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U.S. Logistics Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies28
  • 7D-4.6%
  • 3M-6.2%
  • 1Y29.9%
  • YTD8.1%

Over the last 7 days, the Logistics industry has dropped 4.6%, driven by FedEx declining 18%. On the other hand United Parcel Service is actually up 6.8%. This takes the industry's 12 month performance to a gain of 30%. Earnings are forecast to grow by 9.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$242.2bUS$235.0bUS$12.7b17.6x19x1x
Fri, 01 May 2026US$254.5bUS$234.2bUS$12.6b17.6x20.3x1.1x
Sun, 29 Mar 2026US$227.6bUS$234.5bUS$12.9b14.5x17.7x1x
Tue, 24 Feb 2026US$265.3bUS$235.0bUS$12.6b19.2x21.1x1.1x
Thu, 22 Jan 2026US$231.6bUS$235.8bUS$12.6b16.7x18.4x1x
Sat, 20 Dec 2025US$221.3bUS$235.7bUS$12.6b15.7x17.6x0.9x
Mon, 17 Nov 2025US$205.7bUS$234.0bUS$12.3b16.6x16.7x0.9x
Wed, 15 Oct 2025US$179.4bUS$235.2bUS$12.4b16x14.5x0.8x
Fri, 12 Sep 2025US$181.3bUS$234.5bUS$12.4b17.4x14.7x0.8x
Sun, 10 Aug 2025US$183.3bUS$234.3bUS$11.8b15.8x15.5x0.8x
Tue, 08 Jul 2025US$198.3bUS$234.7bUS$11.9b16.3x16.6x0.8x
Thu, 05 Jun 2025US$184.4bUS$234.9bUS$11.8b16.2x15.7x0.8x
Sat, 03 May 2025US$178.7bUS$234.1bUS$11.7b16.5x15.3x0.8x
Mon, 31 Mar 2025US$205.5bUS$236.5bUS$11.6b20.4x17.7x0.9x
Wed, 26 Feb 2025US$215.1bUS$235.4bUS$11.6b21.8x18.6x0.9x
Fri, 24 Jan 2025US$233.5bUS$233.5bUS$11.2b25.7x20.8x1x
Sun, 22 Dec 2024US$229.0bUS$233.5bUS$11.2b24.4x20.4x1x
Tue, 19 Nov 2024US$247.1bUS$233.5bUS$11.4b23x21.7x1.1x
Thu, 17 Oct 2024US$244.4bUS$230.4bUS$11.0b25x22.1x1.1x
Sat, 14 Sep 2024US$237.7bUS$229.8bUS$11.3b24.1x21x1x
Mon, 12 Aug 2024US$230.5bUS$229.6bUS$11.3b23x20.4x1x
Wed, 10 Jul 2024US$242.5bUS$228.7bUS$12.7b19.4x19.1x1.1x
Fri, 07 Jun 2024US$236.6bUS$228.6bUS$12.7b20.1x18.6x1x
Sun, 05 May 2024US$242.9bUS$228.6bUS$13.0b20.2x18.7x1.1x
Tue, 02 Apr 2024US$252.7bUS$230.2bUS$13.8b18.2x18.3x1.1x
Thu, 29 Feb 2024US$239.8bUS$232.0bUS$13.6b16.4x17.6x1x
Sat, 27 Jan 2024US$258.0bUS$241.0bUS$16.1b14.7x16.1x1.1x
Mon, 25 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Wed, 22 Nov 2023US$252.0bUS$241.6bUS$15.9b15.5x15.8x1x
Fri, 20 Oct 2023US$253.1bUS$248.9bUS$17.8b13.1x14.2x1x
Sun, 17 Sep 2023US$267.2bUS$250.5bUS$17.6b13.7x15.2x1.1x
Tue, 15 Aug 2023US$284.1bUS$250.6bUS$17.5b15x16.2x1.1x
Thu, 13 Jul 2023US$296.1bUS$258.4bUS$18.8b14.9x15.8x1.1x
Sat, 10 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$270.5bTotal Earnings: US$17.8bTotal Revenue: US$260.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.7x202420252026
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 17.7x.
  • 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 Market1.22%
Industrials-0.21%
Logistics-4.60%
Air Freight and Logistics-4.60%
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$108.674.0%
+US$3.6b		10.3%PE17.6x
CHRW C.H. Robinson WorldwideUS$180.742.4%
+US$501.0m		88.0%PE35.6x
ZTO ZTO Express (Cayman)US$22.640.6%
+US$103.5m		32.8%PE12.3x
PSIG PS International GroupUS$8.6611.2%
+US$13.4m		211.2%PS2.5x
AIRT Air TUS$21.503.9%
+US$2.2m		19.4%PS0.2x

