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1、Shippers CompassKearneys logistics perspectivesQuarterly executive insights for budgeting/forecasting,service expectations,and optimizing in the logistics spaceQ2 2026 Outlook2Freight segmentUS domestic in 2023US 2024 market size($billion)CarrierconcentrationShipper marketService qualityTruckload387

2、LTL66Intermodal40Ocean 121Air101Rail 97.3Parcel229.7Last-mile(bulky)10.2Last-mile(specialty)varies by subsegmentSummaryShippers Compass highlightsFreight markets have stabilized across modes as economic growth moderates and structural pressures persistCompass snapshot(end of January 2026)The US econ

3、omy closed 2025 stronger than expected;2026 points to a soft but durable expansion,not a rebound cycle.Truckload pricing has bottomed.However,early signs of inflection emerging in US bid activity,with selective price increases on core lanes.Ocean rates drifted lower as capacity outpaced demand;carri

4、ers announce record blank sailings.Significant vessel deliveries scheduled for 2026 continue to expand capacity.Air freight outlook increasingly tied to ocean market dynamics;softer cross-border e-commerce(notably China)and softer yields are pressuring margins despite lower fuel costs.Parcel volumes

5、 are rebounding(5%YoY),though growth at national carriers lags as volume shifts to regional and retailer-owned networks.Rail volumes rose 1.5%YoY,the strongest gain since 2021,led by grain,autos,and steel.Sources:State of Logistics Report 2025,IANA,A&A;Kearney analysisLMMMMHHLLShipper marketDegree s

6、hippers are advantaged over carriers in the market 100%bar=shipper advantage 0%bar=carrier advantageService qualityLane capacity availability and delivery reliability in the market 100%bar=excellent service 0%bar=poor service3Shippers Compass highlightsWhat it means for shippersModeRecommended strat