Logistics & Supply Chain Trends: Nov 2 - Australia (5 stories)

Here is your Weekly summary for Logistics & Supply Chain across Australia for Mon 27th October - Sun 2nd November 2025

Aurora Innovation has achieved a significant milestone in commercial driverless trucking, despite reporting losses in Q2 2025. This advancement highlights the ongoing evolution of autonomous logistics, which could reshape the industry by reducing labor costs and increasing efficiency. Meanwhile, Knorr-Bremse's Q2 results show that strength in rail operations is compensating for weaknesses in the truck sector, leading to expanded margins, a crucial development for stakeholders in both markets.

In Japan, JR East reported a 4.2% revenue growth in Q1 FY2026, driven by the Shinkansen, despite facing cost pressures. This resilience underscores the importance of high-speed rail in maintaining competitive advantage. Additionally, Höegh Autoliners noted robust growth in Asia, even as US port fees pose challenges, indicating a shift in global shipping dynamics. Lastly, Stifel has adjusted UPS's stock price target downward while maintaining a Buy rating, reflecting cautious optimism amid fluctuating market conditions.