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U.S. Logistics Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies28
  • 7D4.2%
  • 3M5.6%
  • 1Y31.9%
  • YTD7.1%

The Logistics industry is up 4.2% in the last week, with FedEx up 5.1%. During this same period, the BingEx underperformed, falling 6.7%. This means that the industry has gained 32% over the past year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$237.2bUS$234.5bUS$12.9b17.1x18.4x1x
Tue, 03 Mar 2026US$260.1bUS$232.4bUS$12.7b19.3x20.5x1.1x
Thu, 29 Jan 2026US$235.4bUS$235.0bUS$12.6b17.1x18.6x1x
Sat, 27 Dec 2025US$222.3bUS$235.7bUS$12.6b16.1x17.7x0.9x
Mon, 24 Nov 2025US$205.5bUS$234.1bUS$12.3b15.4x16.7x0.9x
Wed, 22 Oct 2025US$187.1bUS$235.2bUS$12.4b16.5x15.1x0.8x
Fri, 19 Sep 2025US$182.8bUS$234.6bUS$12.4b15.6x14.8x0.8x
Sun, 17 Aug 2025US$185.3bUS$234.3bUS$12.4b17.1x14.9x0.8x
Tue, 15 Jul 2025US$195.0bUS$234.7bUS$11.9b16.2x16.3x0.8x
Thu, 12 Jun 2025US$192.4bUS$234.9bUS$11.8b16.2x16.4x0.8x
Sat, 10 May 2025US$183.4bUS$235.1bUS$11.7b15.8x15.7x0.8x
Mon, 07 Apr 2025US$182.3bUS$236.5bUS$11.6b18.8x15.7x0.8x
Wed, 05 Mar 2025US$218.7bUS$235.6bUS$11.6b21.7x18.9x0.9x
Fri, 31 Jan 2025US$236.0bUS$233.9bUS$11.5b23.6x20.6x1x
Sun, 29 Dec 2024US$230.6bUS$233.5bUS$11.2b25x20.6x1x
Tue, 26 Nov 2024US$247.9bUS$233.7bUS$11.4b23.4x21.8x1.1x
Thu, 24 Oct 2024US$242.2bUS$230.4bUS$11.0b24x21.9x1.1x
Sat, 21 Sep 2024US$246.7bUS$229.8bUS$11.1b24.6x22.3x1.1x
Mon, 19 Aug 2024US$236.2bUS$229.6bUS$11.3b23.3x20.9x1x
Wed, 17 Jul 2024US$252.4bUS$228.7bUS$12.7b21.7x19.9x1.1x
Fri, 14 Jun 2024US$232.7bUS$228.6bUS$12.7b19.7x18.3x1x
Sun, 12 May 2024US$245.8bUS$228.4bUS$12.7b21.4x19.3x1.1x
Tue, 09 Apr 2024US$249.5bUS$230.2bUS$13.8b19.1x18.1x1.1x
Thu, 07 Mar 2024US$242.2bUS$231.7bUS$13.6b19.4x17.8x1x
Sat, 03 Feb 2024US$236.4bUS$237.7bUS$14.1b14.1x16.8x1x
Mon, 01 Jan 2024US$259.7bUS$241.1bUS$16.1b15.7x16.2x1.1x
Wed, 29 Nov 2023US$252.3bUS$241.7bUS$15.9b15.2x15.8x1x
Fri, 27 Oct 2023US$236.2bUS$245.7bUS$16.3b13.7x14.4x1x
Sun, 24 Sep 2023US$260.8bUS$248.9bUS$17.8b13.1x14.6x1x
Tue, 22 Aug 2023US$277.0bUS$250.6bUS$17.5b15.2x15.8x1.1x
Thu, 20 Jul 2023US$296.1bUS$258.3bUS$18.8b14.8x15.8x1.1x
Sat, 17 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Mon, 15 May 2023US$269.2bUS$260.9bUS$17.7b14.2x15.2x1x
Wed, 12 Apr 2023US$291.4bUS$266.9bUS$18.8b14.6x15.5x1.1x
Price to Earnings Ratio

15.5x


Total Market Cap: US$291.4bTotal Earnings: US$18.8bTotal Revenue: US$266.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.5x202420252026
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 17.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
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 4.2% 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 Market3.46%
Industrials2.97%
Logistics4.21%
Air Freight and Logistics4.21%
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?

