PitchBook：2026年分析师注：卡车运输的整合报告（英文版）

Multiple structural forces are accelerating consolidation in the US trucking industry: Technology requirements, rising equipment and regulatory costs, volatile freight patterns from tariffs and trade shifts, and tightening driver availability are putting pressure on smaller carriers while strengthening the competitive position of large, well-capitalized fleets. • Trucking remains deeply fragmented but increasingly scale dependent: With more than 90% of carriers operating 10 or fewer trucks,1