September Logistics Manager’s Index Reaches Second-Highest Reading in Four Years
The September Logistics Manager’s Index rose to 70.2 from 66.6 in August, according to researchers from Arizona State, Colorado State, Nevada Reno, Florida Atlantic, and Rutgers with CSCMP support. The reading was the second-highest in four years and remained well above the 61.8 all-time average.
The index combines eight components covering inventory levels and costs, warehousing capacity, utilization and prices, and transportation capacity, utilization and prices. Its composite movement gives operators a structured signal about where cost and capacity pressure may be building rather than a single shipment-level forecast.
For 3PLs and warehouse operators, the reading points to a market in which capacity and pricing decisions need frequent refreshes. The operational consequence is a tighter link between contract assumptions, utilization plans, and the cost per shipment a customer will actually experience.
The September LMI makes cost per shipment and warehouse utilization leading indicators: a rising composite can expose margin risk before service misses appear.
Use the eight LMI components as features in a lane-and-facility review, comparing external pressure with internal dwell, inventory turns, and tender acceptance.
Have finance and operations reprice exposed lanes using the September capacity and utilization signals before the next customer renewal.