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U.S. Logistics Industry Analysis

UpdatedSep 25, 2024
DataAggregated Company Financials
Companies24
  • 7D-2.5%
  • 3M-3.9%
  • 1Y-6.8%
  • YTD-7.7%

Over the last 7 days, the Logistics industry has dropped 2.5%, driven by FedEx declining 10%. In contrast, C.H. Robinson Worldwide has gained 8.6%. The industry has fallen 6.8% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Sep 2024US$237.6bUS$229.8bUS$11.1b24.3x21.5x1x
Sat, 24 Aug 2024US$237.9bUS$229.8bUS$11.3b23.6x21x1x
Mon, 22 Jul 2024US$253.9bUS$228.9bUS$12.7b21x20x1.1x
Wed, 19 Jun 2024US$233.8bUS$228.6bUS$12.7b19.8x18.4x1x
Fri, 17 May 2024US$245.0bUS$228.5bUS$12.7b21.5x19.3x1.1x
Sun, 14 Apr 2024US$246.7bUS$230.2bUS$13.8b17.8x17.9x1.1x
Tue, 12 Mar 2024US$248.5bUS$231.7bUS$13.6b19.7x18.3x1.1x
Thu, 08 Feb 2024US$238.4bUS$233.2bUS$13.7b15.4x17.4x1x
Sat, 06 Jan 2024US$256.6bUS$241.0bUS$16.1b15.3x16x1.1x
Mon, 04 Dec 2023US$260.4bUS$241.7bUS$15.9b15.8x16.3x1.1x
Wed, 01 Nov 2023US$241.5bUS$245.3bUS$16.2b14.5x14.9x1x
Fri, 29 Sep 2023US$263.6bUS$248.9bUS$17.8b13.3x14.8x1.1x
Sun, 27 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Tue, 25 Jul 2023US$297.6bUS$258.4bUS$18.8b15x15.9x1.2x
Thu, 22 Jun 2023US$273.1bUS$258.4bUS$18.8b14.3x14.5x1.1x
Sat, 20 May 2023US$273.9bUS$260.9bUS$17.7b14.4x15.5x1x
Mon, 17 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Wed, 15 Mar 2023US$274.7bUS$268.0bUS$19.1b13.8x14.4x1x
Fri, 10 Feb 2023US$282.3bUS$269.7bUS$19.3b13.5x14.6x1x
Sun, 08 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Tue, 06 Dec 2022US$268.0bUS$272.6bUS$19.4b12.8x13.8x1x
Thu, 03 Nov 2022US$238.0bUS$271.9bUS$19.3b10x12.3x0.9x
Sat, 01 Oct 2022US$238.2bUS$270.7bUS$19.2b10.1x12.4x0.9x
Mon, 29 Aug 2022US$298.5bUS$268.7bUS$19.4b12.1x15.4x1.1x
Wed, 27 Jul 2022US$282.4bUS$264.0bUS$18.9b10.8x15x1.1x
Fri, 24 Jun 2022US$278.3bUS$262.3bUS$20.2b11.3x13.8x1.1x
Sun, 22 May 2022US$268.1bUS$262.2bUS$20.2b11.1x13.3x1x
Tue, 19 Apr 2022US$282.6bUS$257.0bUS$22.0b11.4x12.8x1.1x
Thu, 17 Mar 2022US$322.0bUS$258.3bUS$21.8b14.7x14.8x1.2x
Sat, 12 Feb 2022US$322.6bUS$250.8bUS$15.2b15.6x21.2x1.3x
Mon, 10 Jan 2022US$339.9bUS$248.1bUS$15.1b18.4x22.6x1.4x
Wed, 08 Dec 2021US$320.8bUS$245.1bUS$15.2b17x21.1x1.3x
Fri, 05 Nov 2021US$330.0bUS$249.5bUS$14.8b17.8x22.3x1.3x
Sun, 03 Oct 2021US$293.7bUS$242.4bUS$14.0b18.7x20.9x1.2x
Price to Earnings Ratio

