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U.S. Logistics Industry Analysis

UpdatedMay 04, 2025
DataAggregated Company Financials
Companies26
  • 7D0.9%
  • 3M-10.9%
  • 1Y-23.4%
  • YTD-17.9%

Over the last 7 days, the Logistics industry has remained flat, although notably FedEx gained 3.9%. Unfortunately though, the industry is down 23% over the past 12 months. Looking forward, earnings are forecast to grow by 9.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Tue, 01 Apr 2025US$205.5bUS$236.5bUS$11.6b20.4x17.7x0.9x
Thu, 27 Feb 2025US$217.5bUS$235.4bUS$11.6b21.6x18.8x0.9x
Sat, 25 Jan 2025US$234.4bUS$233.6bUS$11.2b25.6x20.9x1x
Mon, 23 Dec 2024US$229.0bUS$233.5bUS$11.2b24.4x20.4x1x
Wed, 20 Nov 2024US$248.0bUS$233.5bUS$11.4b22.5x21.8x1.1x
Fri, 18 Oct 2024US$247.8bUS$230.4bUS$11.0b24.6x22.4x1.1x
Sun, 15 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Tue, 13 Aug 2024US$230.5bUS$229.6bUS$11.3b22.7x20.4x1x
Thu, 11 Jul 2024US$240.6bUS$228.7bUS$12.7b19.6x19x1.1x
Sat, 08 Jun 2024US$237.4bUS$228.6bUS$12.7b20x18.6x1x
Mon, 06 May 2024US$243.3bUS$228.6bUS$13.0b20x18.8x1.1x
Wed, 03 Apr 2024US$248.9bUS$230.2bUS$13.8b17.2x18x1.1x
Fri, 01 Mar 2024US$239.9bUS$231.7bUS$13.6b18.8x17.7x1x
Sun, 28 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Tue, 26 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Thu, 23 Nov 2023US$253.1bUS$241.6bUS$15.9b15.4x15.9x1x
Sat, 21 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Mon, 18 Sep 2023US$267.2bUS$250.5bUS$17.6b13.7x15.2x1.1x
Wed, 16 Aug 2023US$280.9bUS$250.6bUS$17.5b15.5x16.1x1.1x
Fri, 14 Jul 2023US$294.6bUS$258.4bUS$18.8b14.8x15.7x1.1x
Sun, 11 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Tue, 09 May 2023US$276.5bUS$260.9bUS$17.7b14.8x15.6x1.1x
Thu, 06 Apr 2023US$286.7bUS$266.9bUS$18.8b14.1x15.2x1.1x
Sat, 04 Mar 2023US$278.1bUS$268.0bUS$19.0b13.8x14.6x1x
Mon, 30 Jan 2023US$275.0bUS$271.8bUS$19.1b14.1x14.4x1x
Wed, 28 Dec 2022US$263.2bUS$272.0bUS$19.1b13.6x13.8x1x
Fri, 25 Nov 2022US$268.6bUS$272.4bUS$19.4b12.8x13.9x1x
Sun, 23 Oct 2022US$241.7bUS$270.6bUS$19.1b10.6x12.6x0.9x
Tue, 20 Sep 2022US$263.6bUS$269.6bUS$19.4b10.5x13.6x1x
Thu, 18 Aug 2022US$309.2bUS$268.8bUS$19.4b12.2x16x1.2x
Sat, 16 Jul 2022US$274.6bUS$264.0bUS$18.9b10.5x14.5x1x
Mon, 13 Jun 2022US$270.4bUS$262.2bUS$20.2b10.8x13.4x1x
Wed, 11 May 2022US$281.9bUS$261.9bUS$20.1b11.5x14x1.1x
Price to Earnings Ratio

14x


Total Market Cap: US$281.9bTotal Earnings: US$20.1bTotal Revenue: US$261.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.7x202320242025
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 16.7x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 17% per year over the last three years,
  • Revenues have also declined 3.7% 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 Market2.98%
Industrials4.25%
Logistics0.90%
Air Freight and Logistics0.90%
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$219.723.9%
+US$2.0b
-15.7%PE13.5x
EXPD Expeditors International of WashingtonUS$112.593.7%
+US$552.4m
-2.1%PE19.1x
GXO GXO LogisticsUS$37.524.9%
+US$206.0m
-25.4%PE32.8x
CHRW C.H. Robinson WorldwideUS$90.831.2%
+US$173.4m
11.9%PE21.2x
FWRD Forward AirUS$17.7221.2%
+US$94.2m
-18.6%PS0.2x
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Latest News

CHRW

US$90.83

C.H. Robinson Worldwide

7D

1.2%

1Y

11.9%

FRGT

US$2.08

Freight Technologies

7D

104.2%

1Y

-87.8%

ZTO

US$18.98

ZTO Express (Cayman)

7D

-0.5%

1Y

-11.6%

JYD

US$0.23

Jayud Global Logistics

7D

-12.6%

1Y

-72.4%

CRGO

US$2.32

Freightos

7D

-3.5%

1Y

-15.3%

HUBG

US$32.88

Hub Group

7D

2.3%

1Y

-22.7%

FWRD

US$17.72

Forward Air

7D

21.2%

1Y

-18.6%

RLGT

US$6.11

Radiant Logistics

7D

2.7%

1Y

20.5%

NCEW

US$2.22

New Century Logistics (BVI)

7D

-11.2%

1Y

n/a

AIRT

US$16.10

Air T

7D

-2.2%

1Y

-38.6%