4PL（Fourth Party Logistics）的美国市场：依类型、最终用户、模式、地区、机会及预测，2018-2032

受数位化整合、韧性需求和永续性驱动，美国4PL（Fourth Party Logistics）市场预计将从2024年的154.6亿美元成长至2032年的238.5亿美元，在2025-2032年预测期内的年复合成长率为5.57%。随着疫情后企业的发展，他们更青睐能够同步采购、多式联运执行、可视性和最佳化的单一实体解决方案。现在，他们要求可预测的物流、完全的透明度和营运协同效应。在美国，4PL不只是一项服务，而是一项高度整合的协调。企业不再满足于独立的承运商和碎片化的供应服务。美国製造业、电子商务和医疗保健公司日益转向4PL进行端到端管理，包括运输、库存、合规性、资料分析和控制塔。

各大公司建立数位化供应网路，而不仅仅是运输货物。无论是药品冷链，或是汽车零配件的即时配送，4PL如今都提供更先进、更大规模、即插即用的功能，足以媲美内部物流。

例如，Amazon于2025年4月宣布，2026年将投资40亿美元，在美国农村地区开设200多个新的配送站。这项措施将使其在农村地区的配送范围扩大两倍，加快配送物流速度，并创造10万个新的就业机会。这表明，Amazon加强类似4PL的管控，以加强其自有和第三方产品的最后一哩供应链。

目录

第1章 专案范围与定义

第2章 研究方法

第3章 美国关税的影响

第4章 执行摘要

第5章 顾客评价

• 功能及其他加值服务
• 配送速度与可靠性
• 即时追踪
• 产品安全保障
• 成本和价格

第6章 美国4PL市场展望，2018-2032

• 市场规模分析与预测
  • 依价值
• 市场占有率分析及预测
  • 依类型
    • 协同+营运模式
    • 产业创新者模式
    • 解决方案整合模式
  • 依最终用户
    • 製造/生产
    • 零售/电商
    • 医疗保健与製药
    • 科技与电子
    • 汽车
    • 食品与饮料
    • 其他
  • 依模式
    • 空运
    • 海运
    • 铁路
    • 公路
  • 依地区
    • 西部
    • 南部
    • 中西部
    • 东北部
  • 依公司市场占有率分析（前五名及其他 - （依价值，2024年））
• 市场2024年地图分析
  • 依类型
  • 依最终用户
  • 依模式
  • 依地区

第7章 需求与供给分析

第8章 价值链分析

第9章 波特五力分析

第10章 PESTLE 分析

第11章 服务定价模式分析

第12章 市场动态

• 市场驱动因素
• 市场挑战

第13章 市场趋势与发展

第14章 政策与监管状况

第15章 个案研究

第16章 竞争格局

• 五大市场领导者竞赛矩阵
• 五大公司SWOT分析
• 市场十大主要参与者情势
  • UPS Supply Chain Solutions, Inc.
  • DB Schenker
  • CH Robinson Worldwide, Inc.
  • GEODIS SA
  • Gefco SA（Gefco Group）
  • XPO Inc.
  • Deutsche Post AG
  • Logistics Plus Inc.
  • Allyn International Services Inc.
  • Amazon Logistics, Inc.

第17章 策略建议

第18章 关于调查公司/免责声明

United States fourth-party logistics market is projected to witness a CAGR of 5.57% during the forecast period 2025-2032, growing from USD 15.46 billion in 2024 to USD 23.85 billion in 2032F, driven by digital integration, resilience demands, and sustainability. As businesses evolve post-pandemic, the preference is shifting toward single entity solutions that synchronize procurement, multimodal execution, visibility, and optimization-all while being agile enough to adapt. Now, it is about predictive logistics, full transparency, and operational synergy. Fourth-party logistics (4PL) in the United States is not just a service; it is orchestration on steroids. No longer are companies satisfied with separate carriers or fragmented supply services. The United States manufacturers, e-commerce companies, and healthcare entities increasingly turn to 4PLs for end-to-end management: transportation, inventory, compliance, data analytics, and control towers.

Top players are not just transporting goods; they are building digital supply networks. Whether it is cold chain for pharma or just-in-time parts for automotive, 4PLs now offer plug-and-play capabilities that rival in-house logistics, with better sophistication and far greater scale.

For instance, in April 2025, Amazon Inc. announced a USD 4 billion investment through 2026 to build over 200 new delivery stations across rural America. This effort triples its rural delivery footprint, enabling faster shipping logistics and creating 100,000 new jobs, signaling Amazon's increased 4PL-like control over the last-mile supply chain for both its own and third-party goods.

