美国第三方物流：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

美国第三方物流(3PL) 市场预计将从 2025 年的 2,176.2 亿美元成长到 2026 年的 2,256.9 亿美元，预计到 2031 年将达到 2,707.4 亿美元，2026 年至 2031 年的复合年增长率为 3.71%。

市场的稳定扩张反映了行业的成熟、供应链的持续复杂性以及近岸外包趋势的不断推进——近岸外包将生产和分销环节更靠近国内消费者。儘管製造业客户仍然是关键客户群，但医疗保健、电子商务和科技业的托运人目前已成为成长最快的收入驱动力。为了应对劳动力短缺和燃油价格波动，供应商持续将资金重新分配到自动化、仓储机器人和视觉化软体领域。随着数十亿美元的收购案不断涌现，产业整合正在加速进行，而混合资产策略则在货运需求週期不确定的情况下分散风险。托运人与第三方物流(3PL) 供应商伙伴关係的成功率下降至 83%，也凸显了美国 3PL 市场日益激烈的竞争和更高的绩效预期。

美国第三方物流市场趋势与洞察

电子商务和全通路的快速成长

持续成长的线上消费（预计到2024年将成长9.3%）支撑了对更密集的全国配送网路的需求，并推动了DHL供应链收购IDS 履约，新增130万平方英尺的仓储空间。各大品牌正将其配送网路从沿海大型物流中心分散到区域市场的微型仓配中心，以缩短配送时间。逆向物流日益复杂，促使DHL收购Inmar供应链解决方案公司，打造北美最大的退货平台，并为供应商提供了利用循环经济模式的机会。自动化和自主配送试点计画不断改变最后一公里配送的成本结构，为灵活型专业服务商创造了更多机会。这些趋势共同推动美国第三方物流市场在未来几年实现稳健成长。

外包以降低成本并专注于核心竞争力

托运人正逐渐减少对物流管理的关注，而将更多精力投入产品开发，并将执行风险转移给规模化的第三方物流 (3PL) 服务商。 C.H. Robinson 的管理解决方案平台整合了运输管理系统 (TMS)、第三方物流 (3PL) 和第四方物流 (4PL) 服务，利用每年 3500 万件的货运量来降低成本并提高可视性。营运资金压力迫使 80% 的製造商重新调整库存，这进一步增加了对先进附加价值服务(VAS) 仓库的需求。这些结构性变化正在扩大美国第三方物流市场的覆盖范围和收入来源。

卡车运输和仓储业劳动力短缺

产业协会警告称，未来十年美国将出现120万名驾驶者的缺口，这将导致人事费用上升和服务可靠性下降。仓储业也面临类似的人才短缺问题，78%的托运人表示，由于持续的招募难题，其运力有所下降。 XPO的LTL 2.0员工敬业度策略使员工满意度提高了40%，显示文化因素有助于提高员工留任率。为了因应日益增长的自动化和安全法规，各服务商也正在扩大技能提升计画。在自动化全面普及之前，劳动力短缺仍将是美国第三方物流市场面临的最大限制。

细分市场分析

截至2025年，国内运输管理将占美国第三方物流市场份额的47.55%，这显示货运协调仍是一项基础服务。预测定价工具、路线密度分析和多模态优化正在创造竞争优势，使承运商能够在波动的现货市场中保持利润率。同时，加值仓储和配送服务正以7.55%的复合年增长率快速成长，并随着电经销商对预售库存、套件组装、贴标和当日截止等服务需求的增加而日益重要。 C.H. Robinson的管理解决方案套件将这些功能整合到一个统一的控制面板中，体现了美国第三方物流市场服务架构的融合趋势。

仓储投资也与低温运输扩张相契合。 DHL、UPS 和 Americold 加快了符合 FDA 标准、温控范围为 2-8°C 并具备 GDP 认证能力的设施建设。受服装和电子产品退货需求的推动，逆向物流领域正在为其服务组合增添新的维度。同时，儘管国际运输管理面临贸易政策和海运附加费带来的运力波动，但在全球供应链中仍保持着重要地位，为近岸工厂提供原料。总体而言，捆绑式服务模式正在推动客户留存，并支持美国第三方物流行业持续实现利润多元化。

其他福利：

• Excel格式的市场预测（ME）表
• 分析师支持（3个月）

目录

第一章 引言

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 市场驱动因素
  • 电子商务和全通路的快速成长
  • 外包以降低成本并专注于核心竞争力
  • 数位运输管理系统/仓库管理系统及自动化采用情况
  • 低温运输和医疗物流的快速成长
  • 由于近岸外包，区域DCC需求增加
  • 自动驾驶卡车货运走廊
• 市场限制
  • 卡车运输和仓储业劳动力短缺
  • 燃油价格波动
  • 网路风险与不断上涨的保险费
  • 港口壅塞导致附加费的不确定性
• 价值/供应链分析
• 监管环境
• 技术展望
• 波特五力模型
  • 新进入者的威胁
  • 买方的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争
• 来自相邻环节（CEP、最后一公里、低温运输）的需求
• 仓储业的整体趋势
• 新冠疫情的影响及后疫情时代的常态化

