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市场调查报告书
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1940764

美国公路货运：市场份额分析、行业趋势和统计数据、成长预测（2026-2031 年）

United States Road Freight Transport - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 289 Pages | 商品交期: 2-3个工作天内

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简介目录

美国公路货运市场预计到 2026 年价值 5,826.5 亿美元，高于 2025 年的 5,626.8 亿美元，预计到 2031 年将达到 6,936.4 亿美元。

预计从 2026 年到 2031 年，其复合年增长率将达到 3.55%。

美国公路货运市场-IMG1

这种成长势头反映了货运生态系统的韧性，该生态系统能够吸收联邦基础设施投资、製造业回流计划以及电子商务履约的扩张。由《基础设施投资与就业法案》(IIJA)资助的专用卡车车道正在缩短尖峰时段的运输时间并提高运力利用率。 《晶片/科学法案》下的供应链重组正引导半导体和生命科学产品的运输转向高速公路，而零担货运领域的动态定价API正在释放潜在运力。数位化货运匹配平台目前在总负载容量中所占比例越来越高，从而缩短了取货时间并平抑了季节性货运波动。普遍存在的司机短缺和柴油价格波动仍然是结构性阻力，推动了自动化试点项目、替代燃料牵引车的引入以及战略性车队扩张。

美国公路货运市场趋势与洞察

电子商务履约需求推动了紧急运输能力的发展

为了满足当日达和隔日达的标准，承运商正努力提高周转率并减少空驶里程。亚马逊计划在2024年在美国营运超过1000个履约中心，这将集中货运量，并将空驶里程减少高达12%。加急货运已占卡车运输收入的23%，反映出零售商越来越重视速度而非单纯的成本指标。快递包裹运输正在推动枢纽辐射式运输模式的整合、更先进的车辆远端资讯处理系统以及拖车共用网路的扩展。已将包裹递送API整合到其卡车运输网路中的承运商，其取货速度更快，准时率更高。

供应链正回归日本，加速国内货运量成长。

价值 520 亿美元的《晶片与科学法案》奖励计画位置了半导体製造厂落脚亚利桑那州、俄亥俄州和德克萨斯州。英特尔和台积电的计划需要运输重达 180 吨以上的微影术设备，这推动了对大型平板拖车的需求。生命科学产业的回流也带动了温控货物运输量的成长。随着更多国内灌装包装设施的建设，药品负载容量正以每年 15% 的速度成长。拥有符合良好分销规范 (GDP) 标准的认证低温运输拖车和即时温度遥测系统的专业运输公司从中受益匪浅。

监管压力加剧司机短缺危机

美国预计到2024年将面临7.8万名长途货运司机的缺口，而加州的AB-5就业分类法案已使州内货运能力下降了15%。纽约州和伊利诺伊州提案的类似法案可能会导致全国范围内的遵循成本上升。联邦汽车运输安全管理局（FMCSA）的药物和酒精检测资讯交换中心规则将在2024年前取消2.3%的商业驾驶执照（CDL）持有者的资格，进一步缩小劳动市场。货运公司正透过合约奖金、加速培训计画以及旨在减少疲劳驾驶的驾驶辅助技术来应对这项挑战。

细分市场分析

到2025年，製造业将占美国公路货运市场收入的31.12%，这主要得益于产业回流以及汽车、机械和电子产品生产的持续成长。随着资本密集型製造和组装厂对进出物流的同步需求，美国製造业相关的公路货运市场规模预计将稳定扩大。受电子商务库存补货週期的推动，批发和零售业将成为成长最快的产业，2026年至2031年的复合年增长率将达到4.05%。零担货运（LTL）网路在都市区拥有密集的货运站，正从优先考虑灵活交货期限的全通路零售商中获得成长。建筑材料运输正受益于IIJA资助计划的蓬勃发展，这些项目需要运输大量的骨材和超大型混凝土梁。农业领域的季节性高峰仍在持续，收穫季节期间拖车供应往往受限，导致现货货运价格上涨。

运输部关于营运时间的规定使长途农业和製造业路线的规划变得复杂，但支援远端资讯处理技术的路线规划软体正在减少停机时间。可再生能源组件和资料中心设备正在成为新兴的细分市场。由于对牵引车辆和专用篷布的要求，运输风力发电机叶片和超大规模伺服器机架的平板货车获得了丰厚的利润。对于那些有着严格承运商选择通讯协定的托运人来说，电子记录设备 (ELD) 合规性和遵守安全评分标准仍然至关重要。

