Header cover image

U.S. Logistics Industry Analysis

UpdatedAug 12, 2025
DataAggregated Company Financials
Companies28
  • 7D1.6%
  • 3M-4.0%
  • 1Y-19.4%
  • YTD-18.5%

The Logistics industry is up 1.6% in the last week, with FedEx up 3.3%. In contrast, the industry has lost 19% in the last 12 months. 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
Tue, 12 Aug 2025US$183.3bUS$234.3bUS$11.8b15.9x15.5x0.8x
Thu, 10 Jul 2025US$195.9bUS$234.7bUS$11.9b16.7x16.4x0.8x
Sat, 07 Jun 2025US$183.5bUS$234.9bUS$11.8b15.8x15.6x0.8x
Mon, 05 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Wed, 02 Apr 2025US$206.4bUS$236.5bUS$11.6b20.7x17.8x0.9x
Fri, 28 Feb 2025US$215.9bUS$235.6bUS$11.5b21.2x18.7x0.9x
Sun, 26 Jan 2025US$234.8bUS$233.6bUS$11.2b25.6x20.9x1x
Tue, 24 Dec 2024US$229.0bUS$233.5bUS$11.2b24.6x20.4x1x
Thu, 21 Nov 2024US$245.6bUS$233.7bUS$11.4b22.7x21.6x1.1x
Sat, 19 Oct 2024US$247.4bUS$230.4bUS$11.1b24.5x22.4x1.1x
Mon, 16 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Wed, 14 Aug 2024US$230.1bUS$229.6bUS$11.3b23x20.3x1x
Fri, 12 Jul 2024US$241.8bUS$228.7bUS$12.7b20.2x19.1x1.1x
Sun, 09 Jun 2024US$236.3bUS$228.6bUS$12.7b20x18.6x1x
Tue, 07 May 2024US$243.3bUS$228.6bUS$13.0b20.1x18.8x1.1x
Thu, 04 Apr 2024US$252.0bUS$230.2bUS$13.8b17.3x18.3x1.1x
Sat, 02 Mar 2024US$241.6bUS$231.7bUS$13.6b18.8x17.8x1x
Mon, 29 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Wed, 27 Dec 2023US$258.7bUS$241.0bUS$16.1b15.7x16.1x1.1x
Fri, 24 Nov 2023US$253.3bUS$241.6bUS$15.9b15.4x15.9x1x
Sun, 22 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Tue, 19 Sep 2023US$263.4bUS$250.4bUS$17.6b13.5x15x1.1x
Thu, 17 Aug 2023US$277.9bUS$250.6bUS$17.5b15.3x15.9x1.1x
Sat, 15 Jul 2023US$293.8bUS$258.4bUS$18.8b14.8x15.7x1.1x
Mon, 12 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Wed, 10 May 2023US$274.9bUS$260.9bUS$17.7b14.6x15.5x1.1x
Fri, 07 Apr 2023US$286.6bUS$266.9bUS$18.8b14x15.2x1.1x
Sun, 05 Mar 2023US$278.1bUS$268.0bUS$19.0b13.8x14.6x1x
Tue, 31 Jan 2023US$267.8bUS$271.8bUS$19.1b13.7x14x1x
Thu, 29 Dec 2022US$258.1bUS$272.0bUS$19.1b13.3x13.5x0.9x
Sat, 26 Nov 2022US$268.4bUS$272.4bUS$19.4b12.8x13.9x1x
Mon, 24 Oct 2022US$241.7bUS$270.6bUS$19.1b10.6x12.6x0.9x
Wed, 21 Sep 2022US$257.0bUS$269.6bUS$19.4b10.1x13.2x1x
Fri, 19 Aug 2022US$313.1bUS$268.8bUS$19.4b12.5x16.1x1.2x
Price to Earnings Ratio

16.1x


Total Market Cap: US$313.1bTotal Earnings: US$19.4bTotal Revenue: US$268.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.8x202320242025
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 16.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.78x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 15% per year over the last three years,
  • Revenues have also declined 4.5% 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 Market0.73%
Industrials-0.38%
Logistics1.61%
Air Freight and Logistics1.61%
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$224.613.3%
+US$1.7b
-19.5%PE13x
UPS United Parcel ServiceUS$86.311.5%
+US$1.2b
-30.9%PE12.8x
GXO GXO LogisticsUS$50.153.5%
+US$194.9m
8.0%PE91.1x
CHRW C.H. Robinson WorldwideUS$116.241.1%
+US$142.9m
17.8%PE25.7x
CRGO FreightosUS$3.337.1%
+US$11.0m
108.1%PS6.6x

Latest News