TRANSPORTATION & LOGISTICS INDUSTRY UPDATE - Q2 2025
- Kevin Marsh
- Aug 4
- 1 min read
TRENDS & NEWS IMPACTING THE TRANSPORTATION & LOGISTICS INDUSTRY
Key Takeaways
Deal activity was stagnant as limited demand continues to plague the industry in the face of further uncertainty
Private equity interest in M&A was limited in the face of persistent changes and the inability to underwrite valuations
Publicly traded valuation multiples remain below peaks, tempered slightly by supply chain constraints, limited demand, and ongoing tariff uncertainty
Financial performance metrics were mixed across all sectors as companies continued to battle with economic uncertainty and tariffs

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