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U.S. Air Freight and Logistics Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies30
  • 7D9.8%
  • 3M31.1%
  • 1Y26.1%
  • YTDn/a

Over the last 7 days, the Air Freight and Logistics industry has risen 9.8%, driven by gains in FedEx and United Parcel Service of 15% and 10%, respectively. In the same time, Hub Group was down 12%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 9.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026US$262.0bUS$234.7bUS$12.6b19x20.7x1.1x
Tue, 06 Jan 2026US$224.8bUS$235.7bUS$12.6b16.1x17.9x1x
Thu, 04 Dec 2025US$209.7bUS$234.2bUS$12.3b15.5x17x0.9x
Sat, 01 Nov 2025US$198.8bUS$233.9bUS$12.2b14.9x16.3x0.8x
Mon, 29 Sep 2025US$184.8bUS$235.2bUS$12.4b16.2x14.9x0.8x
Wed, 27 Aug 2025US$186.1bUS$234.5bUS$12.4b17x15.1x0.8x
Fri, 25 Jul 2025US$197.3bUS$234.7bUS$11.9b16.4x16.5x0.8x
Sun, 22 Jun 2025US$187.4bUS$234.9bUS$11.8b16.2x15.9x0.8x
Tue, 20 May 2025US$192.3bUS$234.7bUS$11.7b16.6x16.5x0.8x
Thu, 17 Apr 2025US$179.7bUS$234.5bUS$11.6b17.9x15.5x0.8x
Sat, 15 Mar 2025US$209.7bUS$235.7bUS$11.5b20.3x18.2x0.9x
Mon, 10 Feb 2025US$212.0bUS$233.9bUS$11.5b22.8x18.5x0.9x
Wed, 08 Jan 2025US$227.0bUS$233.5bUS$11.2b25x20.2x1x
Fri, 06 Dec 2024US$237.1bUS$233.7bUS$11.4b23x20.8x1x
Sun, 03 Nov 2024US$242.8bUS$231.8bUS$11.5b24.7x21.2x1x
Tue, 01 Oct 2024US$242.7bUS$229.8bUS$11.1b24.5x21.9x1.1x
Thu, 29 Aug 2024US$239.3bUS$229.8bUS$11.3b24.5x21.1x1x
Sat, 27 Jul 2024US$236.7bUS$228.6bUS$12.0b21.5x19.7x1x
Mon, 24 Jun 2024US$234.9bUS$228.6bUS$12.7b20x18.5x1x
Wed, 22 May 2024US$246.5bUS$228.6bUS$12.7b20.4x19.4x1.1x
Fri, 19 Apr 2024US$237.4bUS$230.2bUS$13.8b15.3x17.2x1x
Sun, 17 Mar 2024US$248.3bUS$231.7bUS$13.6b17.3x18.3x1.1x
Tue, 13 Feb 2024US$240.9bUS$233.1bUS$13.7b17.3x17.6x1x
Thu, 11 Jan 2024US$258.0bUS$241.0bUS$16.1b15.6x16.1x1.1x
Sat, 09 Dec 2023US$262.1bUS$241.7bUS$15.9b16x16.4x1.1x
Mon, 06 Nov 2023US$246.3bUS$243.6bUS$16.1b14.9x15.3x1x
Wed, 04 Oct 2023US$263.2bUS$248.9bUS$17.8b13.1x14.8x1.1x
Fri, 01 Sep 2023US$275.8bUS$250.8bUS$17.6b15.4x15.7x1.1x
Sun, 30 Jul 2023US$297.8bUS$258.0bUS$18.8b15x15.9x1.2x
Tue, 27 Jun 2023US$274.5bUS$258.3bUS$18.8b14.3x14.6x1.1x
Thu, 25 May 2023US$268.2bUS$261.0bUS$17.8b14.2x15x1x
Sat, 22 Apr 2023US$294.0bUS$266.8bUS$18.8b14.8x15.6x1.1x
Mon, 20 Mar 2023US$282.1bUS$266.6bUS$18.8b13.9x15x1.1x
Wed, 15 Feb 2023US$284.9bUS$269.7bUS$19.3b14x14.7x1.1x
Price to Earnings Ratio

14.7x


Total Market Cap: US$284.9bTotal Earnings: US$19.3bTotal Revenue: US$269.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 17.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Air Freight and 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 17.3x.
  • The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Air Freight and Logistics industry have declined 13% per year over the last three years,
  • Revenues have also declined 4.5% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Air Freight and Logistics compare with similar industries?

