March trailer net orders, at 13,600 units, were nearly 25 percent lower y/y, and 7k units below February’s intake. This brings Q1’24 net orders to 48.3k units, down 29 percent from Q1’23’s faster paced order environment, with its pent-up demand and...
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April 24, 2024, 07:00 AM
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Preliminary net trailer orders decreased nominally from February to March. At 13,600 units, orders also were lower compared to last March, down 24 percent year over year. Seasonal adjustment (SA) at this point in the cycle leaves March’s tally...
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April 18, 2024, 07:00 AM
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Weak freight rates continue to reduce carriers’ willingness to invest in equipment. February net orders, at 20,500 units were nearly 21 percent lower year/year, but 6.6k units above January’s intake, according to this month’s issue of ACT Research’s...
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March 26, 2024, 07:00 AM
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February’s preliminary net trailer orders increased nominally from January to February. At 20,500 units, orders were lower compared to last February, down nearly 21 percent y/y. As we’re at the end of peak order season, seasonal adjustment (SA)...
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March 19, 2024, 07:18 AM
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Weak freight rates continue to reduce carriers’ willingness to invest in equipment, resulting in low trailer orders and high cancellations in January, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailers...
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February 26, 2024, 07:05 AM
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January’s preliminary net trailer orders decreased nominally from December to January. At 13,700 units, orders were lower compared to last January, down nearly 43 percent year over year. As we’re still in peak order season, seasonal adjustment (SA)...
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February 19, 2024, 07:16 AM
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With freight markets continuing their bounce along the bottom, carrier profits at a low ebb, and pent-up demand exhausted, the 2024 game plan is more about hoping and coping than full steam ahead for the trailer market, according to this month’s...
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January 23, 2024, 07:00 AM
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November’s preliminary net trailer orders decreased nominally from October to November. At 20,900 units, orders were lower compared to last November, down 47 percent y/y. As we’re still in the peak order season, seasonal adjustment (SA) lowers...
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December 29, 2023, 07:06 AM
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Peak order season opened in September, and although net orders in November continued to show relatively healthy bookings, they were softer than the previous two months. Unlike the last few years with challenges solidly on the supply-side of the...
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December 27, 2023, 07:15 AM
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Peak order season opened in September, and October net orders continued to show strong bookings. However, cancellations in some segments remain elevated, despite healthy backlogs. On balance, two solid months of orders are not enough for us to say...
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November 27, 2023, 07:00 AM
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October’s preliminary net trailer orders increased nominally from September to October, at 35,300 units, but were lower compared to last October, down more than 26 percent Y/Y. As we’re still in the opening of peak order season, seasonal adjustment...
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November 17, 2023, 07:00 AM
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For the past three months, we have written about dark clouds on the trailer market horizon. September opens the peak order season, and while it is tempting to say, “here comes the sun,” we would be remiss if we didn’t note that a) one month’s data...
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October 25, 2023, 07:10 AM
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September’s preliminary net trailer orders increased sequentially, to 31,300 units, against a very easy August comp, and were notably higher compared to last September, up 19 percent. As the opening month of peak order season, seasonal adjustment...
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October 18, 2023, 07:05 AM
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August’s preliminary net trailer orders increased sequentially, to 11,500 units, but were lower against longer-term comparisons. As one of the weakest order months of the year, seasonal adjustment (SA) boosts August’s SA tally to 14,700 units. Final...
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September 19, 2023, 07:05 AM
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Clouds on the trailer-market horizon bear watching, while simultaneously recognizing this is the seasonally weakest time of the year for forward-looking metrics, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailers...
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July 28, 2023, 07:10 AM
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While the sky still isn’t falling, there certainly are more ominous clouds on the horizon that bear watching closely moving forward, one being a significant uptick in trailer cancellations for a second consecutive month, according to this month’s...
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June 23, 2023, 07:18 AM
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According to this quarter’s issue of ACT Research’s Trailer Components & Raw Materials Forecast, OEMs are reporting that their orderboards for 2023 are fully open, with most booked through the end of the year (a few with spots still available in Q4)...
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May 25, 2023, 07:00 AM
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During the past six months, trailer manufacturers and major suppliers have largely indicated stable business conditions as compared to each prior month. Responses for May, relative to April, were in line with this trend. That said, this month’s...
