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U.S. Logistics Industry Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies30
  • 7D-2.7%
  • 3M-7.0%
  • 1Y23.1%
  • YTD4.1%

Over the last 7 days, the Logistics industry has dropped 2.7%, driven by declines in FedEx and United Parcel Service of 2.9% and 2.4%, respectively. In the past year, the industry has gained 23%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Aug 2026US$230.3bUS$242.0bUS$12.3b18.2x18.7x1x
Tue, 21 Jul 2026US$251.7bUS$238.1bUS$12.8b17.7x19.7x1.1x
Thu, 18 Jun 2026US$243.5bUS$235.0bUS$12.7b17.2x19.1x1x
Sat, 16 May 2026US$240.5bUS$234.6bUS$12.7b16x18.9x1x
Mon, 13 Apr 2026US$242.6bUS$234.6bUS$12.9b15.5x18.8x1x
Wed, 11 Mar 2026US$237.9bUS$232.4bUS$12.7b17.4x18.8x1x
Fri, 06 Feb 2026US$259.2bUS$234.7bUS$12.6b18.8x20.5x1.1x
Sun, 04 Jan 2026US$221.9bUS$235.7bUS$12.6b15.9x17.7x0.9x
Tue, 02 Dec 2025US$211.0bUS$234.1bUS$12.3b15.7x17.1x0.9x
Thu, 30 Oct 2025US$197.2bUS$234.4bUS$12.2b15x16.2x0.8x
Sat, 27 Sep 2025US$183.6bUS$235.2bUS$12.4b16.2x14.8x0.8x
Mon, 25 Aug 2025US$188.1bUS$234.5bUS$12.4b17.1x15.2x0.8x
Wed, 23 Jul 2025US$189.7bUS$234.7bUS$11.9b16.1x15.9x0.8x
Fri, 20 Jun 2025US$187.4bUS$234.9bUS$11.8b15.8x15.9x0.8x
Sun, 18 May 2025US$192.3bUS$234.7bUS$11.7b16.6x16.5x0.8x
Tue, 15 Apr 2025US$179.9bUS$234.5bUS$11.6b19.1x15.6x0.8x
Thu, 13 Mar 2025US$211.4bUS$235.7bUS$11.5b20.5x18.3x0.9x
Sat, 08 Feb 2025US$213.0bUS$233.9bUS$11.5b22.8x18.6x0.9x
Mon, 06 Jan 2025US$227.3bUS$233.5bUS$11.2b25.4x20.3x1x
Wed, 04 Dec 2024US$246.0bUS$233.7bUS$11.4b23.1x21.6x1.1x
Fri, 01 Nov 2024US$242.9bUS$231.9bUS$11.5b24.7x21.2x1x
Sun, 29 Sep 2024US$242.7bUS$229.8bUS$11.1b24.4x21.9x1.1x
Tue, 27 Aug 2024US$239.6bUS$229.8bUS$11.3b23.7x21.2x1x
Thu, 25 Jul 2024US$238.0bUS$228.6bUS$12.0b20.8x19.8x1x
Sat, 22 Jun 2024US$235.0bUS$228.6bUS$12.7b20x18.5x1x
Mon, 20 May 2024US$248.4bUS$228.6bUS$12.7b21.3x19.6x1.1x
Wed, 17 Apr 2024US$240.3bUS$230.2bUS$13.8b16x17.4x1x
Fri, 15 Mar 2024US$250.6bUS$231.7bUS$13.6b19.6x18.5x1.1x
Sun, 11 Feb 2024US$239.0bUS$233.1bUS$13.7b17x17.4x1x
Tue, 09 Jan 2024US$258.3bUS$241.0bUS$16.1b15.9x16.1x1.1x
Thu, 07 Dec 2023US$261.0bUS$241.7bUS$15.9b15.8x16.4x1.1x
Sat, 04 Nov 2023US$246.3bUS$243.6bUS$16.1b14.9x15.3x1x
Mon, 02 Oct 2023US$263.5bUS$248.9bUS$17.8b13.3x14.8x1.1x
Wed, 30 Aug 2023US$278.1bUS$250.6bUS$17.5b15.5x15.9x1.1x
Price to Earnings Ratio

