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U.S. Logistics Industry Analysis

UpdatedJun 04, 2026
DataAggregated Company Financials
Companies28
  • 7D-6.8%
  • 3M-3.1%
  • 1Y29.9%
  • YTD7.7%

Over the last 7 days, the Logistics industry has dropped 6.8%, driven by a pullback from FedEx of 21%. In the past year, the industry has gained 30%. Looking forward, earnings are forecast to grow by 9.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jun 2026US$238.8bUS$235.0bUS$12.7b17.4x18.8x1x
Sat, 02 May 2026US$259.7bUS$234.2bUS$12.6b17.4x20.6x1.1x
Mon, 30 Mar 2026US$227.6bUS$234.5bUS$12.9b14.5x17.7x1x
Wed, 25 Feb 2026US$259.7bUS$234.9bUS$12.5b19.3x20.7x1.1x
Fri, 23 Jan 2026US$236.2bUS$235.8bUS$12.6b16.9x18.8x1x
Sun, 21 Dec 2025US$221.9bUS$235.7bUS$12.6b15.7x17.7x0.9x
Tue, 18 Nov 2025US$205.7bUS$234.0bUS$12.3b16.5x16.7x0.9x
Thu, 16 Oct 2025US$182.6bUS$235.2bUS$12.4b16.2x14.7x0.8x
Sat, 13 Sep 2025US$183.7bUS$234.5bUS$12.4b17.3x14.9x0.8x
Mon, 11 Aug 2025US$183.3bUS$234.3bUS$11.8b15.8x15.5x0.8x
Wed, 09 Jul 2025US$193.3bUS$234.7bUS$11.9b16.6x16.2x0.8x
Fri, 06 Jun 2025US$184.5bUS$234.9bUS$11.8b15.9x15.7x0.8x
Sun, 04 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Tue, 01 Apr 2025US$205.5bUS$236.5bUS$11.6b20.4x17.7x0.9x
Thu, 27 Feb 2025US$217.5bUS$235.4bUS$11.6b21.6x18.8x0.9x
Sat, 25 Jan 2025US$234.4bUS$233.6bUS$11.2b25.6x20.9x1x
Mon, 23 Dec 2024US$229.0bUS$233.5bUS$11.2b24.4x20.4x1x
Wed, 20 Nov 2024US$248.0bUS$233.5bUS$11.4b22.5x21.8x1.1x
Fri, 18 Oct 2024US$247.8bUS$230.4bUS$11.0b24.6x22.4x1.1x
Sun, 15 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Tue, 13 Aug 2024US$230.5bUS$229.6bUS$11.3b22.7x20.4x1x
Thu, 11 Jul 2024US$240.6bUS$228.7bUS$12.7b19.6x19x1.1x
Sat, 08 Jun 2024US$237.4bUS$228.6bUS$12.7b20x18.6x1x
Mon, 06 May 2024US$243.3bUS$228.6bUS$13.0b20x18.8x1.1x
Wed, 03 Apr 2024US$248.9bUS$230.2bUS$13.8b17.2x18x1.1x
Fri, 01 Mar 2024US$239.9bUS$231.7bUS$13.6b18.8x17.7x1x
Sun, 28 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Tue, 26 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Thu, 23 Nov 2023US$253.1bUS$241.6bUS$15.9b15.4x15.9x1x
Sat, 21 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Mon, 18 Sep 2023US$267.2bUS$250.5bUS$17.6b13.7x15.2x1.1x
Wed, 16 Aug 2023US$280.9bUS$250.6bUS$17.5b15.5x16.1x1.1x
Fri, 14 Jul 2023US$294.6bUS$258.4bUS$18.8b14.8x15.7x1.1x
Sun, 11 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$270.5bTotal Earnings: US$17.8bTotal Revenue: US$260.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American 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 17.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.35%
Industrials-0.81%
Logistics-6.83%
Air Freight and Logistics-6.83%
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$108.674.0%
+US$3.6b		10.3%PE17.6x
CHRW C.H. Robinson WorldwideUS$180.742.4%
+US$501.0m		88.0%PE35.6x
ZTO ZTO Express (Cayman)US$22.640.6%
+US$103.5m		32.8%PE12.3x
PSIG PS International GroupUS$8.6611.2%
+US$13.4m		211.2%PS2.5x
AIRT Air TUS$21.503.9%
+US$2.2m		19.4%PS0.2x

