In The News
ACT Research is sited and sourced several times each week by publications and news outlets reporting on the state of the industry.
COVID-19 Has Little Impact on February CV Data, Future Impact Expected
Class 8 truck production could fall to less than half of 2019
ACT Research: Trailer net orders dropped pre-Coronavirus, now ‘most unusual’ market conditions in history
ACT Research: COVID-19 has little impact on February CV data, future impact expected
ACT Updates Freight Forecast for COVID-19 and Lower Commodities
Used sales volume rose in February
Struggling intermodal meets further headwinds with coronavirus
ECONOMIC WATCH: Coronavirus affecting equipment deman
The impact of coronavirus on the North American truck market
COVID-19 ‘Undermines Expectations’ for North American Commercial Vehicle Markets
COVID-19 Impacts North American Commercial Vehicle Markets
Industry’s lukewarm gains, moderate slowdowns could improve by midyear
Trucking Not Immune From Worries Over COVID-19
Early economic studies show impact of COVID-19 on global market, supply chains
ACT Research: COVID-19 Impacts North American Commercial Vehicle Markets
ACT Reports Regulations Impacting U.S. Commercial Vehicle Market
Preliminary February Class 8 orders see declines
Too Much Capacity Challenging Heavy Truck Market
February Class 8 Orders Decline
ACT Reports Excessive Capacity Challenges in Heavy Truck Market
Bloomington-based Donaldson lowers revenue forecast due to coronavirus, other market disruptions
ACT, FTR Report Drop in Class 8 Orders
Capacity glut challenging truck market: ACT
February Class 8 Truck Orders Tank On Coronavirus Uncertainty
ACT For-Hire Trucking Index Rates Slip While Volumes Improve
Today’s Pickup: US Makes $225M In Grant Money Available To Ports
ECONOMIC WATCH: Freight recession ending, pricing to swing back in carriers’ favor
Supply-chain disruptions, weak freight volume impacting trailer production
ACT Research forecaster sees bulk tank production growing in 2020, overall economy continuing slow expansion
Used Class 8 Prices in January Fall as Sales Drop
Used Truck Sales Open 2020 Up 4%M/M, Down Slightly Y/Y
ACT Research: Used Truck Sales Recover Slightly, Down Year-Over-Year
Preliminary used Class 8 volumes up, prices down month-over-month: ACT Research
ACT: Used Class 8 Volumes Grew, Prices Fell M/M
U.S. Trailer Production Facing Lower Demand and Supply Chain Disruptions
Utility Launches Aerodynamic Trailer Tail
Coronavirus impact looms over freight demand, but optimism remains for a rebound
Research shows used prices slipped while volume rose last month
U.S. trailer net orders plunge 15%
U.S. Trailer Net Orders Opened 2020 Down 15% Sequentially and 28% Y/Y
ACT Research: Class 8 Production Outpaced Weak Sales in January
Unsold Class 8 truck inventories second highest since Great Recession
Truck orders to remain low in 2020, tonnage up slightly in January
Automated Freight Matching Won’t Be Enough When Capacity Tightens
Today’s Pickup: Uncertain Contract Status Leads DHL To Issue Potential Notice Of layoffs In Michigan
Capacity crunch coming, say top trucking executives
New Trucks, Used Trucks And Trailers All Suffering From The Same Affliction
January Class 8, Medium-Duty Truck Orders Dip
Preliminary January North American Class 8 are down sequentially and up annually
Freight sector on track to continue expansion through five-year horizon
Why Cummins Stock Tumbled 10.6% in January
Today’s Pickup: Shippeo Lands $22 Million Investment For Expansion
With Freight-Generating Sectors on the Mend, ACT Predicts 5-Year Expansion
Trump’s ‘new NAFTA’ deal seen as a positive for cross-border trucking activity
Rush Enterprises reports solid 2019 results despite big drop in Q4 truck sales
Recession Depends on Definition: U.S. Economy Poised for 1.8% Expansion
ACT Achieves 98% Accuracy Truckload Spot Rate Forecasting in 2019
ACT Research: Preliminary used Class 8 volumes and prices rise month-over-month
ECONOMIC WATCH: Risk of U.S. recession has ‘largely faded,’ ACT reports
Trailer Orders Drop in December from November, Previous Year
December Trailer Net Orders Full-Year 2019 Less than Half 2018 Volume
Falling Trailer Bookings Track Muted Tractor Orders
