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U.S. Logistics Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies28
  • 7D-1.0%
  • 3M0.7%
  • 1Y25.8%
  • YTD5.6%

In the last week, Logistics has been flat. The past year has been better, since the industry has gained 26% in that time. Looking forward, earnings are forecast to grow by 9.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$233.8bUS$237.7bUS$12.7b17.1x18.5x1x
Sat, 23 May 2026US$244.2bUS$234.9bUS$12.7b18.7x19.2x1x
Mon, 20 Apr 2026US$254.7bUS$234.6bUS$12.9b16.2x19.8x1.1x
Wed, 18 Mar 2026US$232.0bUS$232.4bUS$12.7b17.1x18.3x1x
Fri, 13 Feb 2026US$263.7bUS$235.0bUS$12.6b19x21x1.1x
Sun, 11 Jan 2026US$235.0bUS$235.8bUS$12.6b17x18.7x1x
Tue, 09 Dec 2025US$211.1bUS$234.2bUS$12.3b15.9x17.1x0.9x
Thu, 06 Nov 2025US$199.7bUS$233.7bUS$12.2b14.7x16.3x0.9x
Sat, 04 Oct 2025US$187.7bUS$235.2bUS$12.4b14.9x15.2x0.8x
Mon, 01 Sep 2025US$185.1bUS$234.5bUS$12.4b17.2x15x0.8x
Wed, 30 Jul 2025US$197.3bUS$234.7bUS$11.9b16.1x16.5x0.8x
Fri, 27 Jun 2025US$188.3bUS$235.0bUS$11.9b16.4x15.8x0.8x
Sun, 25 May 2025US$180.9bUS$234.9bUS$11.8b18.2x15.4x0.8x
Tue, 22 Apr 2025US$179.2bUS$234.5bUS$11.6b17.8x15.5x0.8x
Thu, 20 Mar 2025US$215.7bUS$236.0bUS$11.6b20.4x18.6x0.9x
Sat, 15 Feb 2025US$216.1bUS$234.7bUS$11.5b22.9x18.8x0.9x
Mon, 13 Jan 2025US$223.4bUS$233.5bUS$11.2b24.4x19.9x1x
Wed, 11 Dec 2024US$236.3bUS$233.7bUS$11.4b23.1x20.7x1x
Fri, 08 Nov 2024US$245.3bUS$233.6bUS$11.4b24.9x21.5x1x
Sun, 06 Oct 2024US$240.0bUS$230.4bUS$11.1b24x21.7x1x
Tue, 03 Sep 2024US$241.6bUS$229.8bUS$11.3b25.4x21.3x1.1x
Thu, 01 Aug 2024US$240.6bUS$228.7bUS$12.0b21.8x20x1.1x
Sat, 29 Jun 2024US$244.5bUS$228.7bUS$12.7b20.2x19.3x1.1x
Mon, 27 May 2024US$236.4bUS$228.6bUS$12.7b21x18.6x1x
Wed, 24 Apr 2024US$245.1bUS$229.0bUS$13.0b16.4x18.8x1.1x
Fri, 22 Mar 2024US$252.0bUS$231.8bUS$13.6b19.8x18.6x1.1x
Sun, 18 Feb 2024US$239.6bUS$233.2bUS$13.7b16.8x17.4x1x
Tue, 16 Jan 2024US$256.9bUS$241.0bUS$16.1b15.3x16x1.1x
Thu, 14 Dec 2023US$262.1bUS$241.7bUS$15.9b16.5x16.4x1.1x
Sat, 11 Nov 2023US$240.4bUS$241.6bUS$15.8b16.2x15.2x1x
Mon, 09 Oct 2023US$260.3bUS$248.9bUS$17.8b13.3x14.6x1x
Wed, 06 Sep 2023US$269.8bUS$250.7bUS$17.6b14x15.3x1.1x
Fri, 04 Aug 2023US$292.9bUS$255.8bUS$18.5b15.4x15.8x1.1x
Sun, 02 Jul 2023US$284.4bUS$258.3bUS$18.8b14.8x15.2x1.1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$284.4bTotal Earnings: US$18.8bTotal Revenue: US$258.3bTotal 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 2.7% 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-2.47%
Industrials0.24%
Logistics-0.99%
Air Freight and Logistics-0.99%
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$106.141.0%
+US$858.5m		6.8%PE17.2x
GXO GXO LogisticsUS$49.984.0%
+US$218.6m		4.5%PE43.6x
RLGT Radiant LogisticsUS$9.093.9%
+US$15.4m		51.5%PE25.4x
PSIG PS International GroupUS$11.855.3%
+US$9.2m		274.2%PS3.4x
SFWL Shengfeng DevelopmentUS$0.876.1%
+US$4.1m		-8.2%PE6x

Latest News

SFWL
US$0.87
Shengfeng Development
7D
6.1%
1Y
-8.2%
FDX
US$316.83
FedEx
7D
-2.8%
1Y
42.7%
CHRW
US$177.28
C.H. Robinson Worldwide
7D
-4.3%
1Y
91.2%
ZTO
US$21.96
ZTO Express (Cayman)
7D
-1.2%
1Y
23.1%
UPS
US$106.14
United Parcel Service
7D
1.0%
1Y
6.8%
Narrative Update • Jun 22

UPS: Transformation Efforts And AI Adoption Will Drive Earnings Recovery

Analysts have made only a modest adjustment to the consensus price target for United Parcel Service, with a net change of $1. This reflects a mix of recent raises and cuts as research teams reassess revenue growth, profitability assumptions and future P/E expectations.
GXO
US$49.98
GXO Logistics
7D
4.0%
1Y
4.5%
RLGT
US$9.09
Radiant Logistics
7D
3.9%
1Y
51.5%
HUBG
US$43.00
Hub Group
7D
-1.4%
1Y
29.6%
Narrative Update • Jun 17

HUBG: Restatements And Leadership Turnover Will Challenge Fair Value Steadiness

Analysts have trimmed the Hub Group price target to $42. This reflects a series of recent target cuts and a more cautious outlook embedded in slightly adjusted discount rate and valuation assumptions.
ARAI
US$0.41
Arrive AI
7D
-13.6%
1Y
-95.5%
EXPD
US$160.16
Expeditors International of Washington
7D
-0.3%
1Y
42.6%
FWRD
US$13.39
Forward Air
7D
-1.3%
1Y
-40.4%
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.
CRGO
US$1.38
Freightos
7D
-8.0%
1Y
-43.7%
JYD
US$1.04
Jayud Global Logistics
7D
35.2%
1Y
-89.9%
PSIG
US$11.85
PS International Group
7D
5.3%
1Y
274.2%
FRGT
US$3.97
Freight Technologies
7D
12.1%
1Y
-91.1%
AIRT
US$23.50
Air T
7D
5.2%
1Y
21.7%