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U.S. Logistics Industry Analysis

UpdatedJun 01, 2024
DataAggregated Company Financials
Companies25
  • 7D0.5%
  • 3M-1.2%
  • 1Y-10.5%
  • YTD-7.3%

In the last week, the Logistics industry is flat overall, with ZTO Express (Cayman) standing out by going down 5.4%. Unfortunately though, the industry is down 11% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Jun 2024US$235.5bUS$228.6bUS$12.7b20.2x18.5x1x
Tue, 30 Apr 2024US$243.7bUS$228.8bUS$13.0b19.2x18.8x1.1x
Thu, 28 Mar 2024US$251.0bUS$231.3bUS$13.7b18.9x18.4x1.1x
Sat, 24 Feb 2024US$241.3bUS$232.0bUS$13.7b16.8x17.6x1x
Mon, 22 Jan 2024US$253.5bUS$241.0bUS$16.1b14.4x15.8x1.1x
Wed, 20 Dec 2023US$269.4bUS$241.7bUS$15.9b16.9x16.9x1.1x
Fri, 17 Nov 2023US$251.7bUS$241.6bUS$15.8b16.3x15.9x1x
Sun, 15 Oct 2023US$256.9bUS$248.9bUS$17.8b13.4x14.4x1x
Tue, 12 Sep 2023US$265.8bUS$250.7bUS$17.6b13.7x15.1x1.1x
Thu, 10 Aug 2023US$288.7bUS$250.6bUS$17.5b16.4x16.5x1.2x
Sat, 08 Jul 2023US$285.2bUS$258.3bUS$18.8b14.3x15.2x1.1x
Mon, 05 Jun 2023US$269.5bUS$260.9bUS$17.8b14.2x15.1x1x
Wed, 03 May 2023US$278.2bUS$260.9bUS$17.7b14.8x15.7x1.1x
Fri, 31 Mar 2023US$287.4bUS$266.6bUS$18.8b14.2x15.3x1.1x
Sun, 26 Feb 2023US$270.7bUS$267.9bUS$19.0b13.4x14.2x1x
Tue, 24 Jan 2023US$273.8bUS$271.8bUS$19.1b14x14.3x1x
Thu, 22 Dec 2022US$261.5bUS$271.9bUS$19.4b12.8x13.5x1x
Sat, 19 Nov 2022US$263.4bUS$272.2bUS$19.3b12x13.7x1x
Mon, 17 Oct 2022US$239.6bUS$270.6bUS$19.1b10.7x12.5x0.9x
Wed, 14 Sep 2022US$299.1bUS$268.6bUS$19.4b12x15.4x1.1x
Fri, 12 Aug 2022US$308.2bUS$268.8bUS$19.4b11.3x15.9x1.1x
Sun, 10 Jul 2022US$286.8bUS$264.1bUS$18.9b10.6x15.2x1.1x
Tue, 07 Jun 2022US$292.8bUS$262.4bUS$20.2b11.9x14.5x1.1x
Thu, 05 May 2022US$277.7bUS$261.5bUS$20.1b11.9x13.8x1.1x
Sat, 02 Apr 2022US$306.4bUS$257.1bUS$22.0b12.9x13.9x1.2x
Mon, 28 Feb 2022US$316.3bUS$256.5bUS$22.0b14.2x14.4x1.2x
Wed, 26 Jan 2022US$317.8bUS$248.4bUS$15.1b16.7x21.1x1.3x
Fri, 24 Dec 2021US$332.3bUS$248.0bUS$15.1b19.1x22.1x1.3x
Sun, 21 Nov 2021US$330.2bUS$245.1bUS$15.2b18.8x21.7x1.3x
Tue, 19 Oct 2021US$308.9bUS$242.4bUS$14.0b20x22x1.3x
Thu, 16 Sep 2021US$316.2bUS$240.2bUS$14.1b18.3x22.4x1.3x
Sat, 14 Aug 2021US$318.0bUS$234.9bUS$14.5b18.3x21.9x1.4x
Wed, 09 Jun 2021US$342.1bUS$225.4bUS$12.8b23.8x26.7x1.5x
Price to Earnings Ratio

26.7x


Total Market Cap: US$342.1bTotal Earnings: US$12.8bTotal Revenue: US$225.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.6x202220232024
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 18.5x which is higher than its 3-year average PE of 16.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Logistics industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-0.63%
Industrials-1.06%
Logistics0.54%
Air Freight and Logistics0.54%
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
FDX FedExUS$253.962.6%
+US$1.6b
14.5%PE14.2x
EXPD Expeditors International of WashingtonUS$120.902.5%
+US$415.3m
6.1%PE24.5x
UPS United Parcel ServiceUS$138.930.2%
+US$231.0m
-18.3%PE20.1x
FWRD Forward AirUS$16.8036.3%
+US$118.2m
-83.5%PS0.3x
GXO GXO LogisticsUS$50.231.9%
+US$114.7m
-15.2%PE35.9x
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Latest News

CHRW

US$86.37

C.H. Robinson Worldwide

7D

-0.4%

1Y

-11.6%

HUBG

US$43.15

Hub Group

7D

-0.1%

1Y

14.4%

GVH

US$1.36

Globavend Holdings

7D

-15.0%

1Y

n/a

GXO

US$50.23

GXO Logistics

7D

1.9%

1Y

-15.2%

EXPD

US$120.90

Expeditors International of Washington

7D

2.5%

1Y

6.1%

FRGT

US$0.66

Freight Technologies

7D

0.7%

1Y

-94.6%

FWRD

US$16.80

Forward Air

7D

36.3%

1Y

-83.5%

ZTO

US$22.79

ZTO Express (Cayman)

7D

-5.4%

1Y

-13.5%

CRGO

US$2.23

Freightos

7D

-5.1%

1Y

15.5%

RLGT

US$5.34

Radiant Logistics

7D

1.1%

1Y

-17.2%

SFWL

US$1.98

Shengfeng Development

7D

-4.3%

1Y

-79.4%

BEST

US$2.00

BEST

7D

-2.4%

1Y

-22.5%

AAWW

US$102.48

Atlas Air Worldwide Holdings

7D

3.0%

1Y

19.2%