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U.S. Logistics Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies27
  • 7D-4.1%
  • 3M-6.1%
  • 1Y36.4%
  • YTD10.0%

Over the last 7 days, the Logistics industry has dropped 4.1%, driven by pullbacks in United Parcel Service and FedEx of 8.0% and 6.8%, respectively. This takes the industry's 12 month performance to a gain of 36%. 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
Fri, 08 May 2026US$238.5bUS$234.6bUS$12.7b16.2x18.8x1x
Sun, 05 Apr 2026US$237.2bUS$234.5bUS$12.9b17.1x18.4x1x
Tue, 03 Mar 2026US$260.1bUS$232.4bUS$12.7b19.3x20.5x1.1x
Thu, 29 Jan 2026US$235.4bUS$235.0bUS$12.6b17.1x18.6x1x
Sat, 27 Dec 2025US$222.3bUS$235.7bUS$12.6b16.1x17.7x0.9x
Mon, 24 Nov 2025US$205.5bUS$234.1bUS$12.3b15.4x16.7x0.9x
Wed, 22 Oct 2025US$187.1bUS$235.2bUS$12.4b16.5x15.1x0.8x
Fri, 19 Sep 2025US$182.8bUS$234.6bUS$12.4b15.6x14.8x0.8x
Sun, 17 Aug 2025US$185.3bUS$234.3bUS$12.4b17.1x14.9x0.8x
Tue, 15 Jul 2025US$195.0bUS$234.7bUS$11.9b16.2x16.3x0.8x
Thu, 12 Jun 2025US$192.4bUS$234.9bUS$11.8b16.2x16.4x0.8x
Sat, 10 May 2025US$183.4bUS$235.1bUS$11.7b15.8x15.7x0.8x
Mon, 07 Apr 2025US$182.3bUS$236.5bUS$11.6b18.8x15.7x0.8x
Wed, 05 Mar 2025US$218.7bUS$235.6bUS$11.6b21.7x18.9x0.9x
Fri, 31 Jan 2025US$236.0bUS$233.9bUS$11.5b23.6x20.6x1x
Sun, 29 Dec 2024US$230.6bUS$233.5bUS$11.2b25x20.6x1x
Tue, 26 Nov 2024US$247.9bUS$233.7bUS$11.4b23.4x21.8x1.1x
Thu, 24 Oct 2024US$242.2bUS$230.4bUS$11.0b24x21.9x1.1x
Sat, 21 Sep 2024US$246.7bUS$229.8bUS$11.1b24.6x22.3x1.1x
Mon, 19 Aug 2024US$236.2bUS$229.6bUS$11.3b23.3x20.9x1x
Wed, 17 Jul 2024US$252.4bUS$228.7bUS$12.7b21.7x19.9x1.1x
Fri, 14 Jun 2024US$232.7bUS$228.6bUS$12.7b19.7x18.3x1x
Sun, 12 May 2024US$245.8bUS$228.4bUS$12.7b21.4x19.3x1.1x
Tue, 09 Apr 2024US$249.5bUS$230.2bUS$13.8b19.1x18.1x1.1x
Thu, 07 Mar 2024US$242.2bUS$231.7bUS$13.6b19.4x17.8x1x
Sat, 03 Feb 2024US$236.4bUS$237.7bUS$14.1b14.1x16.8x1x
Mon, 01 Jan 2024US$259.7bUS$241.1bUS$16.1b15.7x16.2x1.1x
Wed, 29 Nov 2023US$252.3bUS$241.7bUS$15.9b15.2x15.8x1x
Fri, 27 Oct 2023US$236.2bUS$245.7bUS$16.3b13.7x14.4x1x
Sun, 24 Sep 2023US$260.8bUS$248.9bUS$17.8b13.1x14.6x1x
Tue, 22 Aug 2023US$277.0bUS$250.6bUS$17.5b15.2x15.8x1.1x
Thu, 20 Jul 2023US$296.1bUS$258.3bUS$18.8b14.8x15.8x1.1x
Sat, 17 Jun 2023US$281.4bUS$260.9bUS$17.8b14.6x15.8x1.1x
Mon, 15 May 2023US$269.2bUS$260.9bUS$17.7b14.2x15.2x1x
Price to Earnings Ratio

15.2x


Total Market Cap: US$269.2bTotal Earnings: US$17.7bTotal Revenue: US$260.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17.6x202420252026
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 17.6x.
  • 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 10% per year over the last three years,
  • Revenues have also declined 3.5% 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 Market3.19%
Industrials4.27%
Logistics-4.10%
Air Freight and Logistics-4.10%
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
EXPD Expeditors International of WashingtonUS$151.862.7%
+US$194.9m		37.8%PE23.8x
PSIG PS International GroupUS$7.1615.1%
+US$8.1m		129.4%PS1.2x
CRGO FreightosUS$2.052.5%
+US$2.6m		-6.8%PS3.6x
AIRT Air TUS$21.180.8%
+US$459.4k		17.0%PS0.2x
HKPD Cellyan BiotechnologyUS$0.642.4%
+US$352.5k		-28.1%PS0.9x

Latest News

UPS
US$100.10
United Parcel Service
7D
-8.0%
1Y
3.2%
EXPD
US$151.86
Expeditors International of Washington
7D
2.7%
1Y
37.8%
Analysis Article • May 07

Expeditors International of Washington, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Expeditors International of Washington, Inc. ( NYSE:EXPD ) investors will be delighted, with the company turning in...
GXO
US$51.88
GXO Logistics
7D
-9.2%
1Y
30.6%
CHRW
US$171.37
C.H. Robinson Worldwide
7D
-5.7%
1Y
91.3%
PSIG
US$7.16
PS International Group
7D
15.1%
1Y
129.4%
FDX
US$375.93
FedEx
7D
-6.8%
1Y
71.5%
FWRD
US$17.33
Forward Air
7D
-17.7%
1Y
0.3%
HUBG
US$43.01
Hub Group
7D
-1.9%
1Y
29.8%
Narrative Update • Apr 26

HUBG: Rail Merger And Free Cash Flow Will Offset Execution Concerns

The updated analyst price target for Hub Group edges lower by about $0.13 to roughly $42.73, as analysts weigh recent target cuts and downgrades alongside a few modest target increases and slightly revised assumptions on growth, margins, and future P/E. Analyst Commentary Recent research on Hub Group reflects a mixed view, with some analysts trimming targets and ratings while others make modest upward revisions to their estimates.
ZTO
US$25.32
ZTO Express (Cayman)
7D
-1.1%
1Y
33.5%
JYD
US$4.85
Jayud Global Logistics
7D
-11.7%
1Y
-54.1%
HKPD
US$0.64
Cellyan Biotechnology
7D
2.4%
1Y
-28.1%
CRGO
US$2.05
Freightos
7D
2.5%
1Y
-6.8%
CJMB
US$1.14
Callan JMB
7D
2.7%
1Y
-78.2%
AIRT
US$21.18
Air T
7D
0.8%
1Y
17.0%