
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.
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Year-over-year orders rose sharply, yet OEMs report production backlogs through year-end and EPA rule uncertainty complicates 2027 planning.

April 2026 net orders hit 19,400 units, more than doubling year-over-year, though ACT Research notes the comparison base was depressed.

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…

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.