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U.S. Logistics Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies29
  • 7D-3.0%
  • 3M10.5%
  • 1Y-15.3%
  • YTD-9.8%

Over the last 7 days, the Logistics industry has dropped 3.0%, driven by United Parcel Service declining 3.9%. Overall the industry is down 15% in 12 months. Looking forward, earnings are forecast to grow by 9.5% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 20 Nov 2025US$201.7bUS$234.0bUS$12.3b16.4x16.4x0.9x
Sat, 18 Oct 2025US$184.7bUS$235.2bUS$12.4b15.8x14.9x0.8x
Mon, 15 Sep 2025US$183.4bUS$234.5bUS$12.4b17.3x14.8x0.8x
Wed, 13 Aug 2025US$181.7bUS$234.3bUS$12.5b16.6x14.6x0.8x
Fri, 11 Jul 2025US$195.1bUS$234.7bUS$11.9b16.7x16.3x0.8x
Sun, 08 Jun 2025US$185.7bUS$234.9bUS$11.8b15.8x15.8x0.8x
Tue, 06 May 2025US$183.6bUS$234.1bUS$11.7b16.4x15.7x0.8x
Thu, 03 Apr 2025US$205.6bUS$236.5bUS$11.6b20.8x17.7x0.9x
Sat, 01 Mar 2025US$217.1bUS$235.6bUS$11.5b21.2x18.8x0.9x
Mon, 27 Jan 2025US$234.8bUS$233.6bUS$11.2b25.6x20.9x1x
Wed, 25 Dec 2024US$228.6bUS$233.5bUS$11.2b24.9x20.4x1x
Fri, 22 Nov 2024US$242.8bUS$233.8bUS$11.4b25.7x21.3x1x
Sun, 20 Oct 2024US$248.1bUS$230.4bUS$11.1b24.5x22.4x1.1x
Tue, 17 Sep 2024US$237.1bUS$229.8bUS$11.3b24.2x20.9x1x
Thu, 15 Aug 2024US$232.7bUS$229.7bUS$11.3b22.7x20.6x1x
Sat, 13 Jul 2024US$246.8bUS$228.7bUS$12.7b20.7x19.5x1.1x
Mon, 10 Jun 2024US$236.3bUS$228.6bUS$12.7b20x18.6x1x
Wed, 08 May 2024US$242.8bUS$228.2bUS$12.9b20.1x18.8x1.1x
Fri, 05 Apr 2024US$252.0bUS$230.2bUS$13.8b17.6x18.3x1.1x
Sun, 03 Mar 2024US$241.5bUS$231.7bUS$13.6b18.8x17.8x1x
Tue, 30 Jan 2024US$257.0bUS$241.0bUS$16.1b14.5x16x1.1x
Thu, 28 Dec 2023US$258.2bUS$241.0bUS$16.1b15.6x16.1x1.1x
Sat, 25 Nov 2023US$255.5bUS$241.7bUS$15.9b15.5x16x1.1x
Mon, 23 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Wed, 20 Sep 2023US$262.8bUS$250.4bUS$17.6b13.5x14.9x1x
Fri, 18 Aug 2023US$277.9bUS$250.6bUS$17.5b15.3x15.9x1.1x
Sun, 16 Jul 2023US$293.8bUS$258.4bUS$18.8b14.8x15.7x1.1x
Tue, 13 Jun 2023US$271.9bUS$260.9bUS$17.8b14.3x15.3x1x
Thu, 11 May 2023US$273.5bUS$261.1bUS$17.7b14.4x15.5x1x
Sat, 08 Apr 2023US$286.6bUS$266.9bUS$18.8b14x15.2x1.1x
Mon, 06 Mar 2023US$278.1bUS$268.0bUS$19.0b13.8x14.6x1x
Wed, 01 Feb 2023US$278.7bUS$271.8bUS$19.1b14.3x14.6x1x
Fri, 30 Dec 2022US$261.6bUS$272.0bUS$19.1b13.5x13.7x1x
Sun, 27 Nov 2022US$268.4bUS$272.4bUS$19.4b12.8x13.9x1x
Price to Earnings Ratio

13.9x


Total Market Cap: US$268.4bTotal Earnings: US$19.4bTotal Revenue: US$272.4bTotal 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 17.0x.
  • 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-3.08%
Industrials-3.48%
Logistics-2.99%
Air Freight and Logistics-2.99%
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
PSIG PS International GroupUS$3.960.3%
+US$21.1m		-7.9%PS0.4x
FLX BingExUS$3.250.6%
+US$1.4m		-60.0%PS0.4x
FRGT Freight TechnologiesUS$0.909.3%
+US$1.0m		-84.2%PS0.9x
NCEW New Century Logistics (BVI)US$3.542.9%
+US$268.8k		n/aPS0.2x

Latest News

ZTO
US$18.97
ZTO Express (Cayman)
7D
-2.0%
1Y
-5.1%
CHRW
US$151.36
C.H. Robinson Worldwide
7D
-1.1%
1Y
38.8%

CHRW: Operating Margin Expansion And Cost Discipline Will Drive Resilience Amid Freight Headwinds

The analyst consensus price target for C.H. Robinson Worldwide increased from $150.31 to $152.20. Analysts cited operating margin expansion, profit growth, and a more defensive business model as factors supporting improved expectations, despite near-term challenges in freight markets.
GXO
US$46.84
GXO Logistics
7D
-9.9%
1Y
-19.9%

GXO: New Contract Wins And Automation Will Drive Momentum Ahead

GXO Logistics' analyst price target has increased from $62.12 to $63.94. Analysts point to improving growth prospects, new contract wins, and ongoing operational efficiencies as factors driving a more optimistic outlook for the company.
PSIG
US$3.96
PS International Group
7D
0.3%
1Y
-7.9%
FWRD
US$20.13
Forward Air
7D
-10.0%
1Y
-42.4%
FLX
US$3.25
BingEx
7D
0.6%
1Y
-60.0%
UPS
US$92.41
United Parcel Service
7D
-3.9%
1Y
-30.0%
EXPD
US$139.13
Expeditors International of Washington
7D
-1.1%
1Y
17.0%

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
FDX
US$262.57
FedEx
7D
-2.3%
1Y
-8.8%

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$0.90
Freight Technologies
7D
9.3%
1Y
-84.2%
HUBG
US$34.74
Hub Group
7D
-3.4%
1Y
-30.9%

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
NCEW
US$3.54
New Century Logistics (BVI)
7D
2.9%
1Y
n/a