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U.S. Logistics Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies28
  • 7D1.6%
  • 3M4.4%
  • 1Y29.8%
  • YTD10.3%

Over the last 7 days, the Logistics industry has risen 1.7%, driven by gains from FedEx of 2.6%. In the last 12 months, the industry was up 30%. Earnings are forecast to grow by 7.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$243.6bUS$235.0bUS$12.7b17.8x19.1x1x
Thu, 14 May 2026US$241.4bUS$234.6bUS$12.7b16.4x19x1x
Sat, 11 Apr 2026US$244.1bUS$234.6bUS$12.9b15.5x18.9x1x
Mon, 09 Mar 2026US$239.3bUS$232.4bUS$12.7b17.5x18.9x1x
Wed, 04 Feb 2026US$246.7bUS$234.7bUS$12.6b18.1x19.5x1.1x
Fri, 02 Jan 2026US$217.9bUS$235.7bUS$12.6b15.7x17.3x0.9x
Sun, 30 Nov 2025US$211.0bUS$234.1bUS$12.3b15.8x17.1x0.9x
Tue, 28 Oct 2025US$188.8bUS$235.2bUS$12.4b16.4x15.2x0.8x
Thu, 25 Sep 2025US$183.7bUS$235.2bUS$12.4b16.1x14.8x0.8x
Sat, 23 Aug 2025US$182.1bUS$234.5bUS$12.4b17.6x14.7x0.8x
Mon, 21 Jul 2025US$190.1bUS$234.7bUS$11.9b15.8x15.9x0.8x
Wed, 18 Jun 2025US$190.9bUS$234.9bUS$11.8b15.8x16.2x0.8x
Fri, 16 May 2025US$190.5bUS$234.7bUS$11.7b16.7x16.3x0.8x
Sun, 13 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Tue, 11 Mar 2025US$221.1bUS$235.7bUS$11.6b20.8x19.1x0.9x
Thu, 06 Feb 2025US$210.1bUS$233.9bUS$11.5b23x18.3x0.9x
Sat, 04 Jan 2025US$226.5bUS$233.5bUS$11.2b25.4x20.2x1x
Mon, 02 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Wed, 30 Oct 2024US$246.7bUS$231.6bUS$11.5b24.2x21.5x1.1x
Fri, 27 Sep 2024US$237.4bUS$229.8bUS$11.1b24.2x21.5x1x
Sun, 25 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Tue, 23 Jul 2024US$254.0bUS$228.9bUS$12.7b21.1x20x1.1x
Thu, 20 Jun 2024US$231.6bUS$228.6bUS$12.7b19.8x18.2x1x
Sat, 18 May 2024US$248.2bUS$228.6bUS$12.7b21.3x19.6x1.1x
Mon, 15 Apr 2024US$240.8bUS$230.2bUS$13.8b17.8x17.4x1x
Wed, 13 Mar 2024US$248.5bUS$231.7bUS$13.6b20x18.3x1.1x
Fri, 09 Feb 2024US$239.9bUS$233.2bUS$13.7b15.4x17.5x1x
Sun, 07 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Tue, 05 Dec 2023US$260.4bUS$241.7bUS$15.9b15.9x16.3x1.1x
Thu, 02 Nov 2023US$241.5bUS$245.3bUS$16.2b14.7x14.9x1x
Sat, 30 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Mon, 28 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Wed, 26 Jul 2023US$294.8bUS$258.4bUS$18.8b14.7x15.7x1.1x
Fri, 23 Jun 2023US$273.1bUS$258.4bUS$18.8b14.2x14.5x1.1x
Price to Earnings Ratio

14.5x


Total Market Cap: US$273.1bTotal Earnings: US$18.8bTotal Revenue: US$258.4bTotal 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 3.1% 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 Market2.20%
Industrials2.53%
Logistics1.65%
Air Freight and Logistics1.65%
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$338.752.6%
+US$2.0b		49.4%PE18.1x
UPS United Parcel ServiceUS$108.831.0%
+US$960.5m		7.7%PE17.6x
ZTO ZTO Express (Cayman)US$22.883.5%
+US$576.9m		29.3%PE12.4x
CHRW C.H. Robinson WorldwideUS$190.251.1%
+US$248.7m		102.7%PE37.4x
GXO GXO LogisticsUS$50.322.5%
+US$139.2m		16.3%PE43.9x

Latest News

FDX
US$338.75
FedEx
7D
2.6%
1Y
49.4%
GXO
US$50.32
GXO Logistics
7D
2.5%
1Y
16.3%
CHRW
US$190.25
C.H. Robinson Worldwide
7D
1.1%
1Y
102.7%
EXPD
US$163.23
Expeditors International of Washington
7D
-0.1%
1Y
41.8%
ZTO
US$22.88
ZTO Express (Cayman)
7D
3.5%
1Y
29.3%
HUBG
US$45.53
Hub Group
7D
1.5%
1Y
38.9%
UPS
US$108.83
United Parcel Service
7D
1.0%
1Y
7.7%
FWRD
US$13.58
Forward Air
7D
16.8%
1Y
-40.6%
Narrative Update • Jun 10

FWRD: Execution On Margins And P/E Assumptions Will Drive Future Upside

Analysts have trimmed their blended price target for Forward Air, citing recent cuts from firms that now see the stock warranting a lower valuation in light of updated assumptions on growth, margins, and future P/E levels. Analyst Commentary Recent research updates show that some bullish analysts still see room for Forward Air to execute on its plans even as official price targets are trimmed.
HKPD
US$0.45
Cellyan Biotechnology
7D
-9.0%
1Y
-72.4%
CRGO
US$1.62
Freightos
7D
-2.7%
1Y
-28.5%
FLX
US$2.23
BingEx
7D
-1.8%
1Y
-39.4%
PSIG
US$10.80
PS International Group
7D
11.2%
1Y
229.5%
FRGT
US$3.90
Freight Technologies
7D
-11.4%
1Y
-92.2%
NCEW
US$19.84
New Century Logistics (BVI)
7D
-1.2%
1Y
136.2%
SFWL
US$0.87
Shengfeng Development
7D
-12.2%
1Y
-12.8%
AIRT
US$21.80
Air T
7D
-3.2%
1Y
-9.8%