Surge in Healthcare and Pharma 4PL Services Drives United States Fourth-Party Logistics Market

Healthcare and pharmaceuticals are reshaping 4PL demand through stringent logistics needs. The pandemic taught the industry that temperature control, traceability, and on-hand readiness are non-negotiable. The recent surge in the United States healthcare and pharmaceutical sectors is driven by a combination of factors, including rapid innovation in drug development, an aging population with increasing chronic disease prevalence, and rising healthcare spending from both public and private sources. Advances in precision medicine, gene therapies, and digital health technologies are transforming treatment options and patient care, while the United States regulatory environment continues to support swift drug approvals and foster innovation.

In April 2025, UPS announced a USD 1.6 billion acquisition of Canada's Andlauer Healthcare Group, enhancing their climate-controlled distribution network-including 31 centers and 22 branches-to expand their 4PL capabilities in North America.

Simultaneously, in December 2024, UPS launched its Supply Chain Symphony platform, aimed at healthcare customers, unifying orders, warehousing, air/ground transport, and inventory visibility in a single cloud control tower. These developments show 4PLs becoming linchpins in critical goods supply, especially in time- and temperature-sensitive sectors.

Automation and AI in Freight Management to Shape the Market Dynamics

The freight management market is undergoing a fundamental transformation, driven by the rapid integration of automation and artificial intelligence (AI). These technologies are not merely enhancing efficiency; they are redefining how logistics networks operate, optimizing costs, improving reliability, and enabling real-time decision-making in increasingly complex supply chains. Automation is not just a buzzword in 4PL; it is a lifeline. The United States firms are deploying AI to streamline complex, multi-modal freight operations and inventory orchestration. IoT-enabled tracking provides granular shipment visibility, while AI-driven anomaly detection flags delays or disruptions before they escalate.

In February 2024, C.H. Robinson introduced touchless, AI-powered appointment scheduling for United States freight loading/unloading-handling over 1 billion appointments annually, with no manual intervention and significant efficiency gains.

In November 2024, it launched "Managed Solutions", a service suite combining AI-tracking, TMS platforms, control towers, and freight automation, letting both SMBs and enterprises automate transportation planning. This shift toward AI-driven logistics is transforming 4PLs from executors into logistics architects with predictive control.

Dominance of Retail and E Commerce in 4PL Demand

The retail and e-commerce sectors are now the largest users of 4PL services due to their requirement for real-time coordination, omnichannel fulfillment, returns, and data-mediated logistics. Retail/e-commerce dominance is driving scale, tech adoption, and process unification in the United States 4PL offerings faster than any other vertical.

For example, in April 2024, XPO partnered with UPL, a major agriculture products firm, using its Key-PL 4PL model for seamless land, sea, and data orchestration, showing how integrated platforms solve complex logistics needs. The Key-PL solution ensures that every transport plan is carried out in the most efficient way possible, bringing together more than 1,400 connected carriers and 180 loading points, and resulting in significant savings by improving operational and financial performance for customers. Moreover, in May 2025, Amazon Logistics has quietly developed a 4PL-like model-coordinating air, road, and last-mile via Fulfillment by Amazon (FBA) with API access for third-party sellers. This model effectively places e-commerce front and center in 4PL growth.

Impact of U.S. Tariffs on the United States Fourth-Party Logistics Market

Tariff changes-especially those on Chinese goods under Section 301-have made it harder for 4PLs to forecast costs and optimize multimodal freight. Many U.S. importers began rerouting shipments through alternate ports or warehousing in tariff-exempt zones, forcing 4PLs to upgrade dynamic routing, customs compliance layers, and brokerage visibility.

In response to tariff uncertainty, many U.S. manufacturers have started reshoring supply lines or sourcing more from Mexico and Canada. 4PLs are now coordinating regionalized fulfillment, multimodal routing via USMCA partners, and cross-dock optimization across North America. This has led to more cross-border 4PL solutions, especially in automotive and electronics.

Sudden tariff changes often result in unpredictable cost surges for shippers. 4PLs must renegotiate contracts with downstream vendors, offer dynamic fuel and duty surcharges, and bake flexibility into SLAs. This has driven innovation in real-time cost modeling and cloud-based tariff impact tools, especially for companies operating on thin margins (e.g., in retail, textiles, and tech hardware).

