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U.S. Logistics Industry Analysis

UpdatedSep 19, 2026
DataAggregated Company Financials
Companies30
  • 7D-1.4%
  • 3M-5.2%
  • 1Y23.0%
  • YTD1.0%

Over the last 7 days, the Logistics industry has remained flat. As for the the longer term, the industry is up 23% over the past 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Sep 2026US$224.3bUS$242.1bUS$12.3b18.8x18.2x0.9x
Mon, 17 Aug 2026US$236.0bUS$241.6bUS$12.2b17.9x19.4x1x
Wed, 15 Jul 2026US$244.7bUS$238.1bUS$12.8b16.9x19.2x1x
Fri, 12 Jun 2026US$233.0bUS$235.0bUS$12.7b17.8x18.3x1x
Sun, 10 May 2026US$243.8bUS$234.6bUS$12.7b16.3x19.2x1x
Tue, 07 Apr 2026US$237.2bUS$234.5bUS$12.9b14.8x18.4x1x
Thu, 05 Mar 2026US$257.1bUS$232.4bUS$12.7b18.8x20.3x1.1x
Sat, 31 Jan 2026US$238.7bUS$234.7bUS$12.6b16.8x18.9x1x
Mon, 29 Dec 2025US$222.3bUS$235.7bUS$12.6b16.1x17.7x0.9x
Wed, 26 Nov 2025US$206.5bUS$234.2bUS$12.3b15.7x16.7x0.9x
Fri, 24 Oct 2025US$186.5bUS$235.2bUS$12.4b16.4x15x0.8x
Sun, 21 Sep 2025US$183.0bUS$235.2bUS$12.4b15.7x14.8x0.8x
Tue, 19 Aug 2025US$185.3bUS$234.3bUS$12.4b17.1x14.9x0.8x
Thu, 17 Jul 2025US$191.3bUS$234.7bUS$11.9b16.1x16x0.8x
Sat, 14 Jun 2025US$190.4bUS$234.9bUS$11.8b18.5x16.2x0.8x
Mon, 12 May 2025US$181.7bUS$235.1bUS$11.7b15.8x15.5x0.8x
Wed, 09 Apr 2025US$178.3bUS$236.4bUS$11.6b18x15.4x0.8x
Fri, 07 Mar 2025US$216.9bUS$235.7bUS$11.6b22.5x18.7x0.9x
Sun, 02 Feb 2025US$215.7bUS$233.9bUS$11.5b23.5x18.8x0.9x
Tue, 31 Dec 2024US$230.6bUS$233.5bUS$11.2b25x20.6x1x
Thu, 28 Nov 2024US$248.2bUS$233.7bUS$11.4b23.2x21.8x1.1x
Sat, 26 Oct 2024US$248.4bUS$231.6bUS$11.5b24.2x21.7x1.1x
Mon, 23 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Wed, 21 Aug 2024US$237.5bUS$229.7bUS$11.3b23.1x21x1x
Fri, 19 Jul 2024US$257.4bUS$228.7bUS$12.7b21x20.3x1.1x
Sun, 16 Jun 2024US$232.4bUS$228.6bUS$12.7b19.7x18.3x1x
Tue, 14 May 2024US$249.6bUS$228.4bUS$12.7b21.1x19.6x1.1x
Thu, 11 Apr 2024US$250.1bUS$230.2bUS$13.8b18.7x18.1x1.1x
Sat, 09 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Mon, 05 Feb 2024US$236.5bUS$237.7bUS$14.1b14.1x16.8x1x
Wed, 03 Jan 2024US$259.8bUS$241.0bUS$16.1b15.8x16.2x1.1x
Fri, 01 Dec 2023US$254.9bUS$241.7bUS$15.9b15.4x16x1.1x
Sun, 29 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Tue, 26 Sep 2023US$263.0bUS$248.9bUS$17.8b13.2x14.8x1.1x
Price to Earnings Ratio

