
Lowe's Flags Higher Transportation Costs in Q1 Earnings Call
Home-improvement retailer affirms full-year outlook despite freight headwinds and soft housing market.
Equipment, OEM & Electric Vehicles
Hank Rivers covers truck hardware, tractors, trailers, engines, drivetrains, emissions aftertreatment, battery-electric and hydrogen trucks, charging infrastructure, telematics hardware, ADAS, tires, APUs, recalls, and the maintenance economics that decide what a fleet actually spends per mile. Former fleet manager. He treats OEM press releases like used-truck listings until proven otherwise.

Home-improvement retailer affirms full-year outlook despite freight headwinds and soft housing market.

Classes 4-7 retail sales fell year-over-year as fleets delayed replacement cycles and OEMs worked through order backlogs.

ACT Research reports April net orders rose instead of falling, marking a delayed order cycle that started in December rather than the usual September-October…

The Section 232 tariff on imported truck parts took effect November 1, 2025. Injectors, turbos, transmissions, and DPF assemblies are now 20% to 30% more…

Owner-operators relying on broker freight face higher vetting hurdles as carriers without documented safety programs lose load access

Pharr facility adds 69 dock doors, multiple temperature zones, and cross-dock capacity 4.5 miles from Pharr-Reynosa bridge as Mexico produce imports climb.

Industry executives are sharing attack details and lessons learned after years of keeping incidents quiet, aiming to stay ahead of threats targeting multiple…

Single-speed gearbox and integrated motor-inverter aim to cut weight and component count for school buses, last-mile delivery, and food-and-beverage routes.

X-Series cabinet units use liquid cooling, hit 98% efficiency, and can handle 100-plus charge points at full-scale electric fleet depots.

Battery-electric autonomous tractors without cabs offer the lowest per-mile cost for short-haul freight, according to Humble Robotics CEO.

International's David Hillman discusses mid-2026 prebuy capacity and the S13 integrated powertrain ahead of the EPA 2027 emissions deadline.

Two U.S. plants will build the battery-electric tractor as Windrose targets domestic production before 2027.