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U.S. Logistics Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies29
  • 7D1.8%
  • 3M1.5%
  • 1Y22.1%
  • YTD8.6%

In the last week, the Logistics industry is up 1.8%, with United Parcel Service up 2.3%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026US$240.4bUS$238.1bUS$12.8b16.8x18.9x1x
Mon, 01 Jun 2026US$256.9bUS$235.0bUS$12.7b19.6x20.2x1.1x
Wed, 29 Apr 2026US$256.2bUS$234.2bUS$12.6b16.8x20.4x1.1x
Fri, 27 Mar 2026US$235.6bUS$234.4bUS$12.9b14.9x18.3x1x
Sun, 22 Feb 2026US$265.4bUS$235.0bUS$12.6b19.4x21.1x1.1x
Tue, 20 Jan 2026US$234.6bUS$235.8bUS$12.6b16.7x18.7x1x
Thu, 18 Dec 2025US$217.6bUS$234.2bUS$12.3b16.2x17.6x0.9x
Sat, 15 Nov 2025US$205.6bUS$234.0bUS$12.3b15.3x16.7x0.9x
Mon, 13 Oct 2025US$177.9bUS$235.2bUS$12.4b15.6x14.4x0.8x
Wed, 10 Sep 2025US$181.5bUS$234.5bUS$12.4b16.6x14.7x0.8x
Fri, 08 Aug 2025US$182.4bUS$234.3bUS$11.8b15.8x15.4x0.8x
Sun, 06 Jul 2025US$198.3bUS$234.7bUS$11.9b16.7x16.6x0.8x
Tue, 03 Jun 2025US$183.9bUS$234.9bUS$11.8b15.8x15.6x0.8x
Thu, 01 May 2025US$180.1bUS$234.4bUS$11.6b16.2x15.5x0.8x
Sat, 29 Mar 2025US$207.8bUS$236.5bUS$11.6b20.4x17.9x0.9x
Mon, 24 Feb 2025US$216.2bUS$235.4bUS$11.6b21.3x18.7x0.9x
Wed, 22 Jan 2025US$231.6bUS$233.6bUS$11.2b25.8x20.6x1x
Fri, 20 Dec 2024US$228.9bUS$233.7bUS$11.4b25.5x20.1x1x
Sun, 17 Nov 2024US$247.1bUS$233.5bUS$11.4b22.9x21.7x1.1x
Tue, 15 Oct 2024US$245.0bUS$230.4bUS$11.1b24.6x22.2x1.1x
Thu, 12 Sep 2024US$237.7bUS$229.9bUS$11.3b23.6x21x1x
Sat, 10 Aug 2024US$231.3bUS$229.6bUS$11.3b23x20.5x1x
Mon, 08 Jul 2024US$243.1bUS$228.7bUS$12.7b19.8x19.2x1.1x
Wed, 05 Jun 2024US$236.5bUS$228.6bUS$12.7b20x18.6x1x
Fri, 03 May 2024US$240.4bUS$228.6bUS$13.0b20.1x18.5x1.1x
Sun, 31 Mar 2024US$252.7bUS$230.2bUS$13.8b19.6x18.3x1.1x
Tue, 27 Feb 2024US$239.1bUS$232.0bUS$13.7b16.5x17.5x1x
Thu, 25 Jan 2024US$257.7bUS$241.0bUS$16.1b14.6x16.1x1.1x
Sat, 23 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Mon, 20 Nov 2023US$252.0bUS$241.6bUS$15.9b15.5x15.8x1x
Wed, 18 Oct 2023US$261.4bUS$248.9bUS$17.8b13.4x14.7x1.1x
Fri, 15 Sep 2023US$263.1bUS$250.6bUS$17.6b13.7x14.9x1.1x
Sun, 13 Aug 2023US$284.6bUS$250.6bUS$17.5b15.1x16.3x1.1x
Tue, 11 Jul 2023US$287.4bUS$258.3bUS$18.8b14.4x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$287.4bTotal 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 Market1.63%
Industrials-0.14%
Logistics1.75%
Air Freight and Logistics1.75%
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$110.662.3%
+US$2.1b		6.3%PE17.9x
CHRW C.H. Robinson WorldwideUS$189.855.9%
+US$1.2b		93.7%PE37.4x
ZTO ZTO Express (Cayman)US$23.085.3%
+US$895.3m		27.9%PE13x
EXPD Expeditors International of WashingtonUS$167.574.3%
+US$894.6m		41.6%PE26.2x
GXO GXO LogisticsUS$51.953.5%
+US$202.5m		1.8%PE45.3x

