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U.S. Logistics Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies28
  • 7D-3.4%
  • 3M0.8%
  • 1Y26.6%
  • YTD6.6%

Over the last 7 days, the Logistics industry has dropped 3.4%, driven by declines in FedEx and United Parcel Service of 3.6% and 3.0%, respectively. Meanwhile, PS International Group actually outperformed within the industry, gaining 13% in the last week. In the past year, the industry has gained 27%. Earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jun 2026US$235.9bUS$235.0bUS$12.7b17.2x18.5x1x
Wed, 20 May 2026US$236.7bUS$234.6bUS$12.7b17.8x18.6x1x
Fri, 17 Apr 2026US$243.0bUS$234.6bUS$12.9b16x18.8x1x
Sun, 15 Mar 2026US$231.7bUS$232.4bUS$12.7b17x18.3x1x
Tue, 10 Feb 2026US$262.0bUS$234.7bUS$12.6b18.9x20.7x1.1x
Thu, 08 Jan 2026US$230.9bUS$235.7bUS$12.6b16.7x18.4x1x
Sat, 06 Dec 2025US$210.7bUS$234.1bUS$12.3b15.7x17.1x0.9x
Mon, 03 Nov 2025US$201.5bUS$233.8bUS$12.2b14.9x16.5x0.9x
Wed, 01 Oct 2025US$185.5bUS$235.2bUS$12.4b15.6x15x0.8x
Fri, 29 Aug 2025US$186.5bUS$234.6bUS$12.4b17.6x15.1x0.8x
Sun, 27 Jul 2025US$199.9bUS$234.7bUS$11.9b16.5x16.8x0.9x
Tue, 24 Jun 2025US$190.2bUS$234.9bUS$11.8b16.6x16.2x0.8x
Thu, 22 May 2025US$185.7bUS$234.8bUS$11.7b17.1x15.9x0.8x
Sat, 19 Apr 2025US$179.2bUS$234.5bUS$11.6b18.1x15.5x0.8x
Mon, 17 Mar 2025US$212.0bUS$235.7bUS$11.5b20.3x18.4x0.9x
Wed, 12 Feb 2025US$214.3bUS$234.0bUS$11.5b22.6x18.7x0.9x
Fri, 10 Jan 2025US$229.5bUS$233.5bUS$11.2b25x20.5x1x
Sun, 08 Dec 2024US$232.9bUS$233.7bUS$11.4b25.5x20.5x1x
Tue, 05 Nov 2024US$242.8bUS$231.9bUS$11.5b25.1x21.2x1x
Thu, 03 Oct 2024US$247.1bUS$229.8bUS$11.1b23.9x22.3x1.1x
Sat, 31 Aug 2024US$239.2bUS$229.8bUS$11.3b25.4x21.1x1x
Mon, 29 Jul 2024US$238.9bUS$228.6bUS$12.0b21.5x19.9x1x
Wed, 26 Jun 2024US$238.3bUS$228.6bUS$12.7b19.9x18.7x1x
Fri, 24 May 2024US$242.4bUS$228.6bUS$12.7b20.7x19x1.1x
Sun, 21 Apr 2024US$238.7bUS$230.2bUS$13.8b15x17.3x1x
Tue, 19 Mar 2024US$246.2bUS$231.7bUS$13.6b16.7x18.1x1.1x
Thu, 15 Feb 2024US$235.8bUS$233.2bUS$13.7b16.9x17.2x1x
Sat, 13 Jan 2024US$256.9bUS$241.0bUS$16.1b15.3x16x1.1x
Mon, 11 Dec 2023US$263.0bUS$241.7bUS$15.9b16.4x16.5x1.1x
Wed, 08 Nov 2023US$244.8bUS$243.7bUS$16.1b15.1x15.2x1x
Fri, 06 Oct 2023US$259.0bUS$248.9bUS$17.8b13.1x14.5x1x
Sun, 03 Sep 2023US$274.7bUS$250.8bUS$17.6b15.3x15.6x1.1x
Tue, 01 Aug 2023US$301.3bUS$258.0bUS$18.8b14.9x16.1x1.2x
Thu, 29 Jun 2023US$281.0bUS$258.3bUS$18.8b14.6x15x1.1x
Price to Earnings Ratio

