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U.S. Logistics Industry Analysis

UpdatedJun 17, 2026
DataAggregated Company Financials
Companies28
  • 7D1.4%
  • 3M4.3%
  • 1Y31.8%
  • YTD10.3%

Over the last 7 days, the Logistics industry has risen 1.4%, driven by gains from United Parcel Service of 2.0%. This means that the industry has gained 32% over the past year. Looking forward, earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Jun 2026US$243.4bUS$235.0bUS$12.7b17.9x19.1x1x
Fri, 15 May 2026US$239.4bUS$234.6bUS$12.7b15.9x18.8x1x
Sun, 12 Apr 2026US$242.6bUS$234.6bUS$12.9b15.5x18.8x1x
Tue, 10 Mar 2026US$239.3bUS$232.4bUS$12.7b17.4x18.9x1x
Thu, 05 Feb 2026US$252.7bUS$234.7bUS$12.6b18.7x20x1.1x
Sat, 03 Jan 2026US$217.9bUS$235.7bUS$12.6b15.9x17.3x0.9x
Mon, 01 Dec 2025US$211.0bUS$234.1bUS$12.3b15.8x17.1x0.9x
Wed, 29 Oct 2025US$191.0bUS$235.2bUS$12.4b16.4x15.4x0.8x
Fri, 26 Sep 2025US$183.5bUS$235.2bUS$12.4b16x14.8x0.8x
Sun, 24 Aug 2025US$188.1bUS$234.5bUS$12.4b17.1x15.2x0.8x
Tue, 22 Jul 2025US$190.1bUS$234.7bUS$11.9b16x15.9x0.8x
Thu, 19 Jun 2025US$187.8bUS$234.9bUS$11.8b15.8x16x0.8x
Sat, 17 May 2025US$190.7bUS$234.7bUS$11.7b16.6x16.3x0.8x
Mon, 14 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Wed, 12 Mar 2025US$217.4bUS$235.7bUS$11.6b21.3x18.8x0.9x
Fri, 07 Feb 2025US$210.3bUS$233.9bUS$11.5b22.8x18.3x0.9x
Sun, 05 Jan 2025US$227.3bUS$233.5bUS$11.2b25.4x20.3x1x
Tue, 03 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Thu, 31 Oct 2024US$244.9bUS$231.6bUS$11.5b24.3x21.4x1.1x
Sat, 28 Sep 2024US$241.1bUS$229.8bUS$11.1b24.4x21.8x1x
Mon, 26 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Wed, 24 Jul 2024US$255.4bUS$228.9bUS$12.7b21x20.2x1.1x
Fri, 21 Jun 2024US$231.6bUS$228.6bUS$12.7b20.1x18.2x1x
Sun, 19 May 2024US$248.4bUS$228.6bUS$12.7b21.3x19.6x1.1x
Tue, 16 Apr 2024US$240.8bUS$230.2bUS$13.8b16.8x17.4x1x
Thu, 14 Mar 2024US$251.9bUS$231.7bUS$13.6b19.7x18.6x1.1x
Sat, 10 Feb 2024US$239.0bUS$233.1bUS$13.7b15.6x17.4x1x
Mon, 08 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Wed, 06 Dec 2023US$261.9bUS$241.7bUS$15.9b15.7x16.4x1.1x
Fri, 03 Nov 2023US$240.5bUS$243.6bUS$16.1b14.9x14.9x1x
Sun, 01 Oct 2023US$263.5bUS$248.9bUS$17.8b13.3x14.8x1.1x
Tue, 29 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Thu, 27 Jul 2023US$297.2bUS$258.4bUS$18.8b14.7x15.8x1.2x
Sat, 24 Jun 2023US$269.9bUS$258.4bUS$18.8b14x14.4x1x
Price to Earnings Ratio

14.4x


Total Market Cap: US$269.9bTotal Earnings: US$18.8bTotal Revenue: US$258.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.8x202420252026
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 12% per year over the last three years,
  • Revenues have also declined 3.1% 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 Market2.32%
Industrials2.32%
Logistics1.44%
Air Freight and Logistics1.44%
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$110.022.0%
+US$1.8b		10.4%PE17.8x
FDX FedExUS$335.741.2%
+US$949.7m		50.9%PE17.9x
CHRW C.H. Robinson WorldwideUS$189.402.4%
+US$519.2m		102.8%PE37.3x
ZTO ZTO Express (Cayman)US$22.593.0%
+US$480.7m		31.2%PE12.3x
FWRD Forward AirUS$13.7712.4%
+US$48.1m		-37.8%PS0.2x

