Capacity Still Shrinking as Rejection Rates Hold at 13.5%
Accepted tender volumes near 2019 levels, but rejection rates more than double what they were then. The supply-side correction is still running.
#Class 8 Orders
7 posts tagged with this topic.
Class 8 Orders Jump in July but 2026 Build Slots Are Full
Year-over-year orders rose sharply, yet OEMs report production backlogs through year-end and EPA rule uncertainty complicates 2027 planning.
Class 8 Orders Double Year Over Year in May 2026
Preliminary data from ACT Research and FTR Transportation Intelligence show May orders up 103% to 124% compared to May 2025, signaling fleet confidence ahead…
Class 8 Orders Jump 201% in April as Freight Rates Firm
New truck orders surged in April as carriers bet on tightening capacity and recovering freight demand: signaling confidence in the replacement cycle.
Class 8 Orders Stay Elevated in March as Volvo Times VNL Launch
FTR reports March Class 8 orders remained sharply above expectations despite geopolitical cooling, as Volvo executives say new VNL and VNR models hit the…
RXO CEO Sees Freight Market Recovery, What It Means for Equipment Demand
Drew Wilkerson told investors May 7 the company is positioned for an upturn. Broker optimism typically leads OEM order activity by one to two quarters.
Daimler Truck Q1 Orders Jump 50% Despite Revenue Drop
First-quarter orders climbed to 114,043 units while revenue and earnings fell: signaling fleet confidence despite OEM margin pressure.