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U.S. Logistics Industry Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies31
  • 7D-0.2%
  • 3M25.6%
  • 1Y2.9%
  • YTD5.7%

Over the last 7 days, the Logistics industry has remained flat. Furthermore, the industry has been flat for the past year as well. 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
Mon, 19 Jan 2026US$234.6bUS$235.8bUS$12.6b16.7x18.7x1x
Wed, 17 Dec 2025US$217.3bUS$234.2bUS$12.3b16.2x17.6x0.9x
Fri, 14 Nov 2025US$207.1bUS$234.0bUS$12.3b15.3x16.8x0.9x
Sun, 12 Oct 2025US$177.8bUS$235.2bUS$12.4b15.6x14.4x0.8x
Tue, 09 Sep 2025US$182.2bUS$234.5bUS$12.4b17.1x14.7x0.8x
Thu, 07 Aug 2025US$180.9bUS$234.3bUS$11.8b15.3x15.3x0.8x
Sat, 05 Jul 2025US$198.3bUS$234.7bUS$11.9b16.7x16.6x0.8x
Mon, 02 Jun 2025US$183.9bUS$234.9bUS$11.8b16x15.6x0.8x
Wed, 30 Apr 2025US$181.2bUS$234.4bUS$11.6b16.2x15.6x0.8x
Fri, 28 Mar 2025US$207.3bUS$236.4bUS$11.6b20.7x17.9x0.9x
Sun, 23 Feb 2025US$216.2bUS$235.4bUS$11.6b21.3x18.7x0.9x
Tue, 21 Jan 2025US$231.6bUS$233.5bUS$11.2b25.4x20.6x1x
Thu, 19 Dec 2024US$234.1bUS$233.7bUS$11.4b24x20.6x1x
Sat, 16 Nov 2024US$245.7bUS$233.5bUS$11.4b22.9x21.6x1.1x
Mon, 14 Oct 2024US$245.0bUS$230.4bUS$11.1b24.6x22.2x1.1x
Wed, 11 Sep 2024US$237.5bUS$229.9bUS$11.3b23.8x21x1x
Fri, 09 Aug 2024US$227.4bUS$229.7bUS$11.3b20.6x20.1x1x
Sun, 07 Jul 2024US$243.1bUS$228.7bUS$12.7b19.8x19.2x1.1x
Tue, 04 Jun 2024US$237.7bUS$228.6bUS$12.7b20.1x18.7x1x
Thu, 02 May 2024US$241.7bUS$228.8bUS$13.0b19.5x18.6x1.1x
Sat, 30 Mar 2024US$252.7bUS$230.2bUS$13.8b19.6x18.3x1.1x
Mon, 26 Feb 2024US$241.3bUS$232.0bUS$13.7b16.8x17.6x1x
Wed, 24 Jan 2024US$256.1bUS$241.0bUS$16.1b14.6x16x1.1x
Fri, 22 Dec 2023US$256.5bUS$241.1bUS$16.1b15.6x16x1.1x
Sun, 19 Nov 2023US$251.7bUS$241.6bUS$15.8b15.7x15.9x1x
Tue, 17 Oct 2023US$260.1bUS$248.9bUS$17.8b13.5x14.6x1x
Thu, 14 Sep 2023US$263.1bUS$250.7bUS$17.6b13.5x14.9x1x
Sat, 12 Aug 2023US$284.6bUS$250.6bUS$17.5b15.1x16.3x1.1x
Mon, 10 Jul 2023US$285.2bUS$258.3bUS$18.8b14.3x15.2x1.1x
Wed, 07 Jun 2023US$266.8bUS$260.9bUS$17.8b14.2x15x1x
Fri, 05 May 2023US$274.1bUS$260.9bUS$17.7b14.8x15.4x1.1x
Sun, 02 Apr 2023US$292.9bUS$267.3bUS$18.8b14.8x15.6x1.1x
Tue, 28 Feb 2023US$272.3bUS$267.9bUS$19.0b13.6x14.3x1x
Thu, 26 Jan 2023US$270.0bUS$271.8bUS$19.1b13.7x14.1x1x
Price to Earnings Ratio

14.1x


Total Market Cap: US$270.0bTotal 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-0.29%
Industrials2.96%
Logistics-0.16%
Air Freight and Logistics-0.16%
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
CHRW C.H. Robinson WorldwideUS$175.771.9%
+US$381.6m		69.7%PE34.6x
ZTO ZTO Express (Cayman)US$22.322.1%
+US$363.1m		16.9%PE13.9x
EXPD Expeditors International of WashingtonUS$162.410.8%
+US$172.9m		47.2%PE25.7x
FWRD Forward AirUS$28.584.2%
+US$35.6m		-15.7%PS0.4x
CRGO FreightosUS$2.7718.4%
+US$22.1m		-29.3%PS5x

Latest News

FDX
US$308.18
FedEx
7D
-1.2%
1Y
12.0%
CRGO
US$2.77
Freightos
7D
18.4%
1Y
-29.3%
CJMB
US$3.90
Callan JMB
7D
180.6%
1Y
n/a
UPS
US$106.91
United Parcel Service
7D
-1.0%
1Y
-17.6%
CHRW
US$175.77
C.H. Robinson Worldwide
7D
1.9%
1Y
69.7%
ZTO
US$22.32
ZTO Express (Cayman)
7D
2.1%
1Y
16.9%

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$56.54
GXO Logistics
7D
-2.1%
1Y
28.6%
HUBG
US$46.87
Hub Group
7D
-0.6%
1Y
4.6%

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$28.58
Forward Air
7D
4.2%
1Y
-15.7%

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).
NCEW
US$7.75
New Century Logistics (BVI)
7D
19.0%
1Y
-43.7%
AIRT
US$20.45
Air T
7D
5.5%
1Y
1.2%
SFWL
US$0.91
Shengfeng Development
7D
-7.1%
1Y
-11.7%
EXPD
US$162.41
Expeditors International of Washington
7D
0.8%
1Y
47.2%
RLGT
US$6.62
Radiant Logistics
7D
-0.6%
1Y
-4.7%
FLX
US$3.14
BingEx
7D
-1.3%
1Y
-60.6%
ARAI
US$2.58
Arrive AI
7D
-5.1%
1Y
n/a