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U.S. Logistics Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies29
  • 7D1.0%
  • 3M-0.09%
  • 1Y21.1%
  • YTD6.7%

In the last week, Logistics has been flat. The past year has been better, since the industry has gained 26% 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
Wed, 01 Jul 2026US$238.9bUS$238.1bUS$12.7b16.9x18.7x1x
Fri, 29 May 2026US$255.6bUS$235.0bUS$12.7b19.6x20.1x1.1x
Sun, 26 Apr 2026US$254.5bUS$234.5bUS$12.9b16.3x19.7x1.1x
Tue, 24 Mar 2026US$234.1bUS$234.5bUS$12.9b14.9x18.2x1x
Thu, 19 Feb 2026US$258.1bUS$235.0bUS$12.6b19.2x20.5x1.1x
Sat, 17 Jan 2026US$237.6bUS$235.8bUS$12.6b16.7x18.9x1x
Mon, 15 Dec 2025US$219.1bUS$234.2bUS$12.3b16.3x17.8x0.9x
Wed, 12 Nov 2025US$200.5bUS$234.0bUS$12.3b15.3x16.3x0.9x
Fri, 10 Oct 2025US$187.5bUS$235.2bUS$12.4b15.9x15.1x0.8x
Sun, 07 Sep 2025US$181.1bUS$234.5bUS$12.4b17.2x14.7x0.8x
Tue, 05 Aug 2025US$177.6bUS$233.7bUS$11.8b15.3x15x0.8x
Thu, 03 Jul 2025US$197.5bUS$234.7bUS$11.9b16.7x16.5x0.8x
Sat, 31 May 2025US$185.3bUS$234.9bUS$11.8b16x15.8x0.8x
Mon, 28 Apr 2025US$181.9bUS$234.6bUS$11.6b16.4x15.7x0.8x
Wed, 26 Mar 2025US$210.9bUS$236.4bUS$11.6b20.3x18.2x0.9x
Fri, 21 Feb 2025US$217.6bUS$235.4bUS$11.6b21.9x18.8x0.9x
Sun, 19 Jan 2025US$231.6bUS$233.5bUS$11.2b25.4x20.6x1x
Tue, 17 Dec 2024US$237.1bUS$233.7bUS$11.4b25.2x20.8x1x
Thu, 14 Nov 2024US$241.8bUS$233.5bUS$11.4b22.8x21.3x1x
Sat, 12 Oct 2024US$242.1bUS$230.4bUS$11.1b24.6x21.9x1.1x
Mon, 09 Sep 2024US$235.9bUS$229.9bUS$11.3b23.9x20.8x1x
Wed, 07 Aug 2024US$231.7bUS$228.7bUS$12.0b20.3x19.3x1x
Fri, 05 Jul 2024US$243.4bUS$228.7bUS$12.7b20.2x19.2x1.1x
Sun, 02 Jun 2024US$237.7bUS$228.6bUS$12.7b20.2x18.7x1x
Tue, 30 Apr 2024US$243.7bUS$228.8bUS$13.0b19.2x18.8x1.1x
Thu, 28 Mar 2024US$251.0bUS$231.3bUS$13.7b18.9x18.4x1.1x
Sat, 24 Feb 2024US$241.3bUS$232.0bUS$13.7b16.8x17.6x1x
Mon, 22 Jan 2024US$253.5bUS$241.0bUS$16.1b14.4x15.8x1.1x
Wed, 20 Dec 2023US$269.4bUS$241.7bUS$15.9b16.9x16.9x1.1x
Fri, 17 Nov 2023US$251.7bUS$241.6bUS$15.8b16.3x15.9x1x
Sun, 15 Oct 2023US$256.9bUS$248.9bUS$17.8b13.4x14.4x1x
Tue, 12 Sep 2023US$265.8bUS$250.7bUS$17.6b13.7x15.1x1.1x
Thu, 10 Aug 2023US$288.7bUS$250.6bUS$17.5b16.4x16.5x1.2x
Sat, 08 Jul 2023US$285.2bUS$258.3bUS$18.8b14.3x15.2x1.1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$285.2bTotal 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 Market1.92%
Industrials2.63%
Logistics0.96%
Air Freight and Logistics0.96%
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$107.501.6%
+US$1.4b		2.9%PE17.4x
CHRW C.H. Robinson WorldwideUS$188.345.3%
+US$1.1b		91.6%PE37.1x
ZTO ZTO Express (Cayman)US$22.381.8%
+US$306.1m		25.1%PE12.6x
GXO GXO LogisticsUS$50.703.8%
+US$215.1m		2.5%PE44.2x
EXPD Expeditors International of WashingtonUS$162.981.0%
+US$214.5m		38.1%PE25.5x

