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U.S. Logistics Industry Analysis

UpdatedJul 15, 2025
DataAggregated Company Financials
Companies28
  • 7D-0.2%
  • 3M7.4%
  • 1Y-22.6%
  • YTD-13.8%

In the last week, Logistics has been flat. As for the longer term, the industry has declined 23% in the last year. As for the next few years, earnings are expected to grow by 8.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Jul 2025US$195.0bUS$234.7bUS$11.9b16.2x16.3x0.8x
Thu, 12 Jun 2025US$192.4bUS$234.9bUS$11.8b16.2x16.4x0.8x
Sat, 10 May 2025US$183.4bUS$235.1bUS$11.7b15.8x15.7x0.8x
Mon, 07 Apr 2025US$182.3bUS$236.5bUS$11.6b18.8x15.7x0.8x
Wed, 05 Mar 2025US$218.7bUS$235.6bUS$11.6b21.7x18.9x0.9x
Fri, 31 Jan 2025US$236.0bUS$233.9bUS$11.5b23.6x20.6x1x
Sun, 29 Dec 2024US$230.6bUS$233.5bUS$11.2b25x20.6x1x
Tue, 26 Nov 2024US$247.9bUS$233.7bUS$11.4b23.4x21.8x1.1x
Thu, 24 Oct 2024US$242.2bUS$230.4bUS$11.0b24x21.9x1.1x
Sat, 21 Sep 2024US$246.7bUS$229.8bUS$11.1b24.6x22.3x1.1x
Mon, 19 Aug 2024US$236.2bUS$229.6bUS$11.3b23.3x20.9x1x
Wed, 17 Jul 2024US$252.4bUS$228.7bUS$12.7b21.7x19.9x1.1x
Fri, 14 Jun 2024US$232.7bUS$228.6bUS$12.7b19.7x18.3x1x
Sun, 12 May 2024US$245.8bUS$228.4bUS$12.7b21.4x19.3x1.1x
Tue, 09 Apr 2024US$249.5bUS$230.2bUS$13.8b19.1x18.1x1.1x
Thu, 07 Mar 2024US$242.2bUS$231.7bUS$13.6b19.4x17.8x1x
Sat, 03 Feb 2024US$236.4bUS$237.7bUS$14.1b14.1x16.8x1x
Mon, 01 Jan 2024US$259.7bUS$241.1bUS$16.1b15.7x16.2x1.1x
Wed, 29 Nov 2023US$252.3bUS$241.7bUS$15.9b15.2x15.8x1x
Fri, 27 Oct 2023US$236.2bUS$245.7bUS$16.3b13.7x14.4x1x
Sun, 24 Sep 2023US$260.8bUS$248.9bUS$17.8b13.1x14.6x1x
Tue, 22 Aug 2023US$277.0bUS$250.6bUS$17.5b15.2x15.8x1.1x
Thu, 20 Jul 2023US$296.1bUS$258.3bUS$18.8b14.8x15.8x1.1x
Sat, 17 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Mon, 15 May 2023US$269.2bUS$260.9bUS$17.7b14.2x15.2x1x
Wed, 12 Apr 2023US$291.4bUS$266.9bUS$18.8b14.6x15.5x1.1x
Fri, 10 Mar 2023US$275.5bUS$268.0bUS$19.0b13.6x14.5x1x
Sun, 05 Feb 2023US$292.3bUS$269.6bUS$19.4b14.4x15.1x1.1x
Tue, 03 Jan 2023US$258.9bUS$272.0bUS$19.1b13.3x13.5x1x
Thu, 01 Dec 2022US$278.9bUS$272.5bUS$19.4b13.2x14.4x1x
Sat, 29 Oct 2022US$243.7bUS$271.9bUS$19.5b11.1x12.5x0.9x
Mon, 26 Sep 2022US$241.8bUS$270.7bUS$19.2b10.1x12.6x0.9x
Wed, 24 Aug 2022US$307.3bUS$268.7bUS$19.4b12.3x15.8x1.1x
Fri, 22 Jul 2022US$288.8bUS$264.0bUS$18.9b11x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$288.8bTotal Earnings: US$18.9bTotal Revenue: US$264.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.8x202320242025
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 16.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.83x.
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 3.8% 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 Market0.58%
Industrials1.18%
Logistics-0.16%
Air Freight and Logistics-0.16%
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
ZTO ZTO Express (Cayman)US$18.412.7%
+US$391.2m		-8.2%PE11.2x
GXO GXO LogisticsUS$52.124.4%
+US$254.0m		-2.2%PE79.5x
CHRW C.H. Robinson WorldwideUS$98.021.3%
+US$153.2m		12.6%PE22.9x
FWRD Forward AirUS$27.633.1%
+US$24.9m		11.2%PS0.3x
HUBG Hub GroupUS$35.020.6%
+US$13.5m		-21.4%PE20.7x

Latest News

FDX
US$233.98
FedEx
7D
-0.5%
1Y
-23.3%
CHRW
US$98.02
C.H. Robinson Worldwide
7D
1.3%
1Y
12.6%

At US$101, Is It Time To Put C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) On Your Watch List?

Jul 11
At US$101, Is It Time To Put C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) On Your Watch List?
HUBG
US$35.02
Hub Group
7D
0.6%
1Y
-21.4%
EXPD
US$114.98
Expeditors International of Washington
7D
-1.0%
1Y
-3.4%

At US$117, Is Expeditors International of Washington, Inc. (NYSE:EXPD) Worth Looking At Closely?

Jul 10
At US$117, Is Expeditors International of Washington, Inc. (NYSE:EXPD) Worth Looking At Closely?
GXO
US$52.12
GXO Logistics
7D
4.4%
1Y
-2.2%

The Return Trends At GXO Logistics (NYSE:GXO) Look Promising

Jul 09
The Return Trends At GXO Logistics (NYSE:GXO) Look Promising
ZTO
US$18.41
ZTO Express (Cayman)
7D
2.7%
1Y
-8.2%

ZTO Express (Cayman) Inc.'s (NYSE:ZTO) Low P/E No Reason For Excitement

Jul 07
ZTO Express (Cayman) Inc.'s (NYSE:ZTO) Low P/E No Reason For Excitement
UPS
US$100.12
United Parcel Service
7D
-0.7%
1Y
-30.5%
HKPD
US$1.41
Hong Kong Pharma Digital Technology Holdings
7D
10.2%
1Y
n/a
FWRD
US$27.63
Forward Air
7D
3.1%
1Y
11.2%
AIRT
US$21.00
Air T
7D
-3.8%
1Y
-15.2%
ARAI
US$8.78
Arrive AI
7D
-20.0%
1Y
n/a

Arrive AI: Revenues Still Haven't Arrived - Hold

Jun 16
CRGO
US$2.22
Freightos
7D
-10.5%
1Y
16.8%

After Leaping 29% Freightos Limited (NASDAQ:CRGO) Shares Are Not Flying Under The Radar

May 21
After Leaping 29% Freightos Limited (NASDAQ:CRGO) Shares Are Not Flying Under The Radar
CJMB
US$5.34
Callan JMB
7D
6.8%
1Y
n/a
FLX
US$3.25
BingEx
7D
-0.6%
1Y
n/a
JYD
US$0.18
Jayud Global Logistics
7D
-5.5%
1Y
-69.9%
SFWL
US$0.99
Shengfeng Development
7D
2.8%
1Y
-25.3%