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U.S. Air Freight and Logistics Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies29
  • 7D0.2%
  • 3M-3.5%
  • 1Y28.9%
  • YTDn/a

The Air Freight and Logistics industry is up 1.8% in the last week, with FedEx up 3.6%. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026US$232.3bUS$241.6bUS$12.2b17x19.1x1x
Wed, 08 Jul 2026US$238.6bUS$238.1bUS$12.8b16.8x18.7x1x
Fri, 05 Jun 2026US$237.7bUS$235.0bUS$12.7b17.7x18.7x1x
Sun, 03 May 2026US$255.2bUS$234.2bUS$12.6b17.4x20.3x1.1x
Tue, 31 Mar 2026US$227.6bUS$234.5bUS$12.9b14.5x17.7x1x
Thu, 26 Feb 2026US$258.4bUS$232.4bUS$12.7b19.1x20.4x1.1x
Sat, 24 Jan 2026US$237.2bUS$235.8bUS$12.6b16.7x18.9x1x
Mon, 22 Dec 2025US$221.9bUS$235.7bUS$12.6b15.7x17.7x0.9x
Wed, 19 Nov 2025US$203.5bUS$234.0bUS$12.3b16.4x16.5x0.9x
Fri, 17 Oct 2025US$183.1bUS$235.2bUS$12.4b16x14.8x0.8x
Sun, 14 Sep 2025US$183.4bUS$234.5bUS$12.4b17.3x14.8x0.8x
Tue, 12 Aug 2025US$183.3bUS$234.3bUS$11.8b15.9x15.5x0.8x
Thu, 10 Jul 2025US$195.9bUS$234.7bUS$11.9b16.7x16.4x0.8x
Sat, 07 Jun 2025US$183.5bUS$234.9bUS$11.8b15.8x15.6x0.8x
Mon, 05 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Wed, 02 Apr 2025US$206.4bUS$236.5bUS$11.6b20.7x17.8x0.9x
Fri, 28 Feb 2025US$215.9bUS$235.6bUS$11.5b21.2x18.7x0.9x
Sun, 26 Jan 2025US$234.8bUS$233.6bUS$11.2b25.6x20.9x1x
Tue, 24 Dec 2024US$229.0bUS$233.5bUS$11.2b24.6x20.4x1x
Thu, 21 Nov 2024US$245.6bUS$233.7bUS$11.4b22.7x21.6x1.1x
Sat, 19 Oct 2024US$247.4bUS$230.4bUS$11.1b24.5x22.4x1.1x
Mon, 16 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Wed, 14 Aug 2024US$230.1bUS$229.6bUS$11.3b23x20.3x1x
Fri, 12 Jul 2024US$241.8bUS$228.7bUS$12.7b20.2x19.1x1.1x
Sun, 09 Jun 2024US$236.3bUS$228.6bUS$12.7b20x18.6x1x
Tue, 07 May 2024US$243.3bUS$228.6bUS$13.0b20.1x18.8x1.1x
Thu, 04 Apr 2024US$252.0bUS$230.2bUS$13.8b17.3x18.3x1.1x
Sat, 02 Mar 2024US$241.6bUS$231.7bUS$13.6b18.8x17.8x1x
Mon, 29 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Wed, 27 Dec 2023US$258.7bUS$241.0bUS$16.1b15.7x16.1x1.1x
Fri, 24 Nov 2023US$253.3bUS$241.6bUS$15.9b15.4x15.9x1x
Sun, 22 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Tue, 19 Sep 2023US$263.4bUS$250.4bUS$17.6b13.5x15x1.1x
Thu, 17 Aug 2023US$277.9bUS$250.6bUS$17.5b15.3x15.9x1.1x
Price to Earnings Ratio

