Factory conveyor belt running through workspace with machinery and workers handling packages in a large warehouse.

Fall 2025 | M&A Report In The Transport, Logistics and Supply Chain Industry Sector

By Peter Heydenrych

October 21, 2025

The report below gives a good overview of the Fall 2025 M&A activity in the Transport, Logistics and Supply Chain Industry Sector. The market size of freight transport management is forecast to be USD 32.6 billion in 2025, and USD 79.4 billion in 2035, which is equivalent to a CAGR of 9.3%. Transitional trends in the global freight and logistics were also reported in the third quarter of 2025, with core segments continuing to perform well and struggling with reduced inventory turnover and demand cycle imbalances. Containerized trade was steadily increasing at a steady rate, and the softer freight index indicated tentative ordering and surplus stocks on upstream production and wholesale markets. It was during the time that the retail restocking activity facilitated the downstream demand, causing minor increases in transportation prices, yet the rates of growth were the lowest since the start of 2024. The spot rate of ocean and truckload transport fluctuated. The demand for air cargo was steady, but this met with a capacity shortage. The industry had common use of digital visibility platforms and supply chain automation, predictive analytics, and AI-based route optimization, enabling shippers to deal with the slowness of volumes and handle costs in a positive manner. The trade flows were changed as a result of the policy reforms and geopolitical shift, and the e-commerce and the last-mile logistics required re-organizing in the region, in particular, in North America and the Asia-Pacific. The increase in warehousing costs and the fact that there is no sufficient supply of labor are persistent problems, but are offset by the consumer demand and efficiency gains that are driven by technology. It was the quarter of the trend into more intelligent and integrated management platforms, enhancing transparency, flexibility, and adaptability in the global supply chains.

Posted by Peter Heydenrych.

Read the Entire Fall 2025 Transport, Logistics and Supply Chain Report Here