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U.S. Logistics Industry Analysis
UpdatedMay 14, 2025
DataAggregated Company Financials
Companies26
- 7D6.5%
- 3M-10.5%
- 1Y-21.2%
- YTD-14.9%
Over the last 7 days, the Logistics industry has risen 6.5%, driven by gains in United Parcel Service and FedEx of 6.4% and 8.3%, respectively. However, the industry is down 21% over the past year. Looking forward, earnings are forecast to grow by 9.9% annually.
Industry Valuation and Performance
Has the U.S. Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 14 May 2025 | US$192.3b | US$235.1b | US$11.7b | 16.9x | 16.4x | 0.8x |
| Fri, 11 Apr 2025 | US$186.1b | US$236.4b | US$11.6b | 18.7x | 16.1x | 0.8x |
| Sun, 09 Mar 2025 | US$221.1b | US$235.7b | US$11.6b | 22.4x | 19.1x | 0.9x |
| Tue, 04 Feb 2025 | US$215.7b | US$233.9b | US$11.5b | 22.8x | 18.8x | 0.9x |
| Thu, 02 Jan 2025 | US$230.7b | US$233.5b | US$11.2b | 25.2x | 20.6x | 1x |
| Sat, 30 Nov 2024 | US$248.9b | US$233.7b | US$11.4b | 23.2x | 21.9x | 1.1x |
| Mon, 28 Oct 2024 | US$247.2b | US$231.6b | US$11.5b | 24.2x | 21.6x | 1.1x |
| Wed, 25 Sep 2024 | US$232.8b | US$229.8b | US$11.1b | 24.8x | 21.1x | 1x |
| Fri, 23 Aug 2024 | US$237.9b | US$229.8b | US$11.3b | 23.2x | 21x | 1x |
| Sun, 21 Jul 2024 | US$253.9b | US$228.9b | US$12.7b | 21x | 20x | 1.1x |
| Tue, 18 Jun 2024 | US$232.4b | US$228.6b | US$12.7b | 19.8x | 18.3x | 1x |
| Thu, 16 May 2024 | US$245.1b | US$228.5b | US$12.7b | 20.9x | 19.2x | 1.1x |
| Sat, 13 Apr 2024 | US$246.7b | US$230.2b | US$13.8b | 17.8x | 17.9x | 1.1x |
| Mon, 11 Mar 2024 | US$246.5b | US$231.7b | US$13.6b | 19.6x | 18.2x | 1.1x |
| Wed, 07 Feb 2024 | US$238.4b | US$233.2b | US$13.7b | 15.4x | 17.4x | 1x |
| Fri, 05 Jan 2024 | US$257.2b | US$241.0b | US$16.1b | 15.6x | 16x | 1.1x |
| Sun, 03 Dec 2023 | US$260.4b | US$241.7b | US$15.9b | 15.8x | 16.3x | 1.1x |
| Tue, 31 Oct 2023 | US$238.7b | US$245.4b | US$16.3b | 13.9x | 14.7x | 1x |
| Thu, 28 Sep 2023 | US$259.8b | US$248.9b | US$17.8b | 13x | 14.6x | 1x |
| Sat, 26 Aug 2023 | US$273.9b | US$250.6b | US$17.5b | 15.2x | 15.6x | 1.1x |
| Mon, 24 Jul 2023 | US$296.5b | US$258.4b | US$18.8b | 14.9x | 15.8x | 1.1x |
| Wed, 21 Jun 2023 | US$277.6b | US$260.8b | US$17.8b | 14.3x | 15.6x | 1.1x |
| Fri, 19 May 2023 | US$274.7b | US$260.8b | US$17.7b | 14.5x | 15.5x | 1.1x |
| Sun, 16 Apr 2023 | US$291.9b | US$266.9b | US$18.8b | 14.7x | 15.5x | 1.1x |
| Tue, 14 Mar 2023 | US$271.6b | US$268.0b | US$19.1b | 13.6x | 14.2x | 1x |
| Thu, 09 Feb 2023 | US$284.9b | US$269.6b | US$19.4b | 14x | 14.7x | 1.1x |
| Sat, 07 Jan 2023 | US$268.4b | US$272.1b | US$19.1b | 14x | 14x | 1x |
| Mon, 05 Dec 2022 | US$277.7b | US$272.6b | US$19.4b | 13.2x | 14.3x | 1x |
| Wed, 02 Nov 2022 | US$244.1b | US$271.9b | US$19.5b | 11.1x | 12.5x | 0.9x |
| Fri, 30 Sep 2022 | US$243.9b | US$270.7b | US$19.2b | 10.3x | 12.7x | 0.9x |
| Sun, 28 Aug 2022 | US$298.5b | US$268.7b | US$19.4b | 12.1x | 15.4x | 1.1x |
| Tue, 26 Jul 2022 | US$289.3b | US$264.0b | US$18.9b | 10.8x | 15.3x | 1.1x |
| Thu, 23 Jun 2022 | US$276.0b | US$262.3b | US$20.2b | 11.2x | 13.7x | 1.1x |
| Sat, 21 May 2022 | US$268.5b | US$262.2b | US$20.2b | 11.1x | 13.3x | 1x |
Price to Earnings Ratio
13.3x
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 16.7x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 17% per year over the last three years,
- Revenues have also declined 3.6% 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 | 5.26% | |
| Industrials | 5.93% | |
| Logistics | 6.52% | |
| Air Freight and Logistics | 6.52% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| UPS United Parcel Service | US$99.65 | 6.1% +US$4.8b | -32.6% | PE14.4x | |
| FDX FedEx | US$231.80 | 7.5% +US$3.9b | -10.6% | PE14.2x | |
| CHRW C.H. Robinson Worldwide | US$98.03 | 12.0% +US$1.2b | 17.6% | PE22.9x | |
| EXPD Expeditors International of Washington | US$114.27 | 5.8% +US$883.3m | -3.0% | PE18.5x | |
| GXO GXO Logistics | US$41.07 | 7.9% +US$241.4m | -21.9% | PE62.7x |
