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U.S. Logistics Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies31
  • 7D1.3%
  • 3M27.9%
  • 1Y3.9%
  • YTD5.4%

In the last week, the Logistics industry is up 4.7%, with United Parcel Service up 1.3%. During this same period, the Freight Technologies underperformed, falling 25%. This means that the industry has gained 5.7% over the past year. As for the next few years, earnings are expected to grow by 9.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026US$235.6bUS$235.8bUS$12.6b16.8x18.7x1x
Fri, 12 Dec 2025US$217.7bUS$234.2bUS$12.3b16.3x17.6x0.9x
Sun, 09 Nov 2025US$204.0bUS$233.9bUS$12.3b15x16.6x0.9x
Tue, 07 Oct 2025US$189.2bUS$235.2bUS$12.4b15.1x15.3x0.8x
Thu, 04 Sep 2025US$181.1bUS$234.5bUS$12.4b16.8x14.7x0.8x
Sat, 02 Aug 2025US$180.9bUS$233.6bUS$11.8b15.6x15.3x0.8x
Mon, 30 Jun 2025US$192.7bUS$235.0bUS$11.9b16.7x16.1x0.8x
Wed, 28 May 2025US$180.9bUS$234.9bUS$11.8b16.2x15.4x0.8x
Fri, 25 Apr 2025US$181.1bUS$234.6bUS$11.6b18.9x15.7x0.8x
Sun, 23 Mar 2025US$207.1bUS$236.4bUS$11.6b20.1x17.9x0.9x
Tue, 18 Feb 2025US$218.5bUS$234.7bUS$11.5b22.9x19x0.9x
Thu, 16 Jan 2025US$228.5bUS$233.5bUS$11.2b26x20.4x1x
Sat, 14 Dec 2024US$237.8bUS$233.7bUS$11.4b25.2x20.9x1x
Mon, 11 Nov 2024US$244.6bUS$233.6bUS$11.4b22.9x21.5x1x
Wed, 09 Oct 2024US$239.5bUS$230.4bUS$11.1b24.2x21.7x1x
Fri, 06 Sep 2024US$240.7bUS$229.9bUS$11.3b24.4x21.2x1x
Sun, 04 Aug 2024US$235.6bUS$228.7bUS$12.0b20.9x19.6x1x
Tue, 02 Jul 2024US$246.3bUS$228.7bUS$12.7b20.1x19.4x1.1x
Thu, 30 May 2024US$236.1bUS$228.6bUS$12.7b19.6x18.5x1x
Sat, 27 Apr 2024US$243.7bUS$228.8bUS$13.0b18.8x18.8x1.1x
Mon, 25 Mar 2024US$257.5bUS$231.3bUS$13.7b19.9x18.8x1.1x
Wed, 21 Feb 2024US$238.9bUS$232.0bUS$13.7b16.2x17.5x1x
Fri, 19 Jan 2024US$252.9bUS$241.0bUS$16.0b14.2x15.8x1x
Sun, 17 Dec 2023US$270.8bUS$241.7bUS$15.9b17x17x1.1x
Tue, 14 Nov 2023US$240.3bUS$241.6bUS$15.8b16.1x15.2x1x
Thu, 12 Oct 2023US$261.0bUS$248.9bUS$17.8b13.4x14.7x1x
Sat, 09 Sep 2023US$267.1bUS$250.7bUS$17.6b13.7x15.2x1.1x
Mon, 07 Aug 2023US$292.4bUS$255.7bUS$18.5b15.3x15.8x1.1x
Wed, 05 Jul 2023US$288.6bUS$258.3bUS$18.8b14.6x15.4x1.1x
Fri, 02 Jun 2023US$264.8bUS$260.9bUS$17.8b13.8x14.9x1x
Sun, 30 Apr 2023US$280.3bUS$263.0bUS$17.9b14.7x15.7x1.1x
Tue, 28 Mar 2023US$281.7bUS$266.6bUS$18.8b13.9x15x1.1x
Thu, 23 Feb 2023US$267.8bUS$267.8bUS$19.1b13.1x14x1x
Sat, 21 Jan 2023US$269.5bUS$271.8bUS$19.1b13.8x14.1x1x
Price to Earnings Ratio

