All class 8 orders Articles
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Outlook for new equipment demand is healthy but hinges on supply chain
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Production capacity for the year oversubscribed by 35,000 units
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Preliminary Class 5-7 net orders saw a 41% increase year over year
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Freight rates largely credited for sustained demand
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Preliminary Class 5-7 net orders also rose 67% y/y
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Final net orders for May shown at 26,576 units
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Seasonality sets in month over month but greater order activity is expected as 2027 looms
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Class 8 net orders totaled 38,050 units for the month
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ACT Research cautions the sudden swing overstates demand
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Preliminary data shows Class 8 orders plummeted 47% amid carrier profitability struggles
Economic and regulatory headwinds produce ongoing order declines
Trade and economic policy uncertainty have “thrown a wrench into business planning”
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Net orders fell 15,000 units from the prior month and 7.0% year over year
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Demand shortfall is less for medium-duty, says ACT Research