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U.S. Logistics Industry Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies31
  • 7D-1.0%
  • 3M24.4%
  • 1Y0.08%
  • YTD4.4%

The Logistics industry has stayed flat over the last week. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 8.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 22 Jan 2026US$234.6bUS$235.8bUS$12.6b16.4x18.7x1x
Sat, 20 Dec 2025US$221.3bUS$235.7bUS$12.6b15.7x17.6x0.9x
Mon, 17 Nov 2025US$205.7bUS$234.0bUS$12.3b16.6x16.7x0.9x
Wed, 15 Oct 2025US$179.4bUS$235.2bUS$12.4b16x14.5x0.8x
Fri, 12 Sep 2025US$181.3bUS$234.5bUS$12.4b17.4x14.7x0.8x
Sun, 10 Aug 2025US$183.3bUS$234.3bUS$11.8b15.8x15.5x0.8x
Tue, 08 Jul 2025US$198.3bUS$234.7bUS$11.9b16.3x16.6x0.8x
Thu, 05 Jun 2025US$184.4bUS$234.9bUS$11.8b16.2x15.7x0.8x
Sat, 03 May 2025US$178.7bUS$234.1bUS$11.7b16.5x15.3x0.8x
Mon, 31 Mar 2025US$205.5bUS$236.5bUS$11.6b20.4x17.7x0.9x
Wed, 26 Feb 2025US$215.1bUS$235.4bUS$11.6b21.8x18.6x0.9x
Fri, 24 Jan 2025US$233.5bUS$233.5bUS$11.2b25.7x20.8x1x
Sun, 22 Dec 2024US$229.0bUS$233.5bUS$11.2b24.4x20.4x1x
Tue, 19 Nov 2024US$247.1bUS$233.5bUS$11.4b23x21.7x1.1x
Thu, 17 Oct 2024US$244.4bUS$230.4bUS$11.0b25x22.1x1.1x
Sat, 14 Sep 2024US$237.7bUS$229.8bUS$11.3b24.1x21x1x
Mon, 12 Aug 2024US$230.5bUS$229.6bUS$11.3b23x20.4x1x
Wed, 10 Jul 2024US$242.5bUS$228.7bUS$12.7b19.4x19.1x1.1x
Fri, 07 Jun 2024US$236.6bUS$228.6bUS$12.7b20.1x18.6x1x
Sun, 05 May 2024US$242.9bUS$228.6bUS$13.0b20.2x18.7x1.1x
Tue, 02 Apr 2024US$252.7bUS$230.2bUS$13.8b18.2x18.3x1.1x
Thu, 29 Feb 2024US$239.8bUS$232.0bUS$13.6b16.4x17.6x1x
Sat, 27 Jan 2024US$258.0bUS$241.0bUS$16.1b14.7x16.1x1.1x
Mon, 25 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Wed, 22 Nov 2023US$252.0bUS$241.6bUS$15.9b15.5x15.8x1x
Fri, 20 Oct 2023US$253.1bUS$248.9bUS$17.8b13.1x14.2x1x
Sun, 17 Sep 2023US$267.2bUS$250.5bUS$17.6b13.7x15.2x1.1x
Tue, 15 Aug 2023US$284.1bUS$250.6bUS$17.5b15x16.2x1.1x
Thu, 13 Jul 2023US$296.1bUS$258.4bUS$18.8b14.9x15.8x1.1x
Sat, 10 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Mon, 08 May 2023US$277.6bUS$260.9bUS$17.7b15x15.7x1.1x
Wed, 05 Apr 2023US$287.8bUS$266.9bUS$18.8b14.2x15.3x1.1x
Fri, 03 Mar 2023US$276.3bUS$268.0bUS$19.0b13.7x14.5x1x
Sun, 29 Jan 2023US$275.0bUS$271.8bUS$19.1b14.1x14.4x1x
Price to Earnings Ratio

