2026 Geotab Supply Chain Report

HEALTH OF THE U.S. SUPPLY CHAIN

Los Angeles Share of Commercial Travel

Nailed down in New York With nearly half of its commercial vehicles classified as Door-to-Door, New York has the highest vehicle share of our cities for this category, likely due to its tight geography and density. The only city with single digit changes in all metrics, the city appeared to be operating at near-peak optimization and perhaps at its limits for last-mile activity. New York’s analysis captured 22,000 unique vehicles per quarter and nearly 7M quarterly Door-to-Door trips.

50

45

+3.6%

+10.3%

40

35

30

25

+6.9%

-1.1%

20

New York Door-to-Door Trips and Miles Traveled

15

10

10

140

1 0 2 3 4 5 6 7 9 8

5

120

100

0

+5.1%

Q4 2025

Q1 2026

Q2 2026

-8.8%

80

Percentage change

Miles share

Vehicle share

60

+0.8%

+3.6%

40

Of all Long-Haul, Regional, Hub-and-Spoke and Door-to-Door travel in the city zone

20

usage rate 72.5%

0

Q4 2025

Q1 2026

Q2 2026

Percentage change

Trip volume index (left axis)

Average miles per trip (right axis)

17

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