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U.S. Air Freight and Logistics Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies28
  • 7D-1.0%
  • 3M0.7%
  • 1Y25.8%
  • YTDn/a

The Air Freight and Logistics industry has stayed flat over the last week. The past year has been better, since the industry has gained 26% in that time. Earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$233.8bUS$237.7bUS$12.7b17.1x18.5x1x
Sun, 24 May 2026US$247.8bUS$234.9bUS$12.7b18.7x19.5x1.1x
Tue, 21 Apr 2026US$254.7bUS$234.6bUS$12.9b16.3x19.8x1.1x
Thu, 19 Mar 2026US$233.1bUS$232.6bUS$12.7b14.8x18.3x1x
Sat, 14 Feb 2026US$257.1bUS$235.0bUS$12.6b19.2x20.4x1.1x
Mon, 12 Jan 2026US$235.0bUS$235.8bUS$12.6b17x18.7x1x
Wed, 10 Dec 2025US$211.9bUS$234.2bUS$12.3b15.8x17.2x0.9x
Fri, 07 Nov 2025US$200.6bUS$233.9bUS$12.3b14.8x16.3x0.9x
Sun, 05 Oct 2025US$189.2bUS$235.2bUS$12.4b14.9x15.3x0.8x
Tue, 02 Sep 2025US$185.1bUS$234.5bUS$12.4b17.2x15x0.8x
Thu, 31 Jul 2025US$185.7bUS$234.1bUS$11.8b15.6x15.7x0.8x
Sat, 28 Jun 2025US$189.4bUS$235.0bUS$11.9b16.7x15.9x0.8x
Mon, 26 May 2025US$180.9bUS$234.9bUS$11.8b18.2x15.4x0.8x
Wed, 23 Apr 2025US$177.8bUS$234.5bUS$11.6b18.2x15.4x0.8x
Fri, 21 Mar 2025US$214.8bUS$236.0bUS$11.6b20.2x18.6x0.9x
Sun, 16 Feb 2025US$218.5bUS$234.7bUS$11.5b22.9x19x0.9x
Tue, 14 Jan 2025US$223.4bUS$233.5bUS$11.2b24.7x19.9x1x
Thu, 12 Dec 2024US$237.4bUS$233.7bUS$11.4b23x20.9x1x
Sat, 09 Nov 2024US$245.9bUS$233.6bUS$11.4b25.1x21.6x1.1x
Mon, 07 Oct 2024US$240.0bUS$230.4bUS$11.1b24x21.7x1x
Wed, 04 Sep 2024US$241.6bUS$229.8bUS$11.3b24.8x21.3x1.1x
Fri, 02 Aug 2024US$240.6bUS$228.7bUS$12.0b21.3x20x1.1x
Sun, 30 Jun 2024US$246.3bUS$228.7bUS$12.7b20.2x19.4x1.1x
Tue, 28 May 2024US$236.4bUS$228.6bUS$12.7b21x18.6x1x
Thu, 25 Apr 2024US$245.1bUS$229.0bUS$13.0b15.6x18.8x1.1x
Sat, 23 Mar 2024US$257.5bUS$231.3bUS$13.7b19.9x18.8x1.1x
Mon, 19 Feb 2024US$239.6bUS$233.2bUS$13.7b16.8x17.4x1x
Wed, 17 Jan 2024US$256.9bUS$241.0bUS$16.1b14.8x16x1.1x
Fri, 15 Dec 2023US$263.9bUS$241.7bUS$16.0b16.9x16.5x1.1x
Sun, 12 Nov 2023US$240.6bUS$241.6bUS$15.8b16.2x15.2x1x
Tue, 10 Oct 2023US$260.2bUS$248.9bUS$17.8b13.2x14.6x1x
Thu, 07 Sep 2023US$268.3bUS$250.7bUS$17.6b13.9x15.2x1.1x
Sat, 05 Aug 2023US$292.2bUS$255.8bUS$18.5b15.3x15.8x1.1x
Mon, 03 Jul 2023US$284.4bUS$258.3bUS$18.8b14.8x15.2x1.1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$284.4bTotal Earnings: US$18.8bTotal Revenue: US$258.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 17.8x202420252026
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 17.8x.
  • 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 12% per year over the last three years,
  • Revenues have also declined 2.7% 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-2.47%
Industrials0.24%
Logistics-0.99%
Air Freight and Logistics-0.99%
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
UPS United Parcel ServiceUS$109.314.2%
+US$3.8b		8.7%PE17.7x
FDX FedExUS$329.441.0%
+US$773.1m		49.0%PE17.7x
GXO GXO LogisticsUS$50.954.7%
+US$265.8m		5.9%PE44.4x
EXPD Expeditors International of WashingtonUS$161.670.2%
+US$45.8m		42.3%PE25.3x
FWRD Forward AirUS$14.294.9%
+US$21.2m		-41.1%PS0.2x

Latest News

FDX
US$329.44
FedEx
7D
1.0%
1Y
49.0%
SFWL
US$0.88
Shengfeng Development
7D
3.4%
1Y
-9.3%
CHRW
US$180.34
C.H. Robinson Worldwide
7D
-2.5%
1Y
93.5%
ATXG
US$4.01
Addentax Group
7D
-15.0%
1Y
-54.5%
ZTO
US$21.80
ZTO Express (Cayman)
7D
-0.9%
1Y
23.5%
UPS
US$109.31
United Parcel Service
7D
4.2%
1Y
8.7%
Narrative Update • Jun 22

UPS: Transformation Efforts And AI Adoption Will Drive Earnings Recovery

Analysts have made only a modest adjustment to the consensus price target for United Parcel Service, with a net change of $1. This reflects a mix of recent raises and cuts as research teams reassess revenue growth, profitability assumptions and future P/E expectations.
GXO
US$50.95
GXO Logistics
7D
4.7%
1Y
5.9%
RLGT
US$9.16
Radiant Logistics
7D
2.1%
1Y
50.4%
HUBG
US$43.90
Hub Group
7D
-1.0%
1Y
30.4%
Narrative Update • Jun 17

HUBG: Restatements And Leadership Turnover Will Challenge Fair Value Steadiness

Analysts have trimmed the Hub Group price target to $42. This reflects a series of recent target cuts and a more cautious outlook embedded in slightly adjusted discount rate and valuation assumptions.
ARAI
US$0.39
Arrive AI
7D
-17.4%
1Y
-95.8%
EXPD
US$161.67
Expeditors International of Washington
7D
0.2%
1Y
42.3%
FWRD
US$14.29
Forward Air
7D
4.9%
1Y
-41.1%
Narrative Update • Jun 10

FWRD: Execution On Margins And P/E Assumptions Will Drive Future Upside

Analysts have trimmed their blended price target for Forward Air, citing recent cuts from firms that now see the stock warranting a lower valuation in light of updated assumptions on growth, margins, and future P/E levels. Analyst Commentary Recent research updates show that some bullish analysts still see room for Forward Air to execute on its plans even as official price targets are trimmed.
CRGO
US$1.36
Freightos
7D
-9.3%
1Y
-43.8%
JYD
US$0.90
Jayud Global Logistics
7D
33.6%
1Y
-91.4%
NCEW
US$19.00
New Century Logistics (BVI)
7D
-5.0%
1Y
143.6%
AIRT
US$22.11
Air T
7D
-4.4%
1Y
14.5%