North American Intermodal: Q3 2025 Volume & Market Analysis

Introduction

Total intermodal volume in the third quarter of 2025 reached 4.8 million units, marking a 2.8% increase compared to the same quarter the previous year.

Intermodal Volume Overview

In the third quarter of 2025, the total intermodal volume reached 4.8 million units, reflecting a 2.8% increase year-over-year. International containers saw a 4.4% rise, reaching 2.4 million units. Domestic containers increased by 2.5% to 2.2 million units. Conversely, the volume of trailers decreased by 18.7%, with 115,950 units recorded.

Market Analysis

According to an economics director, “The North American intermodal market has shown notable resilience this quarter, extending a positive growth trajectory despite increasing volatility and economic headwinds.” The director also noted that “Domestic intermodal may see the greatest opportunity going forward as trucking conditions tighten.”

Domestic Container Performance

During Q3, domestic container traffic achieved its highest September volume on record, experiencing a 5.8% year-over-year increase. This growth was attributed to heightened manufacturing activity and successful modal share gains from the trucking sector, which faced low rates and elevated operating costs.

Conclusion

In the third quarter of 2025, the intermodal sector saw overall growth, with increases in international and domestic container volumes, while trailer volumes decreased. Domestic containers reached a record high in September, supported by manufacturing activity and shifts from trucking.