14.4x


Total Market Cap: US$275.0bTotal Earnings: US$19.1bTotal Revenue: US$271.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.2x202420252026
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 17.2x.
  • 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 13% per year over the last three years,
  • Revenues have also declined 4.6% 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-2.00%
Industrials-0.33%
Logistics-0.96%
Air Freight and Logistics-0.96%
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$108.481.0%
+US$916.3m		-18.2%PE16.7x
CHRW C.H. Robinson WorldwideUS$179.384.1%
+US$835.2m		70.4%PE35.3x
HUBG Hub GroupUS$47.931.7%
+US$47.7m		6.5%PE27.9x
EXPD Expeditors International of WashingtonUS$162.510.2%
+US$38.9m		44.7%PE25.8x
CRGO FreightosUS$2.6123.7%
+US$25.6m		-29.5%PS4.7x

Latest News

EXPD
US$162.51
Expeditors International of Washington
7D
0.2%
1Y
44.7%
FDX
US$306.95
FedEx
7D
-2.1%
1Y
13.5%

FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings Potential

Analysts have lifted their FedEx price target from about US$275 to roughly US$307. This reflects updated views on slightly higher long term revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple supported by recent research that highlights cost cutting momentum and mixed but improving transport indicators.
CRGO
US$2.61
Freightos
7D
23.7%
1Y
-29.5%
CJMB
US$2.80
Callan JMB
7D
150.0%
1Y
n/a
UPS
US$108.48
United Parcel Service
7D
1.0%
1Y
-18.2%
CHRW
US$179.38
C.H. Robinson Worldwide
7D
4.1%
1Y
70.4%
ZTO
US$22.44
ZTO Express (Cayman)
7D
-0.3%
1Y
19.6%

ZTO: Buybacks And Stable Margins Will Support Fairly Valued Shares

Analysts have increased their price target for ZTO Express (Cayman) to US$23.87 from US$23.29, reflecting updated assumptions about modestly stronger revenue growth, profit margins, and a slightly higher future P/E multiple. What's in the News Completed share repurchases under the buyback announced on November 14, 2018, totaling 52,919,506 shares, or 6.5% of the company, for US$1.3b (Key Developments).
GXO
US$56.82
GXO Logistics
7D
-0.2%
1Y
26.0%
HUBG
US$47.93
Hub Group
7D
1.7%
1Y
6.5%

HUBG: Gradual Truckload Recovery Will Meet Cautious Guidance And Fair Valuation

Narrative Update The analyst price target for Hub Group has moved higher by about US$3 to US$4 per share, as analysts factor in updated views on a gradual truckload recovery, tighter valuation frameworks, and modest adjustments to long term growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Hub Group points to a mix of cautious optimism and ongoing concerns, with higher price targets reflecting updated views on truckload conditions, valuation frameworks, and the need for clearer improvement in fundamentals.
FWRD
US$28.57
Forward Air
7D
1.2%
1Y
-16.3%

FWRD: Fair Value View Balances PE Deal Setback And Future Returns

Analysts have adjusted their price target on Forward Air to US$30.00, reflecting updated assumptions for slightly lower revenue growth, a largely unchanged profit margin outlook, and a marginally higher future P/E multiple. What's in the News Axios Pro reported that no private equity deal for Forward Air is imminent, and shares traded at US$17.05 in Monday afternoon trading, down US$3.09 or 15% (Axios Pro).
JYD
US$3.47
Jayud Global Logistics
7D
-13.0%
1Y
-98.0%

Jayud Global Logistics Limited (NASDAQ:JYD) Surges 29% Yet Its Low P/S Is No Reason For Excitement

Jan 08
Jayud Global Logistics Limited (NASDAQ:JYD) Surges 29% Yet Its Low P/S Is No Reason For Excitement
SFWL
US$0.95
Shengfeng Development
7D
-1.6%
1Y
-6.5%
ATXG
US$0.36
Addentax Group
7D
-21.7%
1Y
-48.0%
RLGT
US$6.63
Radiant Logistics
7D
-1.5%
1Y
-4.2%
FLX
US$3.19
BingEx
7D
2.6%
1Y
-61.0%
ARAI
US$2.58
Arrive AI
7D
-5.5%
1Y
n/a