Aerial view of a logistics facility with trucks unloading goods at the loading docks.

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

By Peter Heydenrych

April 22, 2025

The report below gives a good overview of the Spring 2025 M&A activity in the Transport, Logistics and Supply Chain Industry Sector. The global transportation and logistics output is projected to grow by 4.1% in 2025, followed by a 3.7% increase in 2026. The growth is primarily driven by high business investments and manufacturing companies in the geographic regions of America, Asia-Pacific and Europe. In general, the higher household purchasing power and lower financing costs increase the demand for trade-intensive consumer goods. Also, the changes in the US tariff policy will impact the sector growth and performance of the global transport industry. According to Atradius Report 2025, the US transportation and logistics industry is expected to grow by 2.7% in 2025 and by 3.2% in 2026. The sector is expected to gain government support for businesses and investment in infrastructure in the upcoming years. The rapid expansion of e-commerce is increasing the demand for online deliveries and storage facilities, which further accelerates the demand for transport services. India is expanding its manufacturing capacity supporting the sector growth, and the increase in middle-class households leads to rising demand for consumer goods. The growing global trade is supporting both freight and passenger transport, improving the overall performance of the transport and logistics industry. The U.S. airlines are experiencing strong demand for travel with major players like United Airlines and Delta Air Lines, leading to an increase in revenue and profit. However, the industry faces supply chain challenges, landscape regulation and trade tensions reflecting the dynamic nature of the transportation sector. Despite these challenges, the sector is focusing on expansion and investment opportunities in early 2025, highlighting the areas of growth and infrastructure development.

Posted by Peter Heydenrych.

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