ACT Research releases used truck, new trailer sales data for December
ACT: Used Class 8 Volumes and Prices Rise M/M, Drop 14% YTD
FTR, ACT report significant decline in trailer orders for December
Sliding sales prompt restructuring at Daimler Trucks
Another 3,500 truck drivers lost their jobs in December — and it’s a troubling sign of the recession that’s slamming the $800 billion trucking industry
If times are good, why is Mack Trucks laying people off? Welcome to the cyclical trucking industry
A recession slammed trucking last year — and experts predict that 2020 will bring more bankruptcies and plunging truck orders
Truck manufacturing orders hit decade low in 2019
Class 8 orders stabilize in December
ECONOMIC WATCH: Class 8 orders rebounded in December
Research indicates 14% rise in Class 8 sales in December over previous month
Preliminary December North American Class 8 truck orders are stable
Preliminary Class 8 Orders Up 14%M/M in December
Heavy truck orders stabilize to close 2019
Class 8 truck sales sink to lowest in decade; Bharat Forge down 0.3%
Class 8 truck orders tumble to decade low
Truck Orders to Plunge, GDP to Fall Lower, Diesel Prices to Rise in 2020
ACT: 2020 looks rough for carrier profitability
ACT: Used Truck Sales, Down 16% YTD, Return to Trend
ACT For-Hire Trucking Index: Utilization Shifts into Reverse in November
It’s a buyers’ market as used truck glut stalls new orders
ACT: Tough Times Coming in 2020 for Class 8
ACT For-Hire Trucking Index shows utilization shifted into reverse in November
ACT Research: Tough Times Ahead for Class 8
ACT Research: Tough times coming in 2020 for Class 8 market
Demand, Supply & Timing Drive Weak Commercial Vehicle Forecast
OOIDA Foundation: Overcapacity led to falling freight rates in 2019
Commentary: 2019 Was A Tough Year For Trucking
Industry awash in excess equipment: ACT
Decade Of Trailer Production Growth Only Beginning To Slow
BankruptcyData Releases 2019 Corporate Bankruptcy Review, Bankruptcy 2020 Outlook, and Names Finalist for 2019 Industry Best Awards
ACT: 2020 looks rough for carrier profitability
ACT Research: Used truck sales return to trend and are down 16% YTD
Used Truck Sales Return to Downward Track
ACT Research: Used Truck Prices Fall 15% in November
ACT Research: A Strong 2019 Will Mean Weaker Truck Markets Next Year
Equipment sellers to see tougher conditions in 2020: ACT Research
Mack Trucks Plans Down Weeks, Possible Layoffs at Pennsylvania Plant
ACT: U.S. Trailer Net Orders Dropped 56% Y/Y
Mack Trucks plans down weeks, potential layoffs at Lower Macungie plant as market slows down
November Trailer Orders Weaken, Leaving Excess Production Capacity
MTD Exclusive: New Year to Bring Challenges for Trucking Industry
Smaller displacement diesels, gas engines growing share of the roadway
Medium-Duty Sales Skid in Typical November Fashion
Manufacturers Anticipate Somewhat Blurry 2020 Market
ACT: Preliminary U.S. Trailer Net Orders Down 56% Y/Y
ACT Research: Likelihood of HD market recovery in 2021 tempered
Trailer Orders Fall in November
Trailer orders continue to slide as fleets crawl cautiously into 2020
ACT: Likelihood of Heavy Vehicle Market Recovery in 2021 Tempered
New Class 8 truck sales drop to lowest point since February 2018
ACT Research: Likelihood of heavy vehicle market recovery in 2020 tempered
ACT report addresses concern for 2021 truck market
TC Line calls for Wednesday, Dec. 11, 2019
Forecast: U.S. truck market mired in neutral conditions through first half of 2020
As Truck Engine Displacements Shrink, Power And Fuel Efficiency Grow
A truckload giant just filed for bankruptcy, and it leaves nearly 3,000 truck drivers jobless
Another 1,000 truck drivers lost their jobs in November, and it’s a chilling sign for the economy
ACT For-Hire Trucking Index: Bottoming Process Underway?
California Won’t Enforce Trailer GHG Rules for at Least Two Years
Class 8 Orders Slump for Weakest November Since 2015
Engines over 10L will dominate Class 8 market; ACT
Truck orders weak in November
Class 8 Truck Sales Forecast to Rebound in 2021
New truck orders trending toward smaller engines, report shows
Class 8 truck orders tumble in November
ACT’s For-Hire Trucking Index: Bottoming process underway?