至2025年，受製造业回流导致跨洋运输依赖性降低的影响，美国国内货运将占美国公路货运市场的62.10%。然而，预计2026年至2031年间，主要通往墨西哥的国际航线将以4.10%的复合年增长率成长。由于美墨加协定（USMCA）原产地规则的优惠待遇，北向汽车零件和南向机械设备的运输量正在增加。同时，美国海关与边防安全（CBP）的ACE系统实施后，商业过境时间缩短了四分之一。国际承运商必须僱用双语司机，持有C-TPAT认证，并以披索结算回程传输费率。虽然国内航运受益于港口拥堵的缓解，但一些规避双重检查和沿海运输规定的专业过境运营商正在获取更高的利润。

我们的国际运输业务高度依赖保险条款以符合墨西哥的责任框架，并已在高风险地区部署了基于卫星的拖车追踪系统，以防止货物被盗。随着蒙特雷和奇瓦瓦的位置工厂从美国进口原材料并出口高价值耐用消费品，预计该业务板块将进一步成长。

整车运输 (FTL) 约占所有货运量的 80%，但预计 2026 年至 2031 年，零担运输 (LTL) 的复合年增长率将达到 3.98%，超过美国公路货运市场整体到 2031 年的增长速度。基于密度的托盘费率、小批量货物的涌入以及退货处理等因素正在支撑零担货运终端的吞吐量。对机器人转运中心、手持扫描器和即时 API 报价的投资正在缩短货物停留时间并提高每节拖车的周转率。整车运输仍然主导着需要满载拖车的重工业路线，但司机短缺和柴油成本的不确定性正在推高专线运输合约的费率。

零担货运公司正在某些州试行使用双44英尺拖车挂钩，以提高在法定总重量限制内的装载效率；而整车货运车队则在扩大甩挂运输方案，以应对停车位短缺问题，并确保因电子记录设备（ELD）强制规定而需要的休息时间。由于终端风险，零担货运公司根据《美国联邦法规》第49篇第387条规定的最低保险要求仍然很高，这促使货运公司进行货物损坏风险降低分析。

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
  • 按经济活动分類的GDP分配
  • 按经济活动分類的GDP成长
  • 经济表现和公司概况
    • 电子商务产业的趋势
    • 製造业趋势
  • 运输和仓储业的GDP
  • 物流绩效
  • 道路长度
  • 出口趋势
  • 进口趋势
  • 燃油价格趋势
  • 卡车运输营运成本
  • 卡车运输车队规模（按类型）
  • 主要卡车供应商
  • 公路货运量趋势
  • 公路货运费率趋势
  • 透过交通方式分享
  • 通货膨胀
  • 法律规范
  • 价值炼和通路分析
  • 市场驱动因素
    • 电子商务履约需求对紧急货车运力带来压力。
    • 美国重要供应链（半导体、生命科学）回流
    • 大幅增加联邦政府对公路基础设施的拨款（IIJA 2021-2026）
    • 大型承运商大规模部署零担货运 (LTL) 动态定价 API
    • 各州主导的自动驾驶汽车和专用卡车收费车道试点计画（德克萨斯州、乔治亚），以及释放专用货运能力
    • Start-Ups整合推动了数位仲介的渗透，预计到2030年，数位经纪商将占货运量的25%以上。
  • 市场限制
    • 严重的驾驶短缺和AB-5式的州立法
    • 柴油价格波动导致货运价格波动
    • 卡车OEM生产瓶颈（半导体和柴油引擎废气处理液感知器）
    • 城市走廊桥樑和隧道通行费通膨率超过消费者物价指数
  • 市场创新
  • 波特五力分析
    • 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

第五章 市场规模与成长预测

  • 终端用户产业
    • 农业、渔业、林业
    • 建造
    • 製造业
    • 石油天然气、采矿和采石
    • 批发和零售
    • 其他的
  • 目的地
    • 国内的
    • 国际的
  • 卡车装载规范
    • FTL
    • LTL
  • 容器化
    • 容器化
    • 非容器化
  • 距离
    • 长途
    • 短程交通
  • 货物形式
    • 液体货物
    • 固态货物
  • 温度控制
    • 非温控型
    • 温度控制