14.1x


Total Market Cap: US$269.5bTotal Earnings: US$19.1bTotal Revenue: US$271.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.2x202420252026
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 17.2x.
  • 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 13% per year over the last three years,
  • Revenues have also declined 4.6% 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 Market0.24%
Industrials1.41%
Logistics1.27%
Air Freight and Logistics1.27%
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$106.581.3%
+US$1.2b		-15.3%PE16.4x
CHRW C.H. Robinson WorldwideUS$173.423.4%
+US$680.5m		68.6%PE34.1x
EXPD Expeditors International of WashingtonUS$160.692.0%
+US$427.5m		44.5%PE25.5x
FDX FedExUS$309.660.6%
+US$406.8m		11.5%PE16.8x
GXO GXO LogisticsUS$57.481.9%
+US$122.5m		32.0%PE73.9x

Latest News

CHRW
US$173.42
C.H. Robinson Worldwide
7D
3.4%
1Y
68.6%
FRGT
US$1.64
Freight Technologies
7D
-25.1%
1Y
-94.2%
ZTO
US$21.88
ZTO Express (Cayman)
7D
0.2%
1Y
18.0%

ZTO: Buybacks And Stable Margins Will Support Fairly Valued Shares

Analysts have increased their price target for ZTO Express (Cayman) to US$23.87 from US$23.29, reflecting updated assumptions about modestly stronger revenue growth, profit margins, and a slightly higher future P/E multiple. What's in the News Completed share repurchases under the buyback announced on November 14, 2018, totaling 52,919,506 shares, or 6.5% of the company, for US$1.3b (Key Developments).
GXO
US$57.48
GXO Logistics
7D
1.9%
1Y
32.0%
HUBG
US$46.78
Hub Group
7D
3.2%
1Y
4.1%

HUBG: Gradual Truckload Recovery Will Meet Cautious Guidance And Fair Valuation

Narrative Update The analyst price target for Hub Group has moved higher by about US$3 to US$4 per share, as analysts factor in updated views on a gradual truckload recovery, tighter valuation frameworks, and modest adjustments to long term growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Hub Group points to a mix of cautious optimism and ongoing concerns, with higher price targets reflecting updated views on truckload conditions, valuation frameworks, and the need for clearer improvement in fundamentals.
FWRD
US$27.80
Forward Air
7D
7.3%
1Y
-18.6%

FWRD: Fair Value View Balances PE Deal Setback And Future Returns

Analysts have adjusted their price target on Forward Air to US$30.00, reflecting updated assumptions for slightly lower revenue growth, a largely unchanged profit margin outlook, and a marginally higher future P/E multiple. What's in the News Axios Pro reported that no private equity deal for Forward Air is imminent, and shares traded at US$17.05 in Monday afternoon trading, down US$3.09 or 15% (Axios Pro).
UPS
US$106.58
United Parcel Service
7D
1.3%
1Y
-15.3%

UPS: Rally Risks Ahead As Amazon Volume Decline And Cost Execution Concerns Build

Analysts have nudged our fair value estimate for United Parcel Service higher to align with recent Street price target increases in the US$105 to US$126 range, citing updated views on revenue growth, margins, and 2026 sector conditions. Analyst Commentary Recent research on United Parcel Service reflects a mixed tone, with several firms lifting price targets into a tighter US$105 to US$126 band while at least one is stepping back on rating and others highlighting execution and growth risks into 2026.
JYD
US$4.00
Jayud Global Logistics
7D
-15.3%
1Y
-96.5%

Jayud Global Logistics Limited (NASDAQ:JYD) Surges 29% Yet Its Low P/S Is No Reason For Excitement

Jan 08
Jayud Global Logistics Limited (NASDAQ:JYD) Surges 29% Yet Its Low P/S Is No Reason For Excitement
FDX
US$309.66
FedEx
7D
0.6%
1Y
11.5%

FDX: Freight Recovery And Cost Risks Will Pressure Future Returns

Analysts have lifted their fair value estimate for FedEx to US$233.77 from US$206.04, citing higher long term P/E assumptions and ongoing cost cutting efforts, partly offset by more cautious views on revenue growth, margins, and freight segment risks. Analyst Commentary Recent research on FedEx reflects a mixed backdrop, with some firms lifting price targets while others flagging risks tied to freight, execution, and earnings visibility.
CRGO
US$2.16
Freightos
7D
-8.9%
1Y
-26.8%
EXPD
US$160.69
Expeditors International of Washington
7D
2.0%
1Y
44.5%
RLGT
US$6.67
Radiant Logistics
7D
-0.9%
1Y
-3.3%
HKPD
US$0.78
Cellyan Biotechnology
7D
-11.3%
1Y
n/a
PSIG
US$4.32
PS International Group
7D
-1.1%
1Y
27.5%
FLX
US$3.19
BingEx
7D
-0.3%
1Y
-60.2%
ARAI
US$2.76
Arrive AI
7D
-7.4%
1Y
n/a