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U.S. Logistics Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies29
  • 7D-1.9%
  • 3M-2.5%
  • 1Y26.1%
  • YTD12.0%

Over the last 7 days, the Logistics industry has dropped 1.9%, driven by United Parcel Service declining 2.6%. In contrast, Forward Air has gained 14%. In the past year, the industry has gained 26%. As for the next few years, earnings are expected to grow by 8.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026US$250.6bUS$238.1bUS$12.8b16.9x19.7x1.1x
Sun, 21 Jun 2026US$235.9bUS$235.0bUS$12.7b17.2x18.5x1x
Tue, 19 May 2026US$240.4bUS$234.6bUS$12.7b17.6x18.9x1x
Thu, 16 Apr 2026US$244.2bUS$234.6bUS$12.9b15.8x18.9x1x
Sat, 14 Mar 2026US$232.4bUS$232.4bUS$12.7b17x18.4x1x
Mon, 09 Feb 2026US$262.0bUS$234.7bUS$12.6b19x20.7x1.1x
Wed, 07 Jan 2026US$224.8bUS$235.7bUS$12.6b16.7x17.9x1x
Fri, 05 Dec 2025US$212.7bUS$234.1bUS$12.3b15.7x17.2x0.9x
Sun, 02 Nov 2025US$201.5bUS$233.8bUS$12.2b14.9x16.5x0.9x
Tue, 30 Sep 2025US$184.8bUS$235.2bUS$12.4b15.8x14.9x0.8x
Thu, 28 Aug 2025US$186.3bUS$234.5bUS$12.4b17.2x15.1x0.8x
Sat, 26 Jul 2025US$197.4bUS$234.7bUS$11.9b16.5x16.5x0.8x
Mon, 23 Jun 2025US$188.8bUS$234.9bUS$11.8b16.2x16x0.8x
Wed, 21 May 2025US$189.8bUS$234.7bUS$11.7b16.6x16.2x0.8x
Fri, 18 Apr 2025US$175.9bUS$234.5bUS$11.6b18.1x15.2x0.8x
Sun, 16 Mar 2025US$212.0bUS$235.7bUS$11.5b20.3x18.4x0.9x
Tue, 11 Feb 2025US$212.0bUS$233.9bUS$11.5b23.1x18.5x0.9x
Thu, 09 Jan 2025US$228.2bUS$233.5bUS$11.2b25x20.4x1x
Sat, 07 Dec 2024US$234.7bUS$233.7bUS$11.4b25.5x20.6x1x
Mon, 04 Nov 2024US$242.8bUS$231.8bUS$11.5b24.7x21.2x1x
Wed, 02 Oct 2024US$247.1bUS$229.8bUS$11.1b23.9x22.3x1.1x
Fri, 30 Aug 2024US$239.0bUS$229.8bUS$11.3b24.6x21.1x1x
Sun, 28 Jul 2024US$238.9bUS$228.6bUS$12.0b21.5x19.9x1x
Tue, 25 Jun 2024US$234.9bUS$228.6bUS$12.7b20.2x18.5x1x
Thu, 23 May 2024US$243.8bUS$228.6bUS$12.7b20.7x19.1x1.1x
Sat, 20 Apr 2024US$237.4bUS$230.2bUS$13.8b15.3x17.2x1x
Mon, 18 Mar 2024US$248.3bUS$231.7bUS$13.6b17.6x18.3x1.1x
Wed, 14 Feb 2024US$235.8bUS$233.1bUS$13.7b16.9x17.2x1x
Fri, 12 Jan 2024US$260.0bUS$241.0bUS$16.1b15.4x16.2x1.1x
Sun, 10 Dec 2023US$263.0bUS$241.7bUS$15.9b16x16.5x1.1x
Tue, 07 Nov 2023US$246.3bUS$243.7bUS$16.1b14.8x15.3x1x
Thu, 05 Oct 2023US$263.2bUS$248.9bUS$17.8b13.1x14.8x1.1x
Sat, 02 Sep 2023US$274.7bUS$250.8bUS$17.6b15.3x15.6x1.1x
Mon, 31 Jul 2023US$301.7bUS$258.0bUS$18.8b15x16.1x1.2x
Price to Earnings Ratio

