U.S. Logistics Industry Analysis

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
Sat, 13 Jun 2026	US$243.4b	US$235.0b	US$12.7b	17.8x	19.1x	1x
Mon, 11 May 2026	US$245.4b	US$234.6b	US$12.7b	16.3x	19.3x	1x
Wed, 08 Apr 2026	US$235.8b	US$234.5b	US$12.9b	14.9x	18.3x	1x
Fri, 06 Mar 2026	US$254.1b	US$232.4b	US$12.7b	18.1x	20.1x	1.1x
Sun, 01 Feb 2026	US$239.0b	US$234.7b	US$12.6b	16.8x	18.9x	1x
Tue, 30 Dec 2025	US$220.3b	US$235.7b	US$12.6b	15.9x	17.5x	0.9x
Thu, 27 Nov 2025	US$209.2b	US$234.2b	US$12.3b	15.8x	17x	0.9x
Sat, 25 Oct 2025	US$186.0b	US$235.2b	US$12.4b	16.5x	15x	0.8x
Mon, 22 Sep 2025	US$183.0b	US$235.2b	US$12.4b	15.7x	14.8x	0.8x
Wed, 20 Aug 2025	US$184.2b	US$234.3b	US$12.4b	17.2x	14.8x	0.8x
Fri, 18 Jul 2025	US$190.7b	US$234.7b	US$11.9b	16.2x	16x	0.8x
Sun, 15 Jun 2025	US$188.9b	US$234.9b	US$11.8b	18.5x	16.1x	0.8x
Tue, 13 May 2025	US$181.7b	US$235.1b	US$11.7b	16.7x	15.5x	0.8x
Thu, 10 Apr 2025	US$171.3b	US$236.4b	US$11.6b	19.2x	14.8x	0.7x
Sat, 08 Mar 2025	US$218.7b	US$235.7b	US$11.6b	22.4x	18.9x	0.9x
Mon, 03 Feb 2025	US$215.7b	US$233.9b	US$11.5b	23.5x	18.8x	0.9x
Wed, 01 Jan 2025	US$229.6b	US$233.5b	US$11.2b	25.2x	20.5x	1x
Fri, 29 Nov 2024	US$249.0b	US$233.7b	US$11.4b	23.2x	21.9x	1.1x
Sun, 27 Oct 2024	US$247.2b	US$231.6b	US$11.5b	24.2x	21.6x	1.1x
Tue, 24 Sep 2024	US$231.2b	US$229.8b	US$11.1b	24.6x	20.9x	1x
Thu, 22 Aug 2024	US$236.4b	US$229.8b	US$11.3b	23.3x	20.9x	1x
Sat, 20 Jul 2024	US$253.6b	US$228.7b	US$12.7b	21x	20x	1.1x
Mon, 17 Jun 2024	US$232.4b	US$228.6b	US$12.7b	19.7x	18.3x	1x
Wed, 15 May 2024	US$249.6b	US$228.4b	US$12.7b	20.9x	19.6x	1.1x
Fri, 12 Apr 2024	US$244.8b	US$230.2b	US$13.8b	19x	17.7x	1.1x
Sun, 10 Mar 2024	US$246.5b	US$231.7b	US$13.6b	19.6x	18.2x	1.1x
Tue, 06 Feb 2024	US$230.4b	US$233.2b	US$13.7b	15.1x	16.8x	1x
Thu, 04 Jan 2024	US$257.9b	US$241.0b	US$16.1b	15.7x	16.1x	1.1x
Sat, 02 Dec 2023	US$255.7b	US$241.7b	US$15.9b	15.8x	16x	1.1x
Mon, 30 Oct 2023	US$233.0b	US$245.4b	US$16.3b	13.5x	14.3x	0.9x
Wed, 27 Sep 2023	US$258.9b	US$248.9b	US$17.8b	13x	14.5x	1x
Fri, 25 Aug 2023	US$272.0b	US$250.6b	US$17.5b	15.1x	15.5x	1.1x
Sun, 23 Jul 2023	US$296.5b	US$258.4b	US$18.8b	14.9x	15.8x	1.1x
Tue, 20 Jun 2023	US$281.4b	US$260.9b	US$17.8b	14.6x	15.8x	1.1x

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 17.8x.

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 11% per year over the last three years,
Revenues have also declined 3.4% 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	0.81%
Industrials	1.13%
Logistics	1.69%
Air Freight and Logistics	1.69%

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$338.31	2.2% +US$1.7b	50.8%	PE18x
CHRW C.H. Robinson Worldwide	US$193.74	5.2% +US$1.1b	107.1%	PE38.1x
EXPD Expeditors International of Washington	US$166.62	3.9% +US$808.3m	45.8%	PE26.1x
ZTO ZTO Express (Cayman)	US$22.83	2.5% +US$406.8m	30.8%	PE12.4x
HUBG Hub Group	US$46.38	8.0% +US$211.0m	41.0%	PE27x

UPS Revenue Falls as Company Focuses on High Margin Sectors and Tightens Dividend Coverage

UPS reported Q1 2026 revenue of US$21.2b, a 1.6% year-on-year decline, as U.S. domestic package volumes softened and the company continued to reduce lower-margin Amazon deliveries during a broad restructuring. Operating profit for the quarter was US$1.27b, while net income declined 27.2%, reflecting costs tied to network reconfiguration, voluntary driver separations and facility closures. Healthcare logistics reached a record US$3b quarter, and international operations showed solid momentum. Management reaffirmed its 2026 guidance for about US$89.7b in revenue and a consolidated operating margin near 9.6%. The company is targeting US$3b in cost savings via automation and efficiency initiatives, while also working through tight free cash flow coverage of planned 2026 dividends and a US$1.3b pension contribution. The core story is a shift away from low-margin volume toward higher-margin segments such as healthcare and business-to-business logistics. Investors are weighing near-term earnings pressure and restructuring costs against management’s margin and cash flow targets for the second half of 2026. Given that recent free cash flow has at times not covered dividends without debt, dividend-focused investors may want to pay close attention to upcoming quarters to see whether the guided US$5.5b free cash flow and cost savings actually materialize.

U.S. Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

C.H. Robinson Targeted for Growth as Analyst Upgrades Cite AI Automation and Regulatory Upside

FedEx Reshapes Core Operations With Freight Spin-Off and Major Facility Consolidation

Expeditors International Cuts 230 Tech Roles in Washington as Automation Increases Efficiency

ZTO Express Grows Q1 Parcel Volume 13% With Higher Profits and Share Buybacks

Senior VP recently sold US$122k worth of stock

Hub Group Grapples With $77 Million Accounting Errors SEC Delays and Executive Departures

UPS Revenue Falls as Company Focuses on High Margin Sectors and Tightens Dividend Coverage

FWRD: Execution On Margins And P/E Assumptions Will Drive Future Upside

New major risk - Market cap size

Investor sentiment deteriorates as stock falls 16%

GXO Logistics Names Roberto Pascual to Lead Spain and Portugal Expansion

New minor risk - Market cap size

First quarter 2026 earnings released: CN¥0.63 loss per share (vs CN¥0.15 loss in 1Q 2025)

Freight Technologies, Inc. announced delayed 20-F filing

High number of new and inexperienced directors

Addentax Group Corp. (NasdaqCM:ATXG) completed the acquisition of 62.18% stake in KEEMO Fashion Group Limited (OTCPK:KMFG) from Guang Wen Global Group Limited.