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U.S. Air Freight and Logistics Industry Analysis

UpdatedMay 31, 2023
DataAggregated Company Financials
Companies34
  • 7D-1.1%
  • 3M-1.6%
  • 1Y-4.5%
  • YTD3.4%

Over the last 7 days, the Air Freight and Logistics industry has dropped 1.1%, driven by a pullback from ZTO Express (Cayman) of 5.2%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 8.5% 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, 31 May 2023US$269.0bUS$260.9bUS$17.8b14.2x15.1x1x
Fri, 28 Apr 2023US$277.2bUS$263.1bUS$17.9b14.6x15.5x1.1x
Sun, 26 Mar 2023US$280.4bUS$266.6bUS$18.8b13.8x14.9x1.1x
Tue, 21 Feb 2023US$278.6bUS$269.8bUS$19.3b13.7x14.4x1x
Thu, 19 Jan 2023US$268.0bUS$271.9bUS$19.1b13.7x14x1x
Sat, 17 Dec 2022US$264.7bUS$272.6bUS$19.4b13.1x13.7x1x
Mon, 14 Nov 2022US$263.0bUS$272.3bUS$19.3b12.8x13.6x1x
Wed, 12 Oct 2022US$236.7bUS$270.7bUS$19.2b10.1x12.4x0.9x
Fri, 09 Sep 2022US$291.0bUS$268.6bUS$19.4b11.8x15x1.1x
Sun, 07 Aug 2022US$301.0bUS$268.8bUS$19.4b11x15.5x1.1x
Tue, 05 Jul 2022US$284.9bUS$264.1bUS$18.9b10.7x15.1x1.1x
Thu, 02 Jun 2022US$283.1bUS$262.4bUS$20.2b11.7x14x1.1x
Sat, 30 Apr 2022US$277.2bUS$260.0bUS$20.1b10.9x13.8x1.1x
Mon, 28 Mar 2022US$319.0bUS$260.5bUS$22.1b14.6x14.4x1.2x
Wed, 23 Feb 2022US$313.9bUS$254.5bUS$21.7b14.2x14.5x1.2x
Fri, 21 Jan 2022US$321.1bUS$248.4bUS$15.1b17.2x21.3x1.3x
Sun, 19 Dec 2021US$325.6bUS$248.0bUS$15.1b19x21.6x1.3x
Tue, 16 Nov 2021US$333.0bUS$249.9bUS$14.9b18.8x22.3x1.3x
Thu, 14 Oct 2021US$297.9bUS$242.4bUS$14.0b19.2x21.2x1.2x
Sat, 11 Sep 2021US$315.9bUS$240.2bUS$14.1b17.9x22.4x1.3x
Mon, 09 Aug 2021US$312.4bUS$234.9bUS$14.5b17.6x21.6x1.3x
Sun, 02 May 2021US$322.4bUS$220.1bUS$10.6b26.7x30.3x1.5x
Wed, 03 Feb 2021US$126.1bUS$122.7bUS$4.6b25.5x27.5x1x
Sat, 07 Nov 2020US$264.2bUS$197.1bUS$7.9b27.9x33.3x1.3x
Fri, 31 Jul 2020US$231.9bUS$190.3bUS$7.4b23.3x31.3x1.2x
Price to Earnings Ratio

23.7x


Total Market Cap: US$177.5bTotal Earnings: US$7.5bTotal Revenue: US$187.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Air Freight and Logistics Industry Price to Earnings3Y Average 21.2x202120222023
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 15.3x which is lower than its 3-year average PE of 21.3x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Air Freight and Logistics industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Air Freight and Logistics compare with similar industries?

US Market1.13%
Industrials-0.54%
Logistics-1.13%
Air Freight and Logistics-1.13%
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
SFWL Shengfeng DevelopmentUS$8.6643.1%
+US$215.1m
n/aPE91.6x
AAWW Atlas Air Worldwide HoldingsUS$102.483.0%
+US$84.8m
19.2%PE8.2x
EXPD Expeditors International of WashingtonUS$115.100.5%
+US$84.0m
5.8%PE14.2x
HUBG Hub GroupUS$75.040.8%
+US$20.3m
2.8%PE7.6x
ATSG Air Transport Services GroupUS$17.360.8%
+US$10.0m
-42.6%PE7.4x
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Latest News

CRGO

US$1.99

Freightos

7D

-20.1%

1Y

-79.8%

SFWL

US$8.66

Shengfeng Development

7D

43.1%

1Y

n/a

BEST

US$2.55

BEST

7D

-7.3%

1Y

-47.7%

CHRW

US$97.55

C.H. Robinson Worldwide

7D

-3.9%

1Y

-10.1%

EXPD

US$115.10

Expeditors International of Washington

7D

0.5%

1Y

5.8%

FWRD

US$98.31

Forward Air

7D

0.3%

1Y

5.5%

RLGT

US$6.21

Radiant Logistics

7D

-3.9%

1Y

-6.3%

GXO

US$56.79

GXO Logistics

7D

-2.9%

1Y

4.6%

ATSG

US$17.36

Air Transport Services Group

7D

0.8%

1Y

-42.6%

AAWW

US$102.48

Atlas Air Worldwide Holdings

7D

3.0%

1Y

19.2%