
Trailer Orders Climb as Fleets Exit Deferred-Replacement Cycle
Carriers that skipped normal replacement schedules during the freight recession are starting to order again, reviving trailer demand in late 2026.
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Carriers that skipped normal replacement schedules during the freight recession are starting to order again, reviving trailer demand in late 2026.

Three-and-a-half-year freight recession shredded carrier credit profiles while lenders left the sector. Fleets of 50 to 200 units now face a capital squeeze.

Spear exits as the freight recession enters its third year. His successor inherits tort reform battles, 2027 emissions deadlines, and a driver market that…

Operating costs climbed through 2025 as tariffs hit tires and driver compensation crossed the dollar mark, squeezing margins in the third year of soft freight.

Tobias Waldeck and Kevin Bangston say capacity is stabilizing, EPA rules are driving fleet investment, and AI data centers are creating new freight lanes.

FleetOwner podcast traces 250 years of American freight infrastructure, from colonial trade routes to alternative powertrains and the Right to Repair fight.

Auction lots are finally clearing inventory from the 2022-2023 downturn. What rising resale values mean for small fleets looking to buy or trade.

VTNA expands zero-emission lineup with VNL Electric and new vocational tech as freight recession and tariff costs force fleets to reassess EV spending.

Capacity exits, not freight volume, drove the largest quarterly spending surge since the pandemic boom, while shipments stayed flat.