Toll road operators in the United States and Canada reported a significant increase in first-quarter revenue, fueled by a rise in freight traffic ahead of newly announced U.S. tariffs. This boost comes despite challenging winter weather conditions, reflecting heightened commercial activity in key transport corridors.
Revenue from toll roads in North America rose by 14% during the first quarter, surpassing expectations. The increase is largely attributed to a higher volume of heavy and commercial vehicles on major highways, especially near the U.S.-Mexico border and in regions where workforce commuting is recovering.
In particular, traffic growth was noted in areas with managed lanes along the Texas border, likely driven by increased cross-border goods movement. Meanwhile, in some U.S. states, a return of employees to office settings contributed to higher daily traffic counts.
This uptick in highway usage aligns with broader trade trends, as U.S. imports reached record levels in March, driven by consumer goods and automotive shipments. These factors combined to support increased freight and commuter activity on North American toll roads.
Looking forward, infrastructure investments and new motorway projects are expected to continue supporting growth in transportation and logistics across the region.
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