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U.S. Logistics Industry Analysis

UpdatedSep 01, 2025
DataAggregated Company Financials
Companies31
  • 7D-0.5%
  • 3M0.6%
  • 1Y-21.8%
  • YTD-17.0%

Over the last 7 days, the Logistics industry has dropped 1.6%, driven by declines in FedEx and United Parcel Service of 2.4% and 1.6%, respectively. The industry has fallen 22% in the last year. Looking forward, earnings are forecast to grow by 9.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Sep 2025US$185.1bUS$234.5bUS$12.4b17.2x15x0.8x
Wed, 30 Jul 2025US$197.3bUS$234.7bUS$11.9b16.1x16.5x0.8x
Fri, 27 Jun 2025US$188.3bUS$235.0bUS$11.9b16.4x15.8x0.8x
Sun, 25 May 2025US$180.9bUS$234.9bUS$11.8b18.2x15.4x0.8x
Tue, 22 Apr 2025US$179.2bUS$234.5bUS$11.6b17.8x15.5x0.8x
Thu, 20 Mar 2025US$215.7bUS$236.0bUS$11.6b20.4x18.6x0.9x
Sat, 15 Feb 2025US$216.1bUS$234.7bUS$11.5b22.9x18.8x0.9x
Mon, 13 Jan 2025US$223.4bUS$233.5bUS$11.2b24.4x19.9x1x
Wed, 11 Dec 2024US$236.3bUS$233.7bUS$11.4b23.1x20.7x1x
Fri, 08 Nov 2024US$245.3bUS$233.6bUS$11.4b24.9x21.5x1x
Sun, 06 Oct 2024US$240.0bUS$230.4bUS$11.1b24x21.7x1x
Tue, 03 Sep 2024US$241.6bUS$229.8bUS$11.3b25.4x21.3x1.1x
Thu, 01 Aug 2024US$240.6bUS$228.7bUS$12.0b21.8x20x1.1x
Sat, 29 Jun 2024US$244.5bUS$228.7bUS$12.7b20.2x19.3x1.1x
Mon, 27 May 2024US$236.4bUS$228.6bUS$12.7b21x18.6x1x
Wed, 24 Apr 2024US$245.1bUS$229.0bUS$13.0b16.4x18.8x1.1x
Fri, 22 Mar 2024US$252.0bUS$231.8bUS$13.6b19.8x18.6x1.1x
Sun, 18 Feb 2024US$239.6bUS$233.2bUS$13.7b16.8x17.4x1x
Tue, 16 Jan 2024US$256.9bUS$241.0bUS$16.1b15.3x16x1.1x
Thu, 14 Dec 2023US$262.1bUS$241.7bUS$15.9b16.5x16.4x1.1x
Sat, 11 Nov 2023US$240.4bUS$241.6bUS$15.8b16.2x15.2x1x
Mon, 09 Oct 2023US$260.3bUS$248.9bUS$17.8b13.3x14.6x1x
Wed, 06 Sep 2023US$269.8bUS$250.7bUS$17.6b14x15.3x1.1x
Fri, 04 Aug 2023US$292.9bUS$255.8bUS$18.5b15.4x15.8x1.1x
Sun, 02 Jul 2023US$284.4bUS$258.3bUS$18.8b14.8x15.2x1.1x
Tue, 30 May 2023US$271.4bUS$260.9bUS$17.8b14.3x15.3x1x
Thu, 27 Apr 2023US$270.1bUS$265.3bUS$18.0b13.9x15x1x
Sat, 25 Mar 2023US$280.4bUS$266.6bUS$18.8b13.8x14.9x1.1x
Mon, 20 Feb 2023US$278.6bUS$269.8bUS$19.3b13.7x14.4x1x
Wed, 18 Jan 2023US$270.6bUS$272.1bUS$19.1b14.1x14.1x1x
Fri, 16 Dec 2022US$268.1bUS$272.6bUS$19.4b13.3x13.8x1x
Sun, 13 Nov 2022US$263.0bUS$272.3bUS$19.3b12.8x13.6x1x
Tue, 11 Oct 2022US$237.9bUS$270.7bUS$19.2b10.1x12.4x0.9x
Thu, 08 Sep 2022US$290.8bUS$268.6bUS$19.4b11.7x15x1.1x
Price to Earnings Ratio

15x


Total Market Cap: US$290.8bTotal Earnings: US$19.4bTotal Revenue: US$268.6bTotal 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 15.0x 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 1.00x.
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 4.4% 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 Market0.46%
Industrials-0.16%
Logistics-0.55%
Air Freight and Logistics-0.55%
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$128.701.8%
+US$270.4m		24.3%PE28.4x
HUBG Hub GroupUS$37.422.2%
+US$49.0m		-20.6%PE22.9x
EXPD Expeditors International of WashingtonUS$120.540.2%
+US$25.8m		-2.3%PE19.2x
SFWL Shengfeng DevelopmentUS$1.1311.7%
+US$9.7m		-12.4%PE8x
FWRD Forward AirUS$30.030.8%
+US$7.7m		-5.5%PS0.4x

Latest News

SFWL
US$1.13
Shengfeng Development
7D
11.7%
1Y
-12.4%
GVH
US$5.94
Globavend Holdings
7D
28.0%
1Y
-95.6%
HUBG
US$37.42
Hub Group
7D
2.2%
1Y
-20.6%
CHRW
US$128.70
C.H. Robinson Worldwide
7D
1.8%
1Y
24.3%
ZTO
US$18.20
ZTO Express (Cayman)
7D
-3.9%
1Y
-15.1%
GXO
US$52.65
GXO Logistics
7D
-1.0%
1Y
5.2%
FWRD
US$30.03
Forward Air
7D
0.8%
1Y
-5.5%

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
FLX
US$3.21
BingEx
7D
-4.5%
1Y
n/a
CRGO
US$3.28
Freightos
7D
-6.4%
1Y
105.0%

Freightos - high speed logistics as a software

The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.
FDX
US$231.07
FedEx
7D
-0.8%
1Y
-22.7%
ARAI
US$4.92
Arrive AI
7D
-6.6%
1Y
n/a

Here's Why Arrive AI (NASDAQ:ARAI) Can Afford Some Debt

Aug 16
Here's Why Arrive AI (NASDAQ:ARAI) Can Afford Some Debt
EXPD
US$120.54
Expeditors International of Washington
7D
0.2%
1Y
-2.3%

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$87.44
United Parcel Service
7D
-0.3%
1Y
-32.0%
HKPD
US$1.51
Hong Kong Pharma Digital Technology Holdings
7D
45.1%
1Y
n/a
RLGT
US$6.47
Radiant Logistics
7D
1.7%
1Y
1.6%
AIRT
US$21.88
Air T
7D
-3.4%
1Y
-3.7%