Sector Performance

In 2025, M&A activity in the transportation and logistics sector waned compared to 2024, with global deal volumes declining even as strategic interest remained strong. Investors focused on resilience and technology-driven capabilities, prioritizing electrification, autonomous systems, and AI-enabled supply chain platforms.

Infrastructure assets, including rail, ports, and logistics hubs, continued to attract capital, reflecting their long-term strategic importance. Geopolitical uncertainty and supply chain volatility drove more selective acquisitions in specialized segments, while early-stage interest in air mobility and drone logistics highlighted emerging growth areas. Overall, the sector shifted from scale-driven expansion to targeted capability enhancement in a volatile, tech-driven landscape.

Hogan Lovells Activities

Our Transportation and Logistics team advanced key client priorities across ports, shipping, mobility, and emerging aviation technologies amid shifting geopolitics, supply chain disruption, and accelerating digital transformation.

We strengthened our market presence through participation in leading sector forums and client programs across the United States and globally, including events focused on commercial drones, rail, mobility, and automotive innovation. Our cross-practice engagement across energy, mobility, and manufacturing initiatives underscored our focus on economic security and supply chain resilience across global markets.