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U.S. Logistics Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies28
  • 7D0.2%
  • 3M8.5%
  • 1Y15.8%
  • YTD6.6%

The Logistics industry has stayed flat over the last week. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$235.5bUS$234.5bUS$12.9b17x18.3x1x
Sat, 28 Feb 2026US$260.6bUS$232.4bUS$12.7b19.3x20.6x1.1x
Mon, 26 Jan 2026US$234.0bUS$235.8bUS$12.6b16.7x18.6x1x
Wed, 24 Dec 2025US$221.7bUS$235.7bUS$12.6b16x17.7x0.9x
Fri, 21 Nov 2025US$201.0bUS$234.1bUS$12.3b16.4x16.3x0.9x
Sun, 19 Oct 2025US$186.0bUS$235.2bUS$12.4b16.2x15x0.8x
Tue, 16 Sep 2025US$183.4bUS$234.5bUS$12.4b18x14.8x0.8x
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
Price to Earnings Ratio

15.2x


Total Market Cap: US$286.6bTotal Earnings: US$18.8bTotal Revenue: US$266.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.5x202420252026
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 17.5x.
  • 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 12% per year over the last three years,
  • Revenues have also declined 4.2% 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-0.32%
Industrials-0.72%
Logistics0.24%
Air Freight and Logistics0.24%
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
FDX FedExUS$359.310.5%
+US$427.1m		46.6%PE19.1x
ZTO ZTO Express (Cayman)US$24.802.0%
+US$366.6m		27.3%PE14.3x
GXO GXO LogisticsUS$53.482.5%
+US$151.4m		33.3%PE191.7x
EXPD Expeditors International of WashingtonUS$144.310.8%
+US$150.3m		18.4%PE23.7x
FWRD Forward AirUS$17.233.7%
+US$19.6m		-16.9%PS0.2x

Latest News

ATXG
US$5.22
Addentax Group
7D
-5.9%
1Y
-54.8%
HKPD
US$0.57
Cellyan Biotechnology
7D
-14.0%
1Y
-52.5%
GXO
US$53.48
GXO Logistics
7D
2.5%
1Y
33.3%
HUBG
US$36.61
Hub Group
7D
0.7%
1Y
-3.7%

HUBG: Rail Merger And Free Cash Flow Will Support Forward Upside

Hub Group's updated analyst price target edges lower by about $1 to roughly $44, as analysts weigh mixed recent research that includes earlier target hikes tied to rail partnership benefits and trucking supply tightness, alongside more cautious downgrades and trims reflecting softer seasonality and industry uncertainty. Analyst Commentary Recent research on Hub Group offers a split picture, with some analysts highlighting upside tied to rail partnerships and supply driven improvements in trucking, while others focus on softer seasonality and ongoing uncertainty around freight demand and pricing.
ZTO
US$24.80
ZTO Express (Cayman)
7D
2.0%
1Y
27.3%

ZTO: Future Share Repurchases And Unit Economics Will Support Upside Potential

Analysts have lifted the fair value estimate for ZTO Express (Cayman) by about $2 to roughly $31, as they factor in updated growth and margin assumptions alongside recent Street research that includes a higher $26 price target at BofA, an upgrade at Macquarie on better unit economics, and a downgrade at Daiwa reflecting more cautious views. Analyst Commentary Recent Street views on ZTO Express (Cayman) are mixed, but there is a clear pocket of optimism from bullish analysts who are leaning into share buybacks, earnings revisions, and improved unit economics as reasons to take a more constructive stance on the stock.
CHRW
US$168.50
C.H. Robinson Worldwide
7D
-0.7%
1Y
63.9%
EXPD
US$144.31
Expeditors International of Washington
7D
0.8%
1Y
18.4%
FDX
US$359.31
FedEx
7D
0.5%
1Y
46.6%
UPS
US$97.91
United Parcel Service
7D
-0.5%
1Y
-11.2%

UPS: Union Pushback And Job Cuts Will Pressure Earnings Trajectory

Analysts have trimmed the UPS fair value estimate by about $0.50, while modestly adjusting assumptions for revenue growth, profit margins and future P/E. This reflects mixed Street signals that include a recent $6 cut to a $112 price target at BofA, alongside a series of upward revisions from other firms citing the resilience of physical transport networks.
FLX
US$2.62
BingEx
7D
-3.0%
1Y
16.7%
JYD
US$2.94
Jayud Global Logistics
7D
-1.0%
1Y
-83.0%
CJMB
US$1.24
Callan JMB
7D
-31.9%
1Y
-70.8%
FWRD
US$17.23
Forward Air
7D
3.7%
1Y
-16.9%
PSIG
US$6.21
PS International Group
7D
16.9%
1Y
61.7%

PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up

Feb 12
PS International Group Ltd.'s (NASDAQ:PSIG) Shares Climb 26% But Its Business Is Yet to Catch Up
FRGT
US$0.82
Freight Technologies
7D
-22.5%
1Y
-96.1%

Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding

Jan 29
Some Freight Technologies, Inc. (NASDAQ:FRGT) Shareholders Look For Exit As Shares Take 29% Pounding
AIRT
US$21.80
Air T
7D
-0.8%
1Y
30.4%