20.9x


Total Market Cap: US$293.7bTotal Earnings: US$14.0bTotal Revenue: US$242.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 16.5x202220232024
Current Industry PE
  • Investors are optimistic on the American Logistics industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.1x which is higher than its 3-year average PE of 16.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 7.6% 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 Market1.90%
Industrials2.43%
Logistics-2.48%
Air Freight and Logistics-2.48%
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
UPS United Parcel ServiceUS$131.510.7%
+US$736.7m		-13.7%PE21.4x
CHRW C.H. Robinson WorldwideUS$108.025.9%
+US$701.4m		25.2%PE38.2x
EXPD Expeditors International of WashingtonUS$127.063.0%
+US$517.9m		11.8%PE26.6x
ZTO ZTO Express (Cayman)US$22.280.8%
+US$144.7m		-7.9%PE14.7x
AAWW Atlas Air Worldwide HoldingsUS$102.483.0%
+US$84.8m		19.2%PE8.2x
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Latest News

EXPD

US$127.06

Expeditors International of Washington

7D

3.0%

1Y

11.8%

Is Now The Time To Look At Buying Expeditors International of Washington, Inc. (NYSE:EXPD)?

Sep 25
Is Now The Time To Look At Buying Expeditors International of Washington, Inc. (NYSE:EXPD)?

UPS

US$131.51

United Parcel Service

7D

0.7%

1Y

-13.7%

These 4 Measures Indicate That United Parcel Service (NYSE:UPS) Is Using Debt Reasonably Well

Sep 25
These 4 Measures Indicate That United Parcel Service (NYSE:UPS) Is Using Debt Reasonably Well

FDX

US$263.77

FedEx

7D

-11.5%

1Y

0.4%

FedEx Earnings Summary: Disappointing Quarter, But Staying With The Stock

Sep 24

RLGT

US$6.46

Radiant Logistics

7D

-2.1%

1Y

12.3%

ATSG

US$15.14

Air Transport Services Group

7D

-1.8%

1Y

-27.4%

CHRW

US$108.02

C.H. Robinson Worldwide

7D

5.9%

1Y

25.2%

Is C.H. Robinson Worldwide (NASDAQ:CHRW) Using Too Much Debt?

Sep 12
Is C.H. Robinson Worldwide (NASDAQ:CHRW) Using Too Much Debt?

FRGT

US$2.10

Freight Technologies

7D

-32.2%

1Y

-97.7%

With A 27% Price Drop For Freight Technologies, Inc. (NASDAQ:FRGT) You'll Still Get What You Pay For

Sep 12
With A 27% Price Drop For Freight Technologies, Inc. (NASDAQ:FRGT) You'll Still Get What You Pay For

GXO

US$51.04

GXO Logistics

7D

-1.4%

1Y

-12.2%

GXO Logistics (NYSE:GXO) Takes On Some Risk With Its Use Of Debt

Sep 09
GXO Logistics (NYSE:GXO) Takes On Some Risk With Its Use Of Debt

HUBG

US$45.09

Hub Group

7D

-0.2%

1Y

14.7%

ZTO

US$22.28

ZTO Express (Cayman)

7D

0.8%

1Y

-7.9%

FWRD

US$35.93

Forward Air

7D

-1.4%

1Y

-45.5%

Forward Air Corporation (NASDAQ:FWRD) Stock Rockets 27% But Many Are Still Ignoring The Company

Aug 27
Forward Air Corporation (NASDAQ:FWRD) Stock Rockets 27% But Many Are Still Ignoring The Company

AIRT

US$17.25

Air T

7D

-13.3%

1Y

-24.7%

ATXG

US$0.58

Addentax Group

7D

11.7%

1Y

-54.1%

AAWW

US$102.48

Atlas Air Worldwide Holdings

7D

3.0%

1Y

19.2%