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U.S. Logistics Industry Analysis

UpdatedOct 30, 2023
DataAggregated Company Financials
Companies32
  • 7D-7.8%
  • 3M-22.4%
  • 1Y-2.6%
  • YTD-10.0%

Over the last 7 days, the Logistics industry has dropped 7.8%, driven by United Parcel Service declining 9.0%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 8.7% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Oct 2023US$233.0bUS$245.4bUS$16.3b13.5x14.3x0.9x
Thu, 28 Sep 2023US$259.8bUS$248.9bUS$17.8b13x14.6x1x
Sat, 26 Aug 2023US$273.9bUS$250.6bUS$17.5b15.2x15.6x1.1x
Mon, 24 Jul 2023US$296.5bUS$258.4bUS$18.8b14.9x15.8x1.1x
Wed, 21 Jun 2023US$277.6bUS$260.8bUS$17.8b14.3x15.6x1.1x
Fri, 19 May 2023US$274.7bUS$260.8bUS$17.7b14.5x15.5x1.1x
Sun, 16 Apr 2023US$291.9bUS$266.9bUS$18.8b14.7x15.5x1.1x
Tue, 14 Mar 2023US$271.6bUS$268.0bUS$19.1b13.6x14.2x1x
Thu, 09 Feb 2023US$284.9bUS$269.6bUS$19.4b14x14.7x1.1x
Sat, 07 Jan 2023US$268.4bUS$272.1bUS$19.1b14x14x1x
Mon, 05 Dec 2022US$277.7bUS$272.6bUS$19.4b13.2x14.3x1x
Wed, 02 Nov 2022US$244.1bUS$271.9bUS$19.5b11.1x12.5x0.9x
Fri, 30 Sep 2022US$243.9bUS$270.7bUS$19.2b10.3x12.7x0.9x
Sun, 28 Aug 2022US$298.5bUS$268.7bUS$19.4b12.1x15.4x1.1x
Tue, 26 Jul 2022US$289.3bUS$264.0bUS$18.9b10.8x15.3x1.1x
Thu, 23 Jun 2022US$276.0bUS$262.3bUS$20.2b11.2x13.7x1.1x
Sat, 21 May 2022US$268.5bUS$262.2bUS$20.2b11.1x13.3x1x
Mon, 18 Apr 2022US$284.0bUS$257.0bUS$22.0b11.4x12.9x1.1x
Wed, 16 Mar 2022US$307.7bUS$258.2bUS$21.8b14.2x14.1x1.2x
Fri, 11 Feb 2022US$332.2bUS$250.7bUS$15.2b15.9x21.8x1.3x
Sun, 09 Jan 2022US$339.9bUS$248.1bUS$15.1b18.4x22.6x1.4x
Tue, 07 Dec 2021US$320.8bUS$245.1bUS$15.2b17x21.1x1.3x
Thu, 04 Nov 2021US$330.8bUS$249.4bUS$14.8b17.5x22.4x1.3x
Sat, 02 Oct 2021US$293.7bUS$242.4bUS$14.0b18.7x20.9x1.2x
Mon, 30 Aug 2021US$315.9bUS$234.9bUS$14.5b18.4x21.8x1.3x
Tue, 06 Jul 2021US$328.9bUS$227.8bUS$14.4b18.1x22.8x1.4x
Fri, 09 Apr 2021US$288.3bUS$220.1bUS$10.6b27.8x27.1x1.3x
Thu, 31 Dec 2020US$131.9bUS$122.7bUS$4.6b28.1x28.7x1.1x
Price to Earnings Ratio

33.3x


Total Market Cap: US$264.2bTotal Earnings: US$7.9bTotal Revenue: US$197.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Logistics Industry Price to Earnings3Y Average 18.9x202120222023
Current Industry PE
  • Investors are pessimistic on the American Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 14.3x which is lower than its 3-year average PE of 19.3x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 7.6% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-2.42%
Industrials-2.64%
Logistics-7.82%
Air Freight and Logistics-7.82%
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
ZTO ZTO Express (Cayman)US$23.741.6%
+US$298.6m
40.6%PE16.9x
AAWW Atlas Air Worldwide HoldingsUS$102.483.0%
+US$84.8m
19.2%PE8.2x
SFWL Shengfeng DevelopmentUS$12.337.2%
+US$68.4m
n/aPE86.3x
JYD Jayud Global LogisticsUS$2.3322.9%
+US$9.3m
n/aPS1x
BEST BESTUS$2.4214.2%
+US$6.0m
2.8%PS0.04x
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Latest News

HUBG

US$70.04

Hub Group

7D

-7.8%

1Y

-9.7%

UPS

US$138.78

United Parcel Service

7D

-6.3%

1Y

-17.3%

GXO

US$50.48

GXO Logistics

7D

-2.0%

1Y

38.2%

JYD

US$2.33

Jayud Global Logistics

7D

22.9%

1Y

n/a

FWRD

US$70.98

Forward Air

7D

-4.3%

1Y

-33.0%

ATSG

US$19.26

Air Transport Services Group

7D

-1.7%

1Y

-34.0%

SFWL

US$12.33

Shengfeng Development

7D

7.2%

1Y

n/a

RLGT

US$5.71

Radiant Logistics

7D

0.2%

1Y

-5.9%

CHRW

US$80.62

C.H. Robinson Worldwide

7D

-4.2%

1Y

-17.5%

AAWW

US$102.48

Atlas Air Worldwide Holdings

7D

3.0%

1Y

19.2%

BEST

US$2.42

BEST

7D

14.2%

1Y

2.8%

AIRT

US$23.28

Air T

7D

0.1%

1Y

7.2%