COLUMBUS, Ind. — May preliminary North America Class 8 net orders of 26.5k units increased 103% y/y.
“Class 8 order strength continued in May, with preliminary orders of 26,500 units, up 103% y/y and 12% m/m, respectively,” said Carter Vieth, research analyst at ACT Research. “Despite the lack of build slots remaining in 2026 and entering what is historically a weak seasonal order period, new equipment demand remains buoyed by materially improved spot and contract rates, on top of regulatory clarity.”
Complete industry data for May, including final order numbers, will be published by ACT Research in mid-June.
Regarding medium duty, Vieth noted that preliminary Classes 5-7 orders rose 32% y/y to 19,000 units in May.
“A moderate improvement from year-ago levels that may partially reflect the US’s economic resilience, but given EPA’27 is edging closer, may reflect some level of dealer stocking,” Vieth said.
Dana Guthrie is an award-winning journalist who has been featured in multiple newspapers, books and magazines across the globe. She is currently based in the Atlanta, Georgia, area.