15x


Total Market Cap: US$281.0bTotal Earnings: US$18.8bTotal Revenue: US$258.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.8x202420252026
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 17.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 12% per year over the last three years,
  • Revenues have also declined 3.1% 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 Market1.40%
Industrials2.54%
Logistics-3.38%
Air Freight and Logistics-3.38%
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
PSIG PS International GroupUS$11.698.2%
+US$13.7m		297.1%PS3.4x
AIRT Air TUS$23.136.1%
+US$3.6m		4.1%PS0.2x
FWRD Forward AirUS$13.620.3%
+US$1.3m		-38.4%PS0.2x
NCEW New Century Logistics (BVI)US$20.000.8%
+US$512.0k		170.3%PS1.5x
CJMB Callan JMBUS$0.722.3%
+US$89.8k		-82.8%PS0.8x

Latest News

ZTO
US$22.00
ZTO Express (Cayman)
7D
-3.8%
1Y
26.7%
Analysis Article • Jun 20

ZTO Express (ZTO) Stock Could Be 7.8% Undervalued as Automation Savings Come Into Focus

Recent Share Price Moves and Return Profile ZTO Express (Cayman) (ZTO) has drawn investor attention after recent trading saw the stock close at US$22. Over the past month, the share price declined about 4%, and over the past 3 months it fell roughly 10%. Looking further out, the stock is up about 2.5% year to date and gained roughly 31.8% over the past year. The 3 year and 5 year total returns declined about 4.3% and 19.5% respectively. See our latest analysis for ZTO Express (Cayman). For...
CHRW
US$185.04
C.H. Robinson Worldwide
7D
-2.7%
1Y
97.0%
FDX
US$326.20
FedEx
7D
-3.7%
1Y
42.3%
Analysis Article • Jun 19

FedEx (FDX) Stock Could Be 18.8% Undervalued If DRIVE Savings Hold

FedEx (FDX) is back in focus after recent trading left the stock roughly flat over the past day but down over the past week and month, prompting fresh questions about valuation and expectations. See our latest analysis for FedEx. At a share price of $326.20, FedEx has seen recent share price momentum cool, with the 30-day share price return down 13.01% and the 90-day return down 9.10%, even as the year-to-date share price return is 11.28% and the 1-year total shareholder return sits at...
RLGT
US$8.97
Radiant Logistics
7D
-1.6%
1Y
48.3%
HUBG
US$44.35
Hub Group
7D
-2.6%
1Y
32.6%
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.
UPS
US$104.86
United Parcel Service
7D
-3.6%
1Y
4.4%
Analysis Article • Jun 16

United Parcel Service (UPS) Stock Valuation After Customer Focused US$500m Tariff Refund Plan

United Parcel Service (UPS) is in focus after seeking a US$500 million tariff refund and publicly committing to return those funds to customers within approximately one to three months once received. See our latest analysis for United Parcel Service. UPS shares have picked up momentum recently, with a 10.0% 1 month share price return and 11.3% 3 month share price return supporting a 15.1% 1 year total shareholder return, despite a weaker 3 and 5 year total shareholder record. Recent headlines...
GXO
US$48.64
GXO Logistics
7D
-3.3%
1Y
-0.9%
Narrative Update • Jun 15

GXO: North American Expansion And Automation Will Drive Future Upside

Analysts have modestly trimmed their fair value estimate for GXO Logistics by about $0.75 to $83.74. This reflects updated views on discount rates, revenue growth, profit margins and future P/E projections in light of recent research that highlights both renewed growth ambitions in North America and fresh competitive concerns.
CJMB
US$0.72
Callan JMB
7D
2.3%
1Y
-82.8%
EXPD
US$161.32
Expeditors International of Washington
7D
-1.2%
1Y
41.0%
FWRD
US$13.62
Forward Air
7D
0.3%
1Y
-38.4%
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.
PSIG
US$11.69
PS International Group
7D
8.2%
1Y
297.1%
NCEW
US$20.00
New Century Logistics (BVI)
7D
0.8%
1Y
170.3%
AIRT
US$23.13
Air T
7D
6.1%
1Y
4.1%