第六章 竞争情势

  • 市场集中度
  • 关键策略倡议
  • 市占率分析
  • 公司简介
    • ArcBest
    • Averitt Express, Inc.
    • CH Robinson
    • DHL Group
    • Estes Express Lines
    • FedEx
    • JB Hunt Transport, Inc.
    • Knight-Swift Transportation
    • Landstar System, Inc.
    • Old Dominion Freight Line
    • Penske Logistics, Inc.
    • R+L Carriers
    • Ryder System, Inc.
    • Saia Inc.
    • Schneider National, Inc.
    • Southeastern Freight Lines
    • Total Quality Logistics, LLC
    • United Parcel Service of America, Inc.（UPS）
    • Werner Enterprises, Inc.
    • XPO, Inc.

第七章 市场机会与未来展望

简介目录
Product Code: 90811

The United States road freight transport market size in 2026 is estimated at USD 582.65 billion, growing from 2025 value of USD 562.68 billion with 2031 projections showing USD 693.64 billion, growing at 3.55% CAGR over 2026-2031.

United States Road Freight Transport - Market - IMG1

This momentum reflects a resilient freight ecosystem that absorbs federal infrastructure spending, manufacturing reshoring programs, and e-commerce fulfillment growth. Dedicated truck lanes funded by the Infrastructure Investment and Jobs Act (IIJA) are shortening peak-hour transit times and improving equipment utilization. Supply chain realignment under the CHIPS and Science Act is pulling semiconductor and life-sciences traffic onto highways, while dynamic-pricing APIs in the LTL segment are unlocking latent capacity. Digital freight matching platforms now steer a rising share of total loads, tightening pickup windows and smoothing seasonal rate swings. Widespread driver shortages and diesel price volatility remain structural headwinds that encourage automation pilots, alternative-fuel tractors, and strategic fleet expansions.

United States Road Freight Transport Market Trends and Insights

E-Commerce Fulfillment Pressure Drives Expedited Capacity Demand

Same-day and next-day delivery benchmarks push carriers to cycle assets faster and slash empty miles. Amazon exceeded 1,000 U.S. fulfillment centers in 2024, concentrating outbound volumes and trimming metro-area dead-head by up to 12%. Expedited freight already supplies 23% of trucking revenue, mirroring retailers' preference for speed over purely cost-based routing. High-velocity parcel traffic fuels hub-and-spoke densification, fleet telematics upgrades, and trailer pool expansions. Carriers that integrate parcel APIs with truckload networks report narrower pickup windows and improved on-time performance metrics.

Supply Chain Reshoring Accelerates Domestic Freight Volumes

The CHIPS and Science Act's USD 52 billion incentive package is anchoring semiconductor fabs in Arizona, Ohio, and Texas. Intel and TSMC projects require heavy-haul moves for lithography tools that can weigh more than 180 metric tons, creating premium flatbed demand. Life-sciences reshoring lifts temperature-controlled freight; pharmaceutical truck-loadings are rising 15% annually as domestic fill-finish sites multiply. Specialized carriers benefit from validated cold-chain trailers and real-time temperature telemetry that meets Good Distribution Practice standards.

Driver Shortage Crisis Intensifies Amid Regulatory Pressures

The United States needed 78,000 additional long-haul drivers in 2024, and California's AB-5 employment classification amplified capacity removal by 15% within the state. Proposed copycat legislation in New York and Illinois risks spreading compliance expenses nationwide. FMCSA drug-and-alcohol clearinghouse rules disqualified 2.3% of CDL holders during 2024, further tightening the labor pool. Carriers respond with signing bonuses, accelerated training programs, and driver-assistance technologies aimed at lowering fatigue.

