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U.S. Logistics Industry Analysis

UpdatedMay 13, 2025
DataAggregated Company Financials
Companies26
  • 7D5.9%
  • 3M-9.3%
  • 1Y-21.7%
  • YTD-13.8%

The Logistics industry is up 5.9% in the last week, with United Parcel Service up 5.9%. Meanwhile, New Century Logistics (BVI) actually underperformed within the industry, shrinking 33% in the last week. However, the industry is down 22% over the past year. As for the next few years, earnings are expected to grow by 9.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 May 2025US$181.7bUS$235.1bUS$11.7b16.7x15.5x0.8x
Thu, 10 Apr 2025US$171.3bUS$236.4bUS$11.6b19.2x14.8x0.7x
Sat, 08 Mar 2025US$218.7bUS$235.7bUS$11.6b22.4x18.9x0.9x
Mon, 03 Feb 2025US$215.7bUS$233.9bUS$11.5b23.5x18.8x0.9x
Wed, 01 Jan 2025US$229.6bUS$233.5bUS$11.2b25.2x20.5x1x
Fri, 29 Nov 2024US$249.0bUS$233.7bUS$11.4b23.2x21.9x1.1x
Sun, 27 Oct 2024US$247.2bUS$231.6bUS$11.5b24.2x21.6x1.1x
Tue, 24 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Thu, 22 Aug 2024US$236.4bUS$229.8bUS$11.3b23.3x20.9x1x
Sat, 20 Jul 2024US$253.6bUS$228.7bUS$12.7b21x20x1.1x
Mon, 17 Jun 2024US$232.4bUS$228.6bUS$12.7b19.7x18.3x1x
Wed, 15 May 2024US$249.6bUS$228.4bUS$12.7b20.9x19.6x1.1x
Fri, 12 Apr 2024US$244.8bUS$230.2bUS$13.8b19x17.7x1.1x
Sun, 10 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Tue, 06 Feb 2024US$230.4bUS$233.2bUS$13.7b15.1x16.8x1x
Thu, 04 Jan 2024US$257.9bUS$241.0bUS$16.1b15.7x16.1x1.1x
Sat, 02 Dec 2023US$255.7bUS$241.7bUS$15.9b15.8x16x1.1x
Mon, 30 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Wed, 27 Sep 2023US$258.9bUS$248.9bUS$17.8b13x14.5x1x
Fri, 25 Aug 2023US$272.0bUS$250.6bUS$17.5b15.1x15.5x1.1x
Sun, 23 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Tue, 20 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Thu, 18 May 2023US$273.1bUS$260.9bUS$17.7b14.4x15.4x1x
Sat, 15 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Mon, 13 Mar 2023US$272.3bUS$267.9bUS$19.1b13.5x14.3x1x
Wed, 08 Feb 2023US$287.3bUS$269.6bUS$19.4b14.1x14.8x1.1x
Fri, 06 Jan 2023US$261.8bUS$272.0bUS$19.1b13.6x13.7x1x
Sun, 04 Dec 2022US$277.7bUS$272.6bUS$19.4b13.2x14.3x1x
Tue, 01 Nov 2022US$243.9bUS$271.9bUS$19.5b11.1x12.5x0.9x
Thu, 29 Sep 2022US$246.0bUS$270.7bUS$19.1b10.2x12.8x0.9x
Sat, 27 Aug 2022US$298.5bUS$268.7bUS$19.4b12.1x15.4x1.1x
Mon, 25 Jul 2022US$289.0bUS$264.0bUS$18.9b11x15.3x1.1x
Wed, 22 Jun 2022US$275.0bUS$262.3bUS$20.2b11.3x13.6x1x
Fri, 20 May 2022US$270.0bUS$262.2bUS$20.2b10.9x13.4x1x
Price to Earnings Ratio

13.4x


Total Market Cap: US$270.0bTotal Earnings: US$20.2bTotal Revenue: US$262.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.7x202320242025
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 16.7x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.77x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 17% per year over the last three years,
  • Revenues have also declined 3.6% 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 Market3.92%
Industrials4.51%
Logistics5.85%
Air Freight and Logistics5.85%
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$101.215.9%
+US$4.7b		-32.8%PE14.6x
FDX FedExUS$232.957.4%
+US$3.8b		-12.7%PE14.3x
CHRW C.H. Robinson WorldwideUS$95.956.7%
+US$713.6m		13.6%PE22.4x
EXPD Expeditors International of WashingtonUS$116.083.9%
+US$499.9m		-1.3%PE18.8x
GXO GXO LogisticsUS$40.799.3%
+US$297.2m		-22.8%PE62.2x
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Latest News

EXPD

US$116.08

Expeditors International of Washington

7D

3.9%

1Y

-1.3%

UPS

US$101.21

United Parcel Service

7D

5.9%

1Y

-32.8%

FDX

US$232.95

FedEx

7D

7.4%

1Y

-12.7%

Is FedEx (NYSE:FDX) Using Too Much Debt?

May 10
Is FedEx (NYSE:FDX) Using Too Much Debt?

HUBG

US$35.84

Hub Group

7D

10.6%

1Y

-17.9%

PSIG

US$0.34

PS International Group

7D

-18.8%

1Y

-97.1%

GXO

US$40.79

GXO Logistics

7D

9.3%

1Y

-22.8%

CHRW

US$95.95

C.H. Robinson Worldwide

7D

6.7%

1Y

13.6%

FRGT

US$1.27

Freight Technologies

7D

-12.4%

1Y

-92.0%

ZTO

US$19.00

ZTO Express (Cayman)

7D

0.5%

1Y

-12.7%

CJMB

US$4.80

Callan JMB

7D

-4.8%

1Y

n/a

ATXG

US$0.78

Addentax Group

7D

-1.7%

1Y

-19.4%

FWRD

US$19.03

Forward Air

7D

9.1%

1Y

17.8%

NCEW

US$1.45

New Century Logistics (BVI)

7D

-33.2%

1Y

n/a