ACT Research: Used truck sales jump 43% in October
Retail compliance initiative boosts transparency, reduces chargebacks
ACT Research For-Hire Trucking Index surged in September, but capacity rebalancing process may be underway
ACT Research: Commercial Vehicle Markets Continue to Deteriorate
Jump in used truck sales an “anomaly”
Soft freight, low prices creating used truck ‘buyer’s market’
ACT: Used Truck Sales Jump 43% M/M, Down 17% YTD
Price, Sales of Used Class 8 Trucks Drop 19%
‘Bloodbath’: Truck-Engine Manufacturer Cummins Laying Off 2,000 Workers
Cummins lays off 2K to protect profits through trucking downturn
Volvo layoffs coming in January
Volvo Trucks will lay off 700 workers in January (Update)
Glut of used trucks creates buyer’s market (Update)
Trailer orders increase 71 percent month over month
ACT Research: U.S. Trailer Net Orders Down 42% Y/Y, 52% YTD
Around 4,500 truck drivers lost their jobs in August as the trucking ‘bloodbath‘ rages on
ACT: Preliminary Used Class 8 Volumes Spike M/M, Down 17% YTD
ACT: US trailer production shifting to ‘advantage fleets’
Medium-Duty Sales Continued to Climb in October
ACT: Carriers Add Capacity, While US Industrial Downturn Deepens
ACT: U.S. Trailer Preliminary Net Orders Surge 71% M/M in October
Freight markets remain far below heights of 2018
ACT Research, FTR Intel see trailer orders surging in October
October Class 8 Sales Show Capacity Expands
Trade war, consumer confidence to impact truck demand
2020 projected to be ‘a tough year’ for trucking
ACT: Heavy Duty Market Anticipating Build Rate Pullback
Why Trucking Stocks Look Like Good Values Right Now
ACT: Heavy Duty Market Anticipating Build Rate Pullback
Why Trucking Stocks Look Like Good Values Right Now
ACT Research data shows pullback in build rates forthcoming
ACT Research: TL Contract Rates Turn Lower with More to Go
October Class 8 Sales Show Capacity Expands
Used Class 8 orders fell in September
Weak October Class 8 Truck Orders Signal Subdued 2020
Cervus falls victim to softness in equipment markets
Wabash Posts Higher Q3 Earnings, Record Revenue
Class 8 truck orders rebound in October
Economic indicators flashing warning lights for coming year
Class 8 truck orders improve in October, medium-duty doesn’t fare as well
ACT Research: NA Medium Duty Demand Slowed, while Class 8 Order Intake Improved in October
Diesel’s market dominance earns respect but little love
ACT Research: Class 8 Orders Rise to 11-Month High in October
October Class 8 Orders Highest in 11 Months
Edited Transcript of RUSHA earnings conference call or presentation 24-Oct-19 2:00pm GMT
Fleet Advantage expands asset management solutions
Used Class 8 Truck Sales Fall in September
Commercial vehicle market continues to deteriorate
ACT Research digests painting less than rosy picture in CV market
Diesel to power 80% of big rigs by 2030, industry leader says
Fleet Advantage expands leasing program to trailers
ACT: Natural Gas Truck Retail Sales Down 23% M/M, Up 27% YTD
ACT Research: Used Truck Sales Drop 18% Y/Y
Recent report shows take rates again on the rise for natural gas trucks
ACT Research: Class 8 Regression to the Mean Coming in 2020
Rush Enterprises, Inc. (RUSHA) CEO Rusty Rush on Q3 2019 Results – Earnings Call Transcript
One of America’s largest trucking companies is quietly closing its operations of a Pennsylvania warehouse and will lay off dozens
Rush Enterprises Inc (RUSHB) (RUSHA) Q3 2019 Earnings Call Transcript
Trailer orders up month-over-month but down year-over-year
With Strike Set to End, Mack Workers Will Return to Softening Market
Report: Class 8 truck market headed for correction
Rush Enterprises Reports Mixed Q3 Results
Average Used Class 8 Price Drops 6.9% in September
As strike ends, Mack Trucks workers returning to a softening heavy-duty truck market
For-Hire Trucking Index Shows Volume Surge in September
U.S. net trailer orders jump 73% in September
New trailer orders up 73 percent over last month
Rush Enterprises reports solid Q3 but warns on used truck market
ACT Research For-Hire Trucking Index: Bottoming process under way?