Latest News

HUBG
US$45.19
Hub Group
7D
1.7%
1Y
37.9%
Analysis Article • 11h

Hub Group (HUBG) Stock Could Be 17.8% Undervalued Ahead Of Next Week’s Earnings

Hub Group (HUBG) stock is in focus ahead of next Friday’s earnings report, as investors weigh last quarter’s revenue beat alongside an EPS miss and monitor year-on-year revenue trends. See our latest analysis for Hub Group. At a share price of $45.19, Hub Group stock has pulled back slightly over the last day but still shows strong recent momentum, with a 30 day share price return of 18.39% and a 1 year total shareholder return of 40.19%. This suggests investors are reassessing both earnings...
UPS
US$110.02
United Parcel Service
7D
2.0%
1Y
10.4%
Analysis Article • Jun 16

United Parcel Service (UPS) Stock Valuation After Customer Focused US$500m Tariff Refund Plan

United Parcel Service (UPS) is in focus after seeking a US$500 million tariff refund and publicly committing to return those funds to customers within approximately one to three months once received. See our latest analysis for United Parcel Service. UPS shares have picked up momentum recently, with a 10.0% 1 month share price return and 11.3% 3 month share price return supporting a 15.1% 1 year total shareholder return, despite a weaker 3 and 5 year total shareholder record. Recent headlines...
CHRW
US$189.40
C.H. Robinson Worldwide
7D
2.4%
1Y
102.8%
Narrative Update • Jun 16

CHRW: AI Productivity And Scale Will Shape Post Montgomery Freight Cycle Balance

The analyst price target for C.H. Robinson Worldwide has inched higher to reflect modestly adjusted fair value assumptions and growing Street conviction that stronger truckload spot rates and scale benefits in the post Montgomery regulatory environment can support the company’s technology and productivity push. Analyst Commentary Recent research points to a more constructive tone around C.H. Robinson, with several firms lifting ratings or targets while still flagging execution and regulatory risks that could affect how the stock trades versus its peers.
GXO
US$49.96
GXO Logistics
7D
-0.6%
1Y
16.9%
Narrative Update • Jun 15

GXO: North American Expansion And Automation Will Drive Future Upside

Analysts have modestly trimmed their fair value estimate for GXO Logistics by about $0.75 to $83.74. This reflects updated views on discount rates, revenue growth, profit margins and future P/E projections in light of recent research that highlights both renewed growth ambitions in North America and fresh competitive concerns.
ZTO
US$22.59
ZTO Express (Cayman)
7D
3.0%
1Y
31.2%
Narrative Update • Jun 15

ZTO: Future Buybacks And Margin Gains Will Support Share Upside

Narrative Update on ZTO Express (Cayman) The analyst price target for ZTO Express (Cayman) has been updated to $32.53 from $31.48 as analysts weigh a higher projected profit margin and a lower future P/E, along with slightly softer revenue growth assumptions and ongoing questions around a potential Alibaba stake sale overhang. Analyst Commentary Recent Street research on ZTO Express (Cayman) highlights a mix of optimism around profitability and market share, alongside concern about potential share overhang linked to a possible Alibaba stake sale.
FDX
US$335.74
FedEx
7D
1.2%
1Y
50.9%
EXPD
US$164.02
Expeditors International of Washington
7D
-1.4%
1Y
44.1%
RLGT
US$9.07
Radiant Logistics
7D
-1.0%
1Y
54.5%
FWRD
US$13.77
Forward Air
7D
12.4%
1Y
-37.8%
Narrative Update • Jun 10

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

Analysts have trimmed their blended price target for Forward Air, citing recent cuts from firms that now see the stock warranting a lower valuation in light of updated assumptions on growth, margins, and future P/E levels. Analyst Commentary Recent research updates show that some bullish analysts still see room for Forward Air to execute on its plans even as official price targets are trimmed.
HKPD
US$0.46
Cellyan Biotechnology
7D
39.4%
1Y
-66.7%
CRGO
US$1.51
Freightos
7D
-11.7%
1Y
-31.7%
FLX
US$2.13
BingEx
7D
-5.1%
1Y
-28.0%
PSIG
US$11.20
PS International Group
7D
15.2%
1Y
275.1%
FRGT
US$3.72
Freight Technologies
7D
-19.6%
1Y
-92.7%
SFWL
US$0.84
Shengfeng Development
7D
-10.3%
1Y
-14.1%
AIRT
US$21.30
Air T
7D
-4.4%
1Y
-4.1%