2026 State of Commercial Transportation Report

Understand commercial transportation trends and their implications for the year ahead. The 2026 State of Commercial Transportation Report offers a high-resolution look at fleet safety, electrification, vehicle lifecycles, and AI, based on Geotab’s analysis of over 5.8 million connected vehicles globally.

Report at-a-glance:

• The safety divide: While U.S. collision rates dropped 18.4% year-over-year, risk remains highly concentrated. The riskiest 10% of drivers are responsible for 1 in every 5 collisions, proving the need to shift from reactive reporting to predictive coaching.
• The EV momentum gap: Electrification is a tale of two speeds. In the UK and Germany, 1 in every 5 newly added vehicles is electric, compared to just 1 in 25 in the U.S. However, the technology is ready: 53% of heavy-duty trucks could switch today based on existing range capabilities.
• The pandemic echo: The 2021 logistics boom has triggered a 2025 retirement surge, making the 2021 Ford Transit the #1 retired vehicle. As fleets refresh, rightsizing is critical. Assets are currently sitting idle for up to 49% of the year.
• AI as a partner: Artificial Intelligence has graduated from a reporting tool to a conversational partner. Leading fleets are now using GenAI to query data in real-time, identifying maintenance failures before they happen and turning raw data into a defensive layer against volatility.