To yield, or not to yield
Slowing GDP growth but no recession
Trailer orders rebound in September, pointing to solid 2020 production
ACT: Leading Indicators Point to Downturn as Retail Truck Sales Surge
Used truck volumes slipped in September
ACT: U.S. Trailer Preliminary Net Orders Up 75% M/M in September
Class 8 Truck Sales Hit High Point, But Leading Indicators Point to Downturn
Volvo Trucks will lay off 3,000 workers because of UAW strike at Mack Trucks
Medium-Duty Gains in September Led by Class 7
EVs To The Rescue: Lessons From A California Blackout
ACT Research Freight Forecast: Spot pressure to persist on more capacity additions
Trade war biggest threat to commercial vehicle market: ACT
Today’s Pickup: DexFreight Completes Blockchain Project, Gets Carrier Paid Within Minutes
Today’s Pickup: dexFreight completes blockchain project, gets carrier paid within minutes
ACT Research: Key risk to vehicle market forecasts remains China trade war
ACT: Trade War Remains Key Risk to N.A. CV Market
ACT: Heavy Duty Market Up-Cycle Running Out of Steam
Industry outlook report shows Class 8 market running out of steam
ACT Research: Spot Pressure to Persist on More Capacity Additions
ACT says spot pressure to persist on more capacity additions
Spot market pressures to persist: ACT
September Class 8 truck retail sales set all-time monthly record
Mack Trucks Sees Its Strength Rising In A Slowing Market For Over-The-Road Trucks
ACT Research: Class 8 market moving into significant correction next year
Class 8 orders for September stuck in down cycle; medium-duty numbers fall
Market leader Freightliner to cut 900 production workers in North Carolina
Anheuser-Busch to Deploy 21 BYD Electric Trucks
For-hire trucking industry loses 9,300 jobs the past two months
Another 4,200 truck drivers lost their jobs in September as a recession slams America’s $800 billion trucking industry
Understanding the relationship between spot rates and truck orders can save shippers money
Class 8 Orders Off 71% From Year-Ago Levels
Trailer preliminary net orders up fractionally, trail last year
As spot rates stay low, shippers hold off on contracts
Economic forecast for trucking: Gloomy with a chance of recession
Medium Duty Demand Slowed, while Class 8 Order Intake Improved in September
Trade uncertainty stunts Class 8 truck orders
ACT Research: China’s CV Truck Markets Continue to Decelerate
ACT Research: NA medium duty demand slowed, while Class 8 order intake improved in September
ACT: Class 8 Market to Move into Significant Correction in 2020
Freightliner laying off plant workers as new orders stall
Class 8 demand improves, medium-duty truck demand slows in September
ACT Research: Net US trailer orders up 2% over July
ACT: For-Hire Trucking Conditions Return to Trend in August
Class 8 truck market to see ‘significant correction’: ACT
ACT Research: Used Truck Prices Fall 1% Y/Y, Sales Drop 19%
For-Hire Trucking Index: Conditions Return to Trend in August
ACT Research For-Hire Trucking Index shows conditions return to trend in August
For-Hire Trucking Conditions Worsen After Brief Summer Surge
Used truck prices fell 1% Y/Y and sales dropped 19%, ACT Research says
Trailer net orders up M/M, down Y/Y, YTD
Used truck sales drop 19 percent compared with last year
Freight markets still weak, data still trending negative
Used Truck Prices Slip as Used Truck Supply Grows
New trailer orders in August were down 72% from a year ago, ACT says
Are fears about a recession warranted?
Cancellations rise as trailer orders continue to stagnate
ACT: Preliminary August 2019 Trailer Orders Up Fractionally from July
Freight sector blip insufficient to change gloomy long-term forecast, firms say
Truckers are becoming more pessimistic about the US economy
ACT: Freight Markets Still Weak, Data Still Trending Negative
ACT Reports slight bump for trailer orders
Used Class 8 truck sales fell in August
Class 8 Sales Slide Lower in August
North American Class 8 orders for August up modestly from July
ACT: Preliminary Used Class 8 Volumes Fall M/M, Y/Y and YTD
Key risk to N.A. CV market forecasts is trade war with China, ACT Research says
Pre-ship provides respite from freight downturn, ACT Research Freight Forecast says
J.B. Hunt intermodal customers not pre-ordering freight to beat tariffs; Fed expected to cut rates, economist says
Declining Class 8 used truck sales continue
Struggling used truck market dips for 10th consecutive month
Heavy-Duty Truck Market Conditions Continue Decline
ACT: Key Risk to N.A. CV Market Forecasts is Trade War with China
Class 8 truck production cuts intensify as market slackens
ACT Forecasts Imminent Slowdown in Class 8, Trailer Production
ACT Research: Heavy Duty Market Conditions Continue to Deteriorate
Mack Plans Temporary Layoffs at Pennsylvania Plant
Truck, trailer order market outlook trending down as market stumbles
Pre-Tariff Shipping Could Be Causing Recent Uptick in Freight
Who’s in the news: Our weekly trucking employment report
Around 4,500 truck drivers lost their jobs in August as the trucking ‘bloodbath’ rages on
Understanding the relationship between spot rates and truck orders can save shippers money
Used truck prices fell 4% on flat sales in July
U.S. trailer net orders up 22% month-over-month, but down 46% on a YTD basis
ACT Research: Pre-Ship Provides Respite from Freight Downturn
Sam Kahan of ACT Research Wins Lawrence R. Klein Award
ACT Research freight forecast: Pre-ship provides respite from freight downturn
Truckers Slashed Payrolls in August
ACT’s Kahan to accept Klein award, deliver 2020 forecast
Volvo plant may anchor Virginia R&D corridor
Class 8 Truck Orders Down Nearly 80 Percent Over August 2018
August North American orders for new Class 8 trucks show slight uptick
ACT: NA Medium and Heavy-Duty Volumes Rebound in August
Freight rates to rise ahead of holiday shopping season; hurricane disrupts service
Truck orders rebound slightly in August
Class 8 truck market ‘at a turning point’: FTR
Number of trucking companies out of business in 1st half of 2019 exceeds 2018 total
Are fears about a recession warranted?