15.9x


Total Market Cap: US$277.9bTotal Earnings: US$17.5bTotal Revenue: US$250.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 17.9x202420252026
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 17.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Air Freight and Logistics industry have declined 11% 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 Market2.74%
Industrials2.27%
Logistics0.23%
Air Freight and Logistics0.23%
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$318.573.0%
+US$2.2b		41.8%PE17x
EXPD Expeditors International of WashingtonUS$178.714.8%
+US$919.0m		52.8%PE25.3x
CHRW C.H. Robinson WorldwideUS$149.351.6%
+US$274.0m		28.5%PE27.6x
FWRD Forward AirUS$19.3537.7%
+US$209.3m		-36.0%PS0.3x
HUBG Hub GroupUS$47.802.7%
+US$77.7m		38.2%PE27.8x

Latest News

CHRW
US$149.35
C.H. Robinson Worldwide
7D
1.6%
1Y
28.5%
UPS
US$104.50
United Parcel Service
7D
-2.2%
1Y
21.1%
GXO
US$48.23
GXO Logistics
7D
-4.7%
1Y
-3.8%
FDX
US$318.57
FedEx
7D
3.0%
1Y
41.8%
Seeking Alpha • Aug 07

FedEx: Premium Revenue Mix And Network Transformation Support A Buy

Summary FedEx (FDX) is pivoting to premium B2B, specialized B2C, and cross-border shipments, prioritizing high-yield, service-driven volumes over low-price, commoditized business. FDX’s Tricolor and Network 2.0 initiatives are optimizing network agility, reducing costs, and targeting $2 billion in annualized efficiency savings by 2027. Recent financials show Federal Express revenue up 14% YoY, with parcel yield climbing 11% YoY, supporting the shift to higher-quality revenue. I rate FDX a Buy, citing attractive valuation, improved revenue mix, operational leverage, and a positive medium-term earnings outlook. Read the full article on Seeking Alpha
RLGT
US$8.44
Radiant Logistics
7D
2.4%
1Y
42.6%
FWRD
US$19.35
Forward Air
7D
37.7%
1Y
-36.0%
Narrative Update • Aug 06

FWRD: Contract Win And Extended Term Will Drive Future Upside

Forward Air's analyst price target has been revised upward by $7, with analysts pointing to improved visibility on retaining a significant portion of high margin contract logistics business and an extended customer agreement as key supports for the new view. Analyst Commentary on Forward Air Recent research suggests that bullish analysts see the latest contract update as a key support for Forward Air.
EXPD
US$178.71
Expeditors International of Washington
7D
4.8%
1Y
52.8%
Seeking Alpha • Aug 06

Expeditors International Of Washington: Strong Q2 Results Temper Concerns, I Recommend A Hold

Summary Expeditors International of Washington (EXPD) has benefited from tariff policies and trade complexity, but current growth appears unsustainable. EXPD faces conflicting forces: tariff-related customs demand and AI infrastructure freight, while its ocean freight business is contracting sharply. Q2 2026 results were strong and offset some of the concerns I otherwise have about sustainable growth. I view EXPD's high trailing and forward P/E ratios as unjustified and rate the stock a hold at current levels. Read the full article on Seeking Alpha
HUBG
US$47.80
Hub Group
7D
2.7%
1Y
38.2%
AIRT
US$32.00
Air T
7D
3.3%
1Y
45.7%
HKPD
US$0.42
Cellyan Biotechnology
7D
-5.1%
1Y
-62.2%
SFWL
US$0.89
Shengfeng Development
7D
-7.9%
1Y
-11.1%
Analysis Article • Jul 31

Does Shengfeng Development (NASDAQ:SFWL) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
NCEW
US$16.12
New Century Logistics (BVI)
7D
-5.7%
1Y
158.4%
FRGT
US$2.74
Freight Technologies
7D
-6.8%
1Y
-93.0%
ZTO
US$23.60
ZTO Express (Cayman)
7D
-4.1%
1Y
16.9%
CRGO
US$1.27
Freightos
7D
4.1%
1Y
-61.9%
FLX
US$2.08
BingEx
7D
-5.9%
1Y
-32.7%