15.2x1.1x
Wed, 08 Mar 2023US$275.7bUS$268.0bUS$19.0b13.6x14.5x1x
Fri, 03 Feb 2023US$292.8bUS$271.1bUS$19.5b14.3x15x1.1x
Sun, 01 Jan 2023US$261.6bUS$272.0bUS$19.1b13.3x13.7x1x
Tue, 29 Nov 2022US$265.1bUS$272.4bUS$19.4b12.6x13.7x1x
Thu, 27 Oct 2022US$245.0bUS$271.6bUS$19.4b10.9x12.6x0.9x
Sat, 24 Sep 2022US$241.8bUS$270.7bUS$19.4b9.8x12.5x0.9x
Price to Earnings Ratio

12.5x


Total Market Cap: US$241.8bTotal Earnings: US$19.4bTotal Revenue: US$270.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.8x202320242025
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 14.8x which is lower than its 3-year average PE of 16.8x.
  • 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 Market1.62%
Industrials1.58%
Logistics1.58%
Air Freight and Logistics1.58%
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
CHRW C.H. Robinson WorldwideUS$133.776.1%
+US$911.7m		33.4%PE29.6x
UPS United Parcel ServiceUS$85.200.9%
+US$678.1m		-34.8%PE12.6x
EXPD Expeditors International of WashingtonUS$124.803.2%
+US$521.2m		0.9%PE19.9x
FDX FedExUS$227.700.9%
+US$460.1m		-23.4%PE13.1x
ZTO ZTO Express (Cayman)US$19.401.6%
+US$241.3m		-13.2%PE12.7x

Latest News

RLGT
US$6.15
Radiant Logistics
7D
-1.6%
1Y
-5.4%
FDX
US$227.70
FedEx
7D
0.9%
1Y
-23.4%

DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency

FedEx's consensus price target was slightly reduced to $263.04 due to weaker package volume growth, macroeconomic uncertainties, and a lack of full-year EPS guidance, though analysts remain optimistic about long-term margin expansion from cost-cutting initiatives. Analyst Commentary Softer package volume growth, especially in business-to-consumer and less-than-truckload segments, along with weaker industrial demand, are pressuring near-term results and leading to lowered earnings estimates.
ARAI
US$3.29
Arrive AI
7D
-5.5%
1Y
n/a
CHRW
US$133.77
C.H. Robinson Worldwide
7D
6.1%
1Y
33.4%
JYD
US$0.14
Jayud Global Logistics
7D
-12.3%
1Y
-81.1%

Jayud Global Logistics Limited (NASDAQ:JYD) Stock's 29% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Sep 11
Jayud Global Logistics Limited (NASDAQ:JYD) Stock's 29% Dive Might Signal An Opportunity But It Requires Some Scrutiny
HUBG
US$37.58
Hub Group
7D
3.2%
1Y
-16.9%

Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125

Sep 05
Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125
NCEW
US$0.61
New Century Logistics (BVI)
7D
-10.4%
1Y
n/a
ZTO
US$19.40
ZTO Express (Cayman)
7D
1.6%
1Y
-13.2%
GXO
US$50.84
GXO Logistics
7D
-0.1%
1Y
-1.2%
FWRD
US$29.25
Forward Air
7D
-1.7%
1Y
-19.3%

Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around

Aug 22
Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around
FRGT
US$1.30
Freight Technologies
7D
-5.1%
1Y
-88.2%
FLX
US$3.21
BingEx
7D
6.1%
1Y
n/a
CJMB
US$5.08
Callan JMB
7D
10.4%
1Y
n/a
EXPD
US$124.80
Expeditors International of Washington
7D
3.2%
1Y
0.9%

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
UPS
US$85.20
United Parcel Service
7D
0.9%
1Y
-34.8%