Class 8 truck engine demand trending to smaller displacements, ACT Research says
ACT Research For-Hire Trucking Index shows anomalous spike in July
Truck makers log sharply lower orders
ACT: Commercial Vehicle Markets Heading for a Market Correction in 2020
Class 8 engine sizes shrink as emissions rule changes loom
Class 8 Engine Sizes Shrink As Emissions Rule Changes Loom
ACT Research: Commercial vehicle markets heading toward correction in 2020
Truck Makers Apply the Brakes
ACT Research: Commercial vehicle markets heading for market correction in 2020
Today’s Logistics Report: Waiting at the Dock; Korea’s Shipyard Concern; Tariff Tug-of-War
Used Truck Market in July Underscores Buyers Are Leaving
ACT: Class 8 Truck Engine Demand Trending to Smaller Displacements
ACT Research: Class 8 Market Indicators Diverge
ACT Research: Class 8 truck engine demand trending to smaller displacements
Class 8 Engines: Is Smaller Displacement the Wave of the Future?
Smaller displacement engines, gasoline increasing in popularity
The leading industry group for truck drivers has declared we’re hurtling toward a trucking ‘bloodbath’
ACT Research: Used Truck Prices Fall 4% on Flat Sales
No rush for 2020 trailer build slots: ACT
ACT: Trailer orders up 22% month-over-month, down 46% year-over-year
Executives: Trailer Orders Down, but Robust 2018 Helped Companies Prepare for Future
Pace of EV Introductions Could Quicken
U.S. Trailer Net Orders Hit 1st Sequential Increase in 9 Months, but Are Down 46% on a YTD Basis
For-Hire Trucking Index Sees Anomalous Spike in July
ACT: U.S. Trailer Net Orders Hit 1st Sequential Increase in 9 Months
Trailer orders down 46 percent year to date
Trailer Orders Recover from Weak June, but Still Down for the Year
ACT Research: U.S. trailer production robust, indications show component supply challenges easing
Trade War with China a Key Risk to North American CV Market Forecasts
China to Impose New Tariffs on $75 Billion of US Goods in Latest Trade War Escalation
Spot rates to remain flat for rest of 2019, logistics experts say
Trailer component supply improving, trailer orders continue slide
ACT Research: U.S. Trailer Production Remains Robust
Indicators Show Slowdown in Growth, but Recession Isn’t Likely
Trailer orders continue to slide, while production remains robust
ACT Research: Trailer production robust, component supply challenges easing
Reports indicate truck markets likely to weaken in immediate future
Daimler: Truck sales to remain solid; fleets view safety tech as important as fuel economy
Quotable:
ACT: Key Risk to NA CV Market Forecasts is Trade War with China
ACT Research: Class 8 market-leading indicators continue to erode
Streetwise: Market volatility an opportunity
Preliminary Used Class 8 Volumes Fall for Fourth Consecutive Month
Sino-U.S. trade war complicating forecasts: ACT
Preliminary used class 8 volumes fell for fourth consecutive month
ACT Research: Key risk to CV market forecasts is China trade wars
ACT Research: Heavy duty markets at the edge of the precipice
Rate outlook: Indicators point to mid-2020 recovery
Heavy-duty vehicle market on edge of precipice: ACT Research
FreightWaves Radio preview: what they talked about at ACT Research
Renewable Natural gas continues to move passengers on the Big Blue Bus and at LAX
USTMA revises shipment forecast up for passenger tires, down for truck tires
Heavy-Duty Truck Orders Hit Lowest Level in Nine Years
ACT, FTR: Class 8 truck orders reach 9-year low in July
July Class 8 Truck Orders Lowest Since 2010
