October’s preliminary net trailer orders increased nominally from September to October, at 35,300 units, but were lower compared to last October, down more than 26% y/y. As we’re still in the opening of peak order season, seasonal adjustment (SA) lowers October’s SA tally to 26,200 units. Final October results will…

Based on preliminary Class 8 same dealer used truck retail sales volumes (+10% m/m), it appears as though buyers are eager to take advantage of lower prices. Though, in total, the used truck industry contracted in October, according to the latest preliminary release of the State of the Industry: U.S…

As published in the latest release of the North American Commercial Vehicle OUTLOOK, expectations for Class 8 and trailers remain relatively the same in November, though forecasts for dry van trailers are pulled back due to a recalibration of our expectations regarding power-only brokerage. “To accomplish the scheme of introducing…

This article will concentrate on what fuel-cell electric vehicle (FCEV) alternatives have to offer. What can one expect and what are the unknowns? …

For the past three months, we have written about dark clouds on the trailer market horizon. September opens the peak order season, and while it is tempting to say, “here comes the sun,” we would be remiss if we didn’t note that a) one month’s data isn’t enough to blow…

With the 2024 order season opening in September, the Class 8 backlog increased by 8,700 units from August to 161,300 units, and the backlog-to-build ratio increased to 5.5 months, as published in ACT Research’s latest State of the Industry: NA Classes 5–8 report. According to Kenny Vieth, ACT’s President and…

Preliminary Class 8 same dealer used truck retail sales volumes suggest buyers tightened their belts in September, down 5% m/m, according to the latest preliminary release of the State of the Industry: U.S. Classes 3–8 Used Trucks published by ACT Research. Compared to August 2023, average retail price was flat…

September’s preliminary net trailer orders increased sequentially, to 31,300 units, against a very easy August comp, and were notably higher compared to last September, up 19%. As the opening month of peak order season, seasonal adjustment (SA) lowers September’s SA tally to 28,700 units. Final September results will be available…

As published in the latest release of the North American Commercial Vehicle OUTLOOK, expectations for Class 8 and trailers are lowered as the recovery in freight markets remains elusive. “Within the broader Class 8 and trailer markets, US Class 8 tractors and van trailers bore the brunt of the markdowns…