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U.S. Air Freight and Logistics Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies28
  • 7D1.0%
  • 3M6.6%
  • 1Y16.9%
  • YTDn/a

The Air Freight and Logistics industry is up 1.0% in the last week, with FedEx up 1.5%. In the last 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026US$234.4bUS$234.4bUS$12.9b15x18.2x1x
Fri, 20 Feb 2026US$262.0bUS$235.0bUS$12.6b19.2x20.9x1.1x
Sun, 18 Jan 2026US$234.6bUS$235.8bUS$12.6b16.7x18.7x1x
Tue, 16 Dec 2025US$219.1bUS$234.2bUS$12.3b16.1x17.8x0.9x
Thu, 13 Nov 2025US$205.3bUS$234.0bUS$12.3b15.4x16.7x0.9x
Sat, 11 Oct 2025US$184.5bUS$235.2bUS$12.4b15.6x14.9x0.8x
Mon, 08 Sep 2025US$182.1bUS$234.5bUS$12.4b17.2x14.7x0.8x
Wed, 06 Aug 2025US$178.9bUS$233.9bUS$11.8b15.3x15.1x0.8x
Fri, 04 Jul 2025US$198.3bUS$234.7bUS$11.9b16.7x16.6x0.8x
Sun, 01 Jun 2025US$183.9bUS$234.9bUS$11.8b16x15.6x0.8x
Tue, 29 Apr 2025US$181.9bUS$234.6bUS$11.6b16.4x15.7x0.8x
Thu, 27 Mar 2025US$205.4bUS$236.4bUS$11.6b20.3x17.7x0.9x
Sat, 22 Feb 2025US$216.2bUS$235.4bUS$11.6b21.3x18.7x0.9x
Mon, 20 Jan 2025US$231.6bUS$233.5bUS$11.2b25.4x20.6x1x
Wed, 18 Dec 2024US$236.7bUS$233.7bUS$11.4b24.7x20.8x1x
Fri, 15 Nov 2024US$246.5bUS$233.5bUS$11.4b23.1x21.7x1.1x
Sun, 13 Oct 2024US$245.0bUS$230.4bUS$11.1b24.6x22.2x1.1x
Tue, 10 Sep 2024US$237.5bUS$229.9bUS$11.3b23.6x21x1x
Thu, 08 Aug 2024US$230.1bUS$229.4bUS$12.0b20.1x19.2x1x
Sat, 06 Jul 2024US$243.4bUS$228.7bUS$12.7b19.8x19.2x1.1x
Mon, 03 Jun 2024US$237.7bUS$228.6bUS$12.7b20.2x18.7x1x
Wed, 01 May 2024US$241.7bUS$228.8bUS$13.0b19.1x18.6x1.1x
Fri, 29 Mar 2024US$251.0bUS$230.2bUS$13.8b19.6x18.2x1.1x
Sun, 25 Feb 2024US$241.3bUS$232.0bUS$13.7b16.8x17.6x1x
Tue, 23 Jan 2024US$256.1bUS$241.0bUS$16.1b14.6x16x1.1x
Thu, 21 Dec 2023US$269.4bUS$241.7bUS$15.9b15.6x16.9x1.1x
Sat, 18 Nov 2023US$251.7bUS$241.6bUS$15.8b15.7x15.9x1x
Mon, 16 Oct 2023US$256.9bUS$248.9bUS$17.8b13.4x14.4x1x
Wed, 13 Sep 2023US$265.8bUS$250.7bUS$17.6b13.4x15.1x1.1x
Fri, 11 Aug 2023US$289.4bUS$250.6bUS$17.5b16.5x16.5x1.2x
Sun, 09 Jul 2023US$285.2bUS$258.3bUS$18.8b14.3x15.2x1.1x
Tue, 06 Jun 2023US$269.5bUS$260.9bUS$17.8b13.9x15.1x1x
Thu, 04 May 2023US$277.2bUS$260.9bUS$17.7b15.1x15.6x1.1x
Sat, 01 Apr 2023US$292.9bUS$267.3bUS$18.8b14.8x15.6x1.1x
Price to Earnings Ratio

15.6x


Total Market Cap: US$292.9bTotal Earnings: US$18.8bTotal Revenue: US$267.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 17.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Air Freight and 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 17.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Air Freight and Logistics industry have declined 12% per year over the last three years,
  • Revenues have also declined 4.3% 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-2.29%
Industrials-1.23%
Logistics1.03%
Air Freight and Logistics1.03%
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$359.961.5%
+US$2.5b		49.3%PE19.2x
ZTO ZTO Express (Cayman)US$25.276.5%
+US$1.2b		27.5%PE14.6x
UPS United Parcel ServiceUS$98.440.7%
+US$625.1m		-10.5%PE15x
HUBG Hub GroupUS$36.075.7%
+US$119.2m		-4.4%PE21x
RLGT Radiant LogisticsUS$7.132.7%
+US$8.6m		15.0%PE22.9x

Latest News

HUBG
US$36.07
Hub Group
7D
5.7%
1Y
-4.4%
FDX
US$359.96
FedEx
7D
1.5%
1Y
49.3%
UPS
US$98.44
United Parcel Service
7D
0.7%
1Y
-10.5%

UPS: Union Pushback And Job Cuts Will Pressure Earnings Trajectory

Analysts have trimmed the UPS fair value estimate by about $0.50, while modestly adjusting assumptions for revenue growth, profit margins and future P/E. This reflects mixed Street signals that include a recent $6 cut to a $112 price target at BofA, alongside a series of upward revisions from other firms citing the resilience of physical transport networks.
ZTO
US$25.27
ZTO Express (Cayman)
7D
6.5%
1Y
27.5%
CHRW
US$169.20
C.H. Robinson Worldwide
7D
-1.5%
1Y
69.2%

CHRW: Elevated Freight Expectations Will Likely Struggle Against Softer Seasonality Risks

Analysts have nudged the fair value estimate for C.H. Robinson Worldwide to $131.39 from $130.54, reflecting Street price target increases supported by slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a marginally reduced future P/E multiple. Analyst Commentary Recent Street research on C.H. Robinson Worldwide skews positive on price targets, but the tone is not uniformly bullish.
GXO
US$51.61
GXO Logistics
7D
-3.9%
1Y
28.1%

GXO: Automation And Sector Caution Will Shape Mid Single Digit Organic Outlook

The analyst price target for GXO Logistics has narrowed slightly as fair value moved from about $58.96 to $58.04. This change reflects updated assumptions around growth, margins, and a higher future P/E, following a mix of recent target increases from several firms and a downgrade to Neutral from one major bank citing reduced upside after strong share price performance.
FLX
US$2.71
BingEx
7D
-4.9%
1Y
-65.7%
SFWL
US$0.88
Shengfeng Development
7D
2.9%
1Y
-11.5%
EXPD
US$141.97
Expeditors International of Washington
7D
-0.8%
1Y
20.0%
FWRD
US$16.21
Forward Air
7D
-1.5%
1Y
-22.5%
ATXG
US$0.33
Addentax Group
7D
30.4%
1Y
-61.4%
RLGT
US$7.13
Radiant Logistics
7D
2.7%
1Y
15.0%
NCEW
US$10.28
New Century Logistics (BVI)
7D
11.7%
1Y
-28.4%
FRGT
US$1.05
Freight Technologies
7D
-6.3%
1Y
-95.7%

Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding

Jan 29
Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding
ARAI
US$0.86
Arrive AI
7D
-15.0%
1Y
n/a
AIRT
US$22.37
Air T
7D
-4.8%
1Y
29.8%