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DTNA promises 2029 start date as North American demand climbs. What a new assembly line means for Class 8 lead times and used-truck residuals.
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DTNA promises 2029 start date as North American demand climbs. What a new assembly line means for Class 8 lead times and used-truck residuals.

CEO Preston Feight says component vendors couldn't scale output fast enough to match rising demand, creating delivery delays for Kenworth and Peterbilt orders.

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.