Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Logistics Industry Analysis

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies29
  • 7D-0.2%
  • 3M-3.3%
  • 1Y-19.4%
  • YTD-18.0%

In the last week, the Logistics industry is flat overall, with Expeditors International of Washington standing out by going down 3.2%. Unfortunately though, the industry is down 19% over the past 12 months. 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
Mon, 22 Sep 2025US$183.0bUS$235.2bUS$12.4b15.7x14.8x0.8x
Wed, 20 Aug 2025US$184.2bUS$234.3bUS$12.4b17.2x14.8x0.8x
Fri, 18 Jul 2025US$190.7bUS$234.7bUS$11.9b16.2x16x0.8x
Sun, 15 Jun 2025US$188.9bUS$234.9bUS$11.8b18.5x16.1x0.8x
Tue, 13 May 2025US$181.7bUS$235.1bUS$11.7b16.7x15.5x0.8x
Thu, 10 Apr 2025US$171.3bUS$236.4bUS$11.6b19.2x14.8x0.7x
Sat, 08 Mar 2025US$218.7bUS$235.7bUS$11.6b22.4x18.9x0.9x
Mon, 03 Feb 2025US$215.7bUS$233.9bUS$11.5b23.5x18.8x0.9x
Wed, 01 Jan 2025US$229.6bUS$233.5bUS$11.2b25.2x20.5x1x
Fri, 29 Nov 2024US$249.0bUS$233.7bUS$11.4b23.2x21.9x1.1x
Sun, 27 Oct 2024US$247.2bUS$231.6bUS$11.5b24.2x21.6x1.1x
Tue, 24 Sep 2024US$231.2bUS$229.8bUS$11.1b24.6x20.9x1x
Thu, 22 Aug 2024US$236.4bUS$229.8bUS$11.3b23.3x20.9x1x
Sat, 20 Jul 2024US$253.6bUS$228.7bUS$12.7b21x20x1.1x
Mon, 17 Jun 2024US$232.4bUS$228.6bUS$12.7b19.7x18.3x1x
Wed, 15 May 2024US$249.6bUS$228.4bUS$12.7b20.9x19.6x1.1x
Fri, 12 Apr 2024US$244.8bUS$230.2bUS$13.8b19x17.7x1.1x
Sun, 10 Mar 2024US$246.5bUS$231.7bUS$13.6b19.6x18.2x1.1x
Tue, 06 Feb 2024US$230.4bUS$233.2bUS$13.7b15.1x16.8x1x
Thu, 04 Jan 2024US$257.9bUS$241.0bUS$16.1b15.7x16.1x1.1x
Sat, 02 Dec 2023US$255.7bUS$241.7bUS$15.9b15.8x16x1.1x
Mon, 30 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Wed, 27 Sep 2023US$258.9bUS$248.9bUS$17.8b13x14.5x1x
Fri, 25 Aug 2023US$272.0bUS$250.6bUS$17.5b15.1x15.5x1.1x
Sun, 23 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Tue, 20 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Thu, 18 May 2023US$273.1bUS$260.9bUS$17.7b14.4x15.4x1x
Sat, 15 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Mon, 13 Mar 2023US$272.3bUS$267.9bUS$19.1b13.5x14.3x1x
Wed, 08 Feb 2023US$287.3bUS$269.6bUS$19.4b14.1x14.8x1.1x
Fri, 06 Jan 2023US$261.8bUS$272.0bUS$19.1b13.6x13.7x1x
Sun, 04 Dec 2022US$277.7bUS$272.6bUS$19.4b13.2x14.3x1x
Tue, 01 Nov 2022US$243.9bUS$271.9bUS$19.5b11.1x12.5x0.9x
Thu, 29 Sep 2022US$246.0bUS$270.7bUS$19.1b10.2x12.8x0.9x
Price to Earnings Ratio

12.8x


Total Market Cap: US$246.0bTotal Earnings: US$19.1bTotal Revenue: US$270.7bTotal 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 14.8x 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 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 4.6% 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 Market1.49%
Industrials1.32%
Logistics-0.23%
Air Freight and Logistics-0.23%
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$231.752.7%
+US$1.4b		-10.4%PE13.3x
CHRW C.H. Robinson WorldwideUS$136.072.1%
+US$330.7m		27.8%PE30.1x
UPS United Parcel ServiceUS$84.060.05%
+US$33.9m		-34.7%PE12.4x
CRGO FreightosUS$3.237.0%
+US$10.6m		139.3%PS6x
ATXG Addentax GroupUS$0.8331.1%
+US$2.3m		59.9%PS2.2x

Latest News

FDX
US$231.75
FedEx
7D
2.7%
1Y
-10.4%

Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Sep 22
Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
CHRW
US$136.07
C.H. Robinson Worldwide
7D
2.1%
1Y
27.8%
RLGT
US$5.95
Radiant Logistics
7D
-13.5%
1Y
-9.7%
UPS
US$84.06
United Parcel Service
7D
0.05%
1Y
-34.7%

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have modestly reduced United Parcel Service’s price target to $103.30 due to immediate volume declines from new import restrictions, persistent cost headwinds, and weak small-business and Amazon volumes, partially offset by longer-term confidence in its core franchise. Analyst Commentary Recent executive orders suspending de minimis access for U.S. imports have caused an immediate fall in shipment volumes, leading to near-term volume and cost pressures.
ARAI
US$3.10
Arrive AI
7D
-4.6%
1Y
n/a
JYD
US$0.15
Jayud Global Logistics
7D
8.8%
1Y
-80.6%

Jayud Global Logistics Limited (NASDAQ:JYD) Stock's 29% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Sep 11
Jayud Global Logistics Limited (NASDAQ:JYD) Stock's 29% Dive Might Signal An Opportunity But It Requires Some Scrutiny
HUBG
US$35.64
Hub Group
7D
-3.1%
1Y
-21.2%

Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125

Sep 05
Hub Group's (NASDAQ:HUBG) Dividend Will Be $0.125
NCEW
US$0.63
New Century Logistics (BVI)
7D
5.0%
1Y
n/a
ZTO
US$18.60
ZTO Express (Cayman)
7D
-3.5%
1Y
-14.1%
GXO
US$49.66
GXO Logistics
7D
-2.1%
1Y
-4.2%
FWRD
US$25.99
Forward Air
7D
-13.4%
1Y
-29.1%

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
CRGO
US$3.23
Freightos
7D
7.0%
1Y
139.3%

Freightos - high speed logistics as a software

The Company Freightos is a International SaaS-like company that operates a B2B platform for booking logistics services. Freightos consists of two divisions: Freightos for shipping & Webcargo for air logistics, where revenue is generated through transaction fees as well as the use of the platform directly through page subscriptions.
CJMB
US$4.99
Callan JMB
7D
3.7%
1Y
n/a
ATXG
US$0.83
Addentax Group
7D
31.1%
1Y
59.9%
EXPD
US$120.15
Expeditors International of Washington
7D
-3.2%
1Y
-4.3%

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
AIRT
US$22.77
Air T
7D
-11.0%
1Y
34.3%