Latest News

UPS
US$108.67
United Parcel Service
7D
4.0%
1Y
10.3%
CHRW
US$180.74
C.H. Robinson Worldwide
7D
2.4%
1Y
88.0%
FDX
US$324.46
FedEx
7D
-21.2%
1Y
48.2%
Narrative Update • Jun 03

FDX: Freight Spin Separation And Calendar Shift Will Pressure Future Returns

FedEx's fair value estimate has shifted modestly higher to about $240.63 from $233.77 as analysts recalibrate price targets around the Freight spin, updated calendar year reporting, and expectations for ongoing cost savings and execution at the core express and ground operations. Analyst Commentary Recent Street research around FedEx and the FedEx Freight spin highlights a mix of optimism on execution and cost savings, alongside some clear pockets of caution.
ZTO
US$22.64
ZTO Express (Cayman)
7D
0.6%
1Y
32.8%
Seeking Alpha • Jun 03

ZTO Express: Anticipated Margin Expansion Should Drive Re-Rating

Summary I maintain a 'Buy' rating on ZTO Express after analyzing its profitability prospects and valuations. ZTO's operating margins are expected to be on an uptrend in 2Q2026 and beyond, thanks to AI- and pricing-related tailwinds. I estimate a potential upside of +23% for ZTO's shares pegged to its historical three-year P/E average. Read the full article on Seeking Alpha
HUBG
US$43.02
Hub Group
7D
-0.4%
1Y
27.3%
Narrative Update • Jun 03

HUBG: Restatements And Governance Reset Will Test Fair Value Stability

Hub Group's updated analyst price target has edged down to about $42 per share from around $43, with analysts citing fine tuned assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E after a mix of target cuts and increases across recent research updates. Analyst Commentary Recent research on Hub Group reflects a mix of optimism and caution, with several firms recalibrating their price targets and one shifting its rating.
GXO
US$49.11
GXO Logistics
7D
-2.2%
1Y
17.4%
Narrative Update • Jun 01

GXO: North American Contract Logistics Focus Will Support Upside Into 2026

GXO Logistics' updated analyst price target of $70.67, down from $71.56, reflects a mix of optimism around U.S. growth and margin efforts, alongside tempered expectations from some analysts who have recently trimmed targets, despite one upgrade highlighting long term North American contract logistics potential. Analyst Commentary Recent Street research on GXO Logistics highlights a split view, with some analysts leaning into the long term growth story in North American contract logistics while others are resetting expectations after share price strength and sector concerns.
RLGT
US$8.45
Radiant Logistics
7D
0.2%
1Y
40.4%
CRGO
US$1.64
Freightos
7D
-16.8%
1Y
-33.9%
CJMB
US$0.79
Callan JMB
7D
9.5%
1Y
-83.8%
FWRD
US$9.67
Forward Air
7D
-6.8%
1Y
-46.2%
Narrative Update • May 27

FWRD: Higher Discount Rate And Profit Margin Assumptions Will Drive Future Upside

Analysts have reduced their price targets for Forward Air by $23, citing updated assumptions around a fair value of $20.00, a higher discount rate of 12.46%, revised revenue growth of 4.63%, a profit margin of 5.08%, and a future P/E of 6.75. Analyst Commentary Recent research points to a more cautious stance around valuation for Forward Air, with price targets adjusted to reflect updated assumptions on discount rates, revenue growth, profit margins, and future P/E.
EXPD
US$158.70
Expeditors International of Washington
7D
-1.7%
1Y
42.2%
FLX
US$2.26
BingEx
7D
-5.8%
1Y
-21.8%
PSIG
US$8.66
PS International Group
7D
11.2%
1Y
211.2%
FRGT
US$3.76
Freight Technologies
7D
-23.1%
1Y
-94.4%
ATXG
US$4.60
Addentax Group
7D
8.5%
1Y
-62.9%
AIRT
US$21.50
Air T
7D
3.9%
1Y
19.4%