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U.S. Logistics Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies30
  • 7D1.2%
  • 3M9.6%
  • 1Y-16.3%
  • YTD-10.6%

Over the last 7 days, the Logistics industry has risen 1.2%, driven by gains in C.H. Robinson Worldwide and Expeditors International of Washington of 18% and 17%, respectively. In the past year, the industry is down 16%. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$199.1bUS$233.7bUS$12.2b14.4x16.3x0.9x
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
Tue, 30 May 2023US$271.4bUS$260.9bUS$17.8b14.3x15.3x1x
Thu, 27 Apr 2023US$270.1bUS$265.3bUS$18.0b13.9x15x1x
Sat, 25 Mar 2023US$280.4bUS$266.6bUS$18.8b13.8x14.9x1.1x
Mon, 20 Feb 2023US$278.6bUS$269.8bUS$19.3b13.7x14.4x1x
Wed, 18 Jan 2023US$270.6bUS$272.1bUS$19.1b14.1x14.1x1x
Fri, 16 Dec 2022US$268.1bUS$272.6bUS$19.4b13.3x13.8x1x
Sun, 13 Nov 2022US$263.0bUS$272.3bUS$19.3b12.8x13.6x1x
Price to Earnings Ratio

13.6x


Total Market Cap: US$263.0bTotal Earnings: US$19.3bTotal Revenue: US$272.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.9x202320242025
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 16.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
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 5.0% 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-2.15%
Industrials-1.36%
Logistics1.24%
Air Freight and Logistics1.24%
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
CHRW C.H. Robinson WorldwideUS$153.1318.4%
+US$2.8b		43.9%PE30.1x
EXPD Expeditors International of WashingtonUS$137.9217.3%
+US$2.5b		15.5%PE21.9x
FDX FedExUS$256.102.6%
+US$1.5b		-8.6%PE14.7x
FLX BingExUS$3.904.8%
+US$12.3m		-67.8%PS0.5x
CRGO FreightosUS$3.656.4%
+US$11.1m		150.0%PS6.8x

Latest News

FRGT
US$0.85
Freight Technologies
7D
-27.4%
1Y
-87.9%
GXO
US$52.54
GXO Logistics
7D
-2.7%
1Y
-14.5%
EXPD
US$137.92
Expeditors International of Washington
7D
17.3%
1Y
15.5%
CHRW
US$153.13
C.H. Robinson Worldwide
7D
18.4%
1Y
43.9%
HUBG
US$35.72
Hub Group
7D
0%
1Y
-27.4%

Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report

Nov 02
Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report
ARAI
US$4.86
Arrive AI
7D
0.4%
1Y
n/a
UPS
US$92.91
United Parcel Service
7D
-4.6%
1Y
-30.6%

United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Oct 31
United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next
ZTO
US$18.89
ZTO Express (Cayman)
7D
-0.9%
1Y
-16.7%

Sustained Profitability And Efficiency Will Drive Continued Market Outperformance

Narrative Update on ZTO Express (Cayman): Analyst Price Target Adjustment Analysts have marginally raised their price target for ZTO Express, increasing it from $23.22 to $23.27. This adjustment reflects sustained profitability, along with a cautious outlook due to slower express delivery volume growth and limited opportunities for near-term industry consolidation.
CRGO
US$3.65
Freightos
7D
6.4%
1Y
150.0%
FDX
US$256.10
FedEx
7D
2.6%
1Y
-8.6%

Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges

FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.
FWRD
US$17.69
Forward Air
7D
-8.1%
1Y
-53.3%
NCEW
US$0.52
New Century Logistics (BVI)
7D
0.3%
1Y
n/a
RLGT
US$6.19
Radiant Logistics
7D
3.3%
1Y
-17.2%
SFWL
US$0.92
Shengfeng Development
7D
-7.1%
1Y
-29.2%
FLX
US$3.90
BingEx
7D
4.8%
1Y
-67.8%
HKPD
US$1.22
Hong Kong Pharma Digital Technology Holdings
7D
-9.6%
1Y
n/a