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U.S. Logistics Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies29
  • 7D-1.9%
  • 3M22.1%
  • 1Y21.5%
  • YTD16.1%

The Logistics is pretty flat in the last 7 days, but BingEx has stood out, gaining 10%. As for the the longer term, the industry is up 22% over the past 12 months. As for the next few years, earnings are expected to grow by 9.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026US$258.4bUS$232.4bUS$12.7b19.1x20.4x1.1x
Sat, 24 Jan 2026US$237.2bUS$235.8bUS$12.6b16.7x18.9x1x
Mon, 22 Dec 2025US$221.9bUS$235.7bUS$12.6b15.7x17.7x0.9x
Wed, 19 Nov 2025US$203.5bUS$234.0bUS$12.3b16.4x16.5x0.9x
Fri, 17 Oct 2025US$183.1bUS$235.2bUS$12.4b16x14.8x0.8x
Sun, 14 Sep 2025US$183.4bUS$234.5bUS$12.4b17.3x14.8x0.8x
Tue, 12 Aug 2025US$183.3bUS$234.3bUS$11.8b15.9x15.5x0.8x
Thu, 10 Jul 2025US$195.9bUS$234.7bUS$11.9b16.7x16.4x0.8x
Sat, 07 Jun 2025US$183.5bUS$234.9bUS$11.8b15.8x15.6x0.8x
Mon, 05 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Wed, 02 Apr 2025US$206.4bUS$236.5bUS$11.6b20.7x17.8x0.9x
Fri, 28 Feb 2025US$215.9bUS$235.6bUS$11.5b21.2x18.7x0.9x
Sun, 26 Jan 2025US$234.8bUS$233.6bUS$11.2b25.6x20.9x1x
Tue, 24 Dec 2024US$229.0bUS$233.5bUS$11.2b24.6x20.4x1x
Thu, 21 Nov 2024US$245.6bUS$233.7bUS$11.4b22.7x21.6x1.1x
Sat, 19 Oct 2024US$247.4bUS$230.4bUS$11.1b24.5x22.4x1.1x
Mon, 16 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Wed, 14 Aug 2024US$230.1bUS$229.6bUS$11.3b23x20.3x1x
Fri, 12 Jul 2024US$241.8bUS$228.7bUS$12.7b20.2x19.1x1.1x
Sun, 09 Jun 2024US$236.3bUS$228.6bUS$12.7b20x18.6x1x
Tue, 07 May 2024US$243.3bUS$228.6bUS$13.0b20.1x18.8x1.1x
Thu, 04 Apr 2024US$252.0bUS$230.2bUS$13.8b17.3x18.3x1.1x
Sat, 02 Mar 2024US$241.6bUS$231.7bUS$13.6b18.8x17.8x1x
Mon, 29 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Wed, 27 Dec 2023US$258.7bUS$241.0bUS$16.1b15.7x16.1x1.1x
Fri, 24 Nov 2023US$253.3bUS$241.6bUS$15.9b15.4x15.9x1x
Sun, 22 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Tue, 19 Sep 2023US$263.4bUS$250.4bUS$17.6b13.5x15x1.1x
Thu, 17 Aug 2023US$277.9bUS$250.6bUS$17.5b15.3x15.9x1.1x
Sat, 15 Jul 2023US$293.8bUS$258.4bUS$18.8b14.8x15.7x1.1x
Mon, 12 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Wed, 10 May 2023US$274.9bUS$260.9bUS$17.7b14.6x15.5x1.1x
Fri, 07 Apr 2023US$286.6bUS$266.9bUS$18.8b14x15.2x1.1x
Sun, 05 Mar 2023US$278.1bUS$268.0bUS$19.0b13.8x14.6x1x
Price to Earnings Ratio

14.6x


Total Market Cap: US$278.1bTotal Earnings: US$19.0bTotal Revenue: US$268.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Logistics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.7x which is higher than its 3-year average PE of 17.4x.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 13% per year over the last three years,
  • Revenues have also declined 4.3% 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 Market0.90%
Industrials0.21%
Logistics-1.87%
Air Freight and Logistics-1.87%
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
FLX BingExUS$2.7710.4%
+US$17.8m		-68.6%PS0.3x
HUBG Hub GroupUS$41.160.2%
+US$6.1m		1.0%PE24x
PSIG PS International GroupUS$5.798.2%
+US$3.8m		47.7%PS0.7x
SFWL Shengfeng DevelopmentUS$0.904.7%
+US$3.3m		-6.3%PE6.3x
JYD Jayud Global LogisticsUS$2.7611.7%
+US$792.8k		-98.5%PS0.09x