Truck orders hit lowest level in 9 years ahead of ‘market correction’
July new heavy-duty truck orders lowest since 2010
Natural gas truck sales surge even as electric trucks get the hype
Downturn expected for US Class 8 market, but don’t panic—Daimler
ACT research: Class 8 market-leading indicators continue to erode
Cass predicts economic contraction after eighth consecutive month of shipping declines
Navistar cuts medium-duty truck production in Ohio
July Class 8 Sales Top 25,000 for Year’s Highest Volume
The ‘bloodbath’ in America’s trucking industry has officially spilled over to the rest of the economy
ACT: July 2019 Trailer Preliminary Net Orders 66% Lower Y/Y
Class 8 Orders in July Sink to Lowest Level Since 2010
Trailer orders increase 65 percent in July
Used truck prices defying predictions, but the worst may be coming
Medium-Duty Sales Climb in Summer Market
RNG continues to move passengers on the Big Blue Bus, LAX
ACT Research says forecast of freight downturn persists
Renewable Natural gas continues to move passengers on the Big Blue Bus and at LAX
Freight Rates Expected to Fall, But Truck Production Remains at All-Time Highs
Heavy-Duty Truck Sales Off 81% in July – to Lowest Level Since 2010
ACT says heavy truck, trailer industries heading toward market correction in 2020
Ryder posts record sales and earnings across all segments
Class 8 natural gas truck retail sales up 10% M/M, 60% Y/Y, 43% YTD in May, ACT says
Natural gas truck sales rebounding
Sales of natural gas trucks rebounding
ACT Research: US trailer orders continue to recede in June
FTR and ACT: Net trailer orders in June down sharply
Natural Gas Truck Sales Are on the Rise
June Used Class 8 Prices Climb Even as Lots Grow Full
Class 8 truck demand teeters on cusp of “significant correction,” ACT says
“Significant correction” coming for Class 8 market: ACT
Is a Class 8 Truck Order Correction in the Cards?
ACT Research: Used Truck Prices Up 2% M/M, 10% YTD
ACT Research: Heavy truck and trailer industries heading for market correction in 2020
ACT Research: Class 8 market on cusp of significant correction
Truckers Wrestle With Oversupply of Big Rigs, Falling Freight Rates
June used Class 8 truck prices are up 6 percent from previous year
ACT Research: U.S. trailer net orders continued to drop in June, down 70% Y/Y & 43% YTD
More on Rush Enterprises Q2 results
Rush Enterprises, Inc. Reports Second Quarter 2019 Results, Announces $0.13 per Share Dividend
Rush 2Q Earnings, Revenue Climb on Truck Sales
Continued weakness in freight volumes leads analysts to consider recession
Small Trucking Firms See Tighter Lending Standards
ACT Research For-Hire Trucking Index: Weak Finish to Q2
Preliminary June 2019 trailer net orders down 41% from May, 69% below last year
ACT’s For-Hire Trucking Index for June shows declines
ACT Research: Industry Currently Astride Class 8 Demand Inflection
June Class 8 Sales Improve Amid Softer Freight Market
Trailer production strong, orders weak as cycles normalize
ACT Research: Industry currently astride Class 8 demand inflection
Trailer orders plummet in June
SPECIAL REPORT: Driven by Data. Proper steps to integrate data into a truck dealer or aftermarket business
ACT Research For-Hire Trucking Index: Weak finish to 2nd quarter
ACT: June 2019 Trailer Industry Preliminary Orders Down 41% from May
Contracting used truck market another sign of industry slowdown
Used Class 8 sales fell for third consecutive month
Despite slowdown in orders, Mack says market remains ‘hot’
Is Trucking in the Midst of a Freight Recession?
