Key Takeaways
- We believe U.S. GDP growth, projected at 2.0% for 2026 and 1.9% for 2027, will provide a solid foundation for steady activity across most U.S. transportation infrastructure asset classes including airline enplaned passengers, maritime container volumes, tolled transactions, and mass transit ridership.
- Activity level growth will be steady for 2026-2027 but slower than the post-pandemic recovery years, except for U.S. port operators that we anticipate will see volumes decline in 2026.
- Mass transit ridership remains below pre-pandemic levels (2019) with a full recovery unlikely in the next two-to-three years.
09-Dec-2025 | 12:24 EST