Latest News

FDX
US$324.46
FedEx
7D
-21.2%
1Y
48.2%
ZTO
US$22.64
ZTO Express (Cayman)
7D
0.6%
1Y
32.8%
Seeking Alpha • 15h

ZTO Express: Anticipated Margin Expansion Should Drive Re-Rating

Summary I maintain a 'Buy' rating on ZTO Express after analyzing its profitability prospects and valuations. ZTO's operating margins are expected to be on an uptrend in 2Q2026 and beyond, thanks to AI- and pricing-related tailwinds. I estimate a potential upside of +23% for ZTO's shares pegged to its historical three-year P/E average. Read the full article on Seeking Alpha
HUBG
US$43.02
Hub Group
7D
-0.4%
1Y
27.3%
GXO
US$49.11
GXO Logistics
7D
-2.2%
1Y
17.4%
Narrative Update • Jun 01

GXO: North American Contract Logistics Focus Will Support Upside Into 2026

GXO Logistics' updated analyst price target of $70.67, down from $71.56, reflects a mix of optimism around U.S. growth and margin efforts, alongside tempered expectations from some analysts who have recently trimmed targets, despite one upgrade highlighting long term North American contract logistics potential. Analyst Commentary Recent Street research on GXO Logistics highlights a split view, with some analysts leaning into the long term growth story in North American contract logistics while others are resetting expectations after share price strength and sector concerns.
CHRW
US$180.74
C.H. Robinson Worldwide
7D
2.4%
1Y
88.0%
Narrative Update • Jun 01

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

Analysts have nudged their average price target for C.H. Robinson Worldwide slightly higher to about $197 from roughly $196, reflecting growing confidence in the company's scale advantages and ongoing technology and productivity transformation following recent research updates and the post-Montgomery regulatory backdrop. Analyst Commentary Recent research has skewed more positive on C.H. Robinson, with several firms raising ratings or targets while still flagging real execution and regulatory risks.
RLGT
US$8.45
Radiant Logistics
7D
0.2%
1Y
40.4%
CRGO
US$1.64
Freightos
7D
-16.8%
1Y
-33.9%
CJMB
US$0.79
Callan JMB
7D
9.5%
1Y
-83.8%
FWRD
US$9.67
Forward Air
7D
-6.8%
1Y
-46.2%
Narrative Update • May 27

FWRD: Higher Discount Rate And Profit Margin Assumptions Will Drive Future Upside

Analysts have reduced their price targets for Forward Air by $23, citing updated assumptions around a fair value of $20.00, a higher discount rate of 12.46%, revised revenue growth of 4.63%, a profit margin of 5.08%, and a future P/E of 6.75. Analyst Commentary Recent research points to a more cautious stance around valuation for Forward Air, with price targets adjusted to reflect updated assumptions on discount rates, revenue growth, profit margins, and future P/E.
UPS
US$108.67
United Parcel Service
7D
4.0%
1Y
10.3%
EXPD
US$158.70
Expeditors International of Washington
7D
-1.7%
1Y
42.2%
FLX
US$2.26
BingEx
7D
-5.8%
1Y
-21.8%
PSIG
US$8.66
PS International Group
7D
11.2%
1Y
211.2%
FRGT
US$3.76
Freight Technologies
7D
-23.1%
1Y
-94.4%
ATXG
US$4.60
Addentax Group
7D
8.5%
1Y
-62.9%
AIRT
US$21.50
Air T
7D
3.9%
1Y
19.4%