Momentum is building across the transportation and logistics sector as improving market conditions, stronger pricing trends, and renewed buyer interest support a more active M&A environment.

Key highlights include:

  • Improving capital markets and increased board confidence are contributing to a rebound in M&A activity across the sector.
  • Strategic and financial buyers remain focused on specialized logistics capabilities, technology-enabled platforms, and transportation infrastructure assets.
  • Freight market fundamentals are improving as capacity reductions support pricing across trucking and intermodal networks.
  • Spot rate momentum continues to flow through the market, with expectations for strengthening contract pricing in upcoming bid cycles.
  • Trade policy developments and global supply chain disruptions remain important risk factors, but operators are increasingly adaptable to shifting conditions.

Download the full report for additional insights into the trends shaping the transportation and logistics market.