Other drivers and restraints analyzed in the detailed report include:

  1. Federal Infrastructure Investment Expands Freight Corridor Capacity
  2. Dynamic-Pricing APIs Transform the LTL Market Structure
  3. Diesel Price Volatility Creates Operational Margin Pressure

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

Segment Analysis

Manufacturing generated 31.12% of United States road freight transport market revenue in 2025, underpinned by industrial reshoring and sustained automotive, machinery, and electronics output. The United States road freight transport market size tied to manufacturing will expand steadily as capital-intensive fabs and assembly plants require synchronized inbound and outbound logistics. Wholesale and retail trade, buoyed by e-commerce restocking cycles, is the fastest-growing vertical, advancing at a 4.05% CAGR between 2026-2031. LTL networks with dense metro terminals capture incremental volumes from omnichannel retailers who value flexible pickup cutoffs. Construction freight rides the IIJA-funded project wave, demanding bulk aggregate hauls and oversize concrete girder moves. Agriculture continues to show seasonal peaks; harvest-period spikes often strain trailer availability and push spot rates upward.

Department of Transportation hours-of-service rules create planning complexity for long agricultural and manufacturing lanes, but telematics-driven routing software mitigates downtime. Renewable-energy components and data-center equipment are emerging sub-segments. Flatbed carriers hauling wind-turbine blades and hyperscale server racks earn premium yields thanks to escort-vehicle requirements and specialized tarping. Compliance with electronic logging devices (ELDs) and safety-score benchmarks remains essential for shippers that enforce strict carrier-selection protocols.

Domestic freight held 62.10% of the United States road freight transport market in 2025 as reshoring limited trans-oceanic reliance. Nonetheless, international lanes mainly Mexico-bound are projected to grow 4.10% CAGR between 2026 and 2031. USMCA rule-of-origin incentives boost northbound auto-parts and southbound machinery volumes, while the Customs and Border Protection's ACE system has cut commercial border crossing times by one-quarter. Carriers operating international lanes must maintain bilingual drivers, maintain C-TPAT certifications, and manage peso-denominated back-haul pricing. Domestic traffic gains from reduced port congestion, but cross-border specialists command margin premiums for navigating dual inspections and cabotage constraints.

International operations also rely heavily on insurance riders to meet Mexican liability frameworks and deploy satellite-based trailer tracking to deter cargo theft in high-risk corridors. The segment is gaining additional traction as near-shoring plants in Monterrey and Chihuahua import U.S. raw materials and export high-value consumer durables.

Full-truck-load commands nearly four-fifths of all shipments, but the 3.98% CAGR between 2026-2031 anticipated in LTL outpaces the broader United States road freight transport market through 2031. Density-priced pallets, parcel spillover, and returns processing feed LTL terminal volumes. Investments in robotic cross-docks, handheld scanners, and real-time API quoting compress dwell times and raise turns per trailer. FTL still dominates heavy industrial lanes that demand whole-trailer cubic capacity; however, driver scarcity and uncertain diesel costs are raising dedicated-contract rates.

LTL carriers are piloting double-44-ft pup combinations in select states to elevate cubic efficiency within statutory gross-vehicle-weight ceilings. FTL fleets, by contrast, are expanding drop-and-hook programs to mitigate parking shortages and ELD-mandated rest breaks. Insurance minimums under 49 CFR 387 remain higher for LTL given terminal exposure, encouraging carriers to pursue cargo-damage-reduction analytics.

The United States Road Freight Transport Market Report is Segmented by End User Industry (Manufacturing, and More), Destination (Domestic and International), Truckload Specification (FTL and LTL), Distance (Long Haul and Short Haul), Goods Configuration (Fluid Goods and Solid Goods), Temperature Control (Non-Temperature and Temperature Controlled), and by Containerization. The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

  1. ArcBest
  2. Averitt Express, Inc.
  3. C.H. Robinson
  4. DHL Group
  5. Estes Express Lines
  6. FedEx
  7. J.B. Hunt Transport, Inc.
  8. Knight-Swift Transportation
  9. Landstar System, Inc.
  10. Old Dominion Freight Line
  11. Penske Logistics, Inc.
  12. R+L Carriers
  13. Ryder System, Inc.
  14. Saia Inc.
  15. Schneider National, Inc.
  16. Southeastern Freight Lines
  17. Total Quality Logistics, LLC
  18. United Parcel Service of America, Inc. (UPS)
  19. Werner Enterprises, Inc.
  20. XPO, Inc.

