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U.S. Air Freight and Logistics Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies29
  • 7D0.4%
  • 3M-2.2%
  • 1Y-21.2%
  • YTDn/a

Over the last 7 days, the Air Freight and Logistics industry has remained flat, although notably FedEx gained 3.5%. Unfortunately though, the industry is down 21% over the past 12 months. As for the next few years, earnings are expected to grow by 9.5% 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
Thu, 25 Sep 2025US$183.7bUS$235.2bUS$12.4b16.1x14.8x0.8x
Sat, 23 Aug 2025US$182.1bUS$234.5bUS$12.4b17.6x14.7x0.8x
Mon, 21 Jul 2025US$190.1bUS$234.7bUS$11.9b15.8x15.9x0.8x
Wed, 18 Jun 2025US$190.9bUS$234.9bUS$11.8b15.8x16.2x0.8x
Fri, 16 May 2025US$190.5bUS$234.7bUS$11.7b16.7x16.3x0.8x
Sun, 13 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Tue, 11 Mar 2025US$221.1bUS$235.7bUS$11.6b20.8x19.1x0.9x
Thu, 06 Feb 2025US$210.1bUS$233.9bUS$11.5b23x18.3x0.9x
Sat, 04 Jan 2025US$226.5bUS$233.5bUS$11.2b25.4x20.2x1x
Mon, 02 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Wed, 30 Oct 2024US$246.7bUS$231.6bUS$11.5b24.2x21.5x1.1x
Fri, 27 Sep 2024US$237.4bUS$229.8bUS$11.1b24.2x21.5x1x
Sun, 25 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Tue, 23 Jul 2024US$254.0bUS$228.9bUS$12.7b21.1x20x1.1x
Thu, 20 Jun 2024US$231.6bUS$228.6bUS$12.7b19.8x18.2x1x
Sat, 18 May 2024US$248.2bUS$228.6bUS$12.7b21.3x19.6x1.1x
Mon, 15 Apr 2024US$240.8bUS$230.2bUS$13.8b17.8x17.4x1x
Wed, 13 Mar 2024US$248.5bUS$231.7bUS$13.6b20x18.3x1.1x
Fri, 09 Feb 2024US$239.9bUS$233.2bUS$13.7b15.4x17.5x1x
Sun, 07 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Tue, 05 Dec 2023US$260.4bUS$241.7bUS$15.9b15.9x16.3x1.1x
Thu, 02 Nov 2023US$241.5bUS$245.3bUS$16.2b14.7x14.9x1x
Sat, 30 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Mon, 28 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Wed, 26 Jul 2023US$294.8bUS$258.4bUS$18.8b14.7x15.7x1.1x
Fri, 23 Jun 2023US$273.1bUS$258.4bUS$18.8b14.2x14.5x1.1x
Sun, 21 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Tue, 18 Apr 2023US$292.1bUS$266.9bUS$18.8b14.7x15.5x1.1x
Thu, 16 Mar 2023US$272.3bUS$267.9bUS$19.1b13.7x14.3x1x
Sat, 11 Feb 2023US$282.6bUS$269.7bUS$19.3b13.9x14.6x1x
Mon, 09 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Wed, 07 Dec 2022US$262.0bUS$272.6bUS$19.4b12.6x13.5x1x
Fri, 04 Nov 2022US$238.0bUS$271.9bUS$19.3b10x12.3x0.9x
Sun, 02 Oct 2022US$238.2bUS$270.7bUS$19.2b10.1x12.4x0.9x
Price to Earnings Ratio

12.4x


Total Market Cap: US$238.2bTotal Earnings: US$19.2bTotal Revenue: US$270.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 16.8x202320242025
Current Industry PE
  • Investors are pessimistic on the American Air Freight and Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.8x which is lower than its 3-year average PE of 16.8x.
  • 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 14% per year over the last three years,
  • Revenues have also declined 4.6% 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 Market0.26%
Industrials0.93%
Logistics0.41%
Air Freight and Logistics0.41%
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$233.753.5%
+US$1.9b		-11.4%PE13.4x
GXO GXO LogisticsUS$50.961.0%
+US$54.9m		-0.2%PE92.6x
FWRD Forward AirUS$27.723.7%
+US$30.5m		-22.9%PS0.3x
ARAI Arrive AIUS$3.8019.5%
+US$20.5m		n/aPS1383.3x
RLGT Radiant LogisticsUS$6.112.3%
+US$6.4m		-5.4%PE16.1x

Latest News

GXO
US$50.96
GXO Logistics
7D
1.0%
1Y
-0.2%
HUBG
US$34.63
Hub Group
7D
-5.9%
1Y
-23.2%
ZTO
US$18.93
ZTO Express (Cayman)
7D
-0.8%
1Y
-15.0%
ATXG
US$1.02
Addentax Group
7D
61.9%
1Y
75.0%
FDX
US$233.75
FedEx
7D
3.5%
1Y
-11.4%

Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Sep 22
Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
CHRW
US$133.30
C.H. Robinson Worldwide
7D
-1.3%
1Y
23.4%
RLGT
US$6.11
Radiant Logistics
7D
2.3%
1Y
-5.4%
UPS
US$83.90
United Parcel Service
7D
-0.3%
1Y
-36.2%

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have modestly reduced United Parcel Service’s price target to $103.30 due to immediate volume declines from new import restrictions, persistent cost headwinds, and weak small-business and Amazon volumes, partially offset by longer-term confidence in its core franchise. Analyst Commentary Recent executive orders suspending de minimis access for U.S. imports have caused an immediate fall in shipment volumes, leading to near-term volume and cost pressures.
GVH
US$4.86
Globavend Holdings
7D
-5.2%
1Y
-96.9%
ARAI
US$3.80
Arrive AI
7D
19.5%
1Y
n/a
PSIG
US$0.49
PS International Group
7D
-5.8%
1Y
-38.8%

There's Reason For Concern Over PS International Group Ltd.'s (NASDAQ:PSIG) Massive 37% Price Jump

Aug 27
There's Reason For Concern Over PS International Group Ltd.'s (NASDAQ:PSIG) Massive 37% Price Jump
FWRD
US$27.72
Forward Air
7D
3.7%
1Y
-22.9%

Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around

Aug 22
Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around
CRGO
US$3.27
Freightos
7D
3.8%
1Y
142.2%

Freightos - high speed logistics as a software

The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.
EXPD
US$120.98
Expeditors International of Washington
7D
-3.2%
1Y
-4.8%

Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts

Aug 10
Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts
HKPD
US$1.55
Hong Kong Pharma Digital Technology Holdings
7D
16.5%
1Y
n/a
AIRT
US$23.72
Air T
7D
-3.0%
1Y
37.5%