This market update provides a focused view of the supply chain and logistics sector, highlighting key developments across freight markets, macro conditions, and M&A activity.
Highlights:
- Macro shocks: Trade tensions, labor risks, and disrupted shipping routes are impacting global flows and driving inflation concerns.
- Freight trends: Truckload rates are flat year over year. Capacity remains high but is adjusting. Intermodal may benefit from any sustained rate increases.
- Economic signals: Consumer sentiment is improving. Manufacturing investment is rising but cautious. Housing remains soft and tariffs continue to influence demand.
- Global trade: Tariff announcements have weakened China to US volumes. Container traffic remains volatile across ports and rail.
- M&A outlook: Deal activity is steady. Buyers and sellers are preparing for market reentry as valuation gaps narrow and capital remains available.
- Rate environment: Spot and contract rates are soft across modes. Warehousing costs are elevated due to tight capacity and slow inventory movement.
- Valuation trends: Public company multiples show resilience in select sectors. AI and Mobility as a Service are reshaping logistics operations.
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