第五章 市场规模与成长预测

• 透过服务
  • 国内运输管理（DTM）
    • 道路运输
    • 铁路
    • 空运
    • 水道
  • 国际运输管理（ITM）
    • 路
    • 铁路
    • 空运
    • 水道
  • 加值仓储及配送服务 (VAWD)
• 最终用户
  • 车
  • 能源与公共产业
  • 製造业
  • 生命科学与医疗保健
  • 科技与电子
  • 电子商务
  • 消费品和日用必需品（快速消费品）
  • 食品/饮料
  • 其他的
• 透过物流模型
  • 轻资产（管理基础）
  • 资产密集型（拥有车辆和仓库）
  • 杂交种
• 按美国地区
  • 东北
  • 中西部
  • 南部
  • 西

第六章 竞争情势

• 市场集中度
• 策略趋势
• 市占率分析
• 公司简介
  • CH Robinson Worldwide Inc.
  • XPO Logistics
  • United Parcel Service, Inc.
  • DHL Group
  • DSV
  • Kuehne+Nagel Inc
  • Hub Group, Inc.
  • Ryder System, Inc.
  • Expeditors International
  • Lineage Logistics
  • Americold Logistics
  • Penske Logistics
  • Schneider Logistics
  • NFI Industries
  • GXO Logistics
  • Geodis
  • CEVA Logistics
  • CJ Logistics
  • Saddle Creek Logistics Services
  • JB Hunt Transport Services

第七章 市场机会与未来展望

第八章附录

The United States 3PL Market is expected to grow from USD 217.62 billion in 2025 to USD 225.69 billion in 2026 and is forecast to reach USD 270.74 billion by 2031 at 3.71% CAGR over 2026-2031.

The steady expansion of the market reflects the sector's maturation, persistent supply-chain complexity, and ongoing nearshoring that pulls production and distribution closer to domestic consumers. Manufacturing customers remain the anchor segment, yet healthcare, e-commerce, and tech shippers now supply the fastest incremental revenue streams. Providers continue reallocating capital toward automation, warehouse robotics, and visibility software to counter labor scarcity and fuel price volatility. Consolidation accelerates through billion-dollar acquisitions while hybrid asset strategies spread risk in an uncertain freight-demand cycle. Competitive intensity, measured by a declining 83% shipper-3PL partnership success rate, underscores rising performance expectations in the United States third-party logistics market.

United States 3PL Market Trends and Insights

E-commerce & Omnichannel Boom

Persistent online spending-up 9.3% in 2024-anchors demand for dense national fulfillment networks, prompting DHL Supply Chain's acquisition of IDS Fulfillment that added 1.3 million sq ft of capacity. Brands diversify distribution away from coastal mega-centers toward micro-fulfillment nodes in secondary markets to compress delivery windows. Reverse-logistics complexity rises; DHL's Inmar Supply Chain Solutions deal created the largest North American returns platform, positioning providers for margin capture in circular commerce. Automation and autonomous delivery pilots continue reshaping last-mile cost structures, expanding opportunity for nimble specialists. Collectively, these dynamics keep the United States third-party logistics market on a firm multiyear growth footing.

Outsourcing for Cost & Focus on Core Competencies

Shippers concentrate on product development rather than logistics administration, transferring execution risk to scaled 3PLs. C.H. Robinson's Managed Solutions platform unifies TMS, 3PL, and 4PL services, leveraging 35 million annual shipments to deliver cost and visibility gains. Working-capital pressures push 80% of manufacturers to rebalance inventory, which in turn amplifies demand for sophisticated VAS warehousing. These structural shifts widen the service scope-and revenue pool-inside the United States third-party logistics market.

Labor Shortages in Trucking & Warehousing

Industry groups warn of a 1.2 million-driver deficit over the next decade, inflating wage bills and straining service reliability. Warehouses face similar scarcity, with 78% of shippers reporting persistent recruitment hurdles that cut into throughput. XPO's LTL 2.0 employee-engagement playbook lifted satisfaction scores 40%, hinting at cultural levers for retention. Providers also expand upskilling programs to meet growing automation and safety mandates. Until automation reaches full scale, labor scarcity remains the single largest drag on the United States third-party logistics market.

Other drivers and restraints analyzed in the detailed report include:

1. Digital TMS/WMS & Automation Uptake
2. Nearshoring-Driven Regional DCC Demand
3. Cyber-Risk & Rising Insurance Premiums

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Domestic Transportation Management held 47.55% of the United States third-party logistics market share in 2025, showing that freight orchestration remains the bedrock service offering. Predictive pricing tools, lane-density analytics, and multimodal optimization now shape competitive positioning, enabling carriers to navigate volatile spot markets without surrendering margin. Conversely, Value-Added Warehousing & Distribution, advancing at 7.55% CAGR, is gaining strategic heft as e-commerce sellers demand inventory postponement, kitting, labeling, and same-day cutoffs. C.H. Robinson's Managed Solutions suite fuses these functions on a single dashboard, showcasing the converging service architecture that characterizes the United States third-party logistics market.