Latest News

ATXG
US$3.53
Addentax Group
7D
-17.1%
1Y
-61.1%
CRGO
US$1.29
Freightos
7D
-8.5%
1Y
-43.2%
FDX
US$313.00
FedEx
7D
-1.7%
1Y
29.8%
Narrative Update • Jul 01

FDX: Freight Spin And Calendar Shift Will Pressure Network 2.0 Execution

FedEx's updated fair value estimate has moved from $173.62 to $221.61 as analysts recalibrate price targets. They cite the Freight spin-off, the shift to calendar-year reporting, and ongoing Network 2.0 and cost discipline efforts as key drivers of their revised models.
HUBG
US$44.94
Hub Group
7D
2.7%
1Y
25.7%
Narrative Update • Jul 01

HUBG: Restatements And Legal Actions Will Pressure Earnings Quality

Hub Group's updated analyst fair value estimate has shifted from $36.00 to $29.00, reflecting a lower projected future P/E, along with revised views on revenue growth, profit margins and recent Street price target moves. Analyst Commentary on Hub Group Recent Street research on Hub Group reflects a more cautious tone, with several bearish analysts trimming price targets and recalibrating expectations for the stock.
AIRT
US$28.87
Air T
7D
19.9%
1Y
36.6%
CHRW
US$189.85
C.H. Robinson Worldwide
7D
5.9%
1Y
93.7%
Narrative Update • Jun 30

CHRW: Lean AI And Montgomery Tailwinds Will Support Future Margins

The analyst price target for C.H. Robinson Worldwide has been adjusted from $224 to $230 as analysts factor in stronger truckload spot rates, benefits tied to the Montgomery decision, and ongoing technology and productivity efforts at the company. Analyst Commentary Recent research on C.H. Robinson Worldwide highlights a more constructive tone from several bullish analysts, who point to a mix of pricing trends, regulatory changes tied to the Montgomery decision, and internal technology and productivity efforts as key supports for the stock.
GXO
US$51.95
GXO Logistics
7D
3.5%
1Y
1.8%
Narrative Update • Jun 29

GXO: North American Contract Logistics Expansion Will Shape Mid Single Digit Organic Outlook

Analysts have nudged their fair value estimate for GXO Logistics higher from $58.04 to $63.00, citing renewed focus on growth in the North American contract logistics market, margin improvement efforts under new leadership, and what they view as an opportunity created by recent share price underperformance. Analyst Commentary on GXO Logistics Recent research on GXO Logistics highlights a split view, with some firms pointing to potential upside in the North American contract logistics opportunity, while others are more cautious as they recalibrate expectations and price targets.
UPS
US$110.66
United Parcel Service
7D
2.3%
1Y
6.3%
ZTO
US$23.08
ZTO Express (Cayman)
7D
5.3%
1Y
27.9%
Narrative Update • Jun 29

ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Analysts have raised the price target for ZTO Express (Cayman) to $29.03 from $23.87, reflecting updated expectations for revenue growth, profit margins, and valuation multiples amid mixed recent target changes on the Street. Analyst Commentary Recent research on ZTO Express (Cayman) highlights a split in opinion, with some analysts focusing on potential upside from execution and profitability, while others emphasize overhangs related to shareholder moves and industry conditions.
FWRD
US$13.45
Forward Air
7D
-9.5%
1Y
-49.2%
PSIG
US$1.27
PS International Group
7D
-12.4%
1Y
-63.1%
SFWL
US$0.89
Shengfeng Development
7D
-0.9%
1Y
-11.7%
RLGT
US$9.49
Radiant Logistics
7D
1.8%
1Y
52.6%
EXPD
US$167.57
Expeditors International of Washington
7D
4.3%
1Y
41.6%
JYD
US$0.77
Jayud Global Logistics
7D
-15.4%
1Y
-92.0%
NCEW
US$16.10
New Century Logistics (BVI)
7D
-10.5%
1Y
113.8%