US Transportation & Logistics Pulse Q2 2026
Investor optimism drove valuation expansion across nearly every subsegment of the US Transportation & Logistics sector, with public T&L equities outperforming the S&P 500. The Trucking subsegment led performance as improving spot rates, fuelled by a wave of carrier exits throughout 2025, strengthened market fundamentals. Favourable industry tailwinds and marquee transactions by C.H. Robinson and PLS demonstrate the sector’s acquisitive appetite and position Transportation & Logistics for a strong back half of 2026 M&A activity.
Notable transactions include:
- GroundLinxLogistics USA acquires Global Net Logistics
- TallvinePartners Management acquires Lind Marine
- PLS Logistics Services acquires Ally Global Logistics
- C.H. Robinson Worldwide acquires DeSpirLogistics
Read about this and more in the full report below:
