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U.S. Logistics Industry Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies30
  • 7D2.4%
  • 3M-7.9%
  • 1Y28.4%
  • YTD7.0%

The Logistics industry is up 2.4% in the last week, with United Parcel Service up 3.0%. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Aug 2026US$236.9bUS$242.0bUS$12.3b18.7x19.2x1x
Sun, 26 Jul 2026US$245.2bUS$238.1bUS$12.8b16.8x19.2x1x
Tue, 23 Jun 2026US$235.9bUS$235.0bUS$12.7b17.4x18.5x1x
Thu, 21 May 2026US$239.4bUS$234.6bUS$12.7b18.3x18.8x1x
Sat, 18 Apr 2026US$250.5bUS$234.6bUS$12.9b16.2x19.4x1.1x
Mon, 16 Mar 2026US$231.7bUS$232.4bUS$12.7b17x18.3x1x
Wed, 11 Feb 2026US$261.2bUS$234.7bUS$12.6b19x20.7x1.1x
Fri, 09 Jan 2026US$230.1bUS$235.7bUS$12.6b16.8x18.3x1x
Sun, 07 Dec 2025US$211.6bUS$234.1bUS$12.3b15.7x17.2x0.9x
Tue, 04 Nov 2025US$201.5bUS$233.8bUS$12.2b14.5x16.5x0.9x
Thu, 02 Oct 2025US$184.1bUS$235.2bUS$12.4b14.6x14.9x0.8x
Sat, 30 Aug 2025US$185.4bUS$234.5bUS$12.4b17.2x15x0.8x
Mon, 28 Jul 2025US$199.9bUS$234.7bUS$11.9b16.5x16.8x0.9x
Wed, 25 Jun 2025US$191.5bUS$234.9bUS$11.8b16.3x16.3x0.8x
Fri, 23 May 2025US$181.8bUS$234.9bUS$11.8b18.4x15.4x0.8x
Sun, 20 Apr 2025US$179.2bUS$234.5bUS$11.6b18.1x15.5x0.8x
Tue, 18 Mar 2025US$212.0bUS$235.7bUS$11.5b20.5x18.4x0.9x
Thu, 13 Feb 2025US$214.9bUS$234.0bUS$11.5b22.4x18.7x0.9x
Sat, 11 Jan 2025US$229.5bUS$233.5bUS$11.2b24.4x20.5x1x
Mon, 09 Dec 2024US$232.9bUS$233.7bUS$11.4b25.5x20.5x1x
Wed, 06 Nov 2024US$241.3bUS$233.7bUS$11.4b24.6x21.1x1x
Fri, 04 Oct 2024US$242.9bUS$229.8bUS$11.1b23.1x22x1.1x
Sun, 01 Sep 2024US$241.6bUS$229.8bUS$11.3b25.4x21.3x1.1x
Tue, 30 Jul 2024US$238.9bUS$228.6bUS$12.0b21.2x19.9x1x
Thu, 27 Jun 2024US$234.2bUS$228.7bUS$12.7b20.1x18.5x1x
Sat, 25 May 2024US$237.0bUS$228.6bUS$12.7b21x18.6x1x
Mon, 22 Apr 2024US$238.7bUS$230.2bUS$13.8b15x17.3x1x
Wed, 20 Mar 2024US$248.7bUS$231.7bUS$13.6b17.1x18.3x1.1x
Fri, 16 Feb 2024US$235.8bUS$233.2bUS$13.7b17.2x17.1x1x
Sun, 14 Jan 2024US$256.9bUS$241.0bUS$16.1b15.3x16x1.1x
Tue, 12 Dec 2023US$262.2bUS$241.7bUS$15.9b16.4x16.4x1.1x
Thu, 09 Nov 2023US$243.4bUS$243.9bUS$16.1b15.1x15.1x1x
Sat, 07 Oct 2023US$260.3bUS$248.9bUS$17.8b13.2x14.6x1x
Mon, 04 Sep 2023US$274.7bUS$250.8bUS$17.6b15.3x15.6x1.1x
Price to Earnings Ratio