Latest News

FWRD
US$25.15
Forward Air
7D
-8.9%
1Y
-2.3%
EXPD
US$141.87
Expeditors International of Washington
7D
-5.2%
1Y
20.8%
ZTO
US$24.75
ZTO Express (Cayman)
7D
-2.3%
1Y
26.7%

ZTO: Future Buybacks And Better Unit Economics Will Support Upside

Analysts now see fair value for ZTO Express (Cayman) nudging higher, with their price target moving from about $27.72 to roughly $28.84. This points to expectations for slightly better long term growth, profitability and P/E support, backed by recent price target raises tied to share buybacks and improved unit economics.
CRGO
US$1.34
Freightos
7D
-39.1%
1Y
-55.0%
FDX
US$382.59
FedEx
7D
-0.1%
1Y
49.4%
UPS
US$113.85
United Parcel Service
7D
-2.0%
1Y
-2.6%

UPS: Labor Disputes And Fleet Disruptions Will Pressure Margins And Sentiment

The analyst fair value estimate for United Parcel Service has been lifted from about $80.28 to roughly $85.08 as analysts factor in higher revenue growth assumptions, slightly stronger profit margins, and a higher future P/E multiple supported by a wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent research on United Parcel Service shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they refine outlooks for earnings, margins, and sector conditions through 2026.
CHRW
US$175.91
C.H. Robinson Worldwide
7D
-5.4%
1Y
79.2%

CHRW: Truckload Supply Tightening And Cost Discipline Will Support Future Margins

We are lifting our C.H. Robinson Worldwide fair value estimate to $225 from $210 as analysts broadly raise price targets, citing updated earnings assumptions, a higher profit margin outlook, and a slightly richer future P/E multiple, offset by a modestly higher discount rate and more measured revenue growth expectations. Analyst Commentary Bullish analysts have been lifting their price targets on C.H. Robinson Worldwide across a wide range of research updates, pointing to a mix of earnings power, margin potential, and valuation support.
GXO
US$63.79
GXO Logistics
7D
-2.5%
1Y
56.5%

GXO: Record Q4 Execution And 2026 Guidance Will Support Higher Share Prices

Analysts have raised their price target on GXO Logistics from $67.00 to about $85.09, reflecting updated views on the stock's fair value after recent research highlighted record Q4 results, adjusted EBITDA performance, and refreshed 2026 outlooks across the transport and logistics peer group. Analyst Commentary Recent research on GXO Logistics centers on record Q4 revenue, adjusted EBITDA performance, and refreshed 2026 outlooks across the transports and logistics group.
PSIG
US$5.79
PS International Group
7D
8.2%
1Y
47.7%

PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up

Feb 12
PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up
FLX
US$2.77
BingEx
7D
10.4%
1Y
-68.6%
HUBG
US$41.16
Hub Group
7D
0.2%
1Y
1.0%

HUBG: Rail Tie Up And Buybacks Will Underpin Cautious Future Upside

Our fair value estimate for Hub Group has been adjusted from $48.00 to $45.67 as analysts factor in higher discount rates, slightly lower profit margins, and a modestly reduced future P/E multiple, even as several firms lift their price targets on expectations for intermodal and truckload improvement and potential benefits from the proposed Union Pacific and Norfolk Southern rail tie up. Analyst Commentary Recent Street research on Hub Group reflects a mixed setup, with several firms lifting price targets or ratings while others turn more cautious, often on timing and sustainability of any freight upturn rather than the company’s basic positioning.
GVH
US$1.27
Globavend Holdings
7D
6.7%
1Y
-99.1%
JYD
US$2.76
Jayud Global Logistics
7D
11.7%
1Y
-98.5%
CJMB
US$1.57
Callan JMB
7D
4.7%
1Y
-65.5%
SFWL
US$0.90
Shengfeng Development
7D
4.7%
1Y
-6.3%