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UPDATED: Commercial vehicle demand continues to weaken
Tractor and vocational demand continued downward trend in June and July
Class 8 orders plunged 35% year over year
ACT Research cites weak fundamentals and impact of tariffs as factors
Street Smarts: Why the 2027 Class 8 prebuy is dead on arrival
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Everyone is eyeing Donald Trump, but a variety of factors killed off the 2027 Class 8 prebuy before it even began.
Class 5-8 orders down 39% y/y
June preliminary NA Class 5-7 orders at weakest since pandemic
May Class 8 orders down 45% y/y
Decline on both a monthly and annual basis attributed to weak fundamentals and broad uncertainty
March Class 8 orders down nearly 6%
“Increasingly pessimistic outlook” may be prompting order cancellations
Economic & policy uncertainty risk commercial vehicle outlook
Trade and economic policy uncertainty have “thrown a wrench into business planning”
Strong heavy truck demand forecast into early 2025
Prebuying has begun as buyers seek to get ahead of pending regulation
Class 8 tractor demand remains strong in December
Class 8 net orders reached 36,800 units for the month
2025 forecast: solid foundation for on-highway, but uncertainty ahead
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Potential changes in trade policies and regulations add to uncertainty in the commercial vehicle outlook.
2025 forecasts show mixed trends: stalls and declines amid growing electrification
Forecasts reveal declines in equipment markets, growth in electrification, and challenges from regulatory and economic uncertainties.
Class 8 tractor, vocational truck orders strengthen
Vocational truck orders historically strong for third straight month
Class 8 sales to weaken despite vocational demand
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Lowest for-hire carrier profitability levels expected to offset vocational strength
Class 8 net orders jump in September
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Preliminary net orders for Class 8 doubled the prior month’s intake
Class 8 orders decline again in June
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Net orders for the month down 13% year over year
Q2 sees further deterioration in Class 8 outlook
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Despite sales decline, pockets of strength continue to exist
Class 8 truck production surges forward
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Class 8 overcapacity boosts inventory expectations for 2024, said ACT Research
Ketchel Axle Systems seeks to drive EV adoption with electrified axles
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The company has introduced commercial vehicle axles for a range of electric truck sizes.
ACT Research: March Class 8 orders decline, April forecast remains unchanged
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Decline may signal a slowdown of Class 8 capacity additions, ACT Research said.
Surge in Class 8 truck orders sees pause in March
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Preliminary net orders down over 10,000 units from February
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