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U.S. Logistics Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies30
  • 7D0.9%
  • 3M11.8%
  • 1Y-14.9%
  • YTD-7.7%

Over the last 7 days, the Logistics industry has remained flat, although notably FedEx gained 5.4%. Unfortunately though, the industry is down 15% over the past 12 months. As for the next few years, earnings are expected to grow by 9.5% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$207.1bUS$234.0bUS$12.3b15.3x16.8x0.9x
Thu, 16 Oct 2025US$182.6bUS$235.2bUS$12.4b16.2x14.7x0.8x
Sat, 13 Sep 2025US$183.7bUS$234.5bUS$12.4b17.3x14.9x0.8x
Mon, 11 Aug 2025US$183.3bUS$234.3bUS$11.8b15.8x15.5x0.8x
Wed, 09 Jul 2025US$193.3bUS$234.7bUS$11.9b16.6x16.2x0.8x
Fri, 06 Jun 2025US$184.5bUS$234.9bUS$11.8b15.9x15.7x0.8x
Sun, 04 May 2025US$183.6bUS$234.1bUS$11.7b16.5x15.7x0.8x
Tue, 01 Apr 2025US$205.5bUS$236.5bUS$11.6b20.4x17.7x0.9x
Thu, 27 Feb 2025US$217.5bUS$235.4bUS$11.6b21.6x18.8x0.9x
Sat, 25 Jan 2025US$234.4bUS$233.6bUS$11.2b25.6x20.9x1x
Mon, 23 Dec 2024US$229.0bUS$233.5bUS$11.2b24.4x20.4x1x
Wed, 20 Nov 2024US$248.0bUS$233.5bUS$11.4b22.5x21.8x1.1x
Fri, 18 Oct 2024US$247.8bUS$230.4bUS$11.0b24.6x22.4x1.1x
Sun, 15 Sep 2024US$237.1bUS$229.8bUS$11.3b24.1x20.9x1x
Tue, 13 Aug 2024US$230.5bUS$229.6bUS$11.3b22.7x20.4x1x
Thu, 11 Jul 2024US$240.6bUS$228.7bUS$12.7b19.6x19x1.1x
Sat, 08 Jun 2024US$237.4bUS$228.6bUS$12.7b20x18.6x1x
Mon, 06 May 2024US$243.3bUS$228.6bUS$13.0b20x18.8x1.1x
Wed, 03 Apr 2024US$248.9bUS$230.2bUS$13.8b17.2x18x1.1x
Fri, 01 Mar 2024US$239.9bUS$231.7bUS$13.6b18.8x17.7x1x
Sun, 28 Jan 2024US$257.0bUS$241.0bUS$16.1b14.7x16x1.1x
Tue, 26 Dec 2023US$258.7bUS$241.1bUS$16.1b15.8x16.1x1.1x
Thu, 23 Nov 2023US$253.1bUS$241.6bUS$15.9b15.4x15.9x1x
Sat, 21 Oct 2023US$252.9bUS$248.9bUS$17.8b13.2x14.2x1x
Mon, 18 Sep 2023US$267.2bUS$250.5bUS$17.6b13.7x15.2x1.1x
Wed, 16 Aug 2023US$280.9bUS$250.6bUS$17.5b15.5x16.1x1.1x
Fri, 14 Jul 2023US$294.6bUS$258.4bUS$18.8b14.8x15.7x1.1x
Sun, 11 Jun 2023US$270.5bUS$260.9bUS$17.8b14.2x15.2x1x
Tue, 09 May 2023US$276.5bUS$260.9bUS$17.7b14.8x15.6x1.1x
Thu, 06 Apr 2023US$286.7bUS$266.9bUS$18.8b14.1x15.2x1.1x
Sat, 04 Mar 2023US$278.1bUS$268.0bUS$19.0b13.8x14.6x1x
Mon, 30 Jan 2023US$275.0bUS$271.8bUS$19.1b14.1x14.4x1x
Wed, 28 Dec 2022US$263.2bUS$272.0bUS$19.1b13.6x13.8x1x
Fri, 25 Nov 2022US$268.6bUS$272.4bUS$19.4b12.8x13.9x1x
Price to Earnings Ratio

13.9x


Total Market Cap: US$268.6bTotal Earnings: US$19.4bTotal Revenue: US$272.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 17x202320242025
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 17.0x.
  • 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 4.9% 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-0.39%
Industrials-1.57%
Logistics0.85%
Air Freight and Logistics0.85%
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$264.734.3%
+US$2.6b		-10.3%PE15.2x
UPS United Parcel ServiceUS$94.191.2%
+US$958.7m		-30.3%PE14.5x
EXPD Expeditors International of WashingtonUS$142.231.3%
+US$239.9m		18.2%PE22.5x
CHRW C.H. Robinson WorldwideUS$152.640.6%
+US$108.7m		38.8%PE30.1x
PSIG PS International GroupUS$3.91-2.1%
US$20.6m		-8.5%PS0.4x

Latest News

CRGO
US$3.28
Freightos
7D
-17.8%
1Y
61.6%
CHRW
US$152.64
C.H. Robinson Worldwide
7D
0.6%
1Y
38.8%

CHRW: Operating Margin Expansion And Cost Discipline Will Drive Resilience Amid Freight Headwinds

The analyst consensus price target for C.H. Robinson Worldwide increased from $150.31 to $152.20. Analysts cited operating margin expansion, profit growth, and a more defensive business model as factors supporting improved expectations, despite near-term challenges in freight markets.
GXO
US$48.08
GXO Logistics
7D
-5.7%
1Y
-18.2%

GXO: New Contract Wins And Automation Will Drive Momentum Ahead

GXO Logistics' analyst price target has increased from $62.12 to $63.94. Analysts point to improving growth prospects, new contract wins, and ongoing operational efficiencies as factors driving a more optimistic outlook for the company.
PSIG
US$3.91
PS International Group
7D
-2.1%
1Y
-8.5%
ZTO
US$18.86
ZTO Express (Cayman)
7D
-0.3%
1Y
-9.3%

ZTO: Profit Margins Will Remain Resilient Despite Volume Slowdown

The analyst average price target for ZTO Express (Cayman) was lowered slightly, down from $23.27 to $23.24, as analysts cite a slowdown in express delivery volume growth and limited near-term consolidation opportunities. Analyst Commentary Analysts provided further insight into ZTO Express (Cayman)'s recent price target revisions, noting a mix of positive execution signals and sector-specific headwinds influencing sentiment.
RLGT
US$5.96
Radiant Logistics
7D
-4.0%
1Y
-16.2%
FWRD
US$21.01
Forward Air
7D
-2.6%
1Y
-36.4%
FLX
US$3.13
BingEx
7D
-9.3%
1Y
-64.6%
UPS
US$94.19
United Parcel Service
7D
1.2%
1Y
-30.3%
EXPD
US$142.23
Expeditors International of Washington
7D
1.3%
1Y
18.2%

Results: Expeditors International of Washington, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Nov 08
Results: Expeditors International of Washington, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
FDX
US$264.73
FedEx
7D
4.3%
1Y
-10.3%

FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty

FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.
FRGT
US$0.66
Freight Technologies
7D
-22.1%
1Y
-88.1%
HUBG
US$35.70
Hub Group
7D
0.8%
1Y
-28.6%

Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report

Nov 02
Analyst Estimates: Here's What Brokers Think Of Hub Group, Inc. (NASDAQ:HUBG) After Its Third-Quarter Report
ARAI
US$3.41
Arrive AI
7D
-23.5%
1Y
n/a
SFWL
US$0.96
Shengfeng Development
7D
-4.4%
1Y
-22.2%