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TRANSPORTATION & LOGISTICS INDUSTRY UPDATE - Q3 2025

  • Kevin Marsh
  • Dec 5
  • 1 min read

TRENDS & NEWS IMPACTING THE TRANSPORTATION & LOGISTICS INDUSTRY


Key Takeaways

  • Deal activity was slightly down as buyers continued to prioritize targeted, complementary acquisitions in the face of continued uncertainty

  • Private equity interest in M&A was limited due to ongoing market shifts and challenges in underwriting valuations

  • Publicly traded valuation multiples remained stable across sectors, with Marine Shipping trading near its peak EBITDA multiple as equity performance outpaced underlying financial performance

  • Financial performance metrics were largely negative across all sectors as companies faced ongoing economic uncertainty and tariff pressures


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