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

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

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 GDP Distribution by Economic Activity
  • 4.3 GDP Growth by Economic Activity
  • 4.4 Economic Performance and Profile
    • 4.4.1 Trends in E-Commerce Industry
    • 4.4.2 Trends in Manufacturing Industry
  • 4.5 Transport and Storage Sector GDP
  • 4.6 Logistics Performance
  • 4.7 Length of Roads
  • 4.8 Export Trends
  • 4.9 Import Trends
  • 4.10 Fuel Pricing Trends
  • 4.11 Trucking Operational Costs
  • 4.12 Trucking Fleet Size by Type
  • 4.13 Major Truck Suppliers
  • 4.14 Road Freight Tonnage Trends
  • 4.15 Road Freight Pricing Trends
  • 4.16 Modal Share
  • 4.17 Inflation
  • 4.18 Regulatory Framework
  • 4.19 Value Chain and Distribution Channel Analysis
  • 4.20 Market Drivers
    • 4.20.1 E-Commerce Fulfillment Pressure on Expedited Trucking Capacity
    • 4.20.2 On-Shoring of Critical United States Supply Chains (Semiconductors, Life-Sciences)
    • 4.20.3 Federal Funding Surge for Highway Infrastructure (IIJA 2021-2026)
    • 4.20.4 Wide-Scale Roll-Out of LTL Dynamic-Pricing APIs by Top Carriers
    • 4.20.5 State-Led Autonomous and Truck-Only Toll-Lane Pilots (TX, GA) Opening Dedicated Freight Capacity
    • 4.20.6 Start-Up Consolidation Driving Digital-Broker Penetration >25 % Loads By 2030
  • 4.21 Market Restraints
    • 4.21.1 Acute Long-Haul Driver Shortage and AB-5 Style State Legislation
    • 4.21.2 Freight-Rate Volatility Linked to Diesel Price Swings
    • 4.21.3 Truck OEM Production Bottlenecks (Semiconductor and DEF Sensors)
    • 4.21.4 Bridge-and-Tunnel Toll Inflation Outpacing CPI in Urban Corridors
  • 4.22 Technology Innovations in the Market
  • 4.23 Porter's Five Forces Analysis
    • 4.23.1 Threat of New Entrants
    • 4.23.2 Bargaining Power of Buyers
    • 4.23.3 Bargaining Power of Suppliers
    • 4.23.4 Threat of Substitutes
    • 4.23.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value, USD)

  • 5.1 End User Industry
    • 5.1.1 Agriculture, Fishing, and Forestry
    • 5.1.2 Construction
    • 5.1.3 Manufacturing
    • 5.1.4 Oil and Gas, Mining and Quarrying
    • 5.1.5 Wholesale and Retail Trade
    • 5.1.6 Others
  • 5.2 Destination
    • 5.2.1 Domestic
    • 5.2.2 International
  • 5.3 Truckload Specification
    • 5.3.1 Full-Truck-Load (FTL)
    • 5.3.2 Less than-Truck-Load (LTL)
  • 5.4 Containerization
    • 5.4.1 Containerized
    • 5.4.2 Non-Containerized
  • 5.5 Distance
    • 5.5.1 Long Haul
    • 5.5.2 Short Haul
  • 5.6 Goods Configuration
    • 5.6.1 Fluid Goods
    • 5.6.2 Solid Goods
  • 5.7 Temperature Control
    • 5.7.1 Non-Temperature Controlled
    • 5.7.2 Temperature Controlled

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Key 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 for Key Companies, Products and Services, and Recent Developments)
    • 6.4.1 ArcBest
    • 6.4.2 Averitt Express, Inc.
    • 6.4.3 C.H. Robinson
    • 6.4.4 DHL Group
    • 6.4.5 Estes Express Lines
    • 6.4.6 FedEx
    • 6.4.7 J.B. Hunt Transport, Inc.
    • 6.4.8 Knight-Swift Transportation
    • 6.4.9 Landstar System, Inc.
    • 6.4.10 Old Dominion Freight Line
    • 6.4.11 Penske Logistics, Inc.
    • 6.4.12 R+L Carriers
    • 6.4.13 Ryder System, Inc.
    • 6.4.14 Saia Inc.
    • 6.4.15 Schneider National, Inc.
    • 6.4.16 Southeastern Freight Lines
    • 6.4.17 Total Quality Logistics, LLC
    • 6.4.18 United Parcel Service of America, Inc. (UPS)
    • 6.4.19 Werner Enterprises, Inc.
    • 6.4.20 XPO, Inc.

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-Need Assessment