CompanyLast Price7D1YValuation
FDX FedExUS$361.635.1%
+US$4.2b		72.1%PE19.3x
UPS United Parcel ServiceUS$98.183.6%
+US$2.9b		0.5%PE15x
CHRW C.H. Robinson WorldwideUS$167.843.9%
+US$738.9m		84.6%PE33.7x
ZTO ZTO Express (Cayman)US$24.953.7%
+US$679.7m		37.3%PE14.4x
EXPD Expeditors International of WashingtonUS$145.813.3%
+US$610.4m		33.8%PE23.9x

Latest News

UPS
US$98.18
United Parcel Service
7D
3.6%
1Y
0.5%

UPS: Rising Oil Prices Reveal How Fragile The Carrier's Profitability Levels Remain

Apr 04
ARAI
US$0.72
Arrive AI
7D
-9.5%
1Y
n/a
ZTO
US$24.95
ZTO Express (Cayman)
7D
3.7%
1Y
37.3%
CHRW
US$167.84
C.H. Robinson Worldwide
7D
3.9%
1Y
84.6%

CHRW: Tightening Truckload Supply And AI Execution Will Support Future Margins

Analyst price targets for C.H. Robinson have been adjusted, with the model now pointing to a fair value of $225.00. Analysts are factoring in slightly lower discount rates, modestly higher revenue growth expectations, and a small tweak to future P/E and profit margin assumptions following a mix of recent target increases and reductions across the Street.
GXO
US$53.08
GXO Logistics
7D
6.9%
1Y
54.6%

GXO: Recent Contract Wins And 2026 Outlook Will Support Further Upside

GXO Logistics' analyst price targets have seen mixed adjustments, with several firms lifting their targets into the $66 to $80 range following record Q4 metrics and 2026 guidance viewed as cautious, while at least one major bank shifted to a Neutral stance, citing recent share price strength and more limited sector-relative upside. Analyst Commentary Recent research paints a mixed picture for GXO Logistics, with several Bullish analysts lifting price targets into the mid to upper $60s and $70s range, alongside a more cautious stance from Goldman Sachs, which moved to Neutral with a US$68 price target after a period of share price strength.
FDX
US$361.63
FedEx
7D
5.1%
1Y
72.1%

FDX: Network 2.0 And Freight Spin Will Drive Future Earnings Power

FedEx's analyst price target has been revised higher, with the fair value estimate moving from about $385 to about $402, as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and an updated future P/E assumption. Analyst Commentary Street research around FedEx has been active, with a cluster of recent price target changes and several rating moves.
HKPD
US$0.57
Cellyan Biotechnology
7D
-16.3%
1Y
-54.1%
HUBG
US$36.50
Hub Group
7D
3.2%
1Y
9.3%

HUBG: Rail Merger And Free Cash Flow Will Support Forward Upside

Hub Group's updated analyst price target edges lower by about $1 to roughly $44, as analysts weigh mixed recent research that includes earlier target hikes tied to rail partnership benefits and trucking supply tightness, alongside more cautious downgrades and trims reflecting softer seasonality and industry uncertainty. Analyst Commentary Recent research on Hub Group offers a split picture, with some analysts highlighting upside tied to rail partnerships and supply driven improvements in trucking, while others focus on softer seasonality and ongoing uncertainty around freight demand and pricing.
EXPD
US$145.81
Expeditors International of Washington
7D
3.3%
1Y
33.8%
FLX
US$2.51
BingEx
7D
-6.7%
1Y
-6.7%
JYD
US$2.94
Jayud Global Logistics
7D
-0.7%
1Y
-83.8%
SFWL
US$0.86
Shengfeng Development
7D
-4.7%
1Y
-9.5%
FWRD
US$17.41
Forward Air
7D
7.2%
1Y
32.7%
FRGT
US$0.91
Freight Technologies
7D
-8.1%
1Y
-95.1%

Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding

Jan 29
Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding
AIRT
US$21.70
Air T
7D
-1.2%
1Y
39.5%