Latest News

HUBG
US$43.79
Hub Group
7D
1.4%
1Y
24.9%
CHRW
US$188.34
C.H. Robinson Worldwide
7D
5.3%
1Y
91.6%
Narrative Update • Jun 30

CHRW: Lean AI And Montgomery Tailwinds Will Support Future Margins

The analyst price target for C.H. Robinson Worldwide has been adjusted from $224 to $230 as analysts factor in stronger truckload spot rates, benefits tied to the Montgomery decision, and ongoing technology and productivity efforts at the company. Analyst Commentary Recent research on C.H. Robinson Worldwide highlights a more constructive tone from several bullish analysts, who point to a mix of pricing trends, regulatory changes tied to the Montgomery decision, and internal technology and productivity efforts as key supports for the stock.
GXO
US$50.70
GXO Logistics
7D
3.8%
1Y
2.5%
Narrative Update • Jun 29

GXO: North American Contract Logistics Expansion Will Shape Mid Single Digit Organic Outlook

Analysts have nudged their fair value estimate for GXO Logistics higher from $58.04 to $63.00, citing renewed focus on growth in the North American contract logistics market, margin improvement efforts under new leadership, and what they view as an opportunity created by recent share price underperformance. Analyst Commentary on GXO Logistics Recent research on GXO Logistics highlights a split view, with some firms pointing to potential upside in the North American contract logistics opportunity, while others are more cautious as they recalibrate expectations and price targets.
UPS
US$107.50
United Parcel Service
7D
1.6%
1Y
2.9%
FDX
US$313.13
FedEx
7D
-1.3%
1Y
33.6%
ZTO
US$22.38
ZTO Express (Cayman)
7D
1.8%
1Y
25.1%
Narrative Update • Jun 29

ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Analysts have raised the price target for ZTO Express (Cayman) to $29.03 from $23.87, reflecting updated expectations for revenue growth, profit margins, and valuation multiples amid mixed recent target changes on the Street. Analyst Commentary Recent research on ZTO Express (Cayman) highlights a split in opinion, with some analysts focusing on potential upside from execution and profitability, while others emphasize overhangs related to shareholder moves and industry conditions.
FWRD
US$13.51
Forward Air
7D
3.3%
1Y
-45.5%
PSIG
US$1.27
PS International Group
7D
-89.3%
1Y
-60.1%
SFWL
US$0.84
Shengfeng Development
7D
-16.3%
1Y
-16.3%
ATXG
US$3.03
Addentax Group
7D
-34.8%
1Y
-71.0%
RLGT
US$9.46
Radiant Logistics
7D
4.6%
1Y
54.6%
EXPD
US$162.98
Expeditors International of Washington
7D
1.0%
1Y
38.1%
FLX
US$2.13
BingEx
7D
-2.3%
1Y
-32.4%
JYD
US$0.81
Jayud Global Logistics
7D
-12.9%
1Y
-91.8%
FRGT
US$3.89
Freight Technologies
7D
-5.8%
1Y
-91.5%
NCEW
US$17.22
New Century Logistics (BVI)
7D
-9.4%
1Y
126.9%