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U.S. Logistics Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies29
  • 7D4.8%
  • 3M-0.8%
  • 1Y33.5%
  • YTD14.2%

Over the last 7 days, the Logistics industry has risen 3.1%, driven by gains from United Parcel Service of 5.8%. This means that the industry has gained 30% over the past year. Earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jul 2026US$245.9bUS$238.1bUS$12.8b19x19.3x1x
Sun, 14 Jun 2026US$243.6bUS$235.0bUS$12.7b17.8x19.1x1x
Tue, 12 May 2026US$245.4bUS$234.6bUS$12.7b16.2x19.3x1x
Thu, 09 Apr 2026US$235.1bUS$234.6bUS$12.9b15.3x18.2x1x
Sat, 07 Mar 2026US$245.0bUS$232.4bUS$12.7b17.5x19.4x1.1x
Mon, 02 Feb 2026US$239.0bUS$234.7bUS$12.6b16.8x18.9x1x
Wed, 31 Dec 2025US$220.0bUS$235.7bUS$12.6b15.8x17.5x0.9x
Fri, 28 Nov 2025US$211.2bUS$234.2bUS$12.3b15.8x17.1x0.9x
Sun, 26 Oct 2025US$187.1bUS$235.2bUS$12.4b16.5x15.1x0.8x
Tue, 23 Sep 2025US$183.0bUS$235.2bUS$12.4b15.8x14.8x0.8x
Thu, 21 Aug 2025US$186.3bUS$234.5bUS$12.3b17.1x15.1x0.8x
Sat, 19 Jul 2025US$190.9bUS$234.7bUS$11.9b15.8x16x0.8x
Mon, 16 Jun 2025US$188.9bUS$234.9bUS$11.8b18.5x16.1x0.8x
Wed, 14 May 2025US$192.3bUS$235.1bUS$11.7b16.9x16.4x0.8x
Fri, 11 Apr 2025US$186.1bUS$236.4bUS$11.6b18.7x16.1x0.8x
Sun, 09 Mar 2025US$221.1bUS$235.7bUS$11.6b22.4x19.1x0.9x
Tue, 04 Feb 2025US$215.7bUS$233.9bUS$11.5b22.8x18.8x0.9x
Thu, 02 Jan 2025US$230.7bUS$233.5bUS$11.2b25.2x20.6x1x
Sat, 30 Nov 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Mon, 28 Oct 2024US$247.2bUS$231.6bUS$11.5b24.2x21.6x1.1x
Wed, 25 Sep 2024US$232.8bUS$229.8bUS$11.1b24.8x21.1x1x
Fri, 23 Aug 2024US$237.9bUS$229.8bUS$11.3b23.2x21x1x
Sun, 21 Jul 2024US$253.9bUS$228.9bUS$12.7b21x20x1.1x
Tue, 18 Jun 2024US$232.4bUS$228.6bUS$12.7b19.8x18.3x1x
Thu, 16 May 2024US$245.1bUS$228.5bUS$12.7b20.9x19.2x1.1x
Sat, 13 Apr 2024US$246.7bUS$230.2bUS$13.8b17.8x17.9x1.1x
Mon, 11 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Wed, 07 Feb 2024US$238.4bUS$233.2bUS$13.7b15.4x17.4x1x
Fri, 05 Jan 2024US$257.2bUS$241.0bUS$16.1b15.6x16x1.1x
Sun, 03 Dec 2023US$260.4bUS$241.7bUS$15.9b15.8x16.3x1.1x
Tue, 31 Oct 2023US$238.7bUS$245.4bUS$16.3b13.9x14.7x1x
Thu, 28 Sep 2023US$259.8bUS$248.9bUS$17.8b13x14.6x1x
Sat, 26 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Mon, 24 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Price to Earnings Ratio

