A recent industry analysis shows that mergers and acquisitions (M&A) in the transportation and logistics sector in the third quarter of 2025 were characterised by a decline in overall deal volume, while the value of larger transactions continued to attract investor interest.
According to data compiled from M&A reports, the number of transport and logistics deals declined from the previous quarter, with 152 transactions recorded in Q3 2025 compared with a higher level earlier in the year. Smaller transactions — particularly those under US $50 million — fell sharply, while larger deals above US $100 million increased in number over the same period.
This pattern suggests that buyers are being more selective and strategic, focusing on transactions that add significant scale or critical capabilities, even as overall activity remains muted. The trend aligns with broader observations that transport and logistics M&A has shifted toward fewer but larger-ticket transactions, as companies seek consolidation, diversification and competitive strength in niche areas such as cold chain, rail infrastructure and specialised freight services.
Experts say this mix — reduced deal counts but rising participation in high-value acquisitions — reflects both cautious investor sentiment and a concentration on strategic value creation amid economic, inflationary and financing headwinds.
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