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U.S. Logistics Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies28
  • 7D-1.8%
  • 3M-6.5%
  • 1Y26.8%
  • YTD8.3%

The Logistics industry is up 1.3% in the last week, with Expeditors International of Washington up 3.0%. This means that the industry has gained 28% over the past year. Looking forward, earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026US$241.4bUS$234.6bUS$12.7b16.4x19x1x
Sat, 11 Apr 2026US$244.1bUS$234.6bUS$12.9b15.5x18.9x1x
Mon, 09 Mar 2026US$239.3bUS$232.4bUS$12.7b17.5x18.9x1x
Wed, 04 Feb 2026US$246.7bUS$234.7bUS$12.6b18.1x19.5x1.1x
Fri, 02 Jan 2026US$217.9bUS$235.7bUS$12.6b15.7x17.3x0.9x
Sun, 30 Nov 2025US$211.0bUS$234.1bUS$12.3b15.8x17.1x0.9x
Tue, 28 Oct 2025US$188.8bUS$235.2bUS$12.4b16.4x15.2x0.8x
Thu, 25 Sep 2025US$183.7bUS$235.2bUS$12.4b16.1x14.8x0.8x
Sat, 23 Aug 2025US$182.1bUS$234.5bUS$12.4b17.6x14.7x0.8x
Mon, 21 Jul 2025US$190.1bUS$234.7bUS$11.9b15.8x15.9x0.8x
Wed, 18 Jun 2025US$190.9bUS$234.9bUS$11.8b15.8x16.2x0.8x
Fri, 16 May 2025US$190.5bUS$234.7bUS$11.7b16.7x16.3x0.8x
Sun, 13 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Tue, 11 Mar 2025US$221.1bUS$235.7bUS$11.6b20.8x19.1x0.9x
Thu, 06 Feb 2025US$210.1bUS$233.9bUS$11.5b23x18.3x0.9x
Sat, 04 Jan 2025US$226.5bUS$233.5bUS$11.2b25.4x20.2x1x
Mon, 02 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Wed, 30 Oct 2024US$246.7bUS$231.6bUS$11.5b24.2x21.5x1.1x
Fri, 27 Sep 2024US$237.4bUS$229.8bUS$11.1b24.2x21.5x1x
Sun, 25 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Tue, 23 Jul 2024US$254.0bUS$228.9bUS$12.7b21.1x20x1.1x
Thu, 20 Jun 2024US$231.6bUS$228.6bUS$12.7b19.8x18.2x1x
Sat, 18 May 2024US$248.2bUS$228.6bUS$12.7b21.3x19.6x1.1x
Mon, 15 Apr 2024US$240.8bUS$230.2bUS$13.8b17.8x17.4x1x
Wed, 13 Mar 2024US$248.5bUS$231.7bUS$13.6b20x18.3x1.1x
Fri, 09 Feb 2024US$239.9bUS$233.2bUS$13.7b15.4x17.5x1x
Sun, 07 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Tue, 05 Dec 2023US$260.4bUS$241.7bUS$15.9b15.9x16.3x1.1x
Thu, 02 Nov 2023US$241.5bUS$245.3bUS$16.2b14.7x14.9x1x
Sat, 30 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Mon, 28 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Wed, 26 Jul 2023US$294.8bUS$258.4bUS$18.8b14.7x15.7x1.1x
Fri, 23 Jun 2023US$273.1bUS$258.4bUS$18.8b14.2x14.5x1.1x
Sun, 21 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Price to Earnings Ratio

15.5x


Total Market Cap: US$273.9bTotal Earnings: US$17.7bTotal Revenue: US$260.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.6x202420252026
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 17.6x.
  • 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 10% per year over the last three years,
  • Revenues have also declined 3.5% 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 Market0.55%
Industrials-1.83%
Logistics-1.77%
Air Freight and Logistics-1.77%
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
EXPD Expeditors International of WashingtonUS$155.803.0%
+US$596.4m		36.3%PE24.4x
PSIG PS International GroupUS$7.1912.0%
+US$6.6m		180.9%PS1.2x
RLGT Radiant LogisticsUS$8.371.7%
+US$6.6m		30.6%PE23.4x
JYD Jayud Global LogisticsUS$5.4914.6%
+US$5.8m		-65.8%PS0.5x
FRGT Freight TechnologiesUS$0.9322.1%
+US$3.7m		-95.9%PS1.5x

Latest News

HUBG
US$37.95
Hub Group
7D
-12.2%
1Y
7.0%
FDX
US$369.70
FedEx
7D
-2.0%
1Y
59.5%
UPS
US$98.45
United Parcel Service
7D
-1.4%
1Y
-1.2%
RLGT
US$8.37
Radiant Logistics
7D
1.7%
1Y
30.6%
FLX
US$2.54
BingEx
7D
-4.2%
1Y
1.2%
GXO
US$49.92
GXO Logistics
7D
0.02%
1Y
21.5%
Seeking Alpha • May 11

GXO Logistics Is Improving But Faces Headwinds From Competition And The Macro

Summary GXO Logistics delivered positive 1Q'26 results, with 4% organic revenue growth and 22% adjusted EBITDA growth, raising full-year guidance. GXO is shifting focus to strategic verticals like aerospace, defense, and technology, but retail/consumer still accounts for two-thirds of revenue. Amazon's entry into third-party logistics increases competitive pressure, especially in GXO's core consumer segment, though GXO's European exposure offers some insulation. Despite a 9-10% stock price decline, GXO's 7% earnings yield and 4.5–5% distributable yield are not compelling given leverage, macro, and competitive risks; the Hold rating is maintained. Read the full article on Seeking Alpha
FWRD
US$8.74
Forward Air
7D
-52.4%
1Y
-53.5%
Seeking Alpha • May 11

Forward Air: Throwing The Towel On Yet Another Special Situation

Summary Forward Air faces a busted bull case after a failed sale, major customer loss, and Amazon's disruptive logistics entry. FWRD's Q1 2026 revenue and earnings missed expectations, triggering a 43% post-earnings stock drop and return to single-digit prices. Asset sales may help de-lever, but EBITDA could fall sharply; a partial rebound to $15–$16/share requires multiple favorable developments. I am waiting for the opportunity to sell into strength, but this scenario in general has provided me with many insights on how to more cautiously approach special situation stocks.. Read the full article on Seeking Alpha
CHRW
US$163.26
C.H. Robinson Worldwide
7D
-3.2%
1Y
66.5%
EXPD
US$155.80
Expeditors International of Washington
7D
3.0%
1Y
36.3%
GVH
US$5.31
Globavend Holdings
7D
6.1%
1Y
-98.2%
PSIG
US$7.19
PS International Group
7D
12.0%
1Y
180.9%
FRGT
US$0.93
Freight Technologies
7D
22.1%
1Y
-95.9%
NCEW
US$15.00
New Century Logistics (BVI)
7D
-6.3%
1Y
58.9%
ZTO
US$24.67
ZTO Express (Cayman)
7D
-4.7%
1Y
31.5%
JYD
US$5.49
Jayud Global Logistics
7D
14.6%
1Y
-65.8%
CRGO
US$2.05
Freightos
7D
1.5%
1Y
-10.1%