ACT Research: Likelihood of Heavy Vehicle Market Recovery in 2021 Tempered According to ACT’s latest release of the North American Commercial Vehicle OUTLOOK, expectations for the Class 8 and trailer production volumes have been trimmed for 2020, and expectations of a recovery starting in 2021 have been tempered. Additionally, current order softness and excessive inventory [...]

Freight Forecast: Lowering Truckload Spot Rate Forecasts on Freight Demand; What Could Drive Rates Up in 2020? ACT Research released the December installment of the ACT Freight Forecast, U.S. Rate and Volume OUTLOOK report covering the truckload, intermodal, LTL and last mile sectors.

ACT Research: Preliminary Classes 5-8 Order Intake Failed to Sustain in November Preliminary November data show that Classes 5-8 net order volumes were uniformly soft. Combined NA Classes 5-8 intake fell 15% m/m and 38% y/y in November on a nominal basis. Preliminary North America Class 8 net order data show the industry booked 17,500 [...]

ACT Research: Used Truck Sales Jumped 43% M/M, but YTD Are Down 17% In what is largely believed to be an anomaly, used Class 8 same dealer sales volumes jumped 43% m/m in October, following a 5% m/m loss in September, according to the latest release of the State of the Industry: U.S. Classes 3-8 [...]

ACT Research: U.S. Trailer Net Orders Up 71% M/M, but Down 42% Y/Y and 52% YTD New US trailer orders of 37.2k were up 72% month-over-month, and after accounting for cancellations, net orders of 31.8k hit their fourth consecutive sequential rise, increasing 71% from September, but down 42% compared to October of 2018. Year-to-date, however, [...]

ACT Research: Preliminary Used Class 8 Volumes Spike M/M, As Prices Fall, Miles Rise and Age Is Unchanged Preliminary used Class 8 volumes (same dealer sales) grew 42% month-over-month and 6% year-over-year in October, according to the latest preliminary release of the State of the Industry: U.S. Classes 3-8 Used Trucks published by ACT Research, [...]

ACT Research: Carriers Add Capacity, While US Industrial Downturn Deepens According to ACT Research’s (ACT) latest State of the Industry: Classes 5-8 Report, parts of the freight economy may be flashing the occasional “green shoot,” but it is not completely clear whether the industry has reached the nadir of the current freight cycle.

ACT Research: US Trailer Production Pendulum Has Shifted to “Advantage Fleets” According to this quarter’s issue of ACT Research’s Trailer Components Report, trailer industry net orders have now posted y/y declines for the last 10 months. YTD September net orders were down 54% versus 2018. Dry van and reefer net orders were both weaker than [...]

ACT Research: U.S. Trailer Preliminary Net Orders Surge 71% M/M in October, but Were Off 42% Y/Y and Down 52% YTD ACT’s preliminary estimate for October indicates that trailer manufacturers booked 31.9k net orders to their orderboards last month, a 71% spike from September and the second straight month of sequential growth greater than 70%. [...]

ACT Research: Main Risk to N.A. CV Market Forecasts Remains the Trade War with China; Key Driver of Growth Is US Consumer According to ACT Research’s (ACT) latest release of the North American Commercial Vehicle OUTLOOK, the primary risk to all vehicle market forecasts, and the US economy broadly, in either direction, remains the trade [...]