Truck Leasing Industry: Market Strength and M&A Opportunity

The truck leasing industry is gaining momentum, with rising freight rates and surging demand for used trucks signaling a strong market. Business owners in the sector should take note: these trends could present an opportune moment to explore strategic options, including a sale or partnership.

• Freight Market Rebound Driving Growth: XPO, a leading LTL carrier, recently reported 1.9% revenue growth in its North American operations, citing higher freight rates and strategic expansion following the exit of Yellow. With demand stabilizing and supply chain constraints easing, analysts predict continued rate increases into 2025. (WSJ)

• Used Truck Market Seeing Increased Activity: The used truck market is also heating up. ACT Research’s latest report on Classes 3-8 used trucks—which covers an estimated 40% of the market—reveals growing transaction volumes across fleets, OEM remarketers, dealerships, and financial institutions. With strong demand and limited supply, used truck pricing remains robust, further reinforcing positive industry fundamentals.

💡 What This Means for Business Owners

For truck leasing operators, these trends create a favorable environment for M&A. Investors and strategic buyers are actively seeking scalable, high-margin businesses to capitalize on industry tailwinds. If you’ve been considering a sale, now may be the right time to start preparing.

We want to hear from you! What trends are you seeing in the automotive industry? Are you prepared for growth opportunities in 2025? Share your thoughts below or reach out directly for a confidential discussion about your business’s future.