A Study on Revenue Structures and Growth Patterns of Major Logistics Companies in Korea

The strategic significance of the logistics industry has grown substantially due to globalization and the rapid expansion of e-commerce, placing increasing pressure on Korean logistics firms to diversify their revenue structures and restructure their growth models. This study constructs business-segment revenue data for 16 major Korean logistics companies over the two decades since the implementation of the integrated logistics enterprise certification system, and examines time-series changes in revenue shares across three business domains: freight transportation, logistics facility operations, and logistics services. Furthermore, the study develops a growth-type classification framework by combining the Portfolio Concentration Index (PCI) with changes in segmental revenue shares. By cross-analyzing these growth types with firm size, the study confirms that strategic options vary according to scale even within the same growth type. In addition, a comparative analysis of strategic domains between Korean firms and global leading logistics companies reveals that while Korean firms demonstrate comparable levels of commitment to global expansion and ESG management, significant gaps persist in core competency areas such as M&A-driven growth, digitalization, and cross-border logistics. Based on these findings, this study presents strategic implications for enhancing the global competitiveness of Korean logistics companies.