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U.S. Logistics Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies29
  • 7D-6.1%
  • 3M16.6%
  • 1Y14.5%
  • YTD11.0%

Over the last 7 days, the Logistics industry has dropped 6.1%, driven by a pullback from United Parcel Service of 11%. In the past year, the industry has gained 14%. Looking forward, earnings are forecast to grow by 9.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026US$254.1bUS$232.4bUS$12.7b18.1x20.1x1.1x
Sun, 01 Feb 2026US$239.0bUS$234.7bUS$12.6b16.8x18.9x1x
Tue, 30 Dec 2025US$220.3bUS$235.7bUS$12.6b15.9x17.5x0.9x
Thu, 27 Nov 2025US$209.2bUS$234.2bUS$12.3b15.8x17x0.9x
Sat, 25 Oct 2025US$186.0bUS$235.2bUS$12.4b16.5x15x0.8x
Mon, 22 Sep 2025US$183.0bUS$235.2bUS$12.4b15.7x14.8x0.8x
Wed, 20 Aug 2025US$184.2bUS$234.3bUS$12.4b17.2x14.8x0.8x
Fri, 18 Jul 2025US$190.7bUS$234.7bUS$11.9b16.2x16x0.8x
Sun, 15 Jun 2025US$188.9bUS$234.9bUS$11.8b18.5x16.1x0.8x
Tue, 13 May 2025US$181.7bUS$235.1bUS$11.7b16.7x15.5x0.8x
Thu, 10 Apr 2025US$171.3bUS$236.4bUS$11.6b19.2x14.8x0.7x
Sat, 08 Mar 2025US$218.7bUS$235.7bUS$11.6b22.4x18.9x0.9x
Mon, 03 Feb 2025US$215.7bUS$233.9bUS$11.5b23.5x18.8x0.9x
Wed, 01 Jan 2025US$229.6bUS$233.5bUS$11.2b25.2x20.5x1x
Fri, 29 Nov 2024US$249.0bUS$233.7bUS$11.4b23.2x21.9x1.1x
Sun, 27 Oct 2024US$247.2bUS$231.6bUS$11.5b24.2x21.6x1.1x
Tue, 24 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Thu, 22 Aug 2024US$236.4bUS$229.8bUS$11.3b23.3x20.9x1x
Sat, 20 Jul 2024US$253.6bUS$228.7bUS$12.7b21x20x1.1x
Mon, 17 Jun 2024US$232.4bUS$228.6bUS$12.7b19.7x18.3x1x
Wed, 15 May 2024US$249.6bUS$228.4bUS$12.7b20.9x19.6x1.1x
Fri, 12 Apr 2024US$244.8bUS$230.2bUS$13.8b19x17.7x1.1x
Sun, 10 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Tue, 06 Feb 2024US$230.4bUS$233.2bUS$13.7b15.1x16.8x1x
Thu, 04 Jan 2024US$257.9bUS$241.0bUS$16.1b15.7x16.1x1.1x
Sat, 02 Dec 2023US$255.7bUS$241.7bUS$15.9b15.8x16x1.1x
Mon, 30 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Wed, 27 Sep 2023US$258.9bUS$248.9bUS$17.8b13x14.5x1x
Fri, 25 Aug 2023US$272.0bUS$250.6bUS$17.5b15.1x15.5x1.1x
Sun, 23 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Tue, 20 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Thu, 18 May 2023US$273.1bUS$260.9bUS$17.7b14.4x15.4x1x
Sat, 15 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Mon, 13 Mar 2023US$272.3bUS$267.9bUS$19.1b13.5x14.3x1x
Price to Earnings Ratio

14.3x


Total Market Cap: US$272.3bTotal Earnings: US$19.1bTotal Revenue: US$267.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Logistics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 20.1x which is higher than its 3-year average PE of 17.4x.
  • The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.1x.
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 Market-1.24%
Industrials-3.13%
Logistics-6.07%
Air Freight and Logistics-6.07%
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$146.861.3%
+US$244.3m		16.1%PE24.2x
SFWL Shengfeng DevelopmentUS$0.966.7%
+US$5.0m		-4.9%PE6.8x
PSIG PS International GroupUS$6.362.7%
+US$1.5m		63.6%PS0.8x
CJMB Callan JMBUS$1.8016.1%
+US$1.2m		-58.6%PS1.4x
FRGT Freight TechnologiesUS$1.130.9%
+US$215.5k		-95.8%PS1.8x

Latest News

EXPD
US$146.86
Expeditors International of Washington
7D
1.3%
1Y
16.1%
GXO
US$55.76
GXO Logistics
7D
-11.3%
1Y
46.4%
CHRW
US$179.64
C.H. Robinson Worldwide
7D
-3.0%
1Y
75.3%

CHRW: Margin Discipline And AI Initiatives Will Support Balanced Freight Cycle Recovery

The analyst fair value estimate for C.H. Robinson Worldwide has been revised from $153.36 to $193.52. This change reflects a reset in assumptions on margins and future P/E that aligns with a broad wave of higher price targets from firms across the Street.
HUBG
US$39.04
Hub Group
7D
-9.4%
1Y
-0.8%
FDX
US$359.10
FedEx
7D
-7.2%
1Y
41.4%

FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings Path

The analyst price target for FedEx in our model has moved higher by about $6 to reflect slightly firmer assumptions on revenue growth, profit margins, and a marginally lower discount rate, broadly in line with recent Street research that highlights both improved earnings visibility and, from some, concern about valuation. Analyst Commentary Recent Street research on FedEx reflects a mix of optimism about the company’s execution and assets, alongside growing debate about how much of that progress is already reflected in the share price.
SFWL
US$0.96
Shengfeng Development
7D
6.7%
1Y
-4.9%
ZTO
US$22.80
ZTO Express (Cayman)
7D
-6.5%
1Y
13.3%
FWRD
US$21.94
Forward Air
7D
-13.2%
1Y
6.0%
UPS
US$102.36
United Parcel Service
7D
-11.7%
1Y
-15.8%

UPS: Labor Disputes And Fleet Disruptions Will Pressure Margins And Sentiment

The analyst fair value estimate for United Parcel Service has been lifted from about $80.28 to roughly $85.08 as analysts factor in higher revenue growth assumptions, slightly stronger profit margins, and a higher future P/E multiple supported by a wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent research on United Parcel Service shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they refine outlooks for earnings, margins, and sector conditions through 2026.
PSIG
US$6.36
PS International Group
7D
2.7%
1Y
63.6%

PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up

Feb 12
PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up
RLGT
US$7.04
Radiant Logistics
7D
-5.1%
1Y
3.8%
GVH
US$1.20
Globavend Holdings
7D
0.8%
1Y
-99.1%
FRGT
US$1.13
Freight Technologies
7D
0.9%
1Y
-95.8%

Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding

Jan 29
Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding
CJMB
US$1.80
Callan JMB
7D
16.1%
1Y
-58.6%