16.1x


Total Market Cap: US$301.7bTotal Earnings: US$18.8bTotal Revenue: US$258.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.9x202420252026
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 17.9x.
  • 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 2.6% 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-1.98%
Industrials0.90%
Logistics-1.92%
Air Freight and Logistics-1.92%
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
FWRD Forward AirUS$15.4814.2%
+US$61.0m		-50.5%PS0.2x
CJMB Callan JMBUS$2.35172.9%
+US$8.4m		-54.8%PS2.5x
NCEW New Century Logistics (BVI)US$16.803.4%
+US$1.8m		159.3%PS1x
AIRT Air TUS$27.531.9%
+US$1.4m		13.3%PE1x
PSIG PS International GroupUS$1.256.8%
+US$1.2m		-56.9%PS0.4x

Latest News

ZTO
US$24.04
ZTO Express (Cayman)
7D
-2.2%
1Y
18.8%
HUBG
US$49.22
Hub Group
7D
-4.3%
1Y
34.2%
Narrative Update • Jul 22

HUBG: Accounting Restatements And Class Actions Will Shape A Cautious Outlook

Analysts have reduced their fair value estimate for Hub Group to $50.00 from $55.00. This reflects adjustments to key assumptions, including a lower Street price target, which was cut from $50.00 to $42.00, as well as modest changes to the discount rate, revenue growth, profit margin, and future P/E expectations.
EXPD
US$176.18
Expeditors International of Washington
7D
-3.2%
1Y
50.8%
CJMB
US$2.35
Callan JMB
7D
172.9%
1Y
-54.8%
RLGT
US$8.84
Radiant Logistics
7D
-6.9%
1Y
43.3%
New Narrative • Jul 16

Global Trade Shifts And Tightening Capacity Will Strengthen This Logistics Platform’s Long-Term Prospects

Catalysts About Radiant Logistics Radiant Logistics is an asset light third party logistics company providing domestic and international freight forwarding, truck brokerage, intermodal and related services. What are the underlying business or industry changes driving this perspective?
FWRD
US$15.48
Forward Air
7D
14.2%
1Y
-50.5%
GXO
US$52.57
GXO Logistics
7D
-3.6%
1Y
1.5%
Narrative Update • Jul 15

GXO: Freight Recovery And AI Automation Will Shape Execution And Margin Trajectory

Analysts have trimmed the fair value estimate for GXO Logistics to $55 from $63, reflecting updated assumptions around discount rates, growth, margins and P/E multiples, while still citing sector research that points to an early stage recovery in freight and logistics and continued interest in the stock among covering firms. Analyst Commentary Recent Street research on GXO Logistics reflects a mix of optimism about the broader freight and logistics backdrop and a more measured stance on valuation, growth assumptions and execution risk.
NCEW
US$16.80
New Century Logistics (BVI)
7D
3.4%
1Y
159.3%
FDX
US$315.62
FedEx
7D
-0.8%
1Y
33.4%
Narrative Update • Jul 15

FDX: Network 2.0 Execution And Freight Spin Will Drive Future Repricing

The updated analyst price target framework for FedEx now centers around approximately $351, down from about $402. Analysts are factoring in slower projected revenue growth alongside slightly higher margin and profitability expectations under the company's post Freight spin structure and Network 2.0 plan.
UPS
US$114.10
United Parcel Service
7D
-2.6%
1Y
11.3%
CHRW
US$205.51
C.H. Robinson Worldwide
7D
-0.1%
1Y
99.2%
Narrative Update • Jul 14

CHRW: Rich Freight Hopes Will Likely Clash With Post Montgomery Liability Risks

Analysts have nudged the fair value estimate for C.H. Robinson Worldwide higher from $131.39 to $134.31. This reflects recent price target increases that cite improving freight capacity conditions, stronger truckload spot rates and perceived scale advantages in the post‑Montgomery regulatory backdrop.
AIRT
US$27.53
Air T
7D
1.9%
1Y
13.3%
PSIG
US$1.25
PS International Group
7D
6.8%
1Y
-56.9%
JYD
US$0.86
Jayud Global Logistics
7D
11.7%
1Y
-92.6%