Reshaping: Third-Party Logistics in a Decade of Structural Change

Description

PrintFriendly View

“Reshaping: Third-Party Logistics in a Decade of Structural Change” is Armstrong & Associates’ June 2026 in-depth analysis of the U.S. and global Third-Party Logistics (3PL) markets, covering the four major U.S. 3PL segments — Dedicated Contract Carriage (DCC), Value-Added Warehousing and Distribution (VAWD), International Transportation Management (ITM), and Domestic Transportation Management (DTM) — and providing A&A’s updated Top 50 U.S.-Based 3PLs and Top 50 Global 3PLs rankings for 2026.

A&A’s current estimates show U.S. 3PL net revenues grew 5.1% to $138 billion in 2025, a meaningful acceleration from 2024’s 1.8% increase. Gross revenues across all segments grew 5.0% YoY to $323.4 billion in 2025, with International Transportation Management (ITM) the fastest-growing segment at +7.7% gross revenue and +11.0% net revenue.

The 2025 market is being shaped by a uniquely complex set of forces: importer frontloading ahead of expected tariff changes, the U.S. Supreme Court’s decision striking down the IEEPA-based tariff regime (replaced by a stabilized ~11% global tariff rate), elimination of the de minimis exemption for China-origin imports, continued capacity tightening as carrier exits exceed new entries, and a structural rotation in DTM toward freight-broker carrier-vetting and compliance technology in the wake of high-profile cargo theft and double-brokering cases.

Report Contents

• Introduction
• The U.S. 3PL Market
  • U.S. 3PL Market Overview
  • Figure 1. U.S. 3PL Market 2010–2027E ($ Billions)
  • Table 1. U.S. 3PL Market Growth by Segment
• International Transportation Management (ITM)
  • ITM 2025 Performance Overview
  • Figure 2. U.S. 3PL Segment Net Revenues 2010–2027E and CAGRs
• Domestic Transportation Management (DTM)
  • DTM 2025 Performance Overview
  • Table 2. Carrier Compliance and Onboarding Platforms
  • Table 3. Predictive Performance / Fraud Screening
  • Table 4. Visibility / Exception Management (with Compliance Signals)
  • Table 5. Transportation Management Systems (Integrating Compliance Data)
• Value-Added Warehousing and Distribution (VAWD)
  • VAWD 2025 Performance Overview
  • Table 6. Top 5 Warehousing 3PL Outsourcing Pitfalls
• Dedicated Contract Carriage (DCC)
  • DCC 2025 Performance Overview
  • Table 7. U.S. 3PL Segment Growth Projections for 2026
• Top 50 U.S. 3PLs
  • Table 8. A&A’s Top 50 U.S.-Based 3PLs – 2026
• Global Logistics Market and 3PL Market Revenues
  • Figure 3. Global Logistics Cost and 3PL Market Revenue Growth 2010–2027E
  • Figure 4. Shanghai (Export) Containerized Freight Index (SCFIS)
• Global 3PL Segment Revenues
  • Figure 5. Global 3PL Market Growth – Total and Segment 2016–2027E
  • Table 9. 2025–2026E Logistics Cost and 3PL Revenues by Key Country/Region
• Top 50 Global 3PLs
  • Table 10. A&A’s Top 50 Global 3PLs – 2026
  • Figure 6. Top 50 Global 3PLs by Country
• 3PL Merger and Acquisition (M&A) Activity
  • Figure 7. 3PL Acquisitions Over $100 Million 1999–March 31, 2026

33 pages • Published June 2026 • PDF format

This report is part of A&A’s premium market research Expert Information Service (E.I.S.).
(Note: This report is downloadable as an Adobe PDF file with a single user license.)