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U.S. Logistics Industry Analysis

UpdatedJun 28, 2026
DataAggregated Company Financials
Companies28
  • 7D0.1%
  • 3M4.0%
  • 1Y24.2%
  • YTD6.7%

Over the last 7 days, the Logistics industry has remained flat, although notably United Parcel Service gained 3.1%. The past year has been better, since the industry has gained 24% in that time. As for the next few years, earnings are expected to grow by 9.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Jun 2026US$236.2bUS$237.7bUS$12.7b17.3x18.6x1x
Tue, 26 May 2026US$247.8bUS$234.9bUS$12.7b18.7x19.5x1.1x
Thu, 23 Apr 2026US$256.1bUS$234.6bUS$12.9b16.1x19.9x1.1x
Sat, 21 Mar 2026US$235.5bUS$234.5bUS$12.9b14.6x18.3x1x
Mon, 16 Feb 2026US$260.5bUS$235.0bUS$12.6b19.2x20.7x1.1x
Wed, 14 Jan 2026US$235.6bUS$235.8bUS$12.6b16.8x18.7x1x
Fri, 12 Dec 2025US$217.7bUS$234.2bUS$12.3b16.3x17.6x0.9x
Sun, 09 Nov 2025US$204.0bUS$233.9bUS$12.3b15x16.6x0.9x
Tue, 07 Oct 2025US$189.2bUS$235.2bUS$12.4b15.1x15.3x0.8x
Thu, 04 Sep 2025US$181.1bUS$234.5bUS$12.4b16.8x14.7x0.8x
Sat, 02 Aug 2025US$180.9bUS$233.6bUS$11.8b15.6x15.3x0.8x
Mon, 30 Jun 2025US$192.7bUS$235.0bUS$11.9b16.7x16.1x0.8x
Wed, 28 May 2025US$180.9bUS$234.9bUS$11.8b16.2x15.4x0.8x
Fri, 25 Apr 2025US$181.1bUS$234.6bUS$11.6b18.9x15.7x0.8x
Sun, 23 Mar 2025US$207.1bUS$236.4bUS$11.6b20.1x17.9x0.9x
Tue, 18 Feb 2025US$218.5bUS$234.7bUS$11.5b22.9x19x0.9x
Thu, 16 Jan 2025US$228.5bUS$233.5bUS$11.2b26x20.4x1x
Sat, 14 Dec 2024US$237.8bUS$233.7bUS$11.4b25.2x20.9x1x
Mon, 11 Nov 2024US$244.6bUS$233.6bUS$11.4b22.9x21.5x1x
Wed, 09 Oct 2024US$239.5bUS$230.4bUS$11.1b24.2x21.7x1x
Fri, 06 Sep 2024US$240.7bUS$229.9bUS$11.3b24.4x21.2x1x
Sun, 04 Aug 2024US$235.6bUS$228.7bUS$12.0b20.9x19.6x1x
Tue, 02 Jul 2024US$246.3bUS$228.7bUS$12.7b20.1x19.4x1.1x
Thu, 30 May 2024US$236.1bUS$228.6bUS$12.7b19.6x18.5x1x
Sat, 27 Apr 2024US$243.7bUS$228.8bUS$13.0b18.8x18.8x1.1x
Mon, 25 Mar 2024US$257.5bUS$231.3bUS$13.7b19.9x18.8x1.1x
Wed, 21 Feb 2024US$238.9bUS$232.0bUS$13.7b16.2x17.5x1x
Fri, 19 Jan 2024US$252.9bUS$241.0bUS$16.0b14.2x15.8x1x
Sun, 17 Dec 2023US$270.8bUS$241.7bUS$15.9b17x17x1.1x
Tue, 14 Nov 2023US$240.3bUS$241.6bUS$15.8b16.1x15.2x1x
Thu, 12 Oct 2023US$261.0bUS$248.9bUS$17.8b13.4x14.7x1x
Sat, 09 Sep 2023US$267.1bUS$250.7bUS$17.6b13.7x15.2x1.1x
Mon, 07 Aug 2023US$292.4bUS$255.7bUS$18.5b15.3x15.8x1.1x
Wed, 05 Jul 2023US$288.6bUS$258.3bUS$18.8b14.6x15.4x1.1x
Price to Earnings Ratio