Key Players Landscape and Outlook

The United States 4PL market is led by global integrators that offer control tower visibility, predictive analytics, and multi modal orchestration. UPS leverages its investments via Andlauer and Symphony, while C.H. Robinson spearheads AI-enhanced TMS and touchless logistics. XPO's Key PL model-used by UPL-demonstrates digital execution across land and sea. Emerging players are addressing the niche needs in specialized verticals or small batch industries. The competitive advantage lies in tech depth, network integration, compliance infrastructure, and the ability to serve as a single orchestration layer, making traditional carrier-based services increasingly obsolete.

For instance, in June 2025, Amazon Logistics, Inc. announced three major AI advancements aimed at enhancing value for customers, employees, and delivery partners. Innovative technologies include Wellspring, a generative AI mapping tool; an advanced AI-powered demand forecasting model optimizing Amazon's supply chain; and new agentic AI capabilities for robotics. With over 750,000 robots now deployed, including nine distinct robotic arms in fulfillment centers, Amazon continues to invest in practical AI solutions that address real-world logistics challenges. These innovations are expected to deliver more accurate delivery locations, faster shipping, and improved product availability for customers.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. Voice of Customers

• 5.1. Features and Other Value-Added Service
• 5.2. Delivery Speed and Reliability
• 5.3. Real-Time Tracking
• 5.4. Security and Safety of Goods
• 5.5. Cost and Pricing

6. United States Fourth-Party Logistics Market Outlook, 2018-2032F

• 6.1. Market Size Analysis & Forecast
  • 6.1.1. By Value
• 6.2. Market Share Analysis & Forecast
  • 6.2.1. By Type
    • 6.2.1.1. Synergy Plus Operating Model
    • 6.2.1.2. Industry Innovator Model
    • 6.2.1.3. Solution Integrator Mode
  • 6.2.2. By End-user
    • 6.2.2.1. Manufacturing and Production
    • 6.2.2.2. Retail and E-commerce
    • 6.2.2.3. Healthcare and Pharmaceuticals
    • 6.2.2.4. Technology and Electronics
    • 6.2.2.5. Automotive
    • 6.2.2.6. Foods and Beverage
    • 6.2.2.7. Others
  • 6.2.3. By Mode
    • 6.2.3.1. Air
    • 6.2.3.2. Sea
    • 6.2.3.3. Rail
    • 6.2.3.4. Road
  • 6.2.4. By Region
    • 6.2.4.1. West
    • 6.2.4.2. South
    • 6.2.4.3. Midwest
    • 6.2.4.4. Northeast
  • 6.2.5. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2024)
• 6.3. Market Map Analysis, 2024
  • 6.3.1. By Type
  • 6.3.2. By End-user
  • 6.3.3. By Mode
  • 6.3.4. By Region

7. Demand Supply Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Service Pricing Model Analysis

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Policy and Regulatory Landscape

15. Case Studies

16. Competitive Landscape

• 16.1. Competition Matrix of Top 5 Market Leaders
• 16.2. SWOT Analysis for Top 5 Players
• 16.3. Key Players Landscape for Top 10 Market Players
  • 16.3.1. UPS Supply Chain Solutions, Inc.
    • 16.3.1.1. Company Details
    • 16.3.1.2. Key Management Personnel
    • 16.3.1.3. Products and Services
    • 16.3.1.4. Financials (As Reported)
    • 16.3.1.5. Key Market Focus and Geographical Presence
    • 16.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 16.3.2. DB Schenker
  • 16.3.3. C.H. Robinson Worldwide, Inc.
  • 16.3.4. GEODIS SA
  • 16.3.5. Gefco SA (Gefco Group)
  • 16.3.6. XPO Inc.
  • 16.3.7. Deutsche Post AG
  • 16.3.8. Logistics Plus Inc.
  • 16.3.9. Allyn International Services Inc.
  • 16.3.10. Amazon Logistics, Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

17. Strategic Recommendations

18. About Us and Disclaimer

List of Tables

• Table 1. Competition Matrix of Top 5 Market Leaders
• Table 2. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 3. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. United States Fourth-Party Logistics Market, By Value, In USD Billion, 2018-2032F
• Figure 2. United States Fourth-Party Logistics Market Share (%), By Type, 2018-2032F
• Figure 3. United States Fourth-Party Logistics Market Share (%), By End-user, 2018-2032F
• Figure 4. United States Fourth-Party Logistics Market Share (%), By Mode, 2018-2032F
• Figure 5. United States Fourth-Party Logistics Market Share (%), By Region, 2018-2032F
• Figure 6. By Type Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 7. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 8. By Mode Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 9. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2024