15.8x


Total Market Cap: US$296.5bTotal Earnings: US$18.8bTotal Revenue: US$258.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.9x202420252026
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 17.9x.
  • 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 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-0.88%
Industrials-0.87%
Logistics4.85%
Air Freight and Logistics4.85%
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$117.185.8%
+US$5.5b		17.8%PE19x
FDX FedExUS$318.202.4%
+US$1.8b		39.3%PE17.1x
CHRW C.H. Robinson WorldwideUS$205.756.7%
+US$1.5b		108.8%PE40.5x
EXPD Expeditors International of WashingtonUS$181.966.6%
+US$1.5b		59.7%PE28.5x
ZTO ZTO Express (Cayman)US$24.594.9%
+US$862.8m		34.2%PE13.7x

Latest News

UPS
US$117.18
United Parcel Service
7D
5.8%
1Y
17.8%
FWRD
US$13.55
Forward Air
7D
5.0%
1Y
-50.4%
GXO
US$54.55
GXO Logistics
7D
5.5%
1Y
6.1%
Narrative Update • Jul 15

GXO: Freight Recovery And AI Automation Will Shape Execution And Margin Trajectory

Analysts have trimmed the fair value estimate for GXO Logistics to $55 from $63, reflecting updated assumptions around discount rates, growth, margins and P/E multiples, while still citing sector research that points to an early stage recovery in freight and logistics and continued interest in the stock among covering firms. Analyst Commentary Recent Street research on GXO Logistics reflects a mix of optimism about the broader freight and logistics backdrop and a more measured stance on valuation, growth assumptions and execution risk.
NCEW
US$16.25
New Century Logistics (BVI)
7D
-3.2%
1Y
132.5%
FDX
US$318.20
FedEx
7D
2.4%
1Y
39.3%
Narrative Update • Jul 15

FDX: Network 2.0 Execution And Freight Spin Will Drive Future Repricing

The updated analyst price target framework for FedEx now centers around approximately $351, down from about $402. Analysts are factoring in slower projected revenue growth alongside slightly higher margin and profitability expectations under the company's post Freight spin structure and Network 2.0 plan.
CHRW
US$205.75
C.H. Robinson Worldwide
7D
6.7%
1Y
108.8%
Narrative Update • Jul 14

CHRW: Rich Freight Hopes Will Likely Clash With Post Montgomery Liability Risks

Analysts have nudged the fair value estimate for C.H. Robinson Worldwide higher from $131.39 to $134.31. This reflects recent price target increases that cite improving freight capacity conditions, stronger truckload spot rates and perceived scale advantages in the post‑Montgomery regulatory backdrop.
AIRT
US$27.02
Air T
7D
0.1%
1Y
26.4%
ARAI
US$0.37
Arrive AI
7D
-9.6%
1Y
-95.9%
HUBG
US$51.41
Hub Group
7D
9.6%
1Y
49.4%
Narrative Update • Jul 01

HUBG: Restatements And Legal Actions Will Pressure Earnings Quality

Hub Group's updated analyst fair value estimate has shifted from $36.00 to $29.00, reflecting a lower projected future P/E, along with revised views on revenue growth, profit margins and recent Street price target moves. Analyst Commentary on Hub Group Recent Street research on Hub Group reflects a more cautious tone, with several bearish analysts trimming price targets and recalibrating expectations for the stock.
ZTO
US$24.59
ZTO Express (Cayman)
7D
4.9%
1Y
34.2%
Narrative Update • Jun 29

ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Analysts have raised the price target for ZTO Express (Cayman) to $29.03 from $23.87, reflecting updated expectations for revenue growth, profit margins, and valuation multiples amid mixed recent target changes on the Street. Analyst Commentary Recent research on ZTO Express (Cayman) highlights a split in opinion, with some analysts focusing on potential upside from execution and profitability, while others emphasize overhangs related to shareholder moves and industry conditions.
PSIG
US$1.17
PS International Group
7D
-6.4%
1Y
-66.6%
EXPD
US$181.96
Expeditors International of Washington
7D
6.6%
1Y
59.7%
HKPD
US$0.43
Cellyan Biotechnology
7D
-5.0%
1Y
-69.0%
CTNT
US$1.58
Cheetah Net Supply Chain Service
7D
-15.1%
1Y
-99.5%