Investors Will Want GXO Logistics' (NYSE:GXO) Growth In ROCE To Persist
Mar 26
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U.S. Logistics Industry Analysis
UpdatedMar 30, 2025
DataAggregated Company Financials
Companies28
- 7D-0.8%
- 3M-9.9%
- 1Y-18.0%
- YTD-8.6%
The Logistics is pretty flat in the last 7 days, but FedEx has stood out, gaining 4.9%. As for the longer term, the industry has declined 18% in the last year. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the U.S. Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Mar 2025 | US$205.5b | US$236.5b | US$11.6b | 20.4x | 17.7x | 0.9x |
| Tue, 25 Feb 2025 | US$216.2b | US$235.4b | US$11.6b | 21.3x | 18.7x | 0.9x |
| Thu, 23 Jan 2025 | US$235.4b | US$233.6b | US$11.2b | 25.5x | 21x | 1x |
| Sat, 21 Dec 2024 | US$226.9b | US$233.5b | US$11.2b | 24.4x | 20.2x | 1x |
| Mon, 18 Nov 2024 | US$247.1b | US$233.5b | US$11.4b | 22.9x | 21.7x | 1.1x |
| Wed, 16 Oct 2024 | US$243.3b | US$230.4b | US$11.0b | 24.6x | 22x | 1.1x |
| Fri, 13 Sep 2024 | US$237.7b | US$229.9b | US$11.3b | 23.9x | 21x | 1x |
| Sun, 11 Aug 2024 | US$230.5b | US$229.6b | US$11.3b | 23x | 20.4x | 1x |
| Tue, 09 Jul 2024 | US$243.1b | US$228.7b | US$12.7b | 19.6x | 19.2x | 1.1x |
| Thu, 06 Jun 2024 | US$233.5b | US$228.6b | US$12.7b | 20.2x | 18.3x | 1x |
| Sat, 04 May 2024 | US$243.8b | US$228.6b | US$13.0b | 20.2x | 18.8x | 1.1x |
| Mon, 01 Apr 2024 | US$252.7b | US$230.2b | US$13.8b | 19.6x | 18.3x | 1.1x |
| Wed, 28 Feb 2024 | US$239.1b | US$232.0b | US$13.6b | 16.7x | 17.5x | 1x |
| Fri, 26 Jan 2024 | US$253.9b | US$241.0b | US$16.1b | 14.8x | 15.8x | 1.1x |
| Sun, 24 Dec 2023 | US$258.7b | US$241.1b | US$16.1b | 15.8x | 16.1x | 1.1x |
| Tue, 21 Nov 2023 | US$252.0b | US$241.6b | US$15.9b | 15.5x | 15.8x | 1x |
| Thu, 19 Oct 2023 | US$255.6b | US$248.9b | US$17.8b | 13.3x | 14.4x | 1x |
| Sat, 16 Sep 2023 | US$263.1b | US$250.6b | US$17.6b | 13.7x | 14.9x | 1.1x |
| Mon, 14 Aug 2023 | US$284.6b | US$250.6b | US$17.5b | 15.1x | 16.3x | 1.1x |
| Wed, 12 Jul 2023 | US$294.0b | US$258.4b | US$18.8b | 14.8x | 15.7x | 1.1x |
| Fri, 09 Jun 2023 | US$272.6b | US$260.9b | US$17.8b | 14.4x | 15.3x | 1x |
| Sun, 07 May 2023 | US$277.6b | US$260.9b | US$17.7b | 15x | 15.7x | 1.1x |
| Tue, 04 Apr 2023 | US$291.9b | US$266.9b | US$18.8b | 14.5x | 15.5x | 1.1x |
| Thu, 02 Mar 2023 | US$273.1b | US$268.1b | US$19.0b | 13.6x | 14.3x | 1x |
| Sat, 28 Jan 2023 | US$275.0b | US$271.8b | US$19.1b | 14.1x | 14.4x | 1x |
| Mon, 26 Dec 2022 | US$262.8b | US$271.9b | US$19.1b | 13.5x | 13.7x | 1x |
| Wed, 23 Nov 2022 | US$267.6b | US$272.5b | US$19.4b | 12.8x | 13.8x | 1x |
| Fri, 21 Oct 2022 | US$236.5b | US$270.6b | US$19.1b | 10.5x | 12.4x | 0.9x |
| Sun, 18 Sep 2022 | US$260.1b | US$269.6b | US$19.4b | 10.4x | 13.4x | 1x |
| Tue, 16 Aug 2022 | US$309.3b | US$268.8b | US$19.4b | 12.4x | 16x | 1.2x |
| Thu, 14 Jul 2022 | US$274.4b | US$264.1b | US$18.9b | 10.3x | 14.5x | 1x |
| Sat, 11 Jun 2022 | US$270.4b | US$262.2b | US$20.2b | 10.8x | 13.4x | 1x |
| Mon, 09 May 2022 | US$281.2b | US$261.9b | US$20.2b | 11.6x | 14x | 1.1x |
| Wed, 06 Apr 2022 | US$293.1b | US$257.1b | US$22.0b | 11.5x | 13.3x | 1.1x |
Price to Earnings Ratio
13.3x
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 16.6x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.87x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 19% per year over the last three years,
- Revenues have also declined 2.7% 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 Market | -1.74% | |
| Industrials | -1.38% | |
| Logistics | -0.81% | |
| Air Freight and Logistics | -0.81% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FDX FedEx | US$241.71 | 4.9% +US$2.7b | -16.6% | PE14.8x | |
| EXPD Expeditors International of Washington | US$119.73 | 2.9% +US$473.4m | -1.5% | PE20.4x | |
| JYD Jayud Global Logistics | US$7.27 | 45.4% +US$216.8m | 657.3% | PS8.4x | |
| CHRW C.H. Robinson Worldwide | US$101.13 | 1.2% +US$140.1m | 32.8% | PE25.8x | |
| ATSG Air Transport Services Group | US$22.43 | 0.4% +US$6.5m | 63.0% | PE53.5x |