15.9x


Total Market Cap: US$278.1bTotal Earnings: US$17.5bTotal Revenue: US$250.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 18x202420252026
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 18.0x.
  • 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 11% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-1.53%
Industrials-3.83%
Logistics-2.74%
Air Freight and Logistics-2.74%
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$187.810.9%
+US$219.7m		56.5%PE26.6x
HUBG Hub GroupUS$40.731.1%
+US$26.3m		8.7%PE23.7x
PSIG PS International GroupUS$2.79149.1%
+US$25.7m		-12.8%PS0.8x
SFWL Shengfeng DevelopmentUS$0.852.2%
+US$1.5m		-17.5%PE5.9x
VRME VerifyMeUS$0.7411.9%
+US$1.0m		-23.5%PS0.9x

Latest News

FDX
US$325.08
FedEx
7D
-2.9%
1Y
37.3%
ZTO
US$21.37
ZTO Express (Cayman)
7D
-6.7%
1Y
11.9%
Narrative Update • Aug 21

ZTO: Buybacks And Alibaba Overhang Will Balance Pricing And Earnings Execution

Analysts trimmed their fair value estimate for ZTO Express (Cayman) to about $23.48 from $24.24 as they balanced a lower revenue growth outlook and a reduced future P/E multiple with expectations for firmer profit margins, improving industry pricing, and ongoing shareholder returns. Analyst Commentary Recent Street research on ZTO Express (Cayman) points to a mixed backdrop, with some firms expressing confidence in industry pricing and shareholder returns, while bearish analysts highlight fresh overhangs and valuation questions.
CJMB
US$2.49
Callan JMB
7D
5.1%
1Y
-47.7%
GXO
US$45.72
GXO Logistics
7D
-5.9%
1Y
-16.2%
FWRD
US$18.11
Forward Air
7D
-4.5%
1Y
-41.3%
Narrative Update • Aug 20

FWRD: Contract Extension And Amazon Optionality Will Support Future Share Recovery

Analysts have raised their price targets on Forward Air, increasing the average fair value estimate from about $18.33 to $28.00. They cite improved visibility on a key customer contract and the adoption of a longer term 2027 valuation framework in what they view as a supply-led freight market.
UPS
US$102.01
United Parcel Service
7D
-2.4%
1Y
14.9%
CRGO
US$1.36
Freightos
7D
0.7%
1Y
-60.5%
VRME
US$0.74
VerifyMe
7D
11.9%
1Y
-23.5%
EXPD
US$187.81
Expeditors International of Washington
7D
0.9%
1Y
56.5%
HUBG
US$40.73
Hub Group
7D
1.1%
1Y
8.7%
CHRW
US$141.63
C.H. Robinson Worldwide
7D
-4.7%
1Y
13.1%
Narrative Update • Aug 11

CHRW: Post Montgomery Liability And Nuclear Verdict Will Likely Cap Freight Upswing

For C.H. Robinson Worldwide, the updated analyst price target framework now points to a fair value of about $131.81, down from $137.10, as analysts balance stronger operating leverage and higher long term freight expectations with a slightly higher discount rate and modestly lower assumed profit margins. Analyst Commentary Recent research on C.H. Robinson Worldwide shows a wide range of views, with price targets stretching from the low US$90s up to the mid US$230s.
RLGT
US$8.43
Radiant Logistics
7D
-3.2%
1Y
31.3%
SFWL
US$0.85
Shengfeng Development
7D
2.2%
1Y
-17.5%
Analysis Article • Jul 31

Does Shengfeng Development (NASDAQ:SFWL) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
NCEW
US$16.64
New Century Logistics (BVI)
7D
-3.9%
1Y
235.1%
GVH
US$1.06
Globavend Holdings
7D
6.0%
1Y
-77.0%
PSIG
US$2.79
PS International Group
7D
149.1%
1Y
-12.8%