US Market-0.071%
Industrials4.76%
Logistics9.83%
Air Freight and Logistics9.83%
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
FDX FedExUS$369.2314.6%
+US$11.0b		44.2%PE20x
UPS United Parcel ServiceUS$117.3410.5%
+US$9.4b		3.7%PE17.9x
ZTO ZTO Express (Cayman)US$24.099.8%
+US$1.3b		25.3%PE14.6x
CHRW C.H. Robinson WorldwideUS$200.592.9%
+US$666.3m		107.7%PE40.4x
EXPD Expeditors International of WashingtonUS$165.042.8%
+US$603.1m		49.5%PE26.2x

Latest News

FWRD
US$29.89
Forward Air
7D
7.2%
1Y
-7.3%

Forward Air's (NASDAQ:FWRD) Returns On Capital Not Reflecting Well On The Business

Feb 07
Forward Air's (NASDAQ:FWRD) Returns On Capital Not Reflecting Well On The Business
FLX
US$3.99
BingEx
7D
26.3%
1Y
-55.2%

Revenues Tell The Story For BingEx Limited (NASDAQ:FLX) As Its Stock Soars 25%

Feb 07
Revenues Tell The Story For BingEx Limited (NASDAQ:FLX) As Its Stock Soars 25%
UPS
US$117.34
United Parcel Service
7D
10.5%
1Y
3.7%

UPS: MD-11 Grounding And Margin Execution Will Shape Medium-Term Outlook

Analysts have lifted their UPS fair value estimate from US$100.50 to about US$113.18. This reflects updated expectations for revenue growth, margin trends, and future P/E multiples, as seen in a wave of recent price target increases across the Street.
CHRW
US$200.59
C.H. Robinson Worldwide
7D
2.9%
1Y
107.7%
HUBG
US$41.96
Hub Group
7D
-11.8%
1Y
1.2%
FDX
US$369.23
FedEx
7D
14.6%
1Y
44.2%
ZTO
US$24.09
ZTO Express (Cayman)
7D
9.8%
1Y
25.3%
GXO
US$58.91
GXO Logistics
7D
4.1%
1Y
36.1%

GXO: Tighter Capacity And Truckload Recovery Setup Will Drive Upside Into 2026

Narrative Update on GXO Logistics Analysts have lifted GXO Logistics' price target into a range of roughly $66 to $80, citing sector wide 2026 outlook updates that reference tighter capacity, a truckload recovery on the supply side, and a generally more bullish valuation framework, with some caution around nearer term seasonality. Analyst Commentary Recent research on GXO Logistics clusters around a more constructive view into 2026, with price targets now referenced in a range of about $66 to $80.
GVH
US$0.97
Globavend Holdings
7D
-19.9%
1Y
-99.4%
JYD
US$2.48
Jayud Global Logistics
7D
-24.8%
1Y
-98.8%
CRGO
US$2.05
Freightos
7D
-3.3%
1Y
-47.0%

Freightos: Moving To The Sidelines Given Concerns On 2026 Revenue

Jan 23
ARAI
US$1.40
Arrive AI
7D
-24.7%
1Y
n/a
EXPD
US$165.04
Expeditors International of Washington
7D
2.8%
1Y
49.5%
SFWL
US$0.90
Shengfeng Development
7D
-3.9%
1Y
-11.4%
ATXG
US$0.33
Addentax Group
7D
-1.3%
1Y
-68.1%
HKPD
US$0.83
Cellyan Biotechnology
7D
-3.6%
1Y
-57.4%