RL Hulett：2025年第四季度全球交通物流行业并购市场研究报告（英文版）（22页）.pdf

1、Transportation&Logistics M&A UpdateQ4 2025For more information on R.L Hulett or this report please visit our website at ,call us at(314)721-0607,or contact a professional listed on this page.REPORT HIGHLIGHTS In Q4,the T&L Industry Index increased by 8.9%and outperformed the S&P,which increased 2.0%

2、over the same period.The median EV/EBITDA multiple for reported strategic deals in the T&L sector increased to 12.7x in 2025 from 4.7x in the prior year,but decreased for private equity deals to 5.4x from 10.7x in 2024.M&A deal volume in the sector decreased 11.2%in Q4 to 239 deals from 269 in Q3,an

3、d decreased 1.2%from 242 deals in Q4 of the prior year.Europe was the most active region in Q4 with 108 deals in the T&L sector.Most notably in Europe was Yusen Logistics Companys$1.25 billion acquisition of Movianto,a Netherlands-based provider of healthcare logistics and supply chain services.Tota

4、l capital invested in M&A transactions decreased 27.3%in Q4 to$8.0B from$11.0B in Q4 due primarily to a shift in mix toward smaller sized deals.In Q3,CMB.TECH acquired Golden Ocean Group for$3.7 billion where the largest deal in Q4 was Stonepeak Partners$1.75 billion acquisition of shipping containe

5、r leasing company SeaCo.Transportation&Logistics M&A UpdateQ4 2025REPORT CONTRIBUTORSTrevor HulettManaging DRyan HartmanSenior ACONTENTS3 Global Deal Analytics7 Valuation Multiples10 Leading M&A Deals13 Industry Outlook14 About R.L.Hulett16 Selected Transactions18 Our M&A TeamDax KugelmanATransporta

6、tion&Logistics M&A Update|Q4 2025|Page 3Source:PitchBook DataGlobal Deal AnalyticsOf the 239 deals in the T&L sector in Q4,Europe was the most active with 108.A notable European deal(in addition to the Movianto deal mentioned on the previous page)was APG Groups$808.2 million acquisition of Saba Infr