Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Logistics Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies30
  • 7D-5.1%
  • 3M6.8%
  • 1Y13.4%
  • YTD5.4%

Over the last 7 days, the Logistics industry has dropped 5.1%, driven by declines in United Parcel Service and FedEx of 5.9% and 5.4%, respectively. In the past year, the industry has gained 13%. Earnings are forecast to grow by 9.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026US$237.6bUS$232.4bUS$12.7b17x18.8x1x
Sun, 08 Feb 2026US$262.0bUS$234.7bUS$12.6b19x20.7x1.1x
Tue, 06 Jan 2026US$224.8bUS$235.7bUS$12.6b16.1x17.9x1x
Thu, 04 Dec 2025US$209.7bUS$234.2bUS$12.3b15.5x17x0.9x
Sat, 01 Nov 2025US$198.8bUS$233.9bUS$12.2b14.9x16.3x0.8x
Mon, 29 Sep 2025US$184.8bUS$235.2bUS$12.4b16.2x14.9x0.8x
Wed, 27 Aug 2025US$186.1bUS$234.5bUS$12.4b17x15.1x0.8x
Fri, 25 Jul 2025US$197.3bUS$234.7bUS$11.9b16.4x16.5x0.8x
Sun, 22 Jun 2025US$187.4bUS$234.9bUS$11.8b16.2x15.9x0.8x
Tue, 20 May 2025US$192.3bUS$234.7bUS$11.7b16.6x16.5x0.8x
Thu, 17 Apr 2025US$179.7bUS$234.5bUS$11.6b17.9x15.5x0.8x
Sat, 15 Mar 2025US$209.7bUS$235.7bUS$11.5b20.3x18.2x0.9x
Mon, 10 Feb 2025US$212.0bUS$233.9bUS$11.5b22.8x18.5x0.9x
Wed, 08 Jan 2025US$227.0bUS$233.5bUS$11.2b25x20.2x1x
Fri, 06 Dec 2024US$237.1bUS$233.7bUS$11.4b23x20.8x1x
Sun, 03 Nov 2024US$242.8bUS$231.8bUS$11.5b24.7x21.2x1x
Tue, 01 Oct 2024US$242.7bUS$229.8bUS$11.1b24.5x21.9x1.1x
Thu, 29 Aug 2024US$239.3bUS$229.8bUS$11.3b24.5x21.1x1x
Sat, 27 Jul 2024US$236.7bUS$228.6bUS$12.0b21.5x19.7x1x
Mon, 24 Jun 2024US$234.9bUS$228.6bUS$12.7b20x18.5x1x
Wed, 22 May 2024US$246.5bUS$228.6bUS$12.7b20.4x19.4x1.1x
Fri, 19 Apr 2024US$237.4bUS$230.2bUS$13.8b15.3x17.2x1x
Sun, 17 Mar 2024US$248.3bUS$231.7bUS$13.6b17.3x18.3x1.1x
Tue, 13 Feb 2024US$240.9bUS$233.1bUS$13.7b17.3x17.6x1x
Thu, 11 Jan 2024US$258.0bUS$241.0bUS$16.1b15.6x16.1x1.1x
Sat, 09 Dec 2023US$262.1bUS$241.7bUS$15.9b16x16.4x1.1x
Mon, 06 Nov 2023US$246.3bUS$243.6bUS$16.1b14.9x15.3x1x
Wed, 04 Oct 2023US$263.2bUS$248.9bUS$17.8b13.1x14.8x1.1x
Fri, 01 Sep 2023US$275.8bUS$250.8bUS$17.6b15.4x15.7x1.1x
Sun, 30 Jul 2023US$297.8bUS$258.0bUS$18.8b15x15.9x1.2x
Tue, 27 Jun 2023US$274.5bUS$258.3bUS$18.8b14.3x14.6x1.1x
Thu, 25 May 2023US$268.2bUS$261.0bUS$17.8b14.2x15x1x
Sat, 22 Apr 2023US$294.0bUS$266.8bUS$18.8b14.8x15.6x1.1x
Mon, 20 Mar 2023US$282.1bUS$266.6bUS$18.8b13.9x15x1.1x
Price to Earnings Ratio

15x


Total Market Cap: US$282.1bTotal Earnings: US$18.8bTotal Revenue: US$266.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.4x202420252026
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 17.4x.
  • 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 4.5% 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-2.29%
Industrials-4.06%
Logistics-5.14%
Air Freight and Logistics-5.14%
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
ZTO ZTO Express (Cayman)US$23.494.8%
+US$824.8m		21.0%PE13.9x
AIRT Air TUS$22.035.4%
+US$3.0m		23.4%PS0.2x
JYD Jayud Global LogisticsUS$3.0514.7%
+US$1.1m		-98.3%PS0.1x
FRGT Freight TechnologiesUS$1.211.7%
+US$431.1k		-96.1%PS2x

Latest News

CHRW
US$171.86
C.H. Robinson Worldwide
7D
-7.0%
1Y
78.4%
ZTO
US$23.49
ZTO Express (Cayman)
7D
4.8%
1Y
21.0%

ZTO: Future Buybacks And Unit Economics Will Support Upside Potential

Analysts have nudged their price target on ZTO Express (Cayman) slightly higher to $29.03 from $28.84, citing updated fair value work that reflects ongoing share buybacks, a modest FY26 earnings uplift, and improved unit economics. Analyst Commentary Bullish analysts highlight that the latest fair value work leans on factors such as ongoing share buybacks, a 1% uplift to FY26 earnings expectations, and improved unit economics, which they see as supportive for the refreshed US$29.03 price target.
UPS
US$97.89
United Parcel Service
7D
-5.9%
1Y
-15.0%

UPS: Network Assets And 2026 Framework Will Shape Risk Reward Balance

Our updated UPS narrative reflects a slight trim in the fair value estimate to about $113 per share, as analysts weigh a mix of new price targets that range from BofA's cut to $112 on softer near term expectations to multiple upward revisions tied to UPS's physical network assets and its commentary on the 2026 outlook. Analyst Commentary Recent research on United Parcel Service shows a split tape, with some analysts trimming near term expectations while others are leaning into the long term value of the network and management's 2026 framework.
EXPD
US$142.23
Expeditors International of Washington
7D
-3.1%
1Y
22.1%
GXO
US$52.47
GXO Logistics
7D
-11.2%
1Y
34.1%
HUBG
US$34.90
Hub Group
7D
-15.5%
1Y
-4.5%
FDX
US$353.13
FedEx
7D
-5.4%
1Y
46.5%

FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings Path

The analyst price target for FedEx in our model has moved higher by about $6 to reflect slightly firmer assumptions on revenue growth, profit margins, and a marginally lower discount rate, broadly in line with recent Street research that highlights both improved earnings visibility and, from some, concern about valuation. Analyst Commentary Recent Street research on FedEx reflects a mix of optimism about the company’s execution and assets, alongside growing debate about how much of that progress is already reflected in the share price.
FWRD
US$16.57
Forward Air
7D
-30.6%
1Y
-12.2%
RLGT
US$6.80
Radiant Logistics
7D
-7.2%
1Y
7.8%
FRGT
US$1.21
Freight Technologies
7D
1.7%
1Y
-96.1%

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
JYD
US$3.05
Jayud Global Logistics
7D
14.7%
1Y
-98.3%
AIRT
US$22.03
Air T
7D
5.4%
1Y
23.4%