Medium-Duty US Retail Sales in June Fall Flat
ACT: Preliminary Used Class 8 Volumes Fall for Third Consecutive Month
ACT Research: Same dealer used truck sales down 8% in June
Hefty Fuels Savings Prompt Fleets to Replace Big Trucks
Trucking data shows signs of recession
Freight recession continues but upturn coming, ACT Research says
Class 8 market activity approaching “precipice”
ACT: Current Class 8 Market Activity Rapidly Approaching Precipice
Wall Street Week Ahead: Union Pacific, other freight co earnings eyed for tariff effects
Heavy truck market activity nearing ‘precipice’
Truck Builders, Motor Carriers Spooked by Tariffs, Slowing Economy
ACT Research: current Class 8 market activity rapidly approaching precipice
ACT Research says trucking sector is in a recession
June Class 8 truck orders rise incrementally from May
Class 8 orders still lag as tariffs cloud future
NA Medium & Heavy-Duty Volumes Rise Incrementally in June
Class 8 orders rise slightly in June, but post worst first half of year since 2010
ACT: Used Truck Prices Drop 1% M/M, Rise 10% YTD
Volvo makes record investment in Pulaski County as it builds new facility, adds 777 jobs
Volvo Trucks anticipates layoffs as industry hot streak comes to an end
Volvo makes record investment in Pulaski County as it builds new facility, adds 777 jobs
Trailer Orders in May Fall to Lowest Point in Nearly Three Years
Used Class 8 Prices Up 6% in a Year as Inventories Increase
Trailer orders down in May; June seen as pivotal month
Manufacturing Cross-Currents
Today’s Pickup: UPS seeks to kick open doors to global trade for women-owned businesses
ACT: U.S. Trailer Net Orders Drop in May, Down 54% Y/Y
ACT Research: Economy Strong, but Moderating
Trailer Orders Continue to Slide as OEMs Catch Up on Production
Despite near-record highs, Class 8 market shows signs of decline
Truckers are warning of a ‘bloodbath’ as trucking companies go bankrupt or slash their profit expectations
Class 8 market showing signs of cooling: ACT
ACT: Class 8 Measures Near-Record Highs, But Signs of Decline Appear
ACT: Class 8 cancellations surprise on low side
ACT Research: Cancellations moderate May trailer orders
ACT Research: China’s CV truck market softening; bus markets supported by demand for new energy units amid environmental concerns
ACT Research shows freight conditions plummeted in May
Freight conditions slumped in May, burdened by plummeting prices in for-hire trucking, study shows
ACT Research says Class 8 cancellations continue on low side
Rising Class 8 Sales in May Signal Demand Alive and Well
ACT: Class 8 Demand Strong, but Freight Metrics Softening
Medium-Duty Sales Rise in May, Top 22,000 Units
Preliminary used Class 8 volumes fell again in May
Used truck volumes fall 14% month-over-month in May
Used truck sales dropped 14 percent in May, down 22 percent from a year earlier (with video)
ACT: Preliminary Used Class 8 Volumes Fall M/M, Y/Y & YTD in May
Trucking industry volumes less than usual, driver pay continues to rise
Class 8 build rate: When change comes, it’s likely to come fast
ACT Research: When Change Comes, It Is Likely to Come Fast
ACT Forecast: Possible Short-Term Pre-Ships to Off-Set Future Tariffs
Class 8 orders drop to smallest total in nearly 3 years
May Class 8 Orders Plummet to Nearly Three-Year Low
May was the weakest month for Class 8 orders since July 2016
ACT: NA Medium & Heavy-Duty Volumes Drops 70% Y/Y in May
Backlogs Send Heavy-Duty Truck Orders Plummeting to 3-Year Low
Bharat Forge slips 1% after North America Class 8 truck orders
Two-Front Trade War Could Create Double Trouble for Trucking
May Was a Frigid Month for Class 8 Truck Orders
U.S. trailer orders easing, production remains robust, ACT Research says
Trailer order cancellations on the rise
ACT: Class 8 Production to Grow in 2019, Ease in 2020
Today’s Pickup: Costco lags in online grocery delivery
ACT: US trailer orders easing, but production remains robust
Trailer Orders Slow Down but Production Nears All-Time Highs
Freight Recession v Rate Recession
April Trailer Orders Surprise
Class 8 Truck Production to Taper Off By the End of 2019
Trailer orders continue down swing, but trend not sign of problem
ACT: Class 8 engine production to grow before drop late in 2019
April Used Class 8 Prices Climb; Dealers Wary of Slowdown
ACT Research: Used Truck Prices Rise 12% YTD; Unit Sales Drop 16% YTD
ACT Research: U.S. Trailer Orders Drop in April, Down 23% Y/Y
ACT: Economy Strong, But Trade Uncertainty a Moderating Force
Used Class 8 sales fall in April
Class 8 measures are at cycle highs, trailer orders are weak, ACT Research reports
U.S. trailer orders continue to drop in April, ACT Research says
ACT Research: Used truck prices up 6% month-over-month
Freight Market Shifts into Lower Gear
Trailer demand softening
April trailer orders down from March, ACT Research
ACT Research: April trailer orders at 14,500 units
ACT says trailer order volume soft in second straight month
ACT: For-Hire Trucking Index Pricing Index Drops Considerably
ACT: April 2019 Trailer Industry Net Orders Down 38% Y/Y
Class 8 backlog ‘remains jam-packed’ as freight growth stagnates: ACT
One Size Doesn’t Fit All: How Commercial Electric Vehicles Present Unique Challenges For Charging Infrastructure
ACT Research: Used Class 8 Volumes Fall 16% Y/Y
Trucker rates expected to fall
Today’s Pickup: Amazon breaks ground on Kentucky air hub; where will the next Uber will come from?
Trucking Industry Threatened by Escalating U.S.-China Trade War
ACT: Preliminary used Class 8 volumes fell M/M, Y/Y and YTD in April
Trucking Industry Hits the Doldrums with Neutral Economic Outlook
ACT Research: Trucker profitability expected to roll over in 2nd half of year
Freight market continues to slump as hot truck sales add capacity
Likelihood of freight recession increasing: ACT
Today’s Pickup: Colombian logistics boom
RUSH ENTERPRISES INC \TX\ filed on Fri, May 10 10-Q Form
Second Quarter 2019 Survey of Professional Forecasters
ACT: Slow Freight and Fast Tractor Sales Pressure Rate Outlook for May
10-Q: CORE MOLDING TECHNOLOGIES INC
Suppliers Take Path to Alternative Powertrains
Freight demand softens, second half of 2019 a ‘wild card’
ACT says slow freight, fast tractor sales pressuring rate outlook
April Class 8 orders down sharply year-over-year, data show
Warehouse Hiring Surges on Rising E-Commerce Demand
Warehouse Hiring Surges on Rising E-Commerce Demand
ACT: NA Class 8 Orders Dip from March to April, Hit 31-Month Low
ACT: Class 8 Natural Gas Truck Sales Down 12% YTD
U.S. Trailer Orders Drop 48% Y/Y in March, 36% YTD
ACT Research data indicates stagnating freight growth
Economy continues to cool, but danger of full freight recession dims, ACT says
Rush’s Aftermarket Gains Lift 1Q Results
ACT Research: Strength in commercial vehicle industry varies by sector
Weekly Freight Market Update: Quarter End Scramble
Schneider says it will use its assets to enhance middle mile capabilities
Preliminary Used Class 8 Volumes Jump 25% M/M in March
Truck drivers see orders, miles fall in most recent U.S. stoppage flag
Caminhoneiros dos EUA veem queda das cargas em sinal de desaceleração econômica
DIESEL AND THE FUTURE OF TRUCKING
March Trailer Orders Fall
ACT Research: Freight Recession Possible, Rate Recession Likely
Bibby Financial study reveals predictive maintenance concerns
Q1 Truck Orders Plunge as Industry Works Down Backlog
Strong start to the stock market in April – third day in a row
Orders for new Class 8 trucks dip below 16,000
ACT Research: NA Class 8 Orders Drop Significantly in March Y/Y
ACT Research: Used Truck Prices Rose 2% M/M in February; Sales Fell 7%
Chinese CV Truck Market Softening Amid Environmental Concerns
China’s CV Truck Market Softening, Bus Markets Flat
ACT Research: Trailer Orders Drop in February, Down 29% Y/Y
ACT: U.S. Trailer Orders Continued to Drop in February, Down 29% Y/Y
Trailer orders down 9 percent from January, ACT says
Current Class 8 Orders See Big Backlogs
Truck Trailer Orders Down Again In February, But Analysts Predict Another Record Year
ACT Research Says Commercial Vehicle Industry is Solid
NA Class 8 Orders Rebound Modestly from January to February
Global freight carriers, shippers remain positive on 2019; trucking industry faces possible rate recession
Trucking Conditions Worsen In January And Predicted To Be “High Point” For 2019
Class 8 truck orders quiet in February
GAO: Federal agencies should take additional steps to prepare for potential workforce effects of self-driving trucks
NAVISTAR Q1 EARNINGS PRESENTATION
Oil, Gas Companies Aim to Curb Truck Order Backlog
ACT, FTR report 5 percent monthly increase in Class 8 orders
J.D. Power says new truck boom cycle almost certainly in rear-view mirror
Class 8 engine production expected to continue growth trend
ACT Research Predicts Continued Class 8 Production Growth in 2019
Trailer orders softening, but not for lack of demand
ACT Research Says Class 8 Production to Grow in 2019
Trailer Orders Are Down but Demand Isn’t to Blame
Huge Backlog Slows Trailer Orders to Start 2019
ACT: Industry books 25,800 net trailer orders in January
Truck Recalls Exceed Sales, Year In And Year Out
ACT Research: Freight rates and trucker profits pressured In 2019
ACT Research Suggests Caution for U.S. Economy, Commercial Vehicle Industry
Rush Enterprises, Inc. Reports Fourth Quarter and Year-End 2018 Results and Declares Quarterly Cash Dividend
What Electric Vehicle Adopters Can Learn from Natural Gas Fleets
Class 8 Truck Orders Get Off to Slow Start in 2019
Class 8 Heavy Truck Orders Crash 68% in January
North American Class 8 Heavy Truck Orders Collapse 68% in January
Nightly Business Report – February 4, 2019
Follow the links to the transcript of the Night Business Report story which featured Kenny Vieth of ACT Research discussing the state of the commercial vehicle marketing and the cycle of demand.