14.8x


Total Market Cap: US$263.0bTotal Earnings: US$17.8bTotal Revenue: US$248.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 18.1x202420252026
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 18.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.97x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market-0.18%
Industrials-1.56%
Logistics-1.41%
Air Freight and Logistics-1.41%
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
ZTO ZTO Express (Cayman)US$20.961.7%
+US$266.0m		12.7%PE10.3x
RLGT Radiant LogisticsUS$8.727.3%
+US$41.5m		46.6%PE21.8x
CHRW C.H. Robinson WorldwideUS$152.990.1%
+US$24.5m		12.4%PE28.2x
PSIG PS International GroupUS$4.1555.1%
+US$22.7m		1.3%PS1.2x
GXO GXO LogisticsUS$45.920.2%
+US$9.2m		-7.5%PE40.2x

Latest News

FLX
US$0.80
BingEx
7D
-47.8%
1Y
-75.0%
HUBG
US$32.72
Hub Group
7D
-9.2%
1Y
-8.2%
GXO
US$45.92
GXO Logistics
7D
0.2%
1Y
-7.5%
EXPD
US$190.94
Expeditors International of Washington
7D
-0.9%
1Y
58.9%
RLGT
US$8.72
Radiant Logistics
7D
7.3%
1Y
46.6%
FDX
US$303.65
FedEx
7D
-2.7%
1Y
31.0%
UPS
US$99.06
United Parcel Service
7D
-1.2%
1Y
17.8%
Seeking Alpha • Sep 15

UPS: Costs May Weigh In 2026, But Free Cash Flow Remains Strong; 6.4% Dividend Yield

Summary United Parcel Service remains a "Buy," with shares fundamentally undervalued and supported by robust free cash flow and a 6.4% dividend yield. Q2 results exceeded expectations, with revenue up 7.5% and all segments contributing to a double beat and raised FY 2026 guidance. Valuation remains attractive, with a forward P/E of 15.7x and an intrinsic value target near $121, despite technicals showing mixed momentum. Key risks include rising energy costs, potential dividend cuts, macroeconomic headwinds, and union negotiations ahead of the October 27 earnings event. Read the full article on Seeking Alpha
GVH
US$1.29
Globavend Holdings
7D
27.7%
1Y
-75.0%
CRGO
US$1.12
Freightos
7D
-5.9%
1Y
-65.3%
CHRW
US$152.99
C.H. Robinson Worldwide
7D
0.1%
1Y
12.4%
ZTO
US$20.96
ZTO Express (Cayman)
7D
1.7%
1Y
12.7%
Narrative Update • Sep 04

ZTO: Quality Pivot And Buybacks Will Test Margin Resilience And Sentiment

Analysts have trimmed the base case fair value estimate for ZTO Express (Cayman) to about $22 from roughly $23.50, reflecting lower volume guidance, a reduced Street price target to $22 from $29, and a greater focus on quality, cost discipline, and margin resilience even as expected future P/E multiples ease. Analyst Commentary Recent commentary on ZTO Express (Cayman) has turned more cautious as expectations around parcel growth, pricing, and what the market is willing to pay for the stock are reset.
FWRD
US$14.83
Forward Air
7D
-10.8%
1Y
-42.9%
Narrative Update • Sep 04

FWRD: Customer Contract Progress And 2027 Focus Will Drive Upside

Analysts have lifted their fair value estimate for Forward Air from $17 to $27, citing higher long-term price targets of approximately $29 and $19, as well as increased confidence in contract retention and the company’s positioning in the current freight market. Analyst Commentary on Forward Air Recent research updates on Forward Air focus on contract retention, valuation timeframes, and how the company is positioned in the current freight market.
VRME
US$0.80
VerifyMe
7D
29.5%
1Y
-37.9%
ARAI
US$0.24
Arrive AI
7D
8.5%
1Y
-92.2%
NCEW
US$17.22
New Century Logistics (BVI)
7D
-9.0%
1Y
241.6%
PSIG
US$4.15
PS International Group
7D
55.1%
1Y
1.3%