10.9.5.1Vertical

Chassis Leasing & Pool Management

Companies providing intermodal chassis on daily lease or pool arrangements to drayage carriers and shippers for container transport between port and inland locations.

Market snapshot

These figures describe Port Drayage & Harbor Trucking (10.9.5), the segment that Chassis Leasing & Pool Management sits within — not Chassis Leasing & Pool Management on its own.

FragmentationFragmentedEstimate

Port drayage sits within local general freight trucking (NAICS 484110) and is not separately disclosed, so the segment is not separately sized here.

Business model & economics

Revenue model

Per-container drayage moves and accessorials

Key economics

Recurring revenue
Moderate

recurring port/shipper volume

EBITDA margin
Thin; congestion- and accessorial-driven
Capex intensity
Moderate

Characteristics

  • Critical first/last mile between ports and warehouses.
  • Chronic bottleneck (congestion, chassis shortages).
  • Zero-emission drayage mandates (California) emerging.

Geographic concentration

AlabamaAlaskaArizonaColoradoFloridaGeorgiaIndianaKansasMaineMassachusettsMinnesotaNorth CarolinaNorth DakotaOklahomaPennsylvaniaSouth DakotaTexasWyomingConnecticutMissouriWest VirginiaNew MexicoArkansasCaliforniaDelawareDistrict of ColumbiaHawaiiIowaKentuckyMarylandMississippiMontanaNew HampshireNew YorkOhioOregonTennesseeUtahVirginiaWashingtonWisconsinNebraskaSouth CarolinaIdahoNevadaVermontLouisianaRhode IslandNew JerseyIllinoisMichigan

Port drayage and harbor trucking concentrate near major container gateways — New Jersey (Port Newark), Illinois, and Michigan.

New JerseyIllinoisMichigan

U.S. Census Bureau — 2022 County Business Patterns (employment by state), NAICS 484110. Concentration shown by location quotient.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Drayage operators & 3PLs
  • Drayage-technology platforms
  • PE-backed consolidators

What’s driving deals

  • Drayage consolidation and technology.
  • Port-congestion and chassis dynamics.
  • Zero-emission-drayage mandates.

Find Chassis Leasing & Pool Management acquisition targets

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