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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