Research report
· SaaS · Valuations · Q2 2026
Logistics & Supply Chain SaaS Valuations: Q2 2026
Windsor Drake's Q2 2026 read on logistics and supply chain SaaS valuations: a sector median NTM EV/Revenue of 6.8x, down from 7.7x in January, with high-growth names at 8.1x and low-growth peers compressed to 4.4x. Deep subsector dives across transportation management, visibility and orchestration, warehouse management, procurement, last-mile, and trade and customs, anchored by WiseTech's $2.1B e2open close and IFS' March 2026 acquisition of Softeon.
- Sector
- SaaS
- Focus
- Valuations
- Published
- June 2, 2026
Slide deck
Full deck. Desktop readers can page through the embedded viewer below. Mobile readers can open the direct PDF link.
Open slide deck PDF