Warehouse investments also track cold-chain expansion: DHL, UPS, and Americold accelerated builds of FDA-compliant facilities with 2-8 °C zones and GDP-certified handling. Reverse-logistics units, fueled by apparel and electronics returns, added another dimension to service portfolios. Meanwhile, International Transportation Management battled capacity swings tied to trade policy and ocean-freight surcharges, yet retained relevance for global supply chains funneling inputs into nearshore plants. Altogether, bundled service models strengthen stickiness across the United States third-party logistics industry and support ongoing margin diversification.

The United States 3PL Market Report is Segmented by Service (Domestic Transportation Management, International Transportation Management, and More), by End User (Automotive, Energy and Utilities, Manufacturing, and More), by Logistics Model (Asset-Light, Asset-Heavy, Hybrid), and by Region (Northeast, Midwest, South, West). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. C.H. Robinson Worldwide Inc.
2. XPO Logistics
3. United Parcel Service, Inc.
4. DHL Group
5. DSV
6. Kuehne + Nagel Inc
7. Hub Group, Inc.
8. Ryder System, Inc.
9. Expeditors International
10. Lineage Logistics
11. Americold Logistics
12. Penske Logistics
13. Schneider Logistics
14. NFI Industries
15. GXO Logistics
16. Geodis
17. CEVA Logistics
18. CJ Logistics
19. Saddle Creek Logistics Services
20. J.B. Hunt Transport Services

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 E-commerce & omnichannel boom
  • 4.2.2 Outsourcing for cost & focus on core competencies
  • 4.2.3 Digital TMS/WMS & automation uptake
  • 4.2.4 Cold-chain & healthcare logistics surge
  • 4.2.5 Nearshoring-driven regional DCC demand
  • 4.2.6 Autonomous-truck freight corridors
• 4.3 Market Restraints
  • 4.3.1 Labor shortages in trucking & warehousing
  • 4.3.2 Fuel-price volatility
  • 4.3.3 Cyber-risk & rising insurance premiums
  • 4.3.4 Port-congestion surcharge uncertainty
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Demand from Adjacent Segments (CEP, Last-Mile, Cold-Chain)
• 4.9 General Trends in Warehousing
• 4.10 Impact of COVID-19 & Post-Pandemic Normalization

5 Market Size & Growth Forecasts (Value)

• 5.1 By Service
  • 5.1.1 Domestic Transportation Management (DTM)
    • 5.1.1.1 Roadways
    • 5.1.1.2 Railways
    • 5.1.1.3 Airways
    • 5.1.1.4 Waterways
  • 5.1.2 International Transportation Management (ITM)
    • 5.1.2.1 Roadways
    • 5.1.2.2 Railways
    • 5.1.2.3 Airways
    • 5.1.2.4 Waterways
  • 5.1.3 Value-Added Warehousing & Distribution (VAWD)
• 5.2 By End User
  • 5.2.1 Automotive
  • 5.2.2 Energy & Utilities
  • 5.2.3 Manufacturing
  • 5.2.4 Life Sciences & Healthcare
  • 5.2.5 Technology & Electronics
  • 5.2.6 E-commerce
  • 5.2.7 Consumer Goods & FMCG
  • 5.2.8 Food & Beverages
  • 5.2.9 Others
• 5.3 By Logistics Model
  • 5.3.1 Asset-Light (Management-Based)
  • 5.3.2 Asset-Heavy (Own Fleet & Warehouses)
  • 5.3.3 Hybrid
• 5.4 By U.S. Region
  • 5.4.1 Northeast
  • 5.4.2 Midwest
  • 5.4.3 South
  • 5.4.4 West

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products & Services, Recent Developments)
  • 6.4.1 C.H. Robinson Worldwide Inc.
  • 6.4.2 XPO Logistics
  • 6.4.3 United Parcel Service, Inc.
  • 6.4.4 DHL Group
  • 6.4.5 DSV
  • 6.4.6 Kuehne + Nagel Inc
  • 6.4.7 Hub Group, Inc.
  • 6.4.8 Ryder System, Inc.
  • 6.4.9 Expeditors International
  • 6.4.10 Lineage Logistics
  • 6.4.11 Americold Logistics
  • 6.4.12 Penske Logistics
  • 6.4.13 Schneider Logistics
  • 6.4.14 NFI Industries
  • 6.4.15 GXO Logistics
  • 6.4.16 Geodis
  • 6.4.17 CEVA Logistics
  • 6.4.18 CJ Logistics
  • 6.4.19 Saddle Creek Logistics Services
  • 6.4.20 J.B. Hunt Transport Services

7 Market Opportunities & Future Outlook

8 Appendix