United Parcel Service, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Jul 25
U.S. Air Freight and Logistics Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies27
- 7D-6.8%
- 3M-3.0%
- 1Y-19.2%
- YTDn/a
Over the last 7 days, the Air Freight and Logistics industry has dropped 6.8%, driven by a pullback from United Parcel Service of 12%. The industry has fallen 19% in the last year. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the U.S. Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | US$238.0b | US$228.7b | US$12.0b | 21.5x | 19.8x | 1x |
| Sun, 23 Jun 2024 | US$234.9b | US$228.6b | US$12.7b | 20x | 18.5x | 1x |
| Tue, 21 May 2024 | US$248.4b | US$228.6b | US$12.7b | 21.2x | 19.6x | 1.1x |
| Thu, 18 Apr 2024 | US$236.3b | US$230.2b | US$13.8b | 15.9x | 17.1x | 1x |
| Sat, 16 Mar 2024 | US$249.4b | US$231.7b | US$13.6b | 19.5x | 18.4x | 1.1x |
| Mon, 12 Feb 2024 | US$239.0b | US$233.1b | US$13.7b | 17x | 17.4x | 1x |
| Wed, 10 Jan 2024 | US$258.0b | US$241.0b | US$16.1b | 15.9x | 16.1x | 1.1x |
| Fri, 08 Dec 2023 | US$261.0b | US$241.7b | US$15.9b | 15.9x | 16.4x | 1.1x |
| Sun, 05 Nov 2023 | US$246.3b | US$243.6b | US$16.1b | 14.9x | 15.3x | 1x |
| Tue, 03 Oct 2023 | US$263.5b | US$248.9b | US$17.8b | 13.2x | 14.8x | 1.1x |
| Thu, 31 Aug 2023 | US$279.0b | US$250.8b | US$17.6b | 15.6x | 15.8x | 1.1x |
| Sat, 29 Jul 2023 | US$297.8b | US$258.0b | US$18.8b | 15x | 15.9x | 1.2x |
| Mon, 26 Jun 2023 | US$269.9b | US$258.4b | US$18.8b | 14x | 14.4x | 1x |
| Wed, 24 May 2023 | US$272.2b | US$261.0b | US$17.8b | 14.5x | 15.3x | 1x |
| Fri, 21 Apr 2023 | US$294.4b | US$266.8b | US$18.8b | 14.9x | 15.6x | 1.1x |
| Sun, 19 Mar 2023 | US$282.1b | US$266.6b | US$18.8b | 13.9x | 15x | 1.1x |
| Tue, 14 Feb 2023 | US$285.4b | US$269.7b | US$19.3b | 14x | 14.8x | 1.1x |
| Thu, 12 Jan 2023 | US$274.5b | US$272.1b | US$19.1b | 14.3x | 14.3x | 1x |
| Sat, 10 Dec 2022 | US$263.6b | US$272.6b | US$19.4b | 12.5x | 13.6x | 1x |
| Mon, 07 Nov 2022 | US$240.8b | US$271.9b | US$19.3b | 10.6x | 12.5x | 0.9x |
| Wed, 05 Oct 2022 | US$250.3b | US$270.7b | US$19.2b | 10.5x | 13.1x | 0.9x |
| Fri, 02 Sep 2022 | US$294.7b | US$268.7b | US$19.4b | 12x | 15.2x | 1.1x |
| Sun, 31 Jul 2022 | US$299.1b | US$266.7b | US$19.2b | 11.5x | 15.5x | 1.1x |
| Tue, 28 Jun 2022 | US$287.5b | US$264.1b | US$18.9b | 12.8x | 15.2x | 1.1x |
| Thu, 26 May 2022 | US$272.2b | US$262.2b | US$20.2b | 11.3x | 13.5x | 1x |
| Sat, 23 Apr 2022 | US$281.3b | US$256.1b | US$22.0b | 12.2x | 12.8x | 1.1x |
| Mon, 21 Mar 2022 | US$322.6b | US$260.5b | US$22.1b | 14.8x | 14.6x | 1.2x |
| Wed, 16 Feb 2022 | US$325.4b | US$253.8b | US$21.7b | 14.6x | 15x | 1.3x |
| Fri, 14 Jan 2022 | US$334.2b | US$248.1b | US$15.1b | 18.1x | 22.2x | 1.3x |
| Sun, 12 Dec 2021 | US$330.7b | US$245.1b | US$15.2b | 18x | 21.7x | 1.3x |
| Tue, 09 Nov 2021 | US$327.8b | US$249.7b | US$14.9b | 17.2x | 22x | 1.3x |
| Thu, 07 Oct 2021 | US$294.3b | US$242.4b | US$14.0b | 18.9x | 21x | 1.2x |
| Sat, 04 Sep 2021 | US$321.3b | US$234.9b | US$14.5b | 18.2x | 22.2x | 1.4x |
| Mon, 02 Aug 2021 | US$313.4b | US$234.9b | US$14.5b | 17.6x | 21.6x | 1.3x |
Price to Earnings Ratio
21.6x
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 19.8x which is higher than its 3-year average PE of 16.6x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Air Freight and Logistics industry have declined 6.1% 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 Comparison
How does U.S. Air Freight and Logistics compare with similar industries?
| US Market | -2.42% | |
| Industrials | -1.05% | |
| Logistics | -6.79% | |
| Air Freight and Logistics | -6.79% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EXPD Expeditors International of Washington | US$124.85 | 3.8% +US$644.1m | -1.0% | PE25.3x | |
| CHRW C.H. Robinson Worldwide | US$89.41 | 2.3% +US$235.4m | -8.4% | PE34.5x | |
| GXO GXO Logistics | US$55.31 | 2.5% +US$158.8m | -16.0% | PE39.6x | |
| AAWW Atlas Air Worldwide Holdings | US$102.48 | 3.0% +US$84.8m | 19.2% | PE8.2x | |
| FWRD Forward Air | US$27.67 | 12.9% +US$83.8m | -76.6% | PS0.5x |