15.4x


Total Market Cap: US$288.6bTotal Earnings: US$18.8bTotal Revenue: US$258.3bTotal 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 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-2.52%
Industrials-0.27%
Logistics0.12%
Air Freight and Logistics0.12%
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$108.143.1%
+US$2.8b		6.9%PE17.5x
GXO GXO LogisticsUS$50.193.2%
+US$178.3m		2.4%PE43.7x
FWRD Forward AirUS$14.879.2%
+US$39.5m		-40.9%PS0.2x
RLGT Radiant LogisticsUS$9.323.9%
+US$15.8m		50.1%PE26x
SFWL Shengfeng DevelopmentUS$0.905.8%
+US$4.1m		-7.2%PE6.2x

Latest News

PSIG
US$1.45
PS International Group
7D
-87.6%
1Y
-52.2%
CHRW
US$179.33
C.H. Robinson Worldwide
7D
-3.1%
1Y
85.5%
Seeking Alpha • Jun 26

C.H. Robinson: A Nice Bolt-On Deal, As Expectations Run High

Summary C.H. Robinson's shares have doubled in a year, outpacing modest operational improvements and raising valuation concerns. The recent bolt-on acquisition of DeSpir Logistics is accretive but adds just 0.4% to sales, highlighting limited fundamental impact. C.H. Robinson's AI-driven margin gains and execution improvements are positive, but expectations for 2026 earnings appear stretched versus market realities. At 30x earnings and a 3% yield, C.H. Robinson's risk-reward skews negative given tepid revenue growth and a decade of mediocre performance. Read the full article on Seeking Alpha
FDX
US$318.53
FedEx
7D
-2.4%
1Y
39.2%
FWRD
US$14.87
Forward Air
7D
9.2%
1Y
-40.9%
Narrative Update • Jun 25

FWRD: Amazon Partnership Potential And 2026 EBITDA Multiple Will Drive Upside

Analysts have reset their price target on Forward Air to $17 from $30, citing updated assumptions for slower revenue growth, slightly lower profit margins, a higher discount rate, and a lower future P/E multiple. Analyst Commentary Recent research on Forward Air points to a more cautious tone, with several bearish analysts resetting expectations and highlighting risks around growth, profitability, and valuation.
SFWL
US$0.90
Shengfeng Development
7D
5.8%
1Y
-7.2%
ZTO
US$21.91
ZTO Express (Cayman)
7D
-0.4%
1Y
23.2%
UPS
US$108.14
United Parcel Service
7D
3.1%
1Y
6.9%
Narrative Update • Jun 22

UPS: Transformation Efforts And AI Adoption Will Drive Earnings Recovery

Analysts have made only a modest adjustment to the consensus price target for United Parcel Service, with a net change of $1. This reflects a mix of recent raises and cuts as research teams reassess revenue growth, profitability assumptions and future P/E expectations.
GXO
US$50.19
GXO Logistics
7D
3.2%
1Y
2.4%
RLGT
US$9.32
Radiant Logistics
7D
3.9%
1Y
50.1%
HUBG
US$43.75
Hub Group
7D
-1.4%
1Y
28.4%
Narrative Update • Jun 17

HUBG: Restatements And Leadership Turnover Will Challenge Fair Value Steadiness

Analysts have trimmed the Hub Group price target to $42. This reflects a series of recent target cuts and a more cautious outlook embedded in slightly adjusted discount rate and valuation assumptions.
EXPD
US$160.73
Expeditors International of Washington
7D
-0.4%
1Y
39.8%
CRGO
US$1.41
Freightos
7D
-6.0%
1Y
-44.0%
FLX
US$2.21
BingEx
7D
0.9%
1Y
-27.3%
JYD
US$0.91
Jayud Global Logistics
7D
34.8%
1Y
-91.3%
NCEW
US$17.99
New Century Logistics (BVI)
7D
-10.1%
1Y
129.5%
AIRT
US$24.08
Air T
7D
4.1%
1Y
7.1%