In a year marked by economic volatility, cautious investment, and constant adjustments in demand, the federal trucking industry did not show entirely negative signs in its business structure. Records from the General Directorate of Federal Trucking (DGAF) indicated that as of the end of September 2025, all business categories in the sector registered year-on-year increases in both the number of companies and units , although with clearly differentiated rates between strata.
Within this context, the most notable finding is not the overall expansion, but rather the greater dynamism of medium-sized companies . According to the DGAF, this segment (comprising fleets of 31 to 100 vehicles ) grew by 8.4% annually in both the number of companies and the size of its vehicle fleet , a rate higher than the sector average. Although its relative weight remains limited, its pace of expansion points to scaling processes from smaller structures to operating models with greater capacity.
During the reference period, medium-sized companies accounted for 5,170 permit holders , equivalent to 2.3% of the total , but controlled 263,167 vehicles , or 17.6% of the vehicle fleet . This proportion reflects organizations with a more solid foundation for sustaining continuous operations and adapting to a complex economic environment, without yet reaching the concentration levels of the large operators.
Below them are the small companies , with fleets of six to 30 units , representing 16.9% of permit holders and accounting for 29.3% of the vehicle fleet , with 436,689 units . This group maintained a relevant operational role within the sector and functions as an intermediate point between fragmentation and concentration, although with narrower margins in the face of financial and regulatory pressures.
At the upper end, large companies , with more than 100 units , remain few in number ( 0.7% of permit holders , equivalent to 1,510 companies ), but they control 460,749 units , representing 30.9% of the freight vehicle fleet . Their strength lies in the concentration of assets , rather than the number of players, a characteristic that allows them to more easily absorb market fluctuations.
This realignment occurs on a foundation that remains virtually unchanged. Micro-enterprises , with fleets of one to five vehicles , continue to be the backbone of federal freight transportation: they account for 80.1% of companies , but only 22.2% of the vehicle fleet , a gap that limits their room for maneuver in a volatile environment and reinforces the importance of growth processes toward higher strata.
Thus, rather than an abrupt change, the DGAF data reveals a gradual movement within the business structure of freight transport , where medium-sized companies are beginning to gain ground as an expanding segment, in the midst of a sector that remains highly fragmented and with a strong concentration of assets in a few operators.
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