Rail rolling stock boosted as sector embraces technology

Rail Rolling Stock Spot On

Across the globe, the rail rolling stock sector is enjoying a dynamic time, with long- term growth and large-scale projects driven by sustainability and operational needs creating rising demand, which in turn has caught the eye of investors. In our new Rail Rolling Stock Spot On, we explore these drivers and how M&A activity in the industry is expected to intensify.

In 2025, the rail sector continues to experience robust M&A activity, driven by the imperative for economies of scale. This dynamic competitive landscape has spurred consolidation as companies seek to strengthen their positions. The appetite for high-quality assets remains high among both financial investors and strategic acquirors across various rail segments. Leveraging our expertise, Oaklins’ rail specialists possess an in-depth understanding of how to strategically position companies to maximize their value upon exit. SÉBASTIEN NADEAU, RAIL ROLLING STOCK SPECIALIST, OAKLINS

We throw the spotlight on the California High-Speed Rail, a transformative initiative that will not only redefine rail travel in the state but is also influencing similar projects around the world.

In addition, we delve into key market trends — including predictive maintenance and real-time monitoring, and AI and automation in inspections — and historical valuation trends. Lastly, we include a case study where Oaklins acted as buy-side advisor for Sojitz Corporation of America.

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Sebastien nadeau
Sebastien Nadeau Montreal, Canada
Managing Partner
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