All act research Articles
Tractor and vocational demand continued downward trend in June and July
ACT Research cites weak fundamentals and impact of tariffs as factors
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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.
June preliminary NA Class 5-7 orders at weakest since pandemic
Decline on both a monthly and annual basis attributed to weak fundamentals and broad uncertainty
“Increasingly pessimistic outlook” may be prompting order cancellations
Trade and economic policy uncertainty have “thrown a wrench into business planning”
Prebuying has begun as buyers seek to get ahead of pending regulation
Class 8 net orders reached 36,800 units for the month
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Potential changes in trade policies and regulations add to uncertainty in the commercial vehicle outlook.
Forecasts reveal declines in equipment markets, growth in electrification, and challenges from regulatory and economic uncertainties.
Vocational truck orders historically strong for third straight month
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Lowest for-hire carrier profitability levels expected to offset vocational strength
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Preliminary net orders for Class 8 doubled the prior month’s intake
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Net orders for the month down 13% year over year
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Despite sales decline, pockets of strength continue to exist
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Class 8 overcapacity boosts inventory expectations for 2024, said ACT Research
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The company has introduced commercial vehicle axles for a range of electric truck sizes.
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Decline may signal a slowdown of Class 8 capacity additions, ACT Research said.
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Preliminary net orders down over 10,000 units from February