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U.S. Logistics Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies28
  • 7D2.9%
  • 3M3.9%
  • 1Y33.8%
  • YTD9.5%

Over the last 7 days, the Logistics industry has risen 2.3%, driven by gains in United Parcel Service and FedEx of 3.6% and 3.4%, respectively. In the last 12 months, the industry was up 36%. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026US$242.6bUS$234.6bUS$12.9b15.5x18.8x1x
Wed, 11 Mar 2026US$237.9bUS$232.4bUS$12.7b17.4x18.8x1x
Fri, 06 Feb 2026US$259.2bUS$234.7bUS$12.6b18.8x20.5x1.1x
Sun, 04 Jan 2026US$221.9bUS$235.7bUS$12.6b15.9x17.7x0.9x
Tue, 02 Dec 2025US$211.0bUS$234.1bUS$12.3b15.7x17.1x0.9x
Thu, 30 Oct 2025US$197.2bUS$234.4bUS$12.2b15x16.2x0.8x
Sat, 27 Sep 2025US$183.6bUS$235.2bUS$12.4b16.2x14.8x0.8x
Mon, 25 Aug 2025US$188.1bUS$234.5bUS$12.4b17.1x15.2x0.8x
Wed, 23 Jul 2025US$189.7bUS$234.7bUS$11.9b16.1x15.9x0.8x
Fri, 20 Jun 2025US$187.4bUS$234.9bUS$11.8b15.8x15.9x0.8x
Sun, 18 May 2025US$192.3bUS$234.7bUS$11.7b16.6x16.5x0.8x
Tue, 15 Apr 2025US$179.9bUS$234.5bUS$11.6b19.1x15.6x0.8x
Thu, 13 Mar 2025US$211.4bUS$235.7bUS$11.5b20.5x18.3x0.9x
Sat, 08 Feb 2025US$213.0bUS$233.9bUS$11.5b22.8x18.6x0.9x
Mon, 06 Jan 2025US$227.3bUS$233.5bUS$11.2b25.4x20.3x1x
Wed, 04 Dec 2024US$246.0bUS$233.7bUS$11.4b23.1x21.6x1.1x
Fri, 01 Nov 2024US$242.9bUS$231.9bUS$11.5b24.7x21.2x1x
Sun, 29 Sep 2024US$242.7bUS$229.8bUS$11.1b24.4x21.9x1.1x
Tue, 27 Aug 2024US$239.6bUS$229.8bUS$11.3b23.7x21.2x1x
Thu, 25 Jul 2024US$238.0bUS$228.6bUS$12.0b20.8x19.8x1x
Sat, 22 Jun 2024US$235.0bUS$228.6bUS$12.7b20x18.5x1x
Mon, 20 May 2024US$248.4bUS$228.6bUS$12.7b21.3x19.6x1.1x
Wed, 17 Apr 2024US$240.3bUS$230.2bUS$13.8b16x17.4x1x
Fri, 15 Mar 2024US$250.6bUS$231.7bUS$13.6b19.6x18.5x1.1x
Sun, 11 Feb 2024US$239.0bUS$233.1bUS$13.7b17x17.4x1x
Tue, 09 Jan 2024US$258.3bUS$241.0bUS$16.1b15.9x16.1x1.1x
Thu, 07 Dec 2023US$261.0bUS$241.7bUS$15.9b15.8x16.4x1.1x
Sat, 04 Nov 2023US$246.3bUS$243.6bUS$16.1b14.9x15.3x1x
Mon, 02 Oct 2023US$263.5bUS$248.9bUS$17.8b13.3x14.8x1.1x
Wed, 30 Aug 2023US$278.1bUS$250.6bUS$17.5b15.5x15.9x1.1x
Fri, 28 Jul 2023US$297.2bUS$258.4bUS$18.8b14.9x15.8x1.2x
Sun, 25 Jun 2023US$269.9bUS$258.4bUS$18.8b14x14.4x1x
Tue, 23 May 2023US$274.7bUS$260.8bUS$17.7b14.5x15.5x1.1x
Thu, 20 Apr 2023US$294.8bUS$266.9bUS$18.8b14.8x15.7x1.1x
Price to Earnings Ratio

15.7x


Total Market Cap: US$294.8bTotal Earnings: US$18.8bTotal Revenue: US$266.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.5x202420252026
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 17.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 12% per year over the last three years,
  • Revenues have also declined 4.2% 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 Market3.08%
Industrials4.46%
Logistics2.93%
Air Freight and Logistics2.93%
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$101.704.7%
+US$3.9b		3.1%PE15.5x
FDX FedExUS$374.084.2%
+US$3.6b		77.8%PE19.9x
GXO GXO LogisticsUS$56.075.8%
+US$349.9m		62.5%PE201x
HUBG Hub GroupUS$38.975.0%
+US$113.7m		16.5%PE22.7x
FWRD Forward AirUS$19.1410.1%
+US$55.2m		31.5%PS0.2x

Latest News

CJMB
US$1.22
Callan JMB
7D
-6.9%
1Y
-71.3%
HUBG
US$38.97
Hub Group
7D
5.0%
1Y
16.5%

HUBG: Rail Merger And Free Cash Flow Will Shape Balanced Outlook

Analysts have trimmed the Hub Group fair value estimate from $44.33 to $42.87. This reflects updated views on slightly softer revenue growth and profit margin assumptions, partially offset by modestly higher long term P/E expectations and mixed recent price target changes across the Street.
SFWL
US$0.99
Shengfeng Development
7D
-2.0%
1Y
1.9%
GXO
US$56.07
GXO Logistics
7D
5.8%
1Y
62.5%
ZTO
US$24.76
ZTO Express (Cayman)
7D
-0.8%
1Y
31.0%

ZTO: Buybacks And Unit Economics Will Face Ongoing Execution And Growth Risks

Analysts lifted the fair value estimate for ZTO Express (Cayman) from about $21.10 to roughly $23.81. This reflects updated assumptions around slightly higher revenue growth, a modestly higher future P/E multiple, and recent research that highlights share buybacks and improved unit economics, even as some views turn more cautious.
CHRW
US$163.49
C.H. Robinson Worldwide
7D
-3.3%
1Y
77.0%
FRGT
US$0.81
Freight Technologies
7D
-19.5%
1Y
-95.8%
RLGT
US$7.91
Radiant Logistics
7D
7.6%
1Y
35.7%
FDX
US$374.08
FedEx
7D
4.2%
1Y
77.8%

FedEx: Premium Mix And Network Optimization Supporting High-Quality Growth

Apr 07
ARAI
US$0.81
Arrive AI
7D
39.6%
1Y
n/a
UPS
US$101.70
United Parcel Service
7D
4.7%
1Y
3.1%

UPS: Heavy Asset Network And 2026 Inflection Will Drive Upside Potential

Analysts have made only modest tweaks to their UPS outlook, trimming the average price target by a few dollars to about $113. Near term earnings pressure, highlighted by more cautious firms, is balanced by others who see long term value in UPS's heavy asset network and multi year earnings potential.
CRGO
US$1.59
Freightos
7D
-1.9%
1Y
-22.1%
EXPD
US$143.06
Expeditors International of Washington
7D
-1.7%
1Y
27.7%
FWRD
US$19.14
Forward Air
7D
10.1%
1Y
31.5%
NCEW
US$12.00
New Century Logistics (BVI)
7D
4.4%
1Y
7.9%
AIRT
US$21.68
Air T
7D
-5.5%
1Y
35.9%