Transportation leaders are heading into 2026 with a sharper focus on resilience without abandoning sustainability goals.

According to Breakthrough’s newly released 2026 State of Transportation Report, shippers and carriers are adjusting strategy in response to tariff pressure, freight market volatility, and policy uncertainty. But instead of retreating, many are doubling down on long-term stability.

Here’s what stands out for work truck and commercial fleet operators:

Sustainability Is Now a Cost Strategy

Despite political and economic pressure, sustainability isn’t slowing down. This only reinforces what many fleets already know: emissions reduction strategies often align with fuel savings, network efficiency, and long-term cost stability.

• 58% of shippers report strong or exceptional progress toward sustainability goals in the past year.

• 69% expect to reduce transportation-related emissions in 2026.

AI and Smarter Tools Are Gaining Ground

AI is moving from buzzword to operational tool. The use of AI-powered freight optimization tools increased to 37%, up from 28% last year, according to the report. Transportation leaders are leaning on data-driven decision-making to avoid reacting to every short-term market swing.

At the same time, dependence on short-term market signals dropped to 37%, down from 50%, signaling a shift toward more disciplined planning.

Flexible Contracts Are Back in Focus

Reliance on flexible contracts rose to 50% (up from 44%), as companies build adaptability into procurement and carrier relationships. 

For fleets negotiating contracts in 2026, flexibility and risk-sharing structures are becoming part of the resilience playbook.

Tariffs Remain the Top Watch Item

Policy uncertainty continues to shape transportation strategy.

• 62% of transportation leaders say tariffs are the top economic indicator they’re watching in 2026.

• Nearly half expect tariff-related disruption this year.

Shippers anticipate higher contract rates, rising customs costs, and increased pass-through expenses from carriers.

Carrier Investment Divide Emerges

One of the most important signals for fleet managers: carrier investment plans are splitting. For fleets prioritizing alternative energy or modernization, carrier selection may require closer scrutiny in 2026.

Many carriers are delaying fleet upgrades due to tariff-related cost pressures, potentially limiting shippers’ access to alternative fuel or EV-ready partners. However, more than one-third are accelerating investments, aiming to gain a competitive edge.