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Update: Class 8 final orders up 32% y/y in August
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Outlook for new equipment demand is healthy but hinges on supply chain
Class 8 orders climb 71% in July despite backlog
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Production capacity for the year oversubscribed by 35,000 units
Preliminary Class 8 orders up 68% y/y in July
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Preliminary Class 5-7 net orders saw a 41% increase year over year
Final June N.A. Class 8 orders triple y/y
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Freight rates largely credited for sustained demand
Preliminary Class 8 orders up 231% y/y in June
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Preliminary Class 5-7 net orders also rose 67% y/y
Updated: Class 8 orders up 100+% year over year
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Final net orders for May shown at 26,576 units
Class 8 orders see 24% seasonal decline
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Seasonality sets in month over month but greater order activity is expected as 2027 looms
March N.A. Class 8 orders up 131%
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Class 8 net orders totaled 38,050 units for the month
February Class 8 orders up a whopping 157%
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Significant year-over-year increase reflects several factors, most notably the optimistic for-hire outlook
Class 8 orders jumped 16% in December
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ACT Research cautions the sudden swing overstates demand
N.A. Classes 5-8 orders plunge in November
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Preliminary data shows Class 8 orders plummeted 47% amid carrier profitability struggles
Uncertainty, headwinds weigh down 2026 CV outlook
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Tariffs, long list of headwinds will continue to impact commercial vehicle orders
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
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