15.6x


Total Market Cap: US$274.7bTotal Earnings: US$17.6bTotal Revenue: US$250.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 18x202420252026
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 18.0x.
  • 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 11% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.16%
Industrials-0.48%
Logistics2.37%
Air Freight and Logistics2.37%
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$105.683.0%
+US$2.6b		21.1%PE19.7x
FDX FedExUS$331.411.6%
+US$1.3b		43.3%PE17.7x
CHRW C.H. Robinson WorldwideUS$151.145.1%
+US$854.2m		16.9%PE27.9x
EXPD Expeditors International of WashingtonUS$190.722.3%
+US$561.6m		57.3%PE27x
GXO GXO LogisticsUS$47.985.8%
+US$299.3m		-9.3%PE42x

Latest News

FDX
US$331.41
FedEx
7D
1.6%
1Y
43.3%
CJMB
US$2.20
Callan JMB
7D
-7.6%
1Y
-54.4%
FWRD
US$17.70
Forward Air
7D
-0.5%
1Y
-41.8%
Seeking Alpha • Aug 25

Forward Air: Undervalued, But Lack Of Profitability May Dampen Growth

Summary Forward Air is rated a hold despite being significantly undervalued due to persistent net losses and profitability concerns. Management expects to retain 50–75% of a $250 million customer contract, potentially adding $125–$187.5 million in revenue in FY 2026. FWRD’s net leverage ratio improved to 5.2x, with further deleveraging planned via divestiture of the intermodal segment to reduce debt. Revenue growth and valuation upside hinge on successful customer retention and conversion of MOU commitments into realized sales. Read the full article on Seeking Alpha
CHRW
US$151.14
C.H. Robinson Worldwide
7D
5.1%
1Y
16.9%
Narrative Update • Aug 25

CHRW: Operating Leverage In Tightening Truckload Cycle Will Support Future Margins

The analyst fair value estimate for C.H. Robinson Worldwide has been adjusted to $237 from $230, as analysts weigh stronger operating leverage in recent results against concerns about tighter gross margins and higher insurance and claims costs across the brokerage sector. Analyst Commentary Recent research on C.H. Robinson Worldwide shows a split but active analyst community, with a cluster of bullish analysts citing operating leverage, exposure to a firming truckload market, and improving freight conditions even as others focus on higher insurance and claims risk.
HUBG
US$39.98
Hub Group
7D
-0.2%
1Y
7.2%
UPS
US$105.68
United Parcel Service
7D
3.0%
1Y
21.1%
ZTO
US$21.19
ZTO Express (Cayman)
7D
-0.9%
1Y
14.9%
Narrative Update • Aug 21

ZTO: Buybacks And Alibaba Overhang Will Balance Pricing And Earnings Execution

Analysts trimmed their fair value estimate for ZTO Express (Cayman) to about $23.48 from $24.24 as they balanced a lower revenue growth outlook and a reduced future P/E multiple with expectations for firmer profit margins, improving industry pricing, and ongoing shareholder returns. Analyst Commentary Recent Street research on ZTO Express (Cayman) points to a mixed backdrop, with some firms expressing confidence in industry pricing and shareholder returns, while bearish analysts highlight fresh overhangs and valuation questions.
FLX
US$1.90
BingEx
7D
-6.4%
1Y
-45.9%
GXO
US$47.98
GXO Logistics
7D
5.8%
1Y
-9.3%
FRGT
US$1.49
Freight Technologies
7D
-9.1%
1Y
-95.3%
CRGO
US$1.30
Freightos
7D
-6.5%
1Y
-60.7%
AIRT
US$32.63
Air T
7D
11.1%
1Y
41.2%
EXPD
US$190.72
Expeditors International of Washington
7D
2.3%
1Y
57.3%
RLGT
US$8.71
Radiant Logistics
7D
0.7%
1Y
35.2%
NCEW
US$18.39
New Century Logistics (BVI)
7D
6.2%
1Y
274.1%
PSIG
US$1.81
PS International Group
7D
-18.8%
1Y
-46.3%