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May 23, 2023, 07:15 AM
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April’s preliminary net trailer orders decreased sequentially, and were lower against longer-term comparisons, with 10,000 units (11,900 seasonally adjusted) projected to have been booked during the month. Final April results will be available later...
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May 16, 2023, 07:00 AM
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Trailer OEMs and major component suppliers continue to indicate strong demand and lingering supply-chain constraints. Despite OEMs expanding availability, 2023 is not yet fully open across the industry, partially because manufacturers continue to...
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April 25, 2023, 07:01 AM
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March’s preliminary net trailer orders decreased sequentially, and were lower against longer-term comparisons, with 16,800 units (16,300 SA) projected to have been booked during the month. Final March results will be available later this month. This...
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April 24, 2023, 07:00 AM
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Reflecting a higher build rate, the backlog-to-build ratio contracted to 8.5 months in February, after closing January at 9.9 months. For context, the average since Q3 2021 has been in the 8-month neighborhood, according to this month’s issue of ACT...
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March 29, 2023, 07:10 AM
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February’s preliminary net trailer orders increased sequentially, but were lower against longer-term comparisons, with 25,800 units (25,600 SA) projected to have been booked during the month. Final February results will be available later this...
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March 22, 2023, 07:10 AM
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According to this quarter’s issue of ACT Research’s Trailer Components & Raw Materials Forecast, supply-chain concerns still linger, with some manufacturers sharing that they see no short-term improvement in sight. Most trailer makers continue to see...
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March 01, 2023, 07:03 AM
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Reflecting a lower build rate, January’s backlog-to-build ratio (BL/BU) increased to 9.9 months, after averaging ~8 months since August of 2021, according to ACT Research. That said, the BL/BU for total trailers decreased to 8.1 months when...
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February 23, 2023, 07:00 AM
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Preliminary net trailer orders dipped in January, with 24,200 units (22,000 SA) projected to have been booked during the month. Final January results will be available later this month. “We expected net orders to slow in January, after the explosion...
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February 15, 2023, 07:05 AM
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November net U.S. trailer orders of 39,590 units were 17 percent lower compared to last month, -27 percent on a seasonally adjusted basis, and 22 percent above the year-ago November level, according to this month’s issue of ACT Research’s State of...
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December 29, 2022, 07:05 AM
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Preliminary reports show net trailer orders continued to soar in November, with 39,000 units projected to have been booked during the month. Final November results will be available later this month.“We expected net orders to slow in November, after...
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December 21, 2022, 07:05 AM
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According to this quarter’s issue of ACT Research’s Trailer Components & Raw Materials Forecast, recent weak economic numbers and higher interest rates do not seem to have impacted the commercial vehicle (CV) sector in any meaningful form. Demand...
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December 01, 2022, 07:02 AM
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October net U.S. trailer orders of 47,860 units were 83 percent higher compared to last month, +57 percent on a seasonally adjusted basis, and 171 percent above the year-ago October level, according to this month’s issue of ACT Research’s State of...
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November 23, 2022, 07:07 AM
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Preliminary reports show net trailer orders in October were 46,750 units, up 82 percent from September, and 168 percent higher than the same month last year, according to ACT Research. Final October results will be available later this month.“With...
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November 17, 2022, 07:07 AM
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September net U.S. trailer orders of 26,086 units were 47 percent higher compared to last month, but 8 percent below the year-ago September level, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailers...
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October 28, 2022, 07:01 AM
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Preliminary reports show that net trailer orders in September were 25,700 units, up about 45 percent from August, but around 10 percent lower than the same month last year. Final September results will be available later this month. “With more 2023...
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October 21, 2022, 07:00 AM
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Preliminary reports show that net trailer orders in August were 17,700 units, up about 6 percent from July, but a significant 39 percent higher than the same month last year, according to ACT Research. Final August results will be available later...
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September 21, 2022, 07:05 AM
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July net U.S. trailer orders of 16,997 units were 33 percent lower compared to last month, but more than 103 percent above the year-ago July level, according to this month’s issue of ACT Research’s State of the Industry: U.S. Trailers report.“OEMS...
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August 19, 2022, 07:00 AM
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Preliminary reports show that net trailer orders in June were 15,300 units, down about 21 percent from the previous month, but up a significant 33 percent from the same month last year. Final June results will be available later this month.ACT...
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July 18, 2022, 07:00 AM
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