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
Tue, 30 Jun 2026	US$236.9b	US$237.7b	US$12.7b	17.5x	18.7x	1x
Thu, 28 May 2026	US$250.6b	US$235.0b	US$12.7b	19.4x	19.7x	1.1x
Sat, 25 Apr 2026	US$256.5b	US$234.5b	US$12.9b	16.3x	19.9x	1.1x
Mon, 23 Mar 2026	US$234.1b	US$234.5b	US$12.9b	14.6x	18.2x	1x
Wed, 18 Feb 2026	US$260.6b	US$235.0b	US$12.6b	19x	20.7x	1.1x
Fri, 16 Jan 2026	US$236.0b	US$235.8b	US$12.6b	17x	18.8x	1x
Sun, 14 Dec 2025	US$219.1b	US$234.2b	US$12.3b	16.3x	17.8x	0.9x
Tue, 11 Nov 2025	US$204.0b	US$233.9b	US$12.3b	14.6x	16.6x	0.9x
Thu, 09 Oct 2025	US$187.7b	US$235.2b	US$12.4b	14.9x	15.2x	0.8x
Sat, 06 Sep 2025	US$181.1b	US$234.5b	US$12.4b	17.2x	14.7x	0.8x
Mon, 04 Aug 2025	US$177.6b	US$233.6b	US$11.8b	14x	15x	0.8x
Wed, 02 Jul 2025	US$192.6b	US$234.7b	US$11.9b	16.3x	16.1x	0.8x
Fri, 30 May 2025	US$182.8b	US$234.9b	US$11.8b	16.4x	15.5x	0.8x
Sun, 27 Apr 2025	US$181.9b	US$234.6b	US$11.6b	16.4x	15.7x	0.8x
Tue, 25 Mar 2025	US$207.1b	US$236.4b	US$11.6b	20.4x	17.9x	0.9x
Thu, 20 Feb 2025	US$218.6b	US$235.3b	US$11.6b	22.8x	18.9x	0.9x
Sat, 18 Jan 2025	US$232.3b	US$233.5b	US$11.2b	25.4x	20.7x	1x
Mon, 16 Dec 2024	US$237.1b	US$233.7b	US$11.4b	25.2x	20.8x	1x
Wed, 13 Nov 2024	US$244.4b	US$233.5b	US$11.4b	22.7x	21.5x	1x
Fri, 11 Oct 2024	US$241.4b	US$230.4b	US$11.1b	24.1x	21.8x	1x
Sun, 08 Sep 2024	US$235.9b	US$229.9b	US$11.3b	23.9x	20.8x	1x
Tue, 06 Aug 2024	US$235.6b	US$228.7b	US$12.0b	20.5x	19.6x	1x
Thu, 04 Jul 2024	US$243.4b	US$228.7b	US$12.7b	20.2x	19.2x	1.1x
Sat, 01 Jun 2024	US$235.5b	US$228.6b	US$12.7b	20.2x	18.5x	1x
Mon, 29 Apr 2024	US$243.7b	US$228.8b	US$13.0b	18.8x	18.8x	1.1x
Wed, 27 Mar 2024	US$257.2b	US$231.3b	US$13.7b	18.3x	18.8x	1.1x
Fri, 23 Feb 2024	US$239.6b	US$232.0b	US$13.7b	16.6x	17.5x	1x
Sun, 21 Jan 2024	US$252.8b	US$241.0b	US$16.1b	14.4x	15.7x	1x
Tue, 19 Dec 2023	US$270.8b	US$241.7b	US$15.9b	17x	17x	1.1x
Thu, 16 Nov 2023	US$249.0b	US$241.6b	US$15.8b	16.5x	15.7x	1x
Sat, 14 Oct 2023	US$256.9b	US$248.9b	US$17.8b	13.4x	14.4x	1x
Mon, 11 Sep 2023	US$265.4b	US$250.7b	US$17.6b	13.7x	15.1x	1.1x
Wed, 09 Aug 2023	US$291.8b	US$250.6b	US$17.5b	16.6x	16.7x	1.2x
Fri, 07 Jul 2023	US$283.6b	US$258.3b	US$18.8b	14.3x	15.1x	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 12% per year over the last three years,
Revenues have also declined 2.7% 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	0.31%
Industrials	-0.68%
Logistics	0.21%
Air Freight and Logistics	0.21%

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
CHRW C.H. Robinson Worldwide	US$184.75	3.3% +US$696.6m	87.9%	PE36.4x
UPS United Parcel Service	US$108.01	0.7% +US$654.5m	7.0%	PE17.5x
GXO GXO Logistics	US$50.48	1.5% +US$86.3m	3.7%	PE44x
HUBG Hub Group	US$43.98	1.8% +US$48.3m	25.4%	PE25.6x
FWRD Forward Air	US$14.43	10.3% +US$42.7m	-41.8%	PS0.2x

BFA Law Files a Securities Fraud Class Action Lawsuit Against Hub Group, Inc

Bleichmar Fonti & Auld LLP ("BFA") announced it has filed a securities fraud class action against Hub Group, Inc. ("Hub Group" or the "Company") and certain of the Company's senior executives and directors. The class action lawsuit asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Hub Group securities between April 28, 2023 and May 11, 2026, inclusive. The class action is pending in the U.S. District Court for the Northern District of Illinois. It is captioned Lawler v. Hub Group, Inc., No. 26-cv-07596. The complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements concerning the premature and incorrect revenue recognition of certain transactions, the understatement of purchased transportation costs and accounts payable, the effectiveness of internal controls, and the Company's drivers of financial results and growth. On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025. The Company revealed that its reports for those quarters were in each case materially misstated due to the aforementioned error and should no longer be relied upon and that the Company was also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps. The Company also estimated that the total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million. This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026. On May 12, 2026, Hub Group announced that it had identified certain transactions that were prematurely or incorrectly recognized or not adequately supported, causing its 2023 and 2024 annual reports filed with the SEC to be materially misstated, such that they should no longer be relied upon. The Company did not quantify the expected misstatement, although it expected to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023. This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026. Not later than August 28, 2026, which is the first business day after 60 days from the date of the publication of this notice, any member of the purported class may move the Court to serve as Lead Plaintiff through counsel of their choice, or may choose to do nothing and remain a member of the proposed class. The ability to share in any potential future recovery is not dependent on serving as Lead Plaintiff.

U.S. Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

BFA Law Files a Securities Fraud Class Action Lawsuit Against Hub Group, Inc

C.H. Robinson Worldwide, Inc.(NasdaqGS:CHRW) dropped from Russell 1000 Defensive Index

UPS Invests $48 Million to Expand Global Temperature-Controlled Healthcare Facilities

FedEx Completes Freight Spin-Off as Insider Selling and Revenue Declines Raise Questions

Forward Air Corporation(NasdaqGS:FWRD) dropped from Russell 3000 Value Benchmark

New major risk - Share price stability

New minor risk - Share price stability

ZTO Express Moves to Full Ownership of TuXi Tech With RMB1.3b Acquisition

GXO Logistics to Manage New Ferentino Distribution Center for Action’s Italy Expansion

Now 20% undervalued

Arrive AI Inc. has filed a Follow-on Equity Offering in the amount of $14.967247 million.

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

New minor risk - Market cap size

New major risk - Market cap size

High number of new and inexperienced directors

Air T, Inc. (NasdaqCM:AIRT) completed the acquisition of Regional Express Holdings Limited for AUD 1.