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U.S. Logistics Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies28
  • 7D-0.8%
  • 3M0.9%
  • 1Y29.3%
  • YTD8.5%

Over the last 7 days, the Logistics industry has dropped 6.5%, driven by FedEx declining 20%. This takes the industry's 12 month performance to a gain of 31%. Looking forward, 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
Mon, 08 Jun 2026US$239.5bUS$235.0bUS$12.7b17.6x18.8x1x
Wed, 06 May 2026US$232.7bUS$234.1bUS$12.6b18.5x18.5x1x
Fri, 03 Apr 2026US$236.2bUS$234.5bUS$12.9b17.1x18.3x1x
Sun, 01 Mar 2026US$260.1bUS$232.4bUS$12.7b19.3x20.5x1.1x
Tue, 27 Jan 2026US$234.0bUS$235.8bUS$12.6b16.5x18.6x1x
Thu, 25 Dec 2025US$222.3bUS$235.7bUS$12.6b16.1x17.7x0.9x
Sat, 22 Nov 2025US$199.3bUS$234.1bUS$12.3b16.7x16.2x0.9x
Mon, 20 Oct 2025US$186.0bUS$235.2bUS$12.4b16.2x15x0.8x
Wed, 17 Sep 2025US$182.6bUS$234.6bUS$12.4b16.2x14.8x0.8x
Fri, 15 Aug 2025US$186.5bUS$234.3bUS$12.4b16.4x15x0.8x
Sun, 13 Jul 2025US$195.0bUS$234.7bUS$11.9b16.5x16.3x0.8x
Tue, 10 Jun 2025US$185.8bUS$234.9bUS$11.8b16.4x15.8x0.8x
Thu, 08 May 2025US$178.6bUS$234.6bUS$11.7b15.5x15.2x0.8x
Sat, 05 Apr 2025US$187.5bUS$236.5bUS$11.6b18.8x16.2x0.8x
Mon, 03 Mar 2025US$219.4bUS$235.6bUS$11.5b21.2x19x0.9x
Wed, 29 Jan 2025US$240.3bUS$233.6bUS$11.2b23.7x21.4x1x
Fri, 27 Dec 2024US$228.6bUS$233.5bUS$11.2b25.1x20.4x1x
Sun, 24 Nov 2024US$247.9bUS$233.7bUS$11.4b23.2x21.8x1.1x
Tue, 22 Oct 2024US$248.1bUS$230.4bUS$11.0b24.2x22.5x1.1x
Thu, 19 Sep 2024US$243.6bUS$229.9bUS$11.3b24.4x21.5x1.1x
Sat, 17 Aug 2024US$234.8bUS$229.6bUS$11.3b23.3x20.8x1x
Mon, 15 Jul 2024US$250.2bUS$228.7bUS$12.7b20.7x19.7x1.1x
Wed, 12 Jun 2024US$238.2bUS$228.6bUS$12.7b19.9x18.7x1x
Fri, 10 May 2024US$243.3bUS$228.5bUS$12.7b21.1x19.1x1.1x
Sun, 07 Apr 2024US$249.5bUS$230.2bUS$13.8b19.3x18.1x1.1x
Tue, 05 Mar 2024US$243.3bUS$231.7bUS$13.6b19.1x17.9x1.1x
Thu, 01 Feb 2024US$241.9bUS$238.9bUS$14.2b13.7x17x1x
Sat, 30 Dec 2023US$259.8bUS$241.1bUS$16.1b15.7x16.2x1.1x
Mon, 27 Nov 2023US$255.5bUS$241.7bUS$15.9b15.5x16x1.1x
Wed, 25 Oct 2023US$248.2bUS$248.9bUS$17.8b13x13.9x1x
Fri, 22 Sep 2023US$262.0bUS$248.9bUS$17.8b13.3x14.7x1.1x
Sun, 20 Aug 2023US$277.0bUS$250.6bUS$17.5b15.4x15.8x1.1x
Tue, 18 Jul 2023US$293.8bUS$258.4bUS$18.8b14.6x15.7x1.1x
Thu, 15 Jun 2023US$277.4bUS$260.8bUS$17.8b14.5x15.6x1.1x
Price to Earnings Ratio

15.6x


Total Market Cap: US$277.4bTotal Earnings: US$17.8bTotal Revenue: US$260.8bTotal 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 Market-2.49%
Industrials-0.34%
Logistics-0.81%
Air Freight and Logistics-0.81%
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
CHRW C.H. Robinson WorldwideUS$184.092.3%
+US$495.1m		92.3%PE36.2x
EXPD Expeditors International of WashingtonUS$160.440.3%
+US$53.6m		42.0%PE25.1x
PSIG PS International GroupUS$9.2311.2%
+US$14.3m		249.6%PS2.7x
NCEW New Century Logistics (BVI)US$20.709.4%
+US$5.7m		108.7%PS1.5x
RLGT Radiant LogisticsUS$8.570.2%
+US$904.0k		44.0%PE23.9x

Latest News

UPS
US$108.54
United Parcel Service
7D
-0.4%
1Y
9.3%
Narrative Update • Jun 06

UPS: Margin Headwinds And Facility Closures Will Pressure Earnings Trajectory

Analysts trimmed the UPS fair value estimate by about $1.88 to $82.69. This reflects a mix of recent target cuts and raises as they factor in revised growth, margin expectations, and a slightly lower assumed future P/E multiple.
CHRW
US$184.09
C.H. Robinson Worldwide
7D
2.3%
1Y
92.3%
FDX
US$331.00
FedEx
7D
-2.2%
1Y
49.0%
GXO
US$48.68
GXO Logistics
7D
-2.6%
1Y
13.8%
ZTO
US$22.28
ZTO Express (Cayman)
7D
-0.5%
1Y
25.2%
Seeking Alpha • Jun 03

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$42.93
Hub Group
7D
-1.5%
1Y
26.9%
Narrative Update • Jun 03

HUBG: Restatements And Governance Reset Will Test Fair Value Stability

Hub Group's updated analyst price target has edged down to about $42 per share from around $43, with analysts citing fine tuned assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E after a mix of target cuts and increases across recent research updates. Analyst Commentary Recent research on Hub Group reflects a mix of optimism and caution, with several firms recalibrating their price targets and one shifting its rating.
RLGT
US$8.57
Radiant Logistics
7D
0.2%
1Y
44.0%
CRGO
US$1.64
Freightos
7D
-18.4%
1Y
-30.5%
EXPD
US$160.44
Expeditors International of Washington
7D
0.3%
1Y
42.0%
CTNT
US$1.76
Cheetah Net Supply Chain Service
7D
6.0%
1Y
-99.5%
ARAI
US$0.46
Arrive AI
7D
-30.8%
1Y
-91.7%
PSIG
US$9.23
PS International Group
7D
11.2%
1Y
249.6%
NCEW
US$20.70
New Century Logistics (BVI)
7D
9.4%
1Y
108.7%
SFWL
US$0.86
Shengfeng Development
7D
-9.1%
1Y
-11.0%
ATXG
US$5.00
Addentax Group
7D
20.5%
1Y
-55.6%