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U.S. Logistics Industry Analysis

UpdatedAug 14, 2025
DataAggregated Company Financials
Companies28
  • 7D2.2%
  • 3M-1.9%
  • 1Y-18.1%
  • YTD-16.4%

Over the last 7 days, the Logistics industry has risen 2.2%, driven by gains from United Parcel Service of 2.2%. In contrast, the industry has lost 18% in the last 12 months. As for the next few years, earnings are expected to grow by 9.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 Aug 2025US$185.0bUS$234.3bUS$12.4b16.8x14.9x0.8x
Sat, 12 Jul 2025US$195.1bUS$234.7bUS$11.9b16.7x16.3x0.8x
Mon, 09 Jun 2025US$185.8bUS$234.9bUS$11.8b15.8x15.8x0.8x
Wed, 07 May 2025US$181.9bUS$234.6bUS$11.7b15.4x15.5x0.8x
Fri, 04 Apr 2025US$206.8bUS$236.5bUS$11.6b18.9x17.8x0.9x
Sun, 02 Mar 2025US$219.4bUS$235.6bUS$11.5b21.2x19x0.9x
Tue, 28 Jan 2025US$234.8bUS$233.6bUS$11.2b24x20.9x1x
Thu, 26 Dec 2024US$228.6bUS$233.5bUS$11.2b24.9x20.4x1x
Sat, 23 Nov 2024US$244.1bUS$233.7bUS$11.4b23.2x21.4x1x
Mon, 21 Oct 2024US$248.1bUS$230.4bUS$11.1b24.5x22.4x1.1x
Wed, 18 Sep 2024US$240.2bUS$229.8bUS$11.3b24.4x21.2x1x
Fri, 16 Aug 2024US$232.2bUS$229.6bUS$11.3b23.4x20.5x1x
Sun, 14 Jul 2024US$250.2bUS$228.7bUS$12.7b20.7x19.7x1.1x
Tue, 11 Jun 2024US$238.2bUS$228.6bUS$12.7b20.1x18.7x1x
Thu, 09 May 2024US$242.8bUS$228.3bUS$12.8b20.4x18.9x1.1x
Sat, 06 Apr 2024US$248.8bUS$230.2bUS$13.8b19.3x18x1.1x
Mon, 04 Mar 2024US$241.5bUS$231.7bUS$13.6b18.8x17.8x1x
Wed, 31 Jan 2024US$254.4bUS$238.9bUS$14.2b14.2x17.9x1.1x
Fri, 29 Dec 2023US$258.2bUS$241.1bUS$16.1b15.7x16.1x1.1x
Sun, 26 Nov 2023US$255.5bUS$241.7bUS$15.9b15.5x16x1.1x
Tue, 24 Oct 2023US$248.2bUS$248.9bUS$17.8b13.1x13.9x1x
Thu, 21 Sep 2023US$261.9bUS$250.5bUS$17.6b13.5x14.9x1x
Sat, 19 Aug 2023US$277.3bUS$250.6bUS$17.5b15.4x15.8x1.1x
Mon, 17 Jul 2023US$293.8bUS$258.4bUS$18.8b14.8x15.7x1.1x
Wed, 14 Jun 2023US$274.7bUS$260.8bUS$17.8b14.4x15.4x1.1x
Fri, 12 May 2023US$271.2bUS$260.9bUS$17.7b14.2x15.3x1x
Sun, 09 Apr 2023US$286.6bUS$266.9bUS$18.8b14x15.2x1.1x
Tue, 07 Mar 2023US$279.4bUS$268.0bUS$19.0b13.9x14.7x1x
Thu, 02 Feb 2023US$282.8bUS$271.1bUS$19.5b13.9x14.5x1x
Sat, 31 Dec 2022US$261.6bUS$272.0bUS$19.1b13.3x13.7x1x
Mon, 28 Nov 2022US$268.4bUS$272.4bUS$19.4b12.8x13.9x1x
Wed, 26 Oct 2022US$241.7bUS$270.6bUS$19.1b10.7x12.6x0.9x
Fri, 23 Sep 2022US$247.5bUS$269.5bUS$19.4b10x12.8x0.9x
Sun, 21 Aug 2022US$312.1bUS$268.7bUS$19.4b12.3x16.1x1.2x
Price to Earnings Ratio

16.1x


Total Market Cap: US$312.1bTotal Earnings: US$19.4bTotal Revenue: US$268.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.8x202320242025
Current Industry PE
  • Investors are pessimistic on the American Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.9x which is lower than its 3-year average PE of 16.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.79x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 14% 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 Market1.92%
Industrials1.43%
Logistics2.24%
Air Freight and Logistics2.24%
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$88.182.2%
+US$1.6b		-30.2%PE13x
FDX FedExUS$230.501.8%
+US$955.4m		-18.6%PE13.3x
EXPD Expeditors International of WashingtonUS$122.253.0%
+US$547.1m		2.4%PE19.5x
CHRW C.H. Robinson WorldwideUS$120.992.8%
+US$383.8m		23.7%PE26.7x
GXO GXO LogisticsUS$53.806.6%
+US$378.9m		14.8%PE97.8x

Latest News

FDX
US$230.50
FedEx
7D
1.8%
1Y
-18.6%
FWRD
US$28.99
Forward Air
7D
-3.0%
1Y
15.4%
FLX
US$3.11
BingEx
7D
-2.8%
1Y
n/a
CHRW
US$120.99
C.H. Robinson Worldwide
7D
2.8%
1Y
23.7%

C.H. Robinson Worldwide (NASDAQ:CHRW) Has Affirmed Its Dividend Of $0.62

Aug 12
C.H. Robinson Worldwide (NASDAQ:CHRW) Has Affirmed Its Dividend Of $0.62
EXPD
US$122.25
Expeditors International of Washington
7D
3.0%
1Y
2.4%

Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts

Aug 10
Expeditors International of Washington, Inc. (NYSE:EXPD) Beat Earnings, And Analysts Have Been Reviewing Their Forecasts
GXO
US$53.80
GXO Logistics
7D
6.6%
1Y
14.8%

GXO: Everything Is Progressing Well; Reiterate Buy

Aug 10
UPS
US$88.18
United Parcel Service
7D
2.2%
1Y
-30.2%
SFWL
US$1.00
Shengfeng Development
7D
-10.3%
1Y
-20.6%
HUBG
US$36.72
Hub Group
7D
4.0%
1Y
-12.8%
HKPD
US$1.10
Hong Kong Pharma Digital Technology Holdings
7D
-2.7%
1Y
n/a
ZTO
US$20.17
ZTO Express (Cayman)
7D
1.1%
1Y
3.6%
GVH
US$5.18
Globavend Holdings
7D
-3.9%
1Y
-94.7%

The Market Doesn't Like What It Sees From Globavend Holdings Limited's (NASDAQ:GVH) Earnings Yet As Shares Tumble 73%

Jul 27
The Market Doesn't Like What It Sees From Globavend Holdings Limited's (NASDAQ:GVH) Earnings Yet As Shares Tumble 73%
CJMB
US$4.75
Callan JMB
7D
-4.2%
1Y
n/a
RLGT
US$6.33
Radiant Logistics
7D
6.4%
1Y
7.3%
AIRT
US$21.40
Air T
7D
-6.4%
1Y
-4.7%
FRGT
US$1.44
Freight Technologies
7D
-6.9%
1Y
-92.0%