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U.S. Logistics Industry Analysis

UpdatedAug 22, 2025
DataAggregated Company Financials
Companies30
  • 7D-2.3%
  • 3M1.0%
  • 1Y-21.9%
  • YTD-18.3%

Over the last 7 days, the Logistics industry has dropped 2.3%, driven by ZTO Express (Cayman) declining 4.1%. The industry has fallen 22% in the last year. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025US$183.7bUS$234.4bUS$12.3b17.2x14.9x0.8x
Mon, 21 Jul 2025US$190.1bUS$234.7bUS$11.9b15.8x15.9x0.8x
Wed, 18 Jun 2025US$190.9bUS$234.9bUS$11.8b15.8x16.2x0.8x
Fri, 16 May 2025US$190.5bUS$234.7bUS$11.7b16.7x16.3x0.8x
Sun, 13 Apr 2025US$179.9bUS$234.5bUS$11.6b18.8x15.6x0.8x
Tue, 11 Mar 2025US$221.1bUS$235.7bUS$11.6b20.8x19.1x0.9x
Thu, 06 Feb 2025US$210.1bUS$233.9bUS$11.5b23x18.3x0.9x
Sat, 04 Jan 2025US$226.5bUS$233.5bUS$11.2b25.4x20.2x1x
Mon, 02 Dec 2024US$248.9bUS$233.7bUS$11.4b23.2x21.9x1.1x
Wed, 30 Oct 2024US$246.7bUS$231.6bUS$11.5b24.2x21.5x1.1x
Fri, 27 Sep 2024US$237.4bUS$229.8bUS$11.1b24.2x21.5x1x
Sun, 25 Aug 2024US$239.6bUS$229.8bUS$11.3b23.6x21.2x1x
Tue, 23 Jul 2024US$254.0bUS$228.9bUS$12.7b21.1x20x1.1x
Thu, 20 Jun 2024US$231.6bUS$228.6bUS$12.7b19.8x18.2x1x
Sat, 18 May 2024US$248.2bUS$228.6bUS$12.7b21.3x19.6x1.1x
Mon, 15 Apr 2024US$240.8bUS$230.2bUS$13.8b17.8x17.4x1x
Wed, 13 Mar 2024US$248.5bUS$231.7bUS$13.6b20x18.3x1.1x
Fri, 09 Feb 2024US$239.9bUS$233.2bUS$13.7b15.4x17.5x1x
Sun, 07 Jan 2024US$258.2bUS$241.0bUS$16.1b15.3x16.1x1.1x
Tue, 05 Dec 2023US$260.4bUS$241.7bUS$15.9b15.9x16.3x1.1x
Thu, 02 Nov 2023US$241.5bUS$245.3bUS$16.2b14.7x14.9x1x
Sat, 30 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Mon, 28 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Wed, 26 Jul 2023US$294.8bUS$258.4bUS$18.8b14.7x15.7x1.1x
Fri, 23 Jun 2023US$273.1bUS$258.4bUS$18.8b14.2x14.5x1.1x
Sun, 21 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Tue, 18 Apr 2023US$292.1bUS$266.9bUS$18.8b14.7x15.5x1.1x
Thu, 16 Mar 2023US$272.3bUS$267.9bUS$19.1b13.7x14.3x1x
Sat, 11 Feb 2023US$282.6bUS$269.7bUS$19.3b13.9x14.6x1x
Mon, 09 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Wed, 07 Dec 2022US$262.0bUS$272.6bUS$19.4b12.6x13.5x1x
Fri, 04 Nov 2022US$238.0bUS$271.9bUS$19.3b10x12.3x0.9x
Sun, 02 Oct 2022US$238.2bUS$270.7bUS$19.2b10.1x12.4x0.9x
Tue, 30 Aug 2022US$296.0bUS$268.7bUS$19.4b12x15.3x1.1x
Price to Earnings Ratio

15.3x


Total Market Cap: US$296.0bTotal 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 industry is trading close to its 3-year average PS ratio of 1.00x.
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 4.4% 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-1.60%
Industrials-0.54%
Logistics-2.32%
Air Freight and Logistics-2.32%
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$236.804.2%
+US$2.3b		-20.3%PE13.7x
CHRW C.H. Robinson WorldwideUS$125.183.2%
+US$465.3m		23.0%PE27.7x
UPS United Parcel ServiceUS$88.820.4%
+US$288.2m		-30.6%PE13.1x
GXO GXO LogisticsUS$54.593.9%
+US$233.5m		9.1%PE99.2x
HUBG Hub GroupUS$37.485.6%
+US$121.8m		-14.2%PE22.9x

Latest News

ZTO
US$19.10
ZTO Express (Cayman)
7D
-4.1%
1Y
-7.2%

Earnings Miss: ZTO Express (Cayman) Inc. Missed EPS By 17% And Analysts Are Revising Their Forecasts

Aug 22
Earnings Miss: ZTO Express (Cayman) Inc. Missed EPS By 17% And Analysts Are Revising Their Forecasts
FWRD
US$30.87
Forward Air
7D
3.7%
1Y
-3.6%

Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around

Aug 22
Forward Air (NASDAQ:FWRD) Will Be Hoping To Turn Its Returns On Capital Around
GVH
US$4.61
Globavend Holdings
7D
-6.5%
1Y
-96.6%
FDX
US$236.80
FedEx
7D
4.2%
1Y
-20.3%
ARAI
US$5.99
Arrive AI
7D
-0.2%
1Y
n/a

Here's Why Arrive AI (NASDAQ:ARAI) Can Afford Some Debt

Aug 16
Here's Why Arrive AI (NASDAQ:ARAI) Can Afford Some Debt
NCEW
US$0.62
New Century Logistics (BVI)
7D
-21.6%
1Y
n/a
CJMB
US$4.76
Callan JMB
7D
-0.9%
1Y
n/a
CHRW
US$125.18
C.H. Robinson Worldwide
7D
3.2%
1Y
23.0%

There's Reason For Concern Over C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Massive 25% Price Jump

Aug 15
There's Reason For Concern Over C.H. Robinson Worldwide, Inc.'s (NASDAQ:CHRW) Massive 25% Price Jump
GXO
US$54.59
GXO Logistics
7D
3.9%
1Y
9.1%

E-commerce And Automation Integration Will Transform Global Logistics

Driven primarily by a notable upgrade in consensus revenue growth forecasts from 5.6% to 6.6% per annum, the analyst price target for GXO Logistics has increased from $57.12 to $60.41. What's in the News Completed $200 million share buyback, repurchasing 4.53% of outstanding shares.
EXPD
US$120.02
Expeditors International of Washington
7D
0.1%
1Y
-2.5%

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
UPS
US$88.82
United Parcel Service
7D
0.4%
1Y
-30.6%
HUBG
US$37.48
Hub Group
7D
5.6%
1Y
-14.2%
HKPD
US$1.04
Hong Kong Pharma Digital Technology Holdings
7D
-2.3%
1Y
n/a
JYD
US$0.19
Jayud Global Logistics
7D
-0.5%
1Y
-76.9%

Further Upside For Jayud Global Logistics Limited (NASDAQ:JYD) Shares Could Introduce Price Risks After 26% Bounce

Jul 23
Further Upside For Jayud Global Logistics Limited (NASDAQ:JYD) Shares Could Introduce Price Risks After 26% Bounce
RLGT
US$6.42
Radiant Logistics
7D
6.1%
1Y
1.4%