
Class 8 Retail Sales Drop Year Over Year Despite May Uptick
New heavy-duty truck sales improved month-to-month in May 2026 but remain below prior-year levels as fleets hold back orders.
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New heavy-duty truck sales improved month-to-month in May 2026 but remain below prior-year levels as fleets hold back orders.

Conference Board index falls to 47 in May, lowest since early 2024, as executives cite supply-chain fragility and energy-cost volatility.

Retail sales fell below prior-year levels as buyers wait for sustained freight recovery before committing to new equipment.

First-quarter orders climbed to 114,043 units while revenue and earnings fell: signaling fleet confidence despite OEM margin pressure.

Engine maker's raised forecast signals carrier demand is firming: what improving order activity means for fleet expansion and rate momentum.

Werner posted $808.6M revenue and turned adjusted earnings positive, but the release contained no truck orders, spec changes, or fleet equipment updates.