PitchBook年一季度发布报告：运输与物流（英）

INDUSTRY RESEARCHLaunch Report: Transportation & LogisticsPE trends and investment strategiesQ12025REPORT PREVIEWThe full report is available through the PitchBook Platform.ContentsQ1 2025 Launch Report: Transportation & LogisticsCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 2Institutional Research GroupAnalysisJonathan Geurkink Senior Research Analyst, Mobility Tech and Supply Chain Tech jonathan.geurkink@pitchbook.comDataNick Zambrano Data Analystpbinstitutionalresearch@pitchbook.comPublishingReport designed by Josie DoanPublished on June 6, 2025Vertical overview3Macroeconomic indicators6Transportation & logistics PE investor map8Segment overview9Air10Rail13Marine15Trucking18Pipeline21Freight forwarding24Other support activities for transportation26Packing & crating28Delivery30Warehousing33Transportation software36Q1 2025 Launch Report: Transportation & LogisticsCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 3Vertical overviewThe transportation & logistics industry is in a phase of rapid evolution, influenced by shifting global trade dynamics, technological innovation, and heightened customer expectations. Global supply chains are becoming more diversified as companies adapt to geopolitical tensions, regional disruptions, and post-pandemic reevaluations of risk. Nearshoring and reshoring strategies are increasingly common as businesses seek to improve resilience and reduce dependency on single-source suppliers. These structural changes are placing new demands on transportation networks, prompting a shift toward more agile, responsive, and technology-integrated logistics systems.Digitization continues to reshape the industry, with widespread adoption of technologies such as AI, Internet of Things (IoT), digital freight platforms, and autonomous systems. Real-time visibility, predictive analytics, and warehouse automation are no longer luxuries—they are becoming essential capabilities for competitive logistics operations. At the same time, e-commerce growth is driving major investments in last-mile delivery infrastructure, microfulfillment centers, and Source: PitchBook • Geography: Global • As of March 31, 2025Transportation & logistics PE deal activity$13.2$9.9$56.0$38.2$48.7$27.6$68.3$45.8$44.3$18.7$3.786812803173032923883672681724320152016201720182019202020212022202320242025Deal value ($B)Deal countSource: PitchBook • Geography: Global • As of March 31, 2025Transportation & logistics PE deal count by quarterQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q120202021202220232024202584456697919096111106888588765256844353403643Q1 2025 Launch Report: Transportation & LogisticsCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 4VERTICAL OVERVIEWhybrid delivery models. Logistics providers and carriers are responding with increased reliance on data-driven tools and collaboration platforms that enhance operational efficiency and customer service.Sustainability has also emerged as a central challenge